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Vanguard S&P Mid-Cap 400 Value ETF

157 hedge funds and large institutions have $556M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 9 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 ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

12% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 43

Holders
157
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
SOWAS
101
Silver Oak Wealth Advisors Services
California
$227K
AFG
102
Atomi Financial Group
New York
$225K
TYCC
103
Texas Yale Capital Corp
Florida
$222K
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$215K
Fidelity Investments
105
Fidelity Investments
Massachusetts
$215K
JFG
106
JMG Financial Group
Illinois
$210K
TNBTD
107
Trustmark National Bank Trust Department
Mississippi
$208K
SF
108
Synovus Financial
Georgia
$206K
ACP
109
Argyle Capital Partners
California
$206K
PA
110
Parallel Advisors
California
$195K
HDIM
111
Hanson & Doremus Investment Management
Vermont
$152K
AG
112
AmeriFlex Group
Nevada
$147K
AAS
113
Ameritas Advisory Services
Nebraska
$137K
MCM
114
MAI Capital Management
Ohio
$121K
SL
115
Salomon & Ludwin
Virginia
$117K
HR
116
Howe & Rusling
New York
$115K
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$114K
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$113K
RWM
119
Rialto Wealth Management
New York
$107K
MCM
120
Manchester Capital Management
Vermont
$101K
LFG
121
Larson Financial Group
Missouri
$96.4K
WANY
122
Wealthspire Advisors (New York)
New York
$89.9K
GRP
123
Global Retirement Partners
California
$89.5K
TIAAOA
124
Teachers Insurance & Annuity Association of America
New York
$79.7K
FCMT
125
Founders Capital Management (Texas)
Texas
$77.6K