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Vanguard S&P Mid-Cap 400 Value ETF

156 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, 37 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)

14% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 43

Holders
156
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
EB
126
Eastern Bank
Massachusetts
$76.2K
ADL
127
Asset Dedication LLC
California
$73.7K
AIC
128
Archer Investment Corporation
Indiana
$72.8K
BGAI
129
Bruce G. Allen Investments
Colorado
$71.2K
VWA
130
VSM Wealth Advisory
Maryland
$60.5K
CWM
131
Crowley Wealth Management
Delaware
$60.5K
ACA
132
Aptus Capital Advisors
Alabama
$59.8K
PB
133
Pinnacle Bancorp
Nebraska
$58.2K
PTC
134
Private Trust Company
Ohio
$45.3K
GWM
135
Geneos Wealth Management
Colorado
$45.1K
NFSG
136
Newbridge Financial Services Group
Florida
$44.7K
OSAM
137
O'Shaughnessy Asset Management
Connecticut
$43.8K
TRCT
138
Tower Research Capital (TRC)
New York
$40.8K
SPIA
139
Steward Partners Investment Advisory
New York
$39.9K
GJIA
140
Glass Jacobson Investment Advisors
Maryland
$39K
FDCDDQ
141
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.1K
WA
142
WPG Advisers
Maryland
$32.8K
AssetMark Inc
143
AssetMark Inc
California
$21.1K
CFD
144
Creative Financial Designs
Indiana
$21K
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$20K
HWA
146
Heritage Wealth Advisors
Virginia
$20K
SFC
147
SYM Financial Corp
Indiana
$17.9K
BCWM
148
Bartlett & Co Wealth Management
Ohio
$16.9K
MG
149
Mather Group
Illinois
$16.7K
AIM
150
Anchor Investment Management
South Carolina
$13.9K