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Vanguard Mid-Cap Value ETF

1,107 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 92 funds opening new positions, 357 increasing their positions, 384 reducing their positions, and 56 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: $ → $

0.17% more ownership

Funds ownership: 61.25%61.43% (+0.17%)

7% less repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 384

5% less funds holding in top 10

Funds holding in top 10: 5552 (-3)

Holders
1,107
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
RFA
101
RTD Financial Advisors
Pennsylvania
$12.6M
KPWS
102
Kestra Private Wealth Services
Texas
$12.6M
PMAM
103
Picton Mahoney Asset Management
Ontario, Canada
$11.9M
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$11.6M
EF
105
Empowered Funds
Pennsylvania
$11.4M
BF
106
BOK Financial
Oklahoma
$11.3M
SC
107
Sepio Capital
Utah
$11.2M
ES
108
Eagle Strategies
New York
$11.1M
IHWM
109
Iron Horse Wealth Management
Iowa
$10.8M
OWM
110
Opes Wealth Management
California
$10.8M
GWM
111
Geneos Wealth Management
Colorado
$10.7M
SFA
112
Sequoia Financial Advisors
Ohio
$10.7M
SC
113
Swan Capital
Florida
$10.4M
PCML
114
Payne Capital Management, LLC
New York
$10.3M
EWM
115
Empirical Wealth Management
Washington
$10.3M
PWM
116
Provident Wealth Management
Tennessee
$10.2M
MPWT
117
MassMutual Private Wealth & Trust
Connecticut
$10.2M
LIM
118
Leavell Investment Management
Alabama
$10.2M
SWA
119
SOA Wealth Advisors
New York
$10.1M
PAS
120
Park Avenue Securities
New York
$10M
SCA
121
Scott Capital Advisors
Oregon
$9.94M
JFG
122
JMG Financial Group
Illinois
$9.92M
WANY
123
Wealthspire Advisors (New York)
New York
$9.53M
MCM
124
MAI Capital Management
Ohio
$9.46M
CB
125
Commerce Bank
Missouri
$9.32M