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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
IFS
76
Ifrah Financial Services
Arkansas
$422K -$6.73K -64 -2%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$416K +$6.52K +62 +2%
PCM
78
Passive Capital Management
Maryland
$410K
VA
79
Valmark Advisers
Ohio
$388K +$8.1K +77 +2%
HPC
80
Hobart Private Capital
North Carolina
$383K
AWM
81
AE Wealth Management
Kansas
$383K +$395K +3,756 New
W
82
Wealthquest
Ohio
$360K
ANTB
83
AMG National Trust Bank
Colorado
$355K
Fidelity Investments
84
Fidelity Investments
Massachusetts
$353K +$99.2K +943 +37%
GT
85
Glenview Trust
Kentucky
$330K
WAP
86
Wealthcare Advisory Partners
Pennsylvania
$321K
IWM
87
IHT Wealth Management
Illinois
$320K
SWM
88
Spire Wealth Management
Virginia
$318K
SG
89
StoneX Group
New York
$316K +$40.4K +384 +14%
I2I
90
Insight 2811 Inc
Illinois
$313K +$12.5K +119 +4%
WWM
91
Western Wealth Management
Colorado
$312K +$65.6K +624 +26%
LFAS
92
Level Four Advisory Services
Texas
$312K -$169K -1,608 -34%
CFG
93
Citizens Financial Group
Rhode Island
$309K -$5.05K -48 -2%
USCWA
94
U.S. Capital Wealth Advisors
Texas
$304K
PFM
95
Phillips Financial Management
Indiana
$292K
W
96
WealthCollab
Washington
$286K
OWA
97
Octavia Wealth Advisors
Ohio
$284K -$16.4M -156,141 -98%
IA
98
IFG Advisors
Missouri
$282K
MA
99
Mutual Advisors
Nebraska
$269K -$232K -2,206 -46%
NA
100
NewEdge Advisors
Louisiana
$258K