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Vanguard S&P Mid-Cap 400 ETF

274 hedge funds and large institutions have $1.35B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 99 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,050% more call options, than puts

Call options by funds: $315K | Put options by funds: $10K

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

27% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 78

17% more capital invested

Capital invested by funds: $1.15B → $1.35B (+$197M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 268274 (+6)

1.74% more ownership

Funds ownership: 48.32%50.06% (+1.7%)

Holders
274
Holders Change
+6
Holders Change %
+2.24%
% of All Funds
3.61%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
26
Increased
99
Reduced
78
Closed
19
Calls
$315K
Puts
$10K
Net Calls
+$305K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
CT
226
Colonial Trust
South Carolina
$92.3K
TLA
227
Tanglewood Legacy Advisors
Texas
$86.3K
BBPWM
228
Blue Bell Private Wealth Management
Pennsylvania
$85K
ACA
229
Atlas Capital Advisors
Wyoming
$84K -$26.3K -265 -25%
BC
230
Barrett & Company
Rhode Island
$83.1K
MWA
231
Moser Wealth Advisors
Washington
$66.2K
BWL
232
Bogart Wealth LLC
Virginia
$59.5K
GWM
233
Geneos Wealth Management
Colorado
$58.8K -$181K -1,816 -76%
MYIA
234
Mount Yale Investment Advisors
Colorado
$58.5K +$55.4K +557 New
FWM
235
FSA Wealth Management
Massachusetts
$56.1K -$1.99K -20 -4%
EWA
236
EverSource Wealth Advisors
Alabama
$54.9K -$4.77K -48 -8%
Citigroup
237
Citigroup
New York
$42.8K -$6.06K -61 -13%
AWM
238
Atticus Wealth Management
Florida
$42.6K +$40.3K +405 New
BlackRock
239
BlackRock
New York
$42.1K +$99 +1 +0.3%
PMFA
240
Plante Moran Financial Advisors
Michigan
$39.7K +$13.1K +132 +54%
AWM
241
AE Wealth Management
Kansas
$39.4K +$2.58K +26 +7%
VWA
242
VSM Wealth Advisory
Maryland
$39K
AG
243
AmeriFlex Group
Nevada
$29.8K
National Bank of Canada
244
National Bank of Canada
Quebec, Canada
$28.4K +$199 +2 +0.7%
JWA
245
JFS Wealth Advisors
Pennsylvania
$28.3K +$99 +1 +0.4%
Russell Investments Group
246
Russell Investments Group
United Kingdom
$28.1K -$2.58K -26 -9%
TCA
247
Trifecta Capital Advisors
Illinois
$27.1K
AssetMark Inc
248
AssetMark Inc
California
$26.6K +$12.3K +124 +96%
William Blair & Company
249
William Blair & Company
Illinois
$26.4K -$19.9K -200 -44%
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
$25.2K

IVOO Hedge Fund Activity: Q2 2025 in Review

274 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q2 2025, worth a combined $1.35B — up 17% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IVOO positions and 19 closed out — a net gain of 7 holders — while 99 added to existing stakes and 78 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $63.9M. The largest seller was Mountain Capital Investment Advisors, cutting an estimated $29.6M.

  • 274 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q2 2025, up from 268 in Q1 2025.
  • Funds reported $1.35B of Vanguard S&P Mid-Cap 400 ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 26 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q2 2025 and 19 closed out, a net change of +7 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q2 2025 was Goldman Sachs, an estimated $63.9M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q2 2025 was Mountain Capital Investment Advisors, an estimated $29.6M sold.

Based on aggregated 13F filings for Q2 2025.