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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 %
CSP
76
Cary Street Partners
Virginia
$319K
HighTower Advisors
77
HighTower Advisors
Illinois
$316K -$92 -1 -0%
FTS
78
Fifth Third Securities
Ohio
$305K
Corient Private Wealth
79
Corient Private Wealth
Florida
$305K -$91.7K -996 -23%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$302K -$57.9K -629 -16%
TW
81
TritonPoint Wealth
Maryland
$289K
SFC
82
Summit Financial Consulting
Michigan
$287K +$287K +3,113 New
IWM
83
IHT Wealth Management
Illinois
$284K -$79.3K -861 -22%
CFG
84
Citizens Financial Group
Rhode Island
$283K
USCWA
85
U.S. Capital Wealth Advisors
Texas
$274K
SPC
86
Sigma Planning Corp
Michigan
$271K +$271K +2,944 New
PFM
87
Phillips Financial Management
Indiana
$263K
W
88
WealthCollab
Washington
$258K
IA
89
IFG Advisors
Missouri
$255K
SG
90
StoneX Group
New York
$252K +$43.4K +471 +21%
Jane Street
91
Jane Street
New York
$249K +$249K +2,700 New
Jones Financial Companies
92
Jones Financial Companies
Missouri
$246K +$27.7K +302 +13%
CFGA
93
Cambridge Financial Group (Arizona)
Arizona
$240K -$126K -1,372 -34%
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$238K +$27.2K +295 +13%
WWM
95
Western Wealth Management
Colorado
$238K
MCM
96
Manchester Capital Management
Vermont
$230K -$137K -1,488 -37%
KFGK
97
Keystone Financial Group (Kentucky)
Kentucky
$229K
CL
98
Choreo LLC
Illinois
$227K +$227K +2,467 New
Lido Advisors
99
Lido Advisors
California
$220K
AFG
100
Atomi Financial Group
New York
$217K +$217K +2,360 New