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Vanguard Mid-Cap Value ETF

1,101 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, 357 increasing their positions, 381 reducing their positions, and 54 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: $ → $

0.07% more ownership

Funds ownership: 61.17%61.24% (+0.07%)

6% less repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 381

4% less funds holding in top 10

Funds holding in top 10: 5452 (-2)

Holders
1,101
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
Baird Financial Group
76
Baird Financial Group
Wisconsin
$17.6M
AI
77
Arvest Investments
Arkansas
$17.3M
LNB
78
Ledyard National Bank
$17.3M
PWM
79
Praetorian Wealth Management
California
$17.3M
SFG
80
Sage Financial Group
Pennsylvania
$17.2M
Natixis Advisors
81
Natixis Advisors
Massachusetts
$17.1M
PGFC
82
Peapack-Gladstone Financial Corp
New Jersey
$16.1M
AMG
83
Asset Management Group
Connecticut
$15.7M
AA
84
Advisory Alpha
Michigan
$15.1M
EWA
85
ERTS Wealth Advisors
Michigan
$15M
LFS
86
Lutz Financial Services
Nebraska
$14.9M
LI
87
LMCG Investments
Massachusetts
$14.9M
OFP
88
OLIO Financial Planning
Virginia
$14.7M
EK
89
Evensky & Katz
Florida
$14.6M
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$14.5M
BMCM
91
Bryn Mawr Capital Management
Pennsylvania
$14.5M
SIA
92
Strategic Investment Advisors
Michigan
$14.5M
CWAG
93
Compton Wealth Advisory Group
Virginia
$14.4M
CPIG
94
Chicago Partners Investment Group
Illinois
$14.2M
DWA
95
Dougherty Wealth Advisers
Minnesota
$14M
MWM
96
Modera Wealth Management
New Jersey
$13.9M
PMG
97
ProVise Management Group
Florida
$13.8M
HIP
98
HUB Investment Partners
Texas
$13.6M
DC
99
Davenport & Co
Virginia
$13.4M
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$12.7M