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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
OWA
926
Opal Wealth Advisors
New York
$150K
NRC
927
New Republic Capital
North Carolina
$142K
BCMLT
928
Beacon Capital Management LLC (Tennessee)
Tennessee
$142K
PWMG
929
Private Wealth Management Group
New Jersey
$135K
SL
930
Salomon & Ludwin
Virginia
$127K
PWA
931
Physician Wealth Advisors
Utah
$126K
MPCG
932
Matrix Private Capital Group
New York
$124K
ADL
933
Asset Dedication LLC
California
$121K
CFFP
934
Center for Financial Planning
Michigan
$121K
DJSG
935
D.J. St. Germain
Massachusetts
$118K
SMA
936
Sage Mountain Advisors
Georgia
$117K
HIW
937
Holos Integrated Wealth
Pennsylvania
$117K
HBW
938
Hazlett, Burt & Watson
West Virginia
$116K
BTI
939
Blue Trust Inc
Georgia
$116K
AAG
940
Armstrong Advisory Group
Massachusetts
$115K
OP
941
ORG Partners
Indiana
$112K
GI
942
GAMMA Investing
California
$111K
GEA
943
Glen Eagle Advisors
New Jersey
$107K
B
944
Birchbrook
Maine
$103K
HFS
945
Horizon Financial Services
North Carolina
$99K
FFA
946
Frazier Financial Advisors
Ohio
$93.7K
TSMHT
947
Thurston Springer Miller Herd & Titak
Indiana
$90.7K
AG
948
AmeriFlex Group
Nevada
$90.2K
NEWAS
949
N.E.W. Advisory Services
Wisconsin
$89.5K
LFA
950
LGT Financial Advisors
Texas
$88K