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Vanguard S&P Mid-Cap 400 ETF

265 hedge funds and large institutions have $1.15B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 102 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 270265 (-5)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
265
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$306K
Puts
$10K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
226
Quadrant Capital Group
Ohio
$47.9K
Citigroup
227
Citigroup
New York
$46.3K
William Blair & Company
228
William Blair & Company
Illinois
$44.5K
BlackRock
229
BlackRock
New York
$39.5K
ADL
230
Asset Dedication LLC
California
$39.5K
VWA
231
VSM Wealth Advisory
Maryland
$36.6K
AWM
232
AE Wealth Management
Kansas
$34.6K
Russell Investments Group
233
Russell Investments Group
United Kingdom
$29K
AG
234
AmeriFlex Group
Nevada
$28.1K
National Bank of Canada
235
National Bank of Canada
Quebec, Canada
$26.5K
JWA
236
JFS Wealth Advisors
Pennsylvania
$26.5K
TCA
237
Trifecta Capital Advisors
Illinois
$25.5K
PMFA
238
Plante Moran Financial Advisors
Michigan
$24.3K
CIBC Private Wealth Group
239
CIBC Private Wealth Group
Georgia
$20.8K
LWA
240
Lowe Wealth Advisors
Maryland
$19.7K
SSA
241
SSA Swiss Advisors
$18.1K
PA
242
Parallel Advisors
California
$17.8K
S
243
SignatureFD
Georgia
$15.2K
CCM
244
Coldstream Capital Management
Washington
$15K
BAM
245
Bellevue Asset Management
Washington
$14.8K
CAM
246
Creekmur Asset Management
Illinois
$14.7K
BCMLT
247
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.9K
AssetMark Inc
248
AssetMark Inc
California
$12.7K
Amundi
249
Amundi
France
$8.47K
DJSG
250
D.J. St. Germain
Massachusetts
$8.09K