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Vanguard Mid-Cap Value ETF

1,101 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 93 funds opening new positions, 357 increasing their positions, 381 reducing their positions, and 54 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: $ → $

0.07% more ownership

Funds ownership: 61.17%61.24% (+0.07%)

6% less repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 381

4% less funds holding in top 10

Funds holding in top 10: 5452 (-2)

Holders
1,101
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
PS
176
Principal Securities
Iowa
$5.86M
ZC
177
Zeit Capital
Colorado
$5.83M
HI
178
Harbour Investments
Wisconsin
$5.8M
BSB
179
Bangor Savings Bank
Maine
$5.75M
HWM
180
HB Wealth Management
Georgia
$5.73M
RSWM
181
Robertson Stephens Wealth Management
California
$5.56M
BF
182
Baring Financial
Washington
$5.5M
FWP
183
FAS Wealth Partners
Kansas
$5.48M
TMWM
184
Taylor & Morgan Wealth Management
Michigan
$5.4M
FTS
185
Fifth Third Securities
Ohio
$5.39M
EFG
186
Everhart Financial Group
Ohio
$5.3M
KWMG
187
King Wealth Management Group
Florida
$5.3M
PA
188
Prism Advisors
California
$5.29M
HA
189
HFG Advisors
Ohio
$5.28M
HIA
190
Harbor Investment Advisory
Maryland
$5.25M
CIA
191
Concurrent Investment Advisors
Florida
$5.25M
TC
192
Tenret Company
Florida
$5.24M
FWM
193
Forza Wealth Management
Florida
$5.17M
EA
194
Echo45 Advisors
California
$5.16M
PFA
195
Pure Financial Advisors
California
$5.14M
SCM
196
SOL Capital Management
Maryland
$5.11M
MWM
197
Maltin Wealth Management
New Jersey
$5.07M
KBFS
198
Kohmann Bosshard Financial Services
Ohio
$5.02M
ABWM
199
Alpine Bank Wealth Management
Colorado
$4.92M
GPW
200
Genesis Private Wealth
Virginia
$4.91M