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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
MYIA
1126
Mount Yale Investment Advisors
Colorado
-$472K -2,873 Closed
SIC
1127
Sterling Investment Counsel
New York
-$403K -2,452 Closed
YIH
1128
Y-Intercept (HK)
Hong Kong
-$370K -2,250 Closed
HSBC Holdings
1129
HSBC Holdings
United Kingdom
-$366K -2,226 Closed
Fisher Asset Management
1130
Fisher Asset Management
Washington
-$343K -2,087 Closed
MPW
1131
MASECO Private Wealth
-$324K -1,968 Closed
TSS
1132
Two Sigma Securities
New York
-$308K -1,872 Closed
VBWMG
1133
Von Berge Wealth Management Group
California
-$316K -1,865 Closed
FVWA
1134
Foster Victor Wealth Advisors
South Carolina
-$235K -1,409 Closed
VPIM
1135
Vanguard Personalized Indexing Management
California
-$230K -1,400 Closed
EW
1136
Evoke Wealth
California
-$228K -1,380 Closed
NC
1137
NewSquare Capital
Pennsylvania
-$222K -1,352 Closed
CAMV
1138
Concord Asset Management (Virginia)
Virginia
-$216K -1,316 Closed
SCM
1139
Saxony Capital Management
Missouri
-$211K -1,280 Closed
FFA
1140
Florida Financial Advisors
Florida
-$205K -1,248 Closed
GIP
1141
Greatmark Investment Partners
Georgia
-$205K -1,244 Closed
SIG
1142
Sargent Investment Group
Maryland
-$204K -1,223 Closed
NFC
1143
Northstar Financial Companies
Pennsylvania
-$201K -1,220 Closed
OWA
1144
Opal Wealth Advisors
New York
-$150K -910 Closed
BCMLT
1145
Beacon Capital Management LLC (Tennessee)
Tennessee
-$142K -864 Closed
Simplex Trading
1146
Simplex Trading
Illinois
-$86K -528 Closed
OW
1147
Olistico Wealth
Oklahoma
-$70.7K -430 Closed
NA
1148
Nordwand Advisors
Pennsylvania
-$64.1K -390 Closed
TCM
1149
Traub Capital Management
Massachusetts
-$60.9K -370 Closed
WH
1150
Wallace Hart
Kentucky
-$48.2K -293 Closed