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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
SL
126
Salomon & Ludwin
Virginia
$114K -$3.79K -36 -3%
RWM
127
Rialto Wealth Management
New York
$108K -$105 -1 -0.1%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$95.5K
TIAAOA
129
Teachers Insurance & Annuity Association of America
New York
$84.7K
PF
130
PlanVest Financial
Maryland
$82.1K +$84.7K +805 New
AG
131
AmeriFlex Group
Nevada
$78.7K -$1.79K -17 -2%
FCMT
132
Founders Capital Management (Texas)
Texas
$78.5K
AIC
133
Archer Investment Corporation
Indiana
$73.6K
LFG
134
Larson Financial Group
Missouri
$67.6K
VWA
135
VSM Wealth Advisory
Maryland
$61.2K
ACA
136
Aptus Capital Advisors
Alabama
$60.5K
ADL
137
Asset Dedication LLC
California
$59.9K -$15K -143 -20%
PB
138
Pinnacle Bancorp
Nebraska
$58.3K -$631 -6 -1%
FFA
139
Farther Finance Advisors
California
$48.4K +$49.6K +472 New
PTC
140
Private Trust Company
Ohio
$45.9K
GWM
141
Geneos Wealth Management
Colorado
$45.7K
NFSG
142
Newbridge Financial Services Group
Florida
$45.3K
OSAM
143
O'Shaughnessy Asset Management
Connecticut
$44.3K
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$42.6K +$22.9K +218 +109%
SPIA
145
Steward Partners Investment Advisory
New York
$40.4K
GJIA
146
Glass Jacobson Investment Advisors
Maryland
$40.2K
FDCDDQ
147
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.4K
WA
148
WPG Advisers
Maryland
$33.1K
SAM
149
Smartleaf Asset Management
Massachusetts
$32.4K -$1.05K -10 -3%
BF
150
BOK Financial
Oklahoma
$21.7K