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Vanguard S&P Mid-Cap 400 ETF
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Overview Fund Activity

264 hedge funds and large institutions have $1.15B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 102 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-6
Holders Change %
-2.22%
% of All Funds
3.59%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
21
Increased
102
Reduced
63
Closed
23
Calls
$306K
Puts
$10K
Net Calls
+$296K
Net Calls Change
-$42K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$80.5M
2
Ameriprise
Ameriprise
Minnesota
+$13.3M
3
HFS
Hantz Financial Services
Michigan
+$10.8M
4
UBS Group
UBS Group
Switzerland
+$10.8M
5
Bank of America
Bank of America
North Carolina
+$7.28M

Top Sellers

1
LMIM
Lockheed Martin Investment Management
Maryland
-$14.8M
2
Morgan Stanley
Morgan Stanley
New York
-$11.3M
3
SIA
Soltis Investment Advisors
Utah
-$7.68M
4
MCIA
Mountain Capital Investment Advisors
Colorado
-$4.37M
5
LPL Financial
LPL Financial
California
-$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
251
JDM Financial Group
Texas
$7.11K +$7.11K +72 New
PNC Financial Services Group
252
PNC Financial Services Group
Pennsylvania
$6.51K – – –
MAS
253
MPWM Advisory Solutions
Georgia
$5.92K – – –
CA
254
Clearstead Advisors
Ohio
$5.63K +$5.63K +57 New
KFI
255
Key Financial Inc
Pennsylvania
$5.63K – – –
CSB
256
City State Bank
Iowa
$4.94K – – –
FFA
257
Farther Finance Advisors
California
$4.76K -$56.6K -570 -92%
SS
258
SBI Securities
Japan
$4.74K +$1.97K +20 +71%
FDW
259
Fourth Dimension Wealth
Ohio
$4.44K – – –
BTI
260
Blue Trust Inc
Georgia
$4.15K – – –
RFG
261
REAP Financial Group
Texas
$3.95K – – –
FRA
262
Front Row Advisors
California
$2.96K – – –
CPBTD
263
Central Pacific Bank - Trust Division
Hawaii
$2.57K – – –
BCPWM
264
Bradley & Co Private Wealth Management
Florida
$987 – – –
RWM
265
Rialto Wealth Management
New York
$593 – – –
MFWM
266
Motley Fool Wealth Management
Virginia
– -$2.71M -25,675 Closed
EFA
267
Edge Financial Advisors
Illinois
– -$1.7M -16,112 Closed
MECA
268
Miller Equity Capital Advisors
Texas
– -$1.47M -13,920 Closed
BFG
269
Bleakley Financial Group
New Jersey
– -$1.29M -12,234 Closed
JWCA
270
J.W. Cole Advisors
Florida
– -$1.25M -11,892 Closed
AT
271
American Trust
Kentucky
– -$493K -4,677 Closed
IAA
272
Independent Advisor Alliance
North Carolina
– -$372K -3,526 Closed
RWRC
273
R.W. Roge & Company
New York
– -$342K -3,247 Closed
WWA
274
Wealth Watch Advisors
Colorado
– -$280K -2,658 Closed
TC
275
TownSquare Capital
Utah
– -$272K -2,582 Closed
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