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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
TC
201
TAGStone Capital
North Carolina
$4.9M
SWM
202
Spire Wealth Management
Virginia
$4.82M
IWA
203
IVC Wealth Advisors
Pennsylvania
$4.74M
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$4.72M
CAM
205
Cresset Asset Management
Illinois
$4.71M
JWCA
206
J.W. Cole Advisors
Florida
$4.71M
Goldman Sachs
207
Goldman Sachs
New York
$4.65M
MA
208
Mutual Advisors
Nebraska
$4.62M
AWS
209
Atria Wealth Solutions
New York
$4.6M
PBF
210
Petix & Botte Financial
California
$4.59M
MFG
211
Midwest Financial Group
Kansas
$4.59M
CPA
212
Cathy Pareto & Associates
Florida
$4.55M
GT
213
Glenview Trust
Kentucky
$4.5M
NC
214
NovaPoint Capital
Georgia
$4.47M
RA
215
RoundAngle Advisors
New Jersey
$4.45M
PWM
216
Perigon Wealth Management
California
$4.44M
IWC
217
Integrated Wealth Concepts
Massachusetts
$4.44M
EA
218
Eclectic Associates
California
$4.44M
BGAI
219
Bruce G. Allen Investments
Colorado
$4.36M
SCM
220
Sterling Capital Management
North Carolina
$4.36M
WIC
221
Whitegate Investment Counselors
New Hampshire
$4.33M
FUBT
222
First United Bank & Trust
Maryland
$4.3M
TAM
223
Tocqueville Asset Management
New York
$4.3M
CFO
224
Collective Family Office
Pennsylvania
$4.26M
Brown Advisory
225
Brown Advisory
Maryland
$4.25M