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Vanguard S&P Mid-Cap 400 ETF

265 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 22 funds opening new positions, 102 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 270265 (-5)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
265
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$306K
Puts
$10K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
251
GHP Investment Advisors
Colorado
$7.6K
JFG
252
JDM Financial Group
Texas
$7.11K
PNC Financial Services Group
253
PNC Financial Services Group
Pennsylvania
$6.51K
MAS
254
MPWM Advisory Solutions
Georgia
$5.92K
CA
255
Clearstead Advisors
Ohio
$5.63K
KFI
256
Key Financial Inc
Pennsylvania
$5.63K
CSB
257
City State Bank
Iowa
$4.93K
FFA
258
Farther Finance Advisors
California
$4.76K
SS
259
SBI Securities
Japan
$4.74K
FDW
260
Fourth Dimension Wealth
Ohio
$4.44K
BTI
261
Blue Trust Inc
Georgia
$4.14K
RFG
262
REAP Financial Group
Texas
$3.95K
FRA
263
Front Row Advisors
California
$2.96K
CPBTD
264
Central Pacific Bank - Trust Division
Hawaii
$2.57K
BCPWM
265
Bradley & Co Private Wealth Management
Florida
$987
RWM
266
Rialto Wealth Management
New York
$593
MFWM
267
Motley Fool Wealth Management
Virginia
EFA
268
Edge Financial Advisors
Illinois
MECA
269
Miller Equity Capital Advisors
Texas
BFG
270
Bleakley Financial Group
New Jersey
JWCA
271
J.W. Cole Advisors
Florida
AT
272
American Trust
Kentucky
IAA
273
Independent Advisor Alliance
North Carolina
RWRC
274
R.W. Roge & Company
New York
WWA
275
Wealth Watch Advisors
Colorado