We are live on ! Find out more
IVOG icon

Vanguard S&P Mid-Cap 400 Growth ETF

178 hedge funds and large institutions have $651M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

38% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 39

8% more capital invested

Capital invested by funds: $601M → $651M (+$50.1M)

3% more funds holding

Funds holding: 172178 (+6)

2.31% more ownership

Funds ownership: 44.63%46.94% (+2.3%)

Holders
178
Holders Change
+6
Holders Change %
+3.49%
% of All Funds
2.19%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
22
Increased
54
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFWP
101
Mosaic Family Wealth Partners
Missouri
$305K
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$297K
MCM
103
MAI Capital Management
Ohio
$290K
RWM
104
Rialto Wealth Management
New York
$286K -$8.29K -65 -3%
VR
105
Valued Retirements
Texas
$283K
NA
106
NewEdge Advisors
Louisiana
$281K
JWA
107
JFS Wealth Advisors
Pennsylvania
$281K
MOS
108
MGO One Seven
Ohio
$267K
FFA
109
Farther Finance Advisors
California
$261K +$52.7K +413 +25%
FI
110
FWG Investments
Kentucky
$254K +$259K +2,031 New
WAM
111
Weinberger Asset Management
California
$250K
VWA
112
VSM Wealth Advisory
Maryland
$245K
SFG
113
Sunburst Financial Group
Alabama
$244K -$10.1K -79 -4%
MBFW
114
Morton Brown Family Wealth
Pennsylvania
$242K
BIM
115
Bridges Investment Management
Nebraska
$241K -$246K -1,930 -50%
SWP
116
Stratos Wealth Partners
Ohio
$234K -$19.9K -156 -8%
MCM
117
MidAtlantic Capital Management
Virginia
$229K
PWM
118
Perigon Wealth Management
California
$222K -$16.3K -128 -7%
ACGA
119
Atlanta Consulting Group Advisors
Georgia
$221K
BWM
120
BCGM Wealth Management
Indiana
$220K
PMWMG
121
Parr McKnight Wealth Management Group
Minnesota
$219K
Truist Financial
122
Truist Financial
North Carolina
$217K +$6.38K +50 +3%
TNBTD
123
Trustmark National Bank Trust Department
Mississippi
$213K
PS
124
Principal Securities
Iowa
$207K +$212K +1,659 New
VCP
125
Verus Capital Partners
Arizona
$206K +$210K +1,649 New