We are live on ! Find out more
VOE icon

Vanguard Mid-Cap Value ETF

1,111 hedge funds and large institutions have $11.5B invested in Vanguard Mid-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 432 increasing their positions, 358 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $5.31M | Put options by funds: $1.34M

25% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 56

21% more repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 358

6% more capital invested

Capital invested by funds: $10.8B → $11.5B (+$696M)

0.58% less ownership

Funds ownership: 61.54%60.96% (-0.58%)

1% less funds holding

Funds holding: 1,1191,111 (-8)

4% less funds holding in top 10

Funds holding in top 10: 5250 (-2)

Holders
1,111
Holders Change
-8
Holders Change %
-0.71%
% of All Funds
14.58%
Holding in Top 10
50
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.85%
% of All Funds
0.66%
New
70
Increased
432
Reduced
358
Closed
56
Calls
$5.31M
Puts
$1.34M
Net Calls
+$3.96M
Net Calls Change
-$839K
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
876
Laird Norton Wetherby Wealth Management
California
$239K
NEPWA
877
New England Private Wealth Advisors
Massachusetts
$239K
CA
878
Cornerstone Advisory
Maryland
$238K +$510 +3 +0.2%
PIFP
879
Partners in Financial Planning
Virginia
$236K +$681 +4 +0.3%
AIM
880
Advyzon Investment Management
Illinois
$236K +$230K +1,352 New
CA
881
CoreCap Advisors
Michigan
$235K +$11.1K +65 +5%
OC
882
Optima Capital
Oregon
$235K
OPPS
883
Obsidian Personal Planning Solutions
Maryland
$234K
RAM
884
Redmond Asset Management
Virginia
$234K
QP
885
Quartz Partners
New York
$233K +$7.15K +42 +3%
CFD
886
Creative Financial Designs
Indiana
$232K +$681 +4 +0.3%
CSA
887
Cottage Street Advisors
Massachusetts
$232K +$510 +3 +0.2%
CIAS
888
Capital Investment Advisory Services
North Carolina
$231K -$6.98K -41 -3%
TC
889
Trilogy Capital
California
$231K +$225K +1,323 New
PG
890
Proffitt & Goodson
Tennessee
$231K
NWMP
891
Noble Wealth Management PBC
Colorado
$230K +$224K +1,318 New
SDWMA
892
Schneider Downs Wealth Management Advisors
Pennsylvania
$230K
SPAS
893
Spectrum Planning & Advisory Services
California
$229K -$1.87K -11 -0.8%
CAG
894
Compass Advisory Group
New York
$226K +$219K +1,288 New
MAM
895
Mainsail Asset Management
Alabama
$225K +$220K +1,292 New
CW
896
Curio Wealth
Maryland
$225K -$5.79K -34 -3%
1NWS
897
1 North Wealth Services
Maryland
$225K -$23.8K -140 -10%
PWM
898
PBMares Wealth Management
Virginia
$225K
CGA
899
Crescent Grove Advisors
Illinois
$222K +$510 +3 +0.2%
MWP
900
Meredith Wealth Planning
Illinois
$221K