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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
DADC
126
D.A. Davidson & Co
Montana
$10.4M +$807K +4,741 +9%
WANY
127
Wealthspire Advisors (New York)
New York
$10.3M +$217K +1,278 +2%
MCM
128
MAI Capital Management
Ohio
$10.3M +$285K +1,674 +3%
SCP
129
Stevens Capital Partners
Nebraska
$10.2M +$523K +3,076 +6%
GFA
130
Gladwyn Financial Advisors
Virginia
$10.1M +$301K +1,768 +3%
MPWT
131
MassMutual Private Wealth & Trust
Connecticut
$10.1M -$688K -4,045 -7%
BFG
132
Bleakley Financial Group
New Jersey
$9.74M +$117K +690 +1%
SCA
133
Scott Capital Advisors
Oregon
$9.63M -$731K -4,298 -7%
Comerica Bank
134
Comerica Bank
Texas
$9.6M +$682K +4,006 +8%
CB
135
Commerce Bank
Missouri
$9.58M -$304K -1,787 -3%
TYCC
136
Texas Yale Capital Corp
Florida
$9.58M +$510 +3 +0%
MT
137
Midwest Trust
Kansas
$9.54M +$240K +1,410 +3%
ABC
138
Associated Banc-Corp
Wisconsin
$9.52M +$1.8M +10,574 +24%
APP
139
Avantax Planning Partners
Iowa
$9.48M -$348K -2,046 -4%
Northern Trust
140
Northern Trust
Illinois
$9.46M -$82.5K -485 -0.9%
FMTCOCP
141
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9.27M +$512K +3,012 +6%
HCMT
142
Highland Capital Management (Tennessee)
Tennessee
$9.13M -$118K -694 -1%
ATPW
143
Ashton Thomas Private Wealth
Arizona
$8.8M +$4.33M +25,431 +103%
PP
144
Prosperity Planning
Missouri
$8.5M -$516K -3,032 -6%
SC
145
Swan Capital
Florida
$8.44M -$2.58M -15,155 -24%
AOWM
146
Alpha Omega Wealth Management
Virginia
$8.39M +$417K +2,450 +5%
EPP
147
ETF Portfolio Partners
Kansas
$8.31M +$197K +1,156 +2%
SWIM
148
Smallwood Wealth Investment Management
New Jersey
$8.21M +$280K +1,646 +4%
EWA
149
Exencial Wealth Advisors
Oklahoma
$8.2M -$490K -2,878 -6%
BWM
150
Brickley Wealth Management
California
$8.15M -$17.5K -103 -0.2%