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Vanguard S&P Mid-Cap 400 Value ETF

164 hedge funds and large institutions have $647M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

11% more capital invested

Capital invested by funds: $583M → $647M (+$64.3M)

3.13% more ownership

Funds ownership: 51.77%54.9% (+3.1%)

2% more funds holding

Funds holding: 161164 (+3)

33% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 51

Holders
164
Holders Change
+3
Holders Change %
+1.86%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
15
Increased
34
Reduced
51
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
101
Citadel Advisors
Florida
$258K +$266K +2,528 New
KFGK
102
Keystone Financial Group (Kentucky)
Kentucky
$255K
William Blair & Company
103
William Blair & Company
Illinois
$253K -$3.79K -36 -1%
HIS
104
Horizon Investment Services
Indiana
$230K -$987K -9,383 -81%
SOWAS
105
Silver Oak Wealth Advisors Services
California
$230K
FTS
106
Fifth Third Securities
Ohio
$229K -$11.9K -113 -5%
AFG
107
Atomi Financial Group
New York
$227K
ACP
108
Argyle Capital Partners
California
$225K +$9.89K +94 +4%
TYCC
109
Texas Yale Capital Corp
Florida
$224K
RIA
110
Regal Investment Advisors
Michigan
$222K +$229K +2,178 New
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$218K
Cerity Partners
112
Cerity Partners
New York
$216K -$27.1K -258 -11%
CL
113
Choreo LLC
Illinois
$215K +$221K +2,104 New
JFG
114
JMG Financial Group
Illinois
$213K
PFPG
115
Pinnacle Financial Partners (Georgia)
Georgia
$209K
GFG
116
Genesis Financial Group
New Jersey
$208K +$215K +2,045 New
TNBTD
117
Trustmark National Bank Trust Department
Mississippi
$204K
CF
118
Claris Financial
Virginia
$204K +$210K +2,000 New
KWM
119
Kingsview Wealth Management
Oregon
$202K
PA
120
Parallel Advisors
California
$197K
VAI
121
Vanguard Advisers Inc
Pennsylvania
$157K +$162K +1,541 New
HDIM
122
Hanson & Doremus Investment Management
Vermont
$153K
BGAI
123
Bruce G. Allen Investments
Colorado
$139K +$67.6K +643 +89%
MCM
124
MAI Capital Management
Ohio
$122K
UBS AM
125
UBS AM
Illinois
$116K