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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 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: 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