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Vanguard S&P Mid-Cap 400 ETF

270 hedge funds and large institutions have $1.44B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 82 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TLA
226
Tanglewood Legacy Advisors
Texas
$90.7K
BBPWM
227
Blue Bell Private Wealth Management
Pennsylvania
$89.4K
BC
228
Barrett & Company
Rhode Island
$87.4K
AWM
229
AE Wealth Management
Kansas
$84.8K
AG
230
AmeriFlex Group
Nevada
$62.9K
BWL
231
Bogart Wealth LLC
Virginia
$62.6K
GWM
232
Geneos Wealth Management
Colorado
$61.8K
CA
233
Clearstead Advisors
Ohio
$59.4K
FWM
234
FSA Wealth Management
Massachusetts
$55.2K
QCG
235
Quadrant Capital Group
Ohio
$53.5K
William Blair & Company
236
William Blair & Company
Illinois
$50.3K
BlackRock
237
BlackRock
New York
$44.2K
FLP
238
Financial Life Planners
Arizona
$44.2K
VWA
239
VSM Wealth Advisory
Maryland
$41K
EWA
240
EverSource Wealth Advisors
Alabama
$41K
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$40K
JWA
242
JFS Wealth Advisors
Pennsylvania
$29.8K
Russell Investments Group
243
Russell Investments Group
United Kingdom
$29.6K
TCA
244
Trifecta Capital Advisors
Illinois
$28.5K
PMFA
245
Plante Moran Financial Advisors
Michigan
$27.8K
AAS
246
Ameritas Advisory Services
Nebraska
$27.4K
CIBC Private Wealth Group
247
CIBC Private Wealth Group
Georgia
$26.5K
LWA
248
Lowe Wealth Advisors
Maryland
$22.1K
Kayne Anderson Rudnick Investment Management
249
Kayne Anderson Rudnick Investment Management
California
$20K
PA
250
Parallel Advisors
California
$19.9K