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Vanguard S&P Mid-Cap 400 Growth ETF

172 hedge funds and large institutions have $601M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 54 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

42% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 38

10% more funds holding

Funds holding: 157172 (+15)

3% more capital invested

Capital invested by funds: $585M → $601M (+$16.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5.82% less ownership

Funds ownership: 50.46%44.63% (-5.8%)

Holders
172
Holders Change
+15
Holders Change %
+9.55%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
54
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$1.28M -$366K -3,052 -22%
CF
52
Centaurus Financial
California
$1.19M +$12.4K +103 +1%
HIG
53
Heritage Investment Group
Florida
$1.02M
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$988K +$80.9K +674 +9%
Osaic Holdings
55
Osaic Holdings
Arizona
$983K +$97.2K +810 +11%
MML Investors Services
56
MML Investors Services
Massachusetts
$966K -$54.6K -455 -5%
EH
57
Equitable Holdings
New York
$910K -$35.4K -295 -4%
Goldman Sachs
58
Goldman Sachs
New York
$865K +$91.3K +761 +12%
CB
59
Commerce Bank
Missouri
$847K +$10.1K +84 +1%
CI
60
Conning Inc
Connecticut
$816K +$52.7K +439 +7%
EFG
61
Ethos Financial Group
Pennsylvania
$807K +$806K +6,715 New
EFG
62
Embree Financial Group
Illinois
$805K +$5.04K +42 +0.6%
Betterment LLC
63
Betterment LLC
New York
$794K -$29.3K -244 -4%
RRA
64
Round Rock Advisors
Connecticut
$709K -$63.7K -531 -8%
Jones Financial Companies
65
Jones Financial Companies
Missouri
$704K +$214K +1,780 +44%
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$687K
ARC
67
Advisor Resource Council
Texas
$677K +$642K +5,352 New
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$666K -$107K -890 -14%
TW
69
Tempo Wealth
Ohio
$659K +$658K +5,483 New
PA
70
PFG Advisors
Arizona
$607K +$600 +5 +0.1%
WA
71
Waverly Advisors
Alabama
$592K +$36.6K +305 +7%
GFP
72
Gryphon Financial Partners
Ohio
$581K +$580K +4,830 New
Fidelity Investments
73
Fidelity Investments
Massachusetts
$579K +$4.08K +34 +0.7%
HPC
74
Hobart Private Capital
North Carolina
$570K
SFA
75
Sequoia Financial Advisors
Ohio
$556K +$480 +4 +0.1%