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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
CFD
151
Creative Financial Designs
Indiana
$21.2K
AssetMark Inc
152
AssetMark Inc
California
$20.6K -$15.1K -144 -42%
HWA
153
Heritage Wealth Advisors
Virginia
$20.2K
BCWM
154
Bartlett & Co Wealth Management
Ohio
$18.2K
SFC
155
SYM Financial Corp
Indiana
$18.1K
KFAS
156
Keating Financial Advisory Services
Kansas
$16.5K +$17K +162 New
AIM
157
Anchor Investment Management
South Carolina
$14.1K
BlackRock
158
BlackRock
New York
$13.3K -$78.7K -748 -85%
NL
159
NorthAvenue LLC
Ohio
$12K
Russell Investments Group
160
Russell Investments Group
United Kingdom
$10.2K
EB
161
Eastern Bank
Massachusetts
$5.71K -$73.6K -700 -93%
SS
162
SBI Securities
Japan
$3.57K +$2K +19 +119%
LWMI
163
Legacy Wealth Management (Idaho)
Idaho
$1.94K
S
164
SignatureFD
Georgia
$1.43K
SWA
165
SOA Wealth Advisors
New York
$816
CFGA
166
Cambridge Financial Group (Arizona)
Arizona
-$392K -4,013 Closed
RA
167
Rise Advisors
New York
-$307K -3,042 Closed
TW
168
TritonPoint Wealth
Maryland
-$262K -2,592 Closed
Lido Advisors
169
Lido Advisors
California
-$252K -2,502 Closed
FHA
170
Flagship Harbor Advisors
Massachusetts
-$112K -1,104 Closed
SIS
171
Sound Income Strategies
Florida
-$36.7K -345 Closed
HFS
172
Hantz Financial Services
Michigan
-$2K -23 Closed
GGI
173
Godsey & Gibb Inc
Virginia
-$77 -1 Closed