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Vanguard S&P Mid-Cap 400 ETF

273 hedge funds and large institutions have $1.45B 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, 83 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $1.35B → $1.45B (+$105M)

1.33% more ownership

Funds ownership: 50.06%51.39% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 83

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% less funds holding

Funds holding: 274273 (-1)

Holders
273
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
3.58%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
18
Increased
84
Reduced
83
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
226
Independence Bank of Kentucky
Kentucky
$105K
OIA
227
Optimum Investment Advisors
Illinois
$99.3K -$10.9K -100 -10%
CT
228
Colonial Trust
South Carolina
$97.1K
TLA
229
Tanglewood Legacy Advisors
Texas
$90.7K
BBPWM
230
Blue Bell Private Wealth Management
Pennsylvania
$89.4K
BC
231
Barrett & Company
Rhode Island
$87.4K
AWM
232
AE Wealth Management
Kansas
$84.8K +$42.8K +393 +105%
AG
233
AmeriFlex Group
Nevada
$62.9K +$31K +285 +100%
BWL
234
Bogart Wealth LLC
Virginia
$62.6K
GWM
235
Geneos Wealth Management
Colorado
$61.8K
CA
236
Clearstead Advisors
Ohio
$59.4K +$46.6K +428 +389%
FWM
237
FSA Wealth Management
Massachusetts
$55.2K -$4.03K -37 -8%
QCG
238
Quadrant Capital Group
Ohio
$53.5K +$52.8K +485 New
William Blair & Company
239
William Blair & Company
Illinois
$50.3K +$22.3K +205 +82%
BlackRock
240
BlackRock
New York
$44.2K -$109 -1 -0.2%
FLP
241
Financial Life Planners
Arizona
$44.2K +$43.5K +400 New
VWA
242
VSM Wealth Advisory
Maryland
$41K
EWA
243
EverSource Wealth Advisors
Alabama
$41K -$16.5K -152 -29%
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$40K +$17.1K +157 +78%
JWA
245
JFS Wealth Advisors
Pennsylvania
$29.8K +$109 +1 +0.4%
Russell Investments Group
246
Russell Investments Group
United Kingdom
$29.6K
TCA
247
Trifecta Capital Advisors
Illinois
$28.5K
PMFA
248
Plante Moran Financial Advisors
Michigan
$27.8K -$13.7K -126 -33%
AAS
249
Ameritas Advisory Services
Nebraska
$27.4K -$313K -2,874 -92%
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
$26.5K

IVOO Hedge Fund Activity: Q3 2025 in Review

273 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q3 2025, worth a combined $1.45B — up 7.8% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IVOO positions and 12 closed out — a net gain of 6 holders — while 84 added to existing stakes and 83 trimmed.

The largest buyer was Hantz Financial Services, adding an estimated $26.4M. The largest seller was UBS Group, cutting an estimated $12.6M.

  • 273 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q3 2025, down from 274 in Q2 2025.
  • Funds reported $1.45B of Vanguard S&P Mid-Cap 400 ETF stock for Q3 2025, up 7.8% quarter-over-quarter.
  • 18 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q3 2025 and 12 closed out, a net change of +6 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q3 2025 was Hantz Financial Services, an estimated $26.4M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q3 2025 was UBS Group, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2025.