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