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Vanguard S&P Mid-Cap 400 ETF

286 hedge funds and large institutions have $1.66B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 74 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

41% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 74

14% more capital invested

Capital invested by funds: $1.45B → $1.66B (+$202M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

5% more funds holding

Funds holding: 273286 (+13)

2.65% more ownership

Funds ownership: 51.39%54.04% (+2.6%)

Holders
286
Holders Change
+13
Holders Change %
+4.76%
% of All Funds
3.48%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.12%
New
30
Increased
104
Reduced
74
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
226
Luther King Capital Management (LKCM)
Texas
$220K
SFG
227
Snider Financial Group
Washington
$220K -$11.4K -103 -5%
AWAP
228
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$220K
AWA
229
Arkadios Wealth Advisors
Georgia
$216K
PS
230
Principal Securities
Iowa
$213K -$116K -1,047 -35%
GRP
231
Global Retirement Partners
California
$192K +$333 +3 +0.2%
CIAS
232
Capital Investment Advisory Services
North Carolina
$186K -$11.1K -100 -6%
TRCT
233
Tower Research Capital (TRC)
New York
$171K -$153K -1,380 -47%
CFB
234
Cullen/Frost Bankers
Texas
$165K
Comerica Bank
235
Comerica Bank
Texas
$151K -$51.7K -466 -26%
RAM
236
Ramirez Asset Management
New York
$143K
IA
237
IFP Advisors
Florida
$135K
PB
238
Pinnacle Bancorp
Nebraska
$124K
EPIME
239
Evelyn Partners Investment Management (Europe)
$116K -$97.6K -880 -46%
AWM
240
AE Wealth Management
Kansas
$111K +$24.8K +224 +29%
ACA
241
Atlas Capital Advisors
Wyoming
$108K +$107K +967 New
IBOK
242
Independence Bank of Kentucky
Kentucky
$106K
CT
243
Colonial Trust
South Carolina
$99.4K
TLA
244
Tanglewood Legacy Advisors
Texas
$91.9K
Bessemer Group
245
Bessemer Group
New Jersey
$89K +$78.7K +710 +789%
BC
246
Barrett & Company
Rhode Island
$88.5K
BBPWM
247
Blue Bell Private Wealth Management
Pennsylvania
$82.7K -$7.76K -70 -9%
IAIM
248
International Assets Investment Management
Florida
$80.3K +$79.6K +718 New
BWL
249
Bogart Wealth LLC
Virginia
$63.4K
GWM
250
Geneos Wealth Management
Colorado
$62.6K