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Vanguard S&P Mid-Cap 400 Value ETF

164 hedge funds and large institutions have $647M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

11% more capital invested

Capital invested by funds: $583M → $647M (+$64.3M)

3.13% more ownership

Funds ownership: 51.77%54.9% (+3.1%)

2% more funds holding

Funds holding: 161164 (+3)

33% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 51

Holders
164
Holders Change
+3
Holders Change %
+1.86%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
15
Increased
34
Reduced
51
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$898K -$42.7K -406 -4%
Osaic Holdings
52
Osaic Holdings
Arizona
$876K -$244K -2,320 -21%
DADC
53
D.A. Davidson & Co
Montana
$851K +$73.6K +700 +9%
NW
54
Naviter Wealth
Arkansas
$698K
MML Investors Services
55
MML Investors Services
Massachusetts
$697K -$59.5K -566 -8%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$671K
OFP
57
OFC Financial Planning
New Jersey
$643K
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$636K -$1.26K -12 -0.2%
RA
59
Rodgers & Associates
Pennsylvania
$590K -$15.7K -149 -3%
SF
60
Summit Financial
New Jersey
$587K +$14.3K +136 +2%
GF
61
Goodman Financial
Texas
$584K +$736 +7 +0.1%
MFWP
62
Mosaic Family Wealth Partners
Missouri
$572K
MFG
63
Merit Financial Group
Georgia
$569K -$12K -114 -2%
SA
64
Sovran Advisors
California
$549K -$2.42K -23 -0.5%
MWM
65
Meridian Wealth Management
Kentucky
$540K +$736 +7 +0.1%
FP
66
Factorial Partners
New York
$530K
HA
67
Hanover Advisors
South Carolina
$526K -$2.42K -23 -0.4%
RWA
68
Redhawk Wealth Advisors
Minnesota
$504K -$2.84K -27 -0.5%
CIBC World Market
69
CIBC World Market
Ontario, Canada
$485K -$88.4K -840 -15%
GIA
70
GHP Investment Advisors
Colorado
$480K +$495K +4,708 New
AB
71
Atlas Brown
Kentucky
$468K -$10.5K -100 -2%
HI
72
Harbour Investments
Wisconsin
$464K +$53.5K +509 +13%
TRIA
73
Trail Ridge Investment Advisors
Colorado
$462K -$5.58K -53 -1%
TWM
74
TopTier Wealth Management
Wisconsin
$460K
BIA
75
BHK Investment Advisors
Alabama
$449K