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Vanguard S&P Mid-Cap 400 Value ETF

155 hedge funds and large institutions have $552M 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, 37 increasing their positions, 42 reducing their positions, and 9 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: 37 | Existing positions reduced: 42

Holders
155
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
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$678K
OFP
52
OFC Financial Planning
New Jersey
$600K
RA
53
Rodgers & Associates
Pennsylvania
$598K
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$590K
GF
55
Goodman Financial
Texas
$578K
MFG
56
Merit Financial Group
Georgia
$574K
SF
57
Summit Financial
New Jersey
$572K
CIBC World Market
58
CIBC World Market
Ontario, Canada
$564K
MFWP
59
Mosaic Family Wealth Partners
Missouri
$558K
SA
60
Sovran Advisors
California
$553K
RWA
61
Redhawk Wealth Advisors
Minnesota
$550K
FP
62
Factorial Partners
New York
$524K
MWM
63
Meridian Wealth Management
Kentucky
$524K
HA
64
Hanover Advisors
South Carolina
$523K
Jones Financial Companies
65
Jones Financial Companies
Missouri
$511K
MA
66
Mutual Advisors
Nebraska
$486K
AB
67
Atlas Brown
Kentucky
$473K
LFAS
68
Level Four Advisory Services
Texas
$466K
TRIA
69
Trail Ridge Investment Advisors
Colorado
$465K
BIA
70
BHK Investment Advisors
Alabama
$443K
IFS
71
Ifrah Financial Services
Arkansas
$432K
HI
72
Harbour Investments
Wisconsin
$412K
PCM
73
Passive Capital Management
Maryland
$406K
VA
74
Valmark Advisers
Ohio
$396K
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$387K