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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
HIA
176
Harbor Investment Advisory
Maryland
$6.29M +$697K +4,096 +13%
BDF
177
Black Diamond Financial
Maryland
$6.27M +$2.42M +14,226 +66%
EFG
178
Everhart Financial Group
Ohio
$6.23M +$587K +3,448 +11%
UB
179
UMB Bank
Missouri
$6.19M -$34.7K -204 -0.6%
ZC
180
Zeit Capital
Colorado
$6.17M -$17.5K -103 -0.3%
AWM
181
Accel Wealth Management
Iowa
$6.14M -$140K -822 -2%
BSB
182
Bangor Savings Bank
Maine
$6.14M +$33.2K +195 +0.6%
BF
183
Baring Financial
Washington
$6.12M +$274K +1,608 +5%
GB
184
Goepper Burkhardt
South Carolina
$6.04M -$251K -1,478 -4%
FWP
185
FAS Wealth Partners
Kansas
$5.75M -$72.5K -426 -1%
FPAS
186
Focus Partners Advisor Solutions
Missouri
$5.73M -$1.72M -10,092 -24%
TMWM
187
Taylor & Morgan Wealth Management
Michigan
$5.7M -$38.5K -226 -0.7%
EA
188
Echo45 Advisors
California
$5.66M +$183K +1,074 +3%
HA
189
HFG Advisors
Ohio
$5.66M +$51.9K +305 +0.9%
RSWM
190
Robertson Stephens Wealth Management
California
$5.64M -$259K -1,523 -5%
TC
191
Tenret Company
Florida
$5.56M -$11.7K -69 -0.2%
KWMG
192
King Wealth Management Group
Florida
$5.54M -$83.9K -493 -2%
PFA
193
Pure Financial Advisors
California
$5.49M +$30.8K +181 +0.6%
FWM
194
Forza Wealth Management
Florida
$5.48M -$851 -5 -0%
MWM
195
Maltin Wealth Management
New Jersey
$5.48M +$95.1K +559 +2%
CWL
196
Causey Wealth LLC
Colorado
$5.4M -$276K -1,620 -5%
TA
197
TFB Advisors
Kansas
$5.4M -$863K -5,072 -14%
SCM
198
SOL Capital Management
Maryland
$5.39M -$37.4K -220 -0.7%
Brown Advisory
199
Brown Advisory
Maryland
$5.36M +$827K +4,861 +19%
JFGIW
200
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.35M -$858K -5,044 -14%