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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
BFS
926
Bradley Foster & Sargent
Connecticut
$201K -$21.8K -128 -10%
CNBT
927
Cornerstone National Bank & Trust
Illinois
$198K
MA
928
Montag & Associates
Georgia
$197K
CWP
929
Concord Wealth Partners
Virginia
$196K -$33.2K -195 -15%
MWM
930
MGB Wealth Management
Texas
$194K
SAM
931
Smartleaf Asset Management
Massachusetts
$190K -$22.1K -130 -11%
VWA
932
VSM Wealth Advisory
Maryland
$187K -$57.3K -337 -24%
Allspring Global Investments
933
Allspring Global Investments
North Carolina
$186K -$1.36K -8 -0.7%
JGIA
934
Jackson Grant Investment Advisers
Connecticut
$186K +$1.02K +6 +0.6%
BCWM
935
Bartlett & Co Wealth Management
Ohio
$179K -$9.36K -55 -5%
HPC
936
HM Payson & Co
Maine
$177K
GA
937
GoalVest Advisory
New York
$175K
HFS
938
Horizon Financial Services
North Carolina
$174K +$67.5K +397 +66%
FPB
939
First PREMIER Bank
South Dakota
$171K
FP
940
Financial Perspectives
Minnesota
$162K
GWS
941
Greykasell Wealth Strategies
California
$160K
AGWCA
942
Annis Gardner Whiting Capital Advisors
Florida
$160K
LFG
943
Larson Financial Group
Missouri
$159K -$6.98K -41 -4%
CFG
944
Chapman Financial Group
Hawaii
$155K -$49K -288 -24%
BTI
945
Blue Trust Inc
Georgia
$152K +$28.1K +165 +23%
PAM
946
Palisade Asset Management
Minnesota
$150K +$146K +860 New
CPG
947
Cornerstone Planning Group
New Jersey
$149K -$31.3K -184 -10%
UFPG
948
United Financial Planning Group
New York
$147K +$178K +1,044 New
NRC
949
New Republic Capital
North Carolina
$147K -$4.08K -24 -3%
PWMG
950
Private Wealth Management Group
New Jersey
$143K