We are live on ! Find out more
IVOG icon

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
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$555K -$181K -1,509 -25%
MWM
77
Meridian Wealth Management
Kentucky
$549K +$14.4K +120 +3%
MFG
78
Merit Financial Group
Georgia
$527K
FSA
79
Financial Security Advisor
Virginia
$507K +$3K +25 +0.6%
AQR Capital Management
80
AQR Capital Management
Connecticut
$499K +$499K +4,155 New
E
81
EntreWealth
Texas
$495K
AFTS
82
American Financial & Tax Strategies
New York
$490K
AWM
83
Austin Wealth Management
Texas
$478K
BIM
84
Bridges Investment Management
Nebraska
$464K
RA
85
Rodgers & Associates
Pennsylvania
$458K -$600 -5 -0.1%
CWA
86
Crusonia Wealth Advisors
Colorado
$445K +$444K +3,698 New
ACA
87
Aptus Capital Advisors
Alabama
$373K -$17.6K -147 -5%
Empower Advisory Group
88
Empower Advisory Group
Colorado
$370K +$369K +3,078 New
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$345K +$120 +1 +0%
BBA
90
BLB&B Advisors
Pennsylvania
$339K
AWM
91
AE Wealth Management
Kansas
$328K +$48.2K +402 +17%
SC
92
Sierra Capital
Florida
$316K
SIAG
93
Safeguard Investment Advisory Group
California
$313K
AFP
94
Ausdal Financial Partners
Iowa
$304K +$3.72K +31 +1%
IA
95
IFG Advisors
Missouri
$301K
I2I
96
Insight 2811 Inc
Illinois
$299K +$5.88K +49 +2%
MFWP
97
Mosaic Family Wealth Partners
Missouri
$294K +$1.56K +13 +0.5%
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$285K +$720 +6 +0.3%
RWM
99
Rialto Wealth Management
New York
$282K -$47.3K -394 -14%
MCM
100
MAI Capital Management
Ohio
$279K -$16K -133 -5%