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Vanguard S&P Mid-Cap 400 Value ETF

164 hedge funds and large institutions have $647M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

11% more capital invested

Capital invested by funds: $583M → $647M (+$64.3M)

3.13% more ownership

Funds ownership: 51.77%54.9% (+3.1%)

2% more funds holding

Funds holding: 161164 (+3)

33% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 51

Holders
164
Holders Change
+3
Holders Change %
+1.86%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
15
Increased
34
Reduced
51
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
26
EP Wealth Advisors
California
$3.02M -$9.47K -90 -0.3%
Franklin Resources
27
Franklin Resources
California
$2.93M
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$2.92M +$3.02M +28,666 New
JP Morgan Chase
29
JP Morgan Chase
New York
$2.85M +$111K +1,051 +4%
MMA
30
Miracle Mile Advisors
California
$2.54M -$7.99K -76 -0.3%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$2.06M +$1.93M +18,352 +978%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$1.96M -$27.9K -265 -1%
MGIA
33
Moneta Group Investment Advisors
Missouri
$1.87M +$200K +1,897 +12%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$1.61M +$46.5K +442 +3%
CFM
35
Cornerstone Financial Management
Massachusetts
$1.54M +$22.7K +216 +1%
IAA
36
Independent Advisor Alliance
North Carolina
$1.43M +$1.48M +14,047 New
Jones Financial Companies
37
Jones Financial Companies
Missouri
$1.37M +$447K +4,246 +45%
FFO
38
Fortitude Family Office
Arizona
$1.34M
Creative Planning
39
Creative Planning
Kansas
$1.34M +$71K +675 +5%
PAG
40
Private Advisor Group
New Jersey
$1.26M -$87.3K -830 -6%
Ameriprise
41
Ameriprise
Minnesota
$1.25M -$148K -1,410 -10%
SRC
42
Shufro Rose & Co
New York
$1.12M
KeyBank National Association
43
KeyBank National Association
Ohio
$1.06M +$45.5K +433 +4%
Goldman Sachs
44
Goldman Sachs
New York
$1.06M +$1.09M +10,379 New
HNB
45
Huntington National Bank
Ohio
$1.02M
AQR Capital Management
46
AQR Capital Management
Connecticut
$1.02M
PA
47
PFG Advisors
Arizona
$977K -$107K -1,016 -10%
HIG
48
Heritage Investment Group
Florida
$976K
Corient Private Wealth
49
Corient Private Wealth
Florida
$959K -$243K -2,306 -20%
AFTS
50
American Financial & Tax Strategies
New York
$942K -$19.2K -183 -2%