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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
GPW
201
Genesis Private Wealth
Virginia
$4.91M
TC
202
TAGStone Capital
North Carolina
$4.9M
SWM
203
Spire Wealth Management
Virginia
$4.82M
IWA
204
IVC Wealth Advisors
Pennsylvania
$4.74M
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$4.72M
CAM
206
Cresset Asset Management
Illinois
$4.71M
JWCA
207
J.W. Cole Advisors
Florida
$4.71M
Goldman Sachs
208
Goldman Sachs
New York
$4.65M
MA
209
Mutual Advisors
Nebraska
$4.62M
AWS
210
Atria Wealth Solutions
New York
$4.6M
PBF
211
Petix & Botte Financial
California
$4.59M
MFG
212
Midwest Financial Group
Kansas
$4.59M
CPA
213
Cathy Pareto & Associates
Florida
$4.55M
GT
214
Glenview Trust
Kentucky
$4.5M
NC
215
NovaPoint Capital
Georgia
$4.47M
RA
216
RoundAngle Advisors
New Jersey
$4.45M
PWM
217
Perigon Wealth Management
California
$4.44M
IWC
218
Integrated Wealth Concepts
Massachusetts
$4.44M
EA
219
Eclectic Associates
California
$4.44M
BGAI
220
Bruce G. Allen Investments
Colorado
$4.36M
SCM
221
Sterling Capital Management
North Carolina
$4.36M
WIC
222
Whitegate Investment Counselors
New Hampshire
$4.33M
FUBT
223
First United Bank & Trust
Maryland
$4.3M
TAM
224
Tocqueville Asset Management
New York
$4.3M
CFO
225
Collective Family Office
Pennsylvania
$4.26M