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Vanguard Mid-Cap Value ETF

1,098 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 93 funds opening new positions, 356 increasing their positions, 379 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,098
Holders Change
+22
Holders Change %
+2.04%
% of All Funds
14.72%
Holding in Top 10
51
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.56%
% of All Funds
0.68%
New
93
Increased
356
Reduced
379
Closed
53
Calls
$6.38M
Puts
$1.58M
Net Calls
+$4.8M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Shares
Change %
ADL
926
Asset Dedication LLC
California
$121K
CFFP
927
Center for Financial Planning
Michigan
$121K
DJSG
928
D.J. St. Germain
Massachusetts
$118K +$658 +4 +0.6%
SMA
929
Sage Mountain Advisors
Georgia
$117K
HIW
930
Holos Integrated Wealth
Pennsylvania
$117K
HBW
931
Hazlett, Burt & Watson
West Virginia
$116K +$6.66K +40 +6%
BTI
932
Blue Trust Inc
Georgia
$116K +$19.4K +118 +20%
AAG
933
Armstrong Advisory Group
Massachusetts
$115K -$16.3K -99 -12%
OP
934
ORG Partners
Indiana
$112K
GI
935
GAMMA Investing
California
$111K
GEA
936
Glen Eagle Advisors
New Jersey
$107K
B
937
Birchbrook
Maine
$103K
HFS
938
Horizon Financial Services
North Carolina
$99K -$15K -91 -13%
FFA
939
Frazier Financial Advisors
Ohio
$93.7K
TSMHT
940
Thurston Springer Miller Herd & Titak
Indiana
$90.7K
AG
941
AmeriFlex Group
Nevada
$90.2K +$62.8K +383 +229%
NEWAS
942
N.E.W. Advisory Services
Wisconsin
$89.5K -$20.7K -126 -19%
LFA
943
LGT Financial Advisors
Texas
$88K -$35.5K -216 -29%
OWP
944
ORG Wealth Partners
Texas
$87.8K
Simplex Trading
945
Simplex Trading
Illinois
$86K +$86K +528 New
GWSG
946
GPS Wealth Strategies Group
Colorado
$84.6K -$3.29K -20 -4%
EWM
947
Evolution Wealth Management
Florida
$82.9K +$82.9K +504 New
AIA
948
Armor Investment Advisors
North Carolina
$81.4K
EWM
949
Evermay Wealth Management
Virginia
$77.8K -$10K -61 -11%
PWM
950
Parkworth Wealth Management
California
$77.6K