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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
DJSG
951
D.J. St. Germain
Massachusetts
$135K +$8.85K +52 +7%
PWA
952
Physician Wealth Advisors
Utah
$134K
MPCG
953
Matrix Private Capital Group
New York
$131K
ADL
954
Asset Dedication LLC
California
$129K
CFFP
955
Center for Financial Planning
Michigan
$128K
SL
956
Salomon & Ludwin
Virginia
$128K -$5.1K -30 -4%
AIM
957
Anchor Investment Management
South Carolina
$124K +$51.7K +304 +74%
SMA
958
Sage Mountain Advisors
Georgia
$124K
HBW
959
Hazlett, Burt & Watson
West Virginia
$122K
AAG
960
Armstrong Advisory Group
Massachusetts
$122K
GI
961
GAMMA Investing
California
$118K
GEA
962
Glen Eagle Advisors
New Jersey
$118K +$3.74K +22 +3%
HIW
963
Holos Integrated Wealth
Pennsylvania
$118K
OP
964
ORG Partners
Indiana
$112K -$5.79K -34 -5%
B
965
Birchbrook
Maine
$109K
GWSG
966
GPS Wealth Strategies Group
Colorado
$103K +$12.8K +75 +15%
RF
967
Robinswood Financial
Washington
$103K -$2.21K -13 -2%
OWP
968
ORG Wealth Partners
Texas
$101K +$8.85K +52 +10%
CCM
969
Cloud Capital Management
Washington
$101K +$98.7K +580 New
FFA
970
Frazier Financial Advisors
Ohio
$99.5K
NEWAS
971
N.E.W. Advisory Services
Wisconsin
$95.3K +$340 +2 +0.4%
SGK
972
Steigerwald Gordon & Koch
Virginia
$95K +$92.6K +544 New
LFA
973
LGT Financial Advisors
Texas
$93.4K
AWM
974
Abound Wealth Management
Tennessee
$91.6K +$33.2K +195 +59%
EWM
975
Evolution Wealth Management
Florida
$88K