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Vanguard S&P Mid-Cap 400 ETF

299 hedge funds and large institutions have $1.71B invested in Vanguard S&P Mid-Cap 400 ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 81 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 81

5% more funds holding

Funds holding: 286299 (+13)

3% more capital invested

Capital invested by funds: $1.66B → $1.71B (+$57.8M)

0.93% more ownership

Funds ownership: 54.04%54.97% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
299
Holders Change
+13
Holders Change %
+4.55%
% of All Funds
3.68%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
33
Increased
98
Reduced
81
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$211M +$18.1M +154,062 +9%
HFS
2
Hantz Financial Services
Michigan
$173M +$50.5M +429,655 +40%
Bank of America
3
Bank of America
North Carolina
$160M +$8.13M +69,190 +5%
Morgan Stanley
4
Morgan Stanley
New York
$108M -$8.09M -68,853 -7%
UBS Group
5
UBS Group
Switzerland
$96.2M -$3.15M -26,808 -3%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$70.9M +$7.58M +64,503 +12%
LMIM
7
Lockheed Martin Investment Management
Maryland
$61.7M -$10.6M -90,000 -14%
Raymond James Financial
8
Raymond James Financial
Florida
$42M +$3.44M +29,246 +9%
SILC
9
Starr Indemnity & Liability Company
New York
$41.6M
Wells Fargo
10
Wells Fargo
California
$35.2M +$4.13M +35,190 +13%
LPL Financial
11
LPL Financial
California
$34.9M +$3.91M +33,295 +12%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$30.6M +$998K +8,494 +3%
Ameriprise
13
Ameriprise
Minnesota
$26.7M +$2.52M +21,428 +10%
CVSC
14
C.V. Starr & Co
New York
$26M
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$25.6M -$933K -7,940 -3%
JP Morgan Chase
16
JP Morgan Chase
New York
$20.7M +$528K +4,496 +2%
FF
17
Francis Financial
$20.2M +$1.62M +13,773 +8%
SC
18
Savant Capital
Illinois
$18.4M -$10.5M -89,512 -36%
MGIA
19
Moneta Group Investment Advisors
Missouri
$18.1M +$6.57M +55,907 +54%
AF
20
Allworth Financial
California
$17.1M +$78.7K +670 +0.5%
ONB
21
Old National Bancorp
Indiana
$16.9M -$415K -3,536 -2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$14.5M -$1.6M -13,640 -10%
Osaic Holdings
23
Osaic Holdings
Arizona
$14.3M -$2.05M -17,464 -12%
ECM
24
Evergreen Capital Management
Washington
$13.6M +$572K +4,869 +4%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$13.3M -$379K -3,223 -3%