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Vanguard S&P Mid-Cap 400 Value ETF

160 hedge funds and large institutions have $582M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
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
Lido Advisors
101
Lido Advisors
California
$252K
WWM
102
Western Wealth Management
Colorado
$246K
Cerity Partners
103
Cerity Partners
New York
$240K
FTS
104
Fifth Third Securities
Ohio
$238K
SOWAS
105
Silver Oak Wealth Advisors Services
California
$228K
AFG
106
Atomi Financial Group
New York
$225K
TYCC
107
Texas Yale Capital Corp
Florida
$222K
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$216K
ACP
109
Argyle Capital Partners
California
$214K
JFG
110
JMG Financial Group
Illinois
$211K
PFPG
111
Pinnacle Financial Partners (Georgia)
Georgia
$207K
TNBTD
112
Trustmark National Bank Trust Department
Mississippi
$202K
KWM
113
Kingsview Wealth Management
Oregon
$200K
PA
114
Parallel Advisors
California
$195K
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$189K
HDIM
116
Hanson & Doremus Investment Management
Vermont
$152K
MCM
117
MAI Capital Management
Ohio
$121K
SL
118
Salomon & Ludwin
Virginia
$119K
UBS AM
119
UBS AM
Illinois
$115K
FHA
120
Flagship Harbor Advisors
Massachusetts
$112K
RWM
121
Rialto Wealth Management
New York
$107K
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$94.6K
GRP
123
Global Retirement Partners
California
$90.8K
BlackRock
124
BlackRock
New York
$88.6K
TIAAOA
125
Teachers Insurance & Annuity Association of America
New York
$83.9K