VOE icon

Vanguard Mid-Cap Value ETF

1,096 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, 426 increasing their positions, 353 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.31M
Puts
$1.34M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
201
Cathy Pareto & Associates
Florida
$5.24M
IWC
202
Integrated Wealth Concepts
Massachusetts
$5.22M
ABWM
203
Alpine Bank Wealth Management
Colorado
$5.22M
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$5.19M
TC
205
TAGStone Capital
North Carolina
$5.15M
IWA
206
IVC Wealth Advisors
Pennsylvania
$5.13M
JWCA
207
J.W. Cole Advisors
Florida
$5.13M
DW30
208
Drucker Wealth 3.0
New Jersey
$5.06M
SWM
209
Spire Wealth Management
Virginia
$5.06M
PA
210
Prism Advisors
California
$5.03M
FFA
211
Farther Finance Advisors
California
$5.01M
CAM
212
Cresset Asset Management
Illinois
$4.99M
PWM
213
Perigon Wealth Management
California
$4.97M
SCM
214
Sterling Capital Management
North Carolina
$4.95M
IC
215
IEQ Capital
California
$4.94M
MFG
216
Midwest Financial Group
Kansas
$4.9M
FUBT
217
First United Bank & Trust
Maryland
$4.88M
AI
218
Atria Investments
North Carolina
$4.87M
Goldman Sachs
219
Goldman Sachs
New York
$4.79M
MA
220
Mutual Advisors
Nebraska
$4.72M
BGAI
221
Bruce G. Allen Investments
Colorado
$4.7M
GT
222
Glenview Trust
Kentucky
$4.69M
CHAM
223
Clear Harbor Asset Management
Connecticut
$4.69M
Cerity Partners
224
Cerity Partners
New York
$4.68M
NC
225
NovaPoint Capital
Georgia
$4.64M