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Vanguard S&P Mid-Cap 400 Value ETF

155 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, 36 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

27% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 49

Holders
155
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
101
William Blair & Company
Illinois
$217K
SOWAS
102
Silver Oak Wealth Advisors Services
California
$215K
AFG
103
Atomi Financial Group
New York
$213K
TYCC
104
Texas Yale Capital Corp
Florida
$210K
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$204K
HWA
106
Heritage Wealth Advisors
Virginia
$189K
AAS
107
Ameritas Advisory Services
Nebraska
$183K
HDIM
108
Hanson & Doremus Investment Management
Vermont
$144K
Fidelity Investments
109
Fidelity Investments
Massachusetts
$140K
PA
110
Parallel Advisors
California
$140K
RWM
111
Rialto Wealth Management
New York
$126K
MCM
112
MAI Capital Management
Ohio
$115K
SL
113
Salomon & Ludwin
Virginia
$113K
HR
114
Howe & Rusling
New York
$109K
MCM
115
Manchester Capital Management
Vermont
$95.5K
LFG
116
Larson Financial Group
Missouri
$93.2K
EK
117
Evensky & Katz
Florida
$89K
GRP
118
Global Retirement Partners
California
$84.8K
EB
119
Eastern Bank
Massachusetts
$80.7K
TIAAOA
120
Teachers Insurance & Annuity Association of America
New York
$75.5K
FCMT
121
Founders Capital Management (Texas)
Texas
$73.5K
ADL
122
Asset Dedication LLC
California
$69.8K
AIC
123
Archer Investment Corporation
Indiana
$68.9K
BGAI
124
Bruce G. Allen Investments
Colorado
$67.5K
VWA
125
VSM Wealth Advisory
Maryland
$57.3K