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Vanguard S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

153 hedge funds and large institutions have $427M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 48 reducing their positions, and 11 closing their positions.

Holders
153
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
37
Reduced
48
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Avior Wealth Management
Nebraska
$11.9M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$5.48M
3
Morgan Stanley
3
Morgan Stanley
New York
$28.3M
4
LPL Financial
4
LPL Financial
California
$12.5M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.78M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$8.6M
2
Bank of America
2
Bank of America
North Carolina
$23.7M
3
OWA
3
Octavia Wealth Advisors
Ohio
$16.2M
4
PA
4
PFG Advisors
Arizona
$0
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.23M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.33M 24,367 +6,527 +37%
MMA
27
Miracle Mile Advisors
California
$2.05M 21,466 -262 -1%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$1.78M 18,629 +18,629 New
PAG
29
Private Advisor Group
New Jersey
$1.59M 16,647 -1,781 -10%
AFTS
30
American Financial & Tax Strategies
New York
$1.29M 13,491 +22 +0.2%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.23M 12,901 -8,628 -40%
HIS
32
Horizon Investment Services
Indiana
$1.09M 11,456 -537 -4%
Ameriprise
33
Ameriprise
Minnesota
$1.08M 11,320 -1,029 -8%
Comerica Bank
34
Comerica Bank
Texas
$1.08M 11,271 +5,887 +109%
Osaic Holdings
35
Osaic Holdings
Arizona
$966K 10,113 -192 -2%
SIA
36
Spectrum Investment Advisors
Wisconsin
$964K 10,101 +938 +10%
HNB
37
Huntington National Bank
Ohio
– – – –
Creative Planning
38
Creative Planning
Kansas
$954K 9,989 +10 +0.1%
KeyBank National Association
39
KeyBank National Association
Ohio
$949K 9,937 -295 -3%
HIG
40
Heritage Investment Group
Florida
$914K 9,572 – –
SRC
41
Shufro Rose & Co
New York
$848K 9,210 – –
MML Investors Services
42
MML Investors Services
Massachusetts
$791K 8,288 +228 +3%
DADC
43
D.A. Davidson & Co
Montana
$749K 7,846 -8 -0.1%
FTUS
44
Flow Traders U.S.
New York
$705K 7,387 +7,387 New
Jane Street
45
Jane Street
New York
$693K 7,264 +4,564 +169%
MFG
46
Merit Financial Group
Georgia
$676K 7,082 -208 -3%
NW
47
Naviter Wealth
Arkansas
$654K 6,851 – –
Stifel Financial
48
Stifel Financial
Missouri
$652K 6,825 +50 +0.7%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$642K 6,725 -761 -10%
OFP
50
OFC Financial Planning
New Jersey
$576K 6,034 -33 -0.5%
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