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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 %
Cerity Partners
101
Cerity Partners
New York
$217K
I2I
102
Insight 2811 Inc
Illinois
$211K +$211K +2,295 New
William Blair & Company
103
William Blair & Company
Illinois
$209K +$80.4K +873 +62%
SOWAS
104
Silver Oak Wealth Advisors Services
California
$208K
TYCC
105
Texas Yale Capital Corp
Florida
$202K
MA
106
Mutual Advisors
Nebraska
$200K -$32.2K -367 -14%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$197K
HDIM
108
Hanson & Doremus Investment Management
Vermont
$138K
CJH
109
Christopher J. Hasenberg
Wisconsin
$132K -$4M -43,288 -97%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$131K +$27.2K +295 +26%
RWM
111
Rialto Wealth Management
New York
$122K -$2.03K -22 -2%
MCM
112
MAI Capital Management
Ohio
$111K
SL
113
Salomon & Ludwin
Virginia
$106K
HR
114
Howe & Rusling
New York
$105K -$17K -185 -14%
EB
115
Eastern Bank
Massachusetts
$92.5K -$30.8K -335 -25%
LFG
116
Larson Financial Group
Missouri
$89.9K
TIAAOA
117
Teachers Insurance & Annuity Association of America
New York
$72.8K
FCMT
118
Founders Capital Management (Texas)
Texas
$70.9K
PA
119
Parallel Advisors
California
$70.5K +$70.5K +766 New
ADL
120
Asset Dedication LLC
California
$67.2K -$137K -1,484 -67%
AIC
121
Archer Investment Corporation
Indiana
$66.5K
BGAI
122
Bruce G. Allen Investments
Colorado
$65.1K
GWM
123
Geneos Wealth Management
Colorado
$61.9K +$41.2K +448 +200%
VWA
124
VSM Wealth Advisory
Maryland
$55.2K
CWM
125
Crowley Wealth Management
Delaware
$55.2K