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Vanguard Mid-Cap Value ETF

1,086 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 69 funds opening new positions, 424 increasing their positions, 349 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.31M
Puts
$1.34M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$20.4M
SI
77
Stephens Inc
Arkansas
$19.9M
FAT
78
First American Trust
California
$19.5M
Natixis Advisors
79
Natixis Advisors
Massachusetts
$19.5M
AI
80
Arvest Investments
Arkansas
$18.9M
Baird Financial Group
81
Baird Financial Group
Wisconsin
$18.9M
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$18.8M
PWM
83
Praetorian Wealth Management
California
$18.3M
LNB
84
Ledyard National Bank
$18.2M
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$18.2M
SFG
86
Sage Financial Group
Pennsylvania
$18.1M
AA
87
Advisory Alpha
Michigan
$17.6M
PGFC
88
Peapack-Gladstone Financial Corp
New Jersey
$16.8M
AMG
89
Asset Management Group
Connecticut
$16.7M
BMCM
90
Bryn Mawr Capital Management
Pennsylvania
$16.6M
OFP
91
OLIO Financial Planning
Virginia
$16.4M
EWA
92
ERTS Wealth Advisors
Michigan
$16.3M
SIA
93
Strategic Investment Advisors
Michigan
$16.2M
LFS
94
Lutz Financial Services
Nebraska
$15.6M
DWA
95
Dougherty Wealth Advisers
Minnesota
$15.4M
CWAG
96
Compton Wealth Advisory Group
Virginia
$15.3M
PMG
97
ProVise Management Group
Florida
$15.3M
LI
98
LMCG Investments
Massachusetts
$15.1M
EK
99
Evensky & Katz
Florida
$15M
CPIG
100
Chicago Partners Investment Group
Illinois
$14.9M