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Vanguard S&P Mid-Cap 400 Value ETF

160 hedge funds and large institutions have $582M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$748K
NW
52
Naviter Wealth
Arkansas
$692K
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$665K
OFP
54
OFC Financial Planning
New Jersey
$637K
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$632K
RA
56
Rodgers & Associates
Pennsylvania
$599K
Corient Private Wealth
57
Corient Private Wealth
Florida
$591K
GF
58
Goodman Financial
Texas
$578K
MFG
59
Merit Financial Group
Georgia
$576K
SF
60
Summit Financial
New Jersey
$568K
MFWP
61
Mosaic Family Wealth Partners
Missouri
$567K
CIBC World Market
62
CIBC World Market
Ontario, Canada
$565K
SA
63
Sovran Advisors
California
$538K
MWM
64
Meridian Wealth Management
Kentucky
$535K
FP
65
Factorial Partners
New York
$525K
HA
66
Hanover Advisors
South Carolina
$524K
RWA
67
Redhawk Wealth Advisors
Minnesota
$502K
MA
68
Mutual Advisors
Nebraska
$490K
AB
69
Atlas Brown
Kentucky
$474K
LFAS
70
Level Four Advisory Services
Texas
$471K
TRIA
71
Trail Ridge Investment Advisors
Colorado
$463K
TWM
72
TopTier Wealth Management
Wisconsin
$456K
BIA
73
BHK Investment Advisors
Alabama
$444K
IFS
74
Ifrah Financial Services
Arkansas
$425K
HI
75
Harbour Investments
Wisconsin
$408K