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

154 hedge funds and large institutions have $428M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+3
Holders Change %
+1.99%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
37
Reduced
48
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Avior Wealth Management
Nebraska
$11.9M
2
HighTower Advisors
HighTower Advisors
Illinois
$5.48M
3
Morgan Stanley
Morgan Stanley
New York
$28.3M
4
LPL Financial
LPL Financial
California
$12.5M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.78M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$8.6M
2
Bank of America
Bank of America
North Carolina
$23.7M
3
OWA
Octavia Wealth Advisors
Ohio
$16.2M
4
PA
PFG Advisors
Arizona
$0
5
HNB
Huntington National Bank
Ohio
$958K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
1
Mariner
Kansas
$82.7M +$391K +4,097 +0.5%
RT
2
Rockland Trust
Massachusetts
$77.6M +$1.12M +11,696 +1%
Morgan Stanley
3
Morgan Stanley
New York
$28.3M +$3.94M +41,296 +16%
Bank of America
4
Bank of America
North Carolina
$23.7M -$3.39M -35,553 -13%
Raymond James Financial
5
Raymond James Financial
Florida
$18.3M -$166K -1,742 -0.9%
OWA
6
Octavia Wealth Advisors
Ohio
$16.2M -$1.61M -16,908 -9%
SCM
7
Stordahl Capital Management
Colorado
$16.1M +$50.1K +525 +0.3%
LPL Financial
8
LPL Financial
California
$12.5M +$3.01M +31,525 +32%
AWM
9
Avior Wealth Management
Nebraska
$11.9M +$10.3M +107,424 +616%
LFS
10
Lutz Financial Services
Nebraska
$11.4M +$94K +985 +0.8%
AWM
11
Aberdeen Wealth Management
Illinois
$11.4M -$189K -1,980 -2%
UBS Group
12
UBS Group
Switzerland
$10.2M +$373K +3,909 +4%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$8.6M -$3.75M -39,232 -30%
KAS
14
Kestra Advisory Services
Texas
$7.02M +$287K +3,001 +4%
HighTower Advisors
15
HighTower Advisors
Illinois
$5.48M +$5.15M +53,936 +1,572%
Wells Fargo
16
Wells Fargo
California
$5.19M -$505K -5,289 -9%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.92M -$271K -2,841 -5%
Truist Financial
18
Truist Financial
North Carolina
$4.19M +$67.6K +708 +2%
SC
19
Savant Capital
Illinois
$4.01M -$74.1K -776 -2%
AF
20
Allworth Financial
California
$3.58M -$55.9K -586 -2%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$3.53M +$1.09M +11,030 +45%
P
22
&Partners
Tennessee
$3.41M +$89.1K +933 +3%
EWA
23
EP Wealth Advisors
California
$2.83M – – –
Franklin Resources
24
Franklin Resources
California
$2.74M – – –
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$2.33M +$56.3K +590 +2%
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