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Vanguard S&P Mid-Cap 400 Value ETF

154 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, 37 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+3
Holders Change %
+1.99%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
37
Reduced
48
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
126
Aptus Capital Advisors
Alabama
$56.6K
PB
127
Pinnacle Bancorp
Nebraska
$55.2K
PTC
128
Private Trust Company
Ohio
$43K
GWM
129
Geneos Wealth Management
Colorado
$42.8K -$21.4K -224 -33%
NFSG
130
Newbridge Financial Services Group
Florida
$42.4K
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$42K
OSAM
132
O'Shaughnessy Asset Management
Connecticut
$41.5K -$11K -115 -21%
SPIA
133
Steward Partners Investment Advisory
New York
$37.8K
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$37.4K
GJIA
135
Glass Jacobson Investment Advisors
Maryland
$37K +$573 +6 +2%
AG
136
AmeriFlex Group
Nevada
$36.5K
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.3K
WA
138
WPG Advisers
Maryland
$31K
BCWM
139
Bartlett & Co Wealth Management
Ohio
$25.6K
CIA
140
Cape Investment Advisory
Georgia
$21.6K
CFD
141
Creative Financial Designs
Indiana
$19.9K
SFC
142
SYM Financial Corp
Indiana
$17K +$17K +178 New
AIM
143
Anchor Investment Management
South Carolina
$13.2K
BlackRock
144
BlackRock
New York
$12.4K +$12.4K +130 New
PMFA
145
Plante Moran Financial Advisors
Michigan
$11.5K +$11.5K +120 New
BF
146
BOK Financial
Oklahoma
$11.5K +$11.5K +120 New
NP
147
NorthRock Partners
Minnesota
$9.93K
Russell Investments Group
148
Russell Investments Group
United Kingdom
$9.55K
CJH
149
Christopher J. Hasenberg
Wisconsin
$8.21K -$129K -1,347 -94%
PPA
150
Painted Porch Advisors
California
$5.93K