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
According to SEC Form 13F-HR filings in this corpus, VANGUARD MID CAP ETF ranks #255 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 17 institutions report $38.5M as of Q4 2025, with ownership dominated by its top few institutional owners.
- 17
- institutions hold it
- $38.5M
- reported 13F value
- 87%
- held by top 5
- #255
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, VANGUARD MID CAP ETF ranks #255 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 922908629 · Q4 2025 $38M reported
VALUE-MID · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-HOT · BOOK-FULL
- VALUE-MID #255/775
- HOLDERS-NARROW 17 filers
- CONC-DOM 87% top-5
- PHOTO-FINISH ISHARES TR
- ACTIVITY-HOT 15 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: ISHARES TR
Read with: Ownership concentration guide - VANGUARD MID CAP ETF's top-five holders account for 87% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · VANGUARD MID CAP ETF
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
VANGUARD MID CAP ETF vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
17 Top 25% higher than 75% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 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.
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% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among VANGUARD MID CAP ETF's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (15)
Complete exits (15)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for VANGUARD MID CAP ETF: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($38.5M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (17 here).
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.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.