Stock ownership · SEC 13F · Q4 2025

VANGUARD MID CAP ETF

Who owns VANGUARD MID CAP ETF (CUSIP 922908629)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$38.5M
Reported value
17
Institutions
87%
Top-5 share

The verdict

As of Q4 2025, 17 institutions collectively report $38.5M in VANGUARD MID CAP ETF, a stock that is owned by a middling slice of the institutional filer base; ownership here is dominated by its top few institutional owners.

17
institutions hold it
$38.5M
reported 13F value
87%
held by top 5
#140
of 216 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$38.5M

Institutional 13F value

Institutions

17

Reporting holders

Top-5 concentration

87%

Held by 5 largest

New buyers

15

Opened Q4 2025

Broadly held Concentrated ownership

Top-5 holder concentration

0%100%87%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Ownership breadth 75.0%

VANGUARD MID CAP ETF is more widely held than about 75% of the broadly-held stocks we track (by number of reporting institutions), as of Q4 2025.

Largest institutional holders of VANGUARD MID CAP ETF
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a VANGUARD MID CAP ETF position has risen from 11 to 17 over the last 8 quarters of 13F filings.

510152025 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 17
Distinct 13F filers holding VANGUARD MID CAP ETF, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Coastline Complete Wealth LLC 36,512 $10.6M 27.6%
2 TD Capital Management LLC 33,345 $9.7M 25.2%
3 BEACON ADVISORS HOLDINGS, LLC 23,463 $6.8M 17.7%
4 Macco Financial Group, Inc. 15,492 $4.5M 11.7%
5 Anchor Investment Management, LLC 7,121 $2.1M 5.4%
6 MidFirst Bank 2,945 $855K 2.2%
7 Westshore Wealth, LLC 2,537 $736K 1.9%
8 Nolet Wealth Management, LLC 2,250 $653K 1.7%
9 Astoria Portfolio Advisors LLC. 1,773 $533K 1.4%
10 Tempo Wealth, LLC 1,510 $438K 1.1%
11 Financially in Tune, LLC 1,216 $353K 0.9%
12 DGS Capital Management, LLC 1,165 $338K 0.9%
13 ARWA LLC 967 $281K 0.7%
14 OakTrust Wealth Advisors, LLC 894 $259K 0.7%
15 Compass Financial Services Inc 875 $254K 0.7%
16 Bell Investment Advisors, Inc 352 $102K 0.3%
17 Strategic Investment Solutions, Inc. /IL 40 $12K 0.0%

Latest Quarter Activity · Q4 2025

What the data says about VANGUARD MID CAP ETF

This stock’s institutional ownership is top-heavy, concentrated in a small set of large positions.

  • See how VANGUARD MID CAP ETF's holder count and reported value have shifted quarter over quarter. Biggest movers
  • Check where this stock ranks among the most widely held names before treating one position as a signal. Most-held stocks
  • Review the gaps in 13F reporting before drawing conclusions from it. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold VANGUARD MID CAP ETF?
VANGUARD MID CAP ETF is held by 17 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of VANGUARD MID CAP ETF?
Institutions report $38.5M of VANGUARD MID CAP ETF as of Q4 2025.
How concentrated is ownership of VANGUARD MID CAP ETF?
The top five institutional holders account for 87% of the reported institutional value in VANGUARD MID CAP ETF, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of VANGUARD MID CAP ETF?
Coastline Complete Wealth LLC is the largest reported holder of VANGUARD MID CAP ETF with $10.6M across 36,512 shares as of Q4 2025.
Where does this VANGUARD MID CAP ETF data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.