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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
HAP
1001
Harbor Asset Planning
Massachusetts
$56.3K +$170 +1 +0.3%
NS
1002
NBC Securities
Alabama
$55.2K +$3.06K +18 +6%
KFP
1003
Keener Financial Planning
Texas
$55K
HFS
1004
Hantz Financial Services
Michigan
$53K +$5.79K +34 +13%
ACA
1005
American Capital Advisory
Idaho
$52.4K
OIA
1006
Optimum Investment Advisors
Illinois
$52.4K
LWCFA
1007
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$51.7K +$50.4K +296 New
MCA
1008
Maryland Capital Advisors
Maryland
$51.5K
AIP
1009
Ameritas Investment Partners
Nebraska
$50.3K +$170 +1 +0.3%
SCA
1010
Stuart Chaussee & Associates
California
$49.6K
FG
1011
Fairman Group
Pennsylvania
$49.5K +$170 +1 +0.4%
LWMI
1012
Legacy Wealth Management (Idaho)
Idaho
$49.1K
CSPIA
1013
Cary Street Partners Investment Advisory
Virginia
$48.7K +$47.5K +279 New
Qube Research & Technologies (QRT)
1014
Qube Research & Technologies (QRT)
United Kingdom
$48.4K -$334K -1,962 -88%
SIS
1015
Sound Income Strategies
Florida
$47.1K
A
1016
Allianz
Germany
$41.4K
EAM
1017
Eukles Asset Management
Ohio
$40.3K
EWM
1018
EPG Wealth Management
Georgia
$39.9K
CJ
1019
Caitlin John
Michigan
$39.1K +$38.1K +224 New
JHCP
1020
Jackson Hole Capital Partners
Oklahoma
$39.1K
HC
1021
Hurley Capital
New York
$38.5K +$170 +1 +0.5%
MAM
1022
Marquette Asset Management
Minnesota
$38.2K
WFA
1023
West Financial Advisors
Iowa
$38.1K
SS
1024
SBI Securities
Japan
$35.4K -$1.36K -8 -4%
NB
1025
NBT Bank
New York
$35.1K +$24.8K +146 +73%