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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
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$20.4M -$1.11M -6,534 -5%
SI
77
Stephens Inc
Arkansas
$19.9M -$630K -3,704 -3%
FAT
78
First American Trust
California
$19.5M +$77.4K +455 +0.4%
Natixis Advisors
79
Natixis Advisors
Massachusetts
$19.5M +$1.26M +7,378 +7%
AI
80
Arvest Investments
Arkansas
$18.9M +$560K +3,291 +3%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$18.9M +$180K +1,056 +1%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$18.8M -$1.41M -8,262 -7%
PWM
83
Praetorian Wealth Management
California
$18.3M -$57.2K -336 -0.3%
LNB
84
Ledyard National Bank
$18.2M -$96.8K -569 -0.5%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$18.2M -$2.56M -15,034 -13%
SFG
86
Sage Financial Group
Pennsylvania
$18.1M -$166K -977 -0.9%
AA
87
Advisory Alpha
Michigan
$17.6M +$1.6M +9,380 +10%
PGFC
88
Peapack-Gladstone Financial Corp
New Jersey
$16.8M -$273K -1,605 -2%
AMG
89
Asset Management Group
Connecticut
$16.7M +$60.4K +355 +0.4%
BMCM
90
Bryn Mawr Capital Management
Pennsylvania
$16.6M +$1.16M +6,792 +8%
OFP
91
OLIO Financial Planning
Virginia
$16.4M +$783K +4,602 +5%
EWA
92
ERTS Wealth Advisors
Michigan
$16.3M +$397K +2,333 +3%
SIA
93
Strategic Investment Advisors
Michigan
$16.2M -$655K -3,851 -4%
LFS
94
Lutz Financial Services
Nebraska
$15.6M -$208K -1,220 -1%
DWA
95
Dougherty Wealth Advisers
Minnesota
$15.4M +$503K +2,958 +3%
CWAG
96
Compton Wealth Advisory Group
Virginia
$15.3M +$12.1K +71 +0.1%
PMG
97
ProVise Management Group
Florida
$15.3M +$561K +3,299 +4%
LI
98
LMCG Investments
Massachusetts
$15.1M -$658K -3,867 -4%
EK
99
Evensky & Katz
Florida
$15M -$479K -2,815 -3%
CPIG
100
Chicago Partners Investment Group
Illinois
$14.9M +$424K +2,493 +3%