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Vanguard Mid-Cap Value ETF

1,107 hedge funds and large institutions have $10.8B invested in Vanguard Mid-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 357 increasing their positions, 384 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.17% more ownership

Funds ownership: 61.25%61.43% (+0.17%)

7% less repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 384

5% less funds holding in top 10

Funds holding in top 10: 5552 (-3)

Holders
1,107
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.38M
Puts
$1.58M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
876
Curio Wealth
Maryland
$218K
PG
877
Proffitt & Goodson
Tennessee
$218K
SPAS
878
Spectrum Planning & Advisory Services
California
$217K
CWP
879
Concord Wealth Partners
Virginia
$216K
CAMV
880
Concord Asset Management (Virginia)
Virginia
$216K
SDWMA
881
Schneider Downs Wealth Management Advisors
Pennsylvania
$216K
BWL
882
Bogart Wealth LLC
Virginia
$214K
CA
883
Calton & Associates
Florida
$214K
QP
884
Quartz Partners
New York
$213K
PWM
885
PBMares Wealth Management
Virginia
$212K
CA
886
CoreCap Advisors
Michigan
$211K
SCM
887
Saxony Capital Management
Missouri
$211K
BFS
888
Bradley Foster & Sargent
Connecticut
$210K
CGA
889
Crescent Grove Advisors
Illinois
$209K
MWP
890
Meredith Wealth Planning
Illinois
$208K
KCM
891
Kennedy Capital Management
Missouri
$207K
MAG
892
Mayfair Advisory Group
Alabama
$206K
FFA
893
Florida Financial Advisors
Florida
$205K
GIP
894
Greatmark Investment Partners
Georgia
$205K
SIG
895
Sargent Investment Group
Maryland
$204K
AC
896
AlphaCore Capital
California
$202K
CTA
897
Colonial Trust Advisors
South Carolina
$202K
APA
898
Astoria Portfolio Advisors
New York
$202K
BWA
899
Bestgate Wealth Advisors
Maryland
$201K
ATC
900
Advantage Trust Company
Kansas
$201K