We are live on ! Find out more
VOE icon

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
HI
201
Harbour Investments
Wisconsin
$5.3M -$829K -4,875 -14%
GPW
202
Genesis Private Wealth
Virginia
$5.3M +$86.4K +508 +2%
CPA
203
Cathy Pareto & Associates
Florida
$5.24M +$398K +2,338 +8%
IWC
204
Integrated Wealth Concepts
Massachusetts
$5.22M +$497K +2,922 +11%
ABWM
205
Alpine Bank Wealth Management
Colorado
$5.22M
CIBC Private Wealth Group
206
CIBC Private Wealth Group
Georgia
$5.19M +$180K +1,060 +4%
TC
207
TAGStone Capital
North Carolina
$5.15M +$29.1K +171 +0.6%
IWA
208
IVC Wealth Advisors
Pennsylvania
$5.13M +$88.1K +518 +2%
JWCA
209
J.W. Cole Advisors
Florida
$5.13M +$122K +715 +2%
DW30
210
Drucker Wealth 3.0
New Jersey
$5.06M +$2.5M +14,666 +103%
SWM
211
Spire Wealth Management
Virginia
$5.06M -$62.4K -367 -1%
PA
212
Prism Advisors
California
$5.03M -$572K -3,362 -10%
FFA
213
Farther Finance Advisors
California
$5.01M +$4.02M +23,600 +465%
PWM
214
Perigon Wealth Management
California
$4.97M +$250K +1,472 +5%
SCM
215
Sterling Capital Management
North Carolina
$4.95M +$318K +1,871 +7%
IC
216
IEQ Capital
California
$4.94M +$3.18M +18,680 +194%
MFG
217
Midwest Financial Group
Kansas
$4.9M +$27.6K +162 +0.6%
FUBT
218
First United Bank & Trust
Maryland
$4.88M +$307K +1,806 +7%
AI
219
Atria Investments
North Carolina
$4.87M +$498K +2,924 +12%
Goldman Sachs
220
Goldman Sachs
New York
$4.79M -$146K -859 -3%
CAM
221
Cresset Asset Management
Illinois
$4.77M +$3.74K +22 +0.1%
MA
222
Mutual Advisors
Nebraska
$4.72M -$8.17K -48 -0.2%
BGAI
223
Bruce G. Allen Investments
Colorado
$4.7M +$69.6K +409 +2%
GT
224
Glenview Trust
Kentucky
$4.69M -$84.2K -495 -2%
CHAM
225
Clear Harbor Asset Management
Connecticut
$4.69M +$215K +1,261 +5%