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Vanguard S&P Mid-Cap 400 ETF

274 hedge funds and large institutions have $1.35B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 99 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,050% more call options, than puts

Call options by funds: $315K | Put options by funds: $10K

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

27% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 78

17% more capital invested

Capital invested by funds: $1.15B → $1.35B (+$197M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 268274 (+6)

1.74% more ownership

Funds ownership: 48.32%50.06% (+1.7%)

Holders
274
Holders Change
+6
Holders Change %
+2.24%
% of All Funds
3.61%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
26
Increased
99
Reduced
78
Closed
19
Calls
$315K
Puts
$10K
Net Calls
+$305K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$21K -$189K -1,900 -90%
LWA
252
Lowe Wealth Advisors
Maryland
$21K
PA
253
Parallel Advisors
California
$18.9K
AC
254
AlphaCore Capital
California
$17.8K -$68.2K -686 -80%
S
255
SignatureFD
Georgia
$16.2K
BAM
256
Bellevue Asset Management
Washington
$15.7K
CAM
257
Creekmur Asset Management
Illinois
$15.6K
BCMLT
258
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.8K
GIA
259
GHP Investment Advisors
Colorado
$13.5K +$5.17K +52 +68%
CA
260
Clearstead Advisors
Ohio
$11.5K +$5.27K +53 +93%
DJSG
261
D.J. St. Germain
Massachusetts
$8.61K
HAP
262
Harbor Asset Planning
Massachusetts
$8.19K +$7.75K +78 New
T
263
Transce3nd
Texas
$7.45K +$7.06K +71 New
PNC Financial Services Group
264
PNC Financial Services Group
Pennsylvania
$6.93K
MAS
265
MPWM Advisory Solutions
Georgia
$6.3K
KFI
266
Key Financial Inc
Pennsylvania
$5.98K
CSB
267
City State Bank
Iowa
$5.25K
FFA
268
Farther Finance Advisors
California
$5.04K
SS
269
SBI Securities
Japan
$4.41K -$596 -6 -13%
BTI
270
Blue Trust Inc
Georgia
$4.41K
RFG
271
REAP Financial Group
Texas
$4.2K
FRA
272
Front Row Advisors
California
$3.15K
CPBTD
273
Central Pacific Bank - Trust Division
Hawaii
$2.73K
FDW
274
Fourth Dimension Wealth
Ohio
$1.05K -$3.48K -35 -78%
BCPWM
275
Bradley & Co Private Wealth Management
Florida
$1.05K

IVOO Hedge Fund Activity: Q2 2025 in Review

274 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q2 2025, worth a combined $1.35B — up 17% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IVOO positions and 19 closed out — a net gain of 7 holders — while 99 added to existing stakes and 78 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $63.9M. The largest seller was Mountain Capital Investment Advisors, cutting an estimated $29.6M.

  • 274 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q2 2025, up from 268 in Q1 2025.
  • Funds reported $1.35B of Vanguard S&P Mid-Cap 400 ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 26 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q2 2025 and 19 closed out, a net change of +7 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q2 2025 was Goldman Sachs, an estimated $63.9M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q2 2025 was Mountain Capital Investment Advisors, an estimated $29.6M sold.

Based on aggregated 13F filings for Q2 2025.