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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
Holders
273
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
IBOK
226
Independence Bank of Kentucky
Kentucky
$105K
OIA
227
Optimum Investment Advisors
Illinois
$99.3K
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
AG
233
AmeriFlex Group
Nevada
$62.9K
BWL
234
Bogart Wealth LLC
Virginia
$62.6K
GWM
235
Geneos Wealth Management
Colorado
$61.8K
CA
236
Clearstead Advisors
Ohio
$59.4K
FWM
237
FSA Wealth Management
Massachusetts
$55.2K
QCG
238
Quadrant Capital Group
Ohio
$53.5K
William Blair & Company
239
William Blair & Company
Illinois
$50.3K
BlackRock
240
BlackRock
New York
$44.2K
FLP
241
Financial Life Planners
Arizona
$44.2K
VWA
242
VSM Wealth Advisory
Maryland
$41K
EWA
243
EverSource Wealth Advisors
Alabama
$41K
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$40K
JWA
245
JFS Wealth Advisors
Pennsylvania
$29.8K
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
AAS
249
Ameritas Advisory Services
Nebraska
$27.4K
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
$26.5K