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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
EB
226
Eastern Bank
Massachusetts
$234K
SPIA
227
Steward Partners Investment Advisory
New York
$233K
STA
228
Smith Thornton Advisors
Alabama
$229K
NHC
229
Nicholas Hoffman & Company
Georgia
$227K
Luther King Capital Management (LKCM)
230
Luther King Capital Management (LKCM)
Texas
$225K
SFG
231
Snider Financial Group
Washington
$225K
AWAP
232
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$225K
PWM
233
Parkway Wealth Management
Texas
$225K +$221K +1,879 New
PS
234
Principal Securities
Iowa
$225K +$6.93K +59 +3%
AWA
235
Arkadios Wealth Advisors
Georgia
$221K
JSSH
236
J. Safra Sarasin Holding
$220K +$226K +1,922 New
PA
237
PFG Advisors
Arizona
$205K -$247K -2,103 -54%
SDH
238
Sloy Dahl & Holst
Washington
$202K +$208K +1,770 New
WJWM
239
Williams Jones Wealth Management
New York
$200K +$206K +1,751 New
CIAS
240
Capital Investment Advisory Services
North Carolina
$181K -$8.81K -75 -5%
ASN
241
Advisory Services Network
Georgia
$171K +$175K +1,493 New
CFB
242
Cullen/Frost Bankers
Texas
$169K
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$154K +$158K +1,343 New
RAM
244
Ramirez Asset Management
New York
$146K
IA
245
IFP Advisors
Florida
$138K
VAI
246
Vanguard Advisers Inc
Pennsylvania
$135K +$139K +1,184 New
PB
247
Pinnacle Bancorp
Nebraska
$126K
EPIME
248
Evelyn Partners Investment Management (Europe)
$119K
AWM
249
AE Wealth Management
Kansas
$114K +$118 +1 +0.1%
ACA
250
Atlas Capital Advisors
Wyoming
$112K +$1.18K +10 +1%