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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
DC
101
Davenport & Co
Virginia
$14.7M +$487K +2,860 +4%
MWM
102
Modera Wealth Management
New Jersey
$14.6M -$94.1K -553 -0.7%
HIP
103
HUB Investment Partners
Texas
$14.5M +$20.9K +123 +0.1%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$14.5M -$890K -5,229 -6%
KPWS
105
Kestra Private Wealth Services
Texas
$14M +$601K +3,534 +5%
EF
106
Empowered Funds
Pennsylvania
$13.6M +$1.47M +8,639 +12%
RFA
107
RTD Financial Advisors
Pennsylvania
$13.4M -$71.3K -419 -0.5%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$13.2M -$257K -1,512 -2%
PCM
109
Payne Capital Management
New York
$12.5M +$1.49M +8,782 +14%
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$12.2M -$40.3K -237 -0.3%
EWM
111
Empirical Wealth Management
Washington
$12.2M +$1.2M +7,068 +11%
AC
112
Apella Capital
Connecticut
$12.1M +$9.02M +53,004 +299%
SC
113
Sepio Capital
Utah
$11.9M +$58.7K +345 +0.5%
SWA
114
SOA Wealth Advisors
New York
$11.8M +$1.08M +6,326 +10%
OWM
115
Opes Wealth Management
California
$11.8M +$310K +1,823 +3%
ES
116
Eagle Strategies
New York
$11.8M -$51.6K -303 -0.4%
CFG
117
Clayton Financial Group
Missouri
$11.7M +$2.95M +17,364 +35%
BF
118
BOK Financial
Oklahoma
$11.1M -$826K -4,854 -7%
PWM
119
Provident Wealth Management
Tennessee
$11M +$118K +693 +1%
PAS
120
Park Avenue Securities
New York
$10.9M +$239K +1,406 +2%
LIM
121
Leavell Investment Management
Alabama
$10.8M +$60.6K +356 +0.6%
GWM
122
Geneos Wealth Management
Colorado
$10.8M -$521K -3,060 -5%
JFG
123
JMG Financial Group
Illinois
$10.6M +$82.5K +485 +0.8%
SA
124
Sanctuary Advisors
Indiana
$10.6M +$1.67M +9,827 +19%
SFA
125
Sequoia Financial Advisors
Ohio
$10.4M -$910K -5,348 -8%