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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 10 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
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