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Vanguard S&P Mid-Cap 400 Value ETF

152 hedge funds and large institutions have $396M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
39
Reduced
42
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OFP
51
OFC Financial Planning
New Jersey
$558K -$13.5K -147 -2%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$525K -$33K -358 -6%
CIBC World Market
53
CIBC World Market
Ontario, Canada
$515K
MFWP
54
Mosaic Family Wealth Partners
Missouri
$511K
RWA
55
Redhawk Wealth Advisors
Minnesota
$504K -$7K -76 -1%
Comerica Bank
56
Comerica Bank
Texas
$496K +$460K +4,993 +1,277%
HA
57
Hanover Advisors
South Carolina
$482K +$184 +2 +0%
SWM
58
Spire Wealth Management
Virginia
$439K
LFAS
59
Level Four Advisory Services
Texas
$425K +$4.88K +53 +1%
SA
60
Sovran Advisors
California
$416K +$21K +246 +5%
RA
61
Rodgers & Associates
Pennsylvania
$415K
MWM
62
Meridian Wealth Management
Kentucky
$411K +$1.01K +11 +0.2%
HI
63
Harbour Investments
Wisconsin
$406K -$184 -2 -0%
BIA
64
BHK Investment Advisors
Alabama
$405K
IFS
65
Ifrah Financial Services
Arkansas
$402K -$13.6K -148 -3%
AWS
66
Atria Wealth Solutions
New York
$400K +$25K +272 +7%
AB
67
Atlas Brown
Kentucky
$396K
VA
68
Valmark Advisers
Ohio
$376K -$65.4K -710 -15%
PCM
69
Passive Capital Management
Maryland
$371K +$371K +4,026 New
TRCT
70
Tower Research Capital (TRC)
New York
$351K +$177K +1,927 +102%
HPC
71
Hobart Private Capital
North Carolina
$346K
GT
72
Glenview Trust
Kentucky
$337K -$19.4K -211 -5%
TRIA
73
Trail Ridge Investment Advisors
Colorado
$334K -$11K -120 -3%
W
74
Wealthquest
Ohio
$325K
ANTB
75
AMG National Trust Bank
Colorado
$320K