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Vanguard S&P Mid-Cap 400 Value ETF

154 hedge funds and large institutions have $428M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+3
Holders Change %
+1.99%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
37
Reduced
48
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SOWAS
101
Silver Oak Wealth Advisors Services
California
$215K
AFG
102
Atomi Financial Group
New York
$213K -$12.6K -132 -6%
TYCC
103
Texas Yale Capital Corp
Florida
$210K
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$204K
HWA
105
Heritage Wealth Advisors
Virginia
$189K +$189K +1,975 New
AAS
106
Ameritas Advisory Services
Nebraska
$183K +$183K +1,919 New
HDIM
107
Hanson & Doremus Investment Management
Vermont
$144K
Fidelity Investments
108
Fidelity Investments
Massachusetts
$140K +$4.58K +48 +3%
PA
109
Parallel Advisors
California
$140K +$66.8K +700 +91%
RWM
110
Rialto Wealth Management
New York
$126K
MCM
111
MAI Capital Management
Ohio
$115K
SL
112
Salomon & Ludwin
Virginia
$113K
HR
113
Howe & Rusling
New York
$109K
MCM
114
Manchester Capital Management
Vermont
$95.5K -$143K -1,500 -60%
LFG
115
Larson Financial Group
Missouri
$93.2K
EK
116
Evensky & Katz
Florida
$89K +$89K +931 New
GRP
117
Global Retirement Partners
California
$84.8K +$84.8K +888 New
EB
118
Eastern Bank
Massachusetts
$80.7K -$15.3K -160 -16%
TIAAOA
119
Teachers Insurance & Annuity Association of America
New York
$75.5K
FCMT
120
Founders Capital Management (Texas)
Texas
$73.5K
ADL
121
Asset Dedication LLC
California
$69.8K +$95 +1 +0.1%
AIC
122
Archer Investment Corporation
Indiana
$68.9K
BGAI
123
Bruce G. Allen Investments
Colorado
$67.5K
VWA
124
VSM Wealth Advisory
Maryland
$57.3K
CWM
125
Crowley Wealth Management
Delaware
$57.3K