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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
Morgan Stanley
1
Morgan Stanley
New York
$830M +$24.7M +145,068 +3%
AssetMark Inc
2
AssetMark Inc
California
$771M +$25.5M +149,897 +4%
Betterment LLC
3
Betterment LLC
New York
$702M -$19.3M -113,154 -3%
Bank of America
4
Bank of America
North Carolina
$530M -$3.38M -19,881 -0.7%
Wells Fargo
5
Wells Fargo
California
$461M +$10.2M +59,882 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$460M -$17.6M -103,637 -4%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$435M +$14.2M +83,243 +3%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$279M -$13M -76,133 -5%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$255M -$472K -2,774 -0.2%
UBS Group
10
UBS Group
Switzerland
$244M -$9.74M -57,251 -4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$203M -$5.94M -34,934 -3%
SGAM
12
Stephens Group Asset Management
Arkansas
$191M -$16M -94,056 -8%
LPL Financial
13
LPL Financial
California
$188M +$1.95M +11,478 +1%
Ameriprise
14
Ameriprise
Minnesota
$184M +$11.6M +68,011 +7%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$162M +$7.18M +42,206 +5%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$158M -$18.1M -106,346 -10%
MGIA
17
Moneta Group Investment Advisors
Missouri
$155M +$2.28M +13,405 +2%
OWM
18
Orgel Wealth Management
Wisconsin
$143M +$4.13M +24,283 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
$122M +$4.34M +25,514 +4%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$119M +$2.51M +14,779 +2%
Stifel Financial
21
Stifel Financial
Missouri
$117M +$4.55M +26,736 +4%
Raymond James Financial
22
Raymond James Financial
Florida
$114M +$5.09M +29,944 +5%
VIA
23
Vantagepoint Investment Advisers
District of Columbia
$105M +$102M +600,253 New
Mariner
24
Mariner
Kansas
$102M -$905K -5,321 -0.9%
WA
25
Waverly Advisors
Alabama
$99.7M -$2.93M -17,237 -3%