Reported value
$38.5M
Institutional 13F value
Stock ownership · SEC 13F · Q4 2025
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.
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.
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
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
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.
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.
| # | 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% |
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.
Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.
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.