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Vanguard S&P Mid-Cap 400 Value ETF

157 hedge funds and large institutions have $556M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

12% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 43

Holders
157
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
$680K
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$678K
OFP
53
OFC Financial Planning
New Jersey
$600K
RA
54
Rodgers & Associates
Pennsylvania
$598K
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$590K
GF
56
Goodman Financial
Texas
$578K
MFG
57
Merit Financial Group
Georgia
$574K
SF
58
Summit Financial
New Jersey
$572K
CIBC World Market
59
CIBC World Market
Ontario, Canada
$564K
MFWP
60
Mosaic Family Wealth Partners
Missouri
$558K
SA
61
Sovran Advisors
California
$553K
RWA
62
Redhawk Wealth Advisors
Minnesota
$550K
FP
63
Factorial Partners
New York
$524K
MWM
64
Meridian Wealth Management
Kentucky
$524K
HA
65
Hanover Advisors
South Carolina
$523K
Jones Financial Companies
66
Jones Financial Companies
Missouri
$511K
MA
67
Mutual Advisors
Nebraska
$486K
AB
68
Atlas Brown
Kentucky
$473K
LFAS
69
Level Four Advisory Services
Texas
$466K
TRIA
70
Trail Ridge Investment Advisors
Colorado
$465K
BIA
71
BHK Investment Advisors
Alabama
$443K
IFS
72
Ifrah Financial Services
Arkansas
$432K
HI
73
Harbour Investments
Wisconsin
$412K
PCM
74
Passive Capital Management
Maryland
$406K
VA
75
Valmark Advisers
Ohio
$396K