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Vanguard S&P Mid-Cap 400 ETF

273 hedge funds and large institutions have $1.45B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 83 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $1.35B → $1.45B (+$105M)

1.33% more ownership

Funds ownership: 50.06%51.39% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 83

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% less funds holding

Funds holding: 274273 (-1)

Holders
273
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
3.58%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
18
Increased
84
Reduced
83
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
251
Lowe Wealth Advisors
Maryland
$22.1K
Kayne Anderson Rudnick Investment Management
252
Kayne Anderson Rudnick Investment Management
California
$20K +$19.7K +181 New
PA
253
Parallel Advisors
California
$19.9K
AC
254
AlphaCore Capital
California
$18.8K
S
255
SignatureFD
Georgia
$17K
BAM
256
Bellevue Asset Management
Washington
$16.6K
CAM
257
Creekmur Asset Management
Illinois
$16.4K
National Bank of Canada
258
National Bank of Canada
Quebec, Canada
$15.3K -$14.4K -132 -49%
GIA
259
GHP Investment Advisors
Colorado
$14.2K
AssetMark Inc
260
AssetMark Inc
California
$13.9K -$13.8K -127 -50%
FFO
261
Fortitude Family Office
Arizona
$11K +$10.9K +100 New
Bessemer Group
262
Bessemer Group
New Jersey
$10K +$9.79K +90 New
DJSG
263
D.J. St. Germain
Massachusetts
$9.05K
HAP
264
Harbor Asset Planning
Massachusetts
$8.61K
PNC Financial Services Group
265
PNC Financial Services Group
Pennsylvania
$7.29K
KFI
266
Key Financial Inc
Pennsylvania
$6.31K
CSB
267
City State Bank
Iowa
$5.52K
BTI
268
Blue Trust Inc
Georgia
$4.64K
RFG
269
REAP Financial Group
Texas
$4.42K
SS
270
SBI Securities
Japan
$4.3K -$326 -3 -7%
FRA
271
Front Row Advisors
California
$3.31K
CPBTD
272
Central Pacific Bank - Trust Division
Hawaii
$2.87K
BCPWM
273
Bradley & Co Private Wealth Management
Florida
$1.1K
FDW
274
Fourth Dimension Wealth
Ohio
$1.1K
RWM
275
Rialto Wealth Management
New York
$663

IVOO Hedge Fund Activity: Q3 2025 in Review

273 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q3 2025, worth a combined $1.45B — up 7.8% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IVOO positions and 12 closed out — a net gain of 6 holders — while 84 added to existing stakes and 83 trimmed.

The largest buyer was Hantz Financial Services, adding an estimated $26.4M. The largest seller was UBS Group, cutting an estimated $12.6M.

  • 273 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q3 2025, down from 274 in Q2 2025.
  • Funds reported $1.45B of Vanguard S&P Mid-Cap 400 ETF stock for Q3 2025, up 7.8% quarter-over-quarter.
  • 18 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q3 2025 and 12 closed out, a net change of +6 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q3 2025 was Hantz Financial Services, an estimated $26.4M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q3 2025 was UBS Group, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2025.