We are live on ! Find out more
IVOO icon

Vanguard S&P Mid-Cap 400 ETF

299 hedge funds and large institutions have $1.71B invested in Vanguard S&P Mid-Cap 400 ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 81 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 81

5% more funds holding

Funds holding: 286299 (+13)

3% more capital invested

Capital invested by funds: $1.66B → $1.71B (+$57.8M)

0.93% more ownership

Funds ownership: 54.04%54.97% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
299
Holders Change
+13
Holders Change %
+4.55%
% of All Funds
3.68%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
33
Increased
98
Reduced
81
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
251
Plante Moran Financial Advisors
Michigan
$109K +$82K +698 +277%
IBOK
252
Independence Bank of Kentucky
Kentucky
$108K
CT
253
Colonial Trust
South Carolina
$97.7K
TLA
254
Tanglewood Legacy Advisors
Texas
$94K
CCWM
255
Cassaday & Co Wealth Management
Virginia
$92.5K +$95.1K +809 New
Bessemer Group
256
Bessemer Group
New Jersey
$91K
BBPWM
257
Blue Bell Private Wealth Management
Pennsylvania
$82.8K -$1.88K -16 -2%
IAIM
258
International Assets Investment Management
Florida
$82.7K
BC
259
Barrett & Company
Rhode Island
$80.3K -$10.6K -90 -11%
AF
260
Align Financial
Minnesota
$65.4K -$7.45M -63,378 -99%
BWL
261
Bogart Wealth LLC
Virginia
$64.8K
GWM
262
Geneos Wealth Management
Colorado
$64K
MCM
263
MAI Capital Management
Ohio
$56.6K +$2.35K +20 +4%
BlackRock
264
BlackRock
New York
$45.7K
FLP
265
Financial Life Planners
Arizona
$45.7K +$47K +400 New
LWM
266
Lodestone Wealth Management
Washington
$44.5K
VWA
267
VSM Wealth Advisory
Maryland
$42.5K
EWA
268
EverSource Wealth Advisors
Alabama
$35.6K
NRWA
269
North Ridge Wealth Advisors
Oregon
$34.4K +$35.4K +301 New
AG
270
AmeriFlex Group
Nevada
$32.8K +$118 +1 +0.3%
SIS
271
Sound Income Strategies
Florida
$32.1K +$15.7K +134 +92%
JWA
272
JFS Wealth Advisors
Pennsylvania
$31.1K +$118 +1 +0.4%
TCA
273
Trifecta Capital Advisors
Illinois
$29.5K
Russell Investments Group
274
Russell Investments Group
United Kingdom
$22.9K -$6.34K -54 -21%
PWMG
275
Private Wealth Management Group
New Jersey
$22.9K +$23.5K +200 New