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Vanguard S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

152 hedge funds and large institutions have $396M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
39
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
Mariner
Kansas
+$3.32M
2
Morgan Stanley
Morgan Stanley
New York
+$2.22M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.15M
4
Truist Financial
Truist Financial
North Carolina
+$1.1M
5
OWA
Octavia Wealth Advisors
Ohio
+$875K

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$6.89M
2
CJH
Christopher J. Hasenberg
Wisconsin
-$4M
3
Wells Fargo
Wells Fargo
California
-$2.39M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.76M
5
IAA
Independent Advisor Alliance
North Carolina
-$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
1
Mariner
Kansas
$79.4M +$3.32M +36,036 +4%
RT
2
Rockland Trust
Massachusetts
$73.7M -$128K -1,387 -0.2%
Bank of America
3
Bank of America
North Carolina
$26.1M -$404K -4,391 -2%
Morgan Stanley
4
Morgan Stanley
New York
$23.4M +$2.22M +24,162 +10%
Raymond James Financial
5
Raymond James Financial
Florida
$17.9M +$163K +1,772 +0.9%
OWA
6
Octavia Wealth Advisors
Ohio
$17.2M +$875K +9,510 +5%
SCM
7
Stordahl Capital Management
Colorado
$15.5M +$315K +3,423 +2%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$11.9M +$1.15M +12,511 +11%
AWM
9
Aberdeen Wealth Management
Illinois
$11.1M -$199K -2,165 -2%
LFS
10
Lutz Financial Services
Nebraska
$10.9M -$322K -3,502 -3%
UBS Group
11
UBS Group
Switzerland
$9.5M -$33K -359 -0.3%
LPL Financial
12
LPL Financial
California
$9.19M +$732K +7,957 +9%
KAS
13
Kestra Advisory Services
Texas
$6.49M -$57.3K -622 -0.9%
Wells Fargo
14
Wells Fargo
California
$5.49M -$2.39M -25,996 -30%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.01M +$441K +4,796 +10%
Truist Financial
16
Truist Financial
North Carolina
$3.98M +$1.1M +11,972 +38%
SC
17
Savant Capital
Illinois
$3.93M -$41.7K -453 -1%
AF
18
Allworth Financial
California
$3.36M -$23K -261 -0.7%
P
19
&Partners
Tennessee
$3.19M +$34K +371 +1%
EWA
20
EP Wealth Advisors
California
$2.72M – – –
Franklin Resources
21
Franklin Resources
California
$2.64M -$1.84K -20 -0.1%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$2.28M -$6.89M -74,903 -75%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$2.19M +$26.9K +292 +1%
MMA
24
Miracle Mile Advisors
California
$2M -$46.8K -508 -2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.98M +$727K +7,900 +58%
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