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Vanguard S&P Mid-Cap 400 ETF

286 hedge funds and large institutions have $1.66B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 74 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

41% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 74

14% more capital invested

Capital invested by funds: $1.45B → $1.66B (+$202M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

5% more funds holding

Funds holding: 273286 (+13)

2.65% more ownership

Funds ownership: 51.39%54.04% (+2.6%)

Holders
286
Holders Change
+13
Holders Change %
+4.76%
% of All Funds
3.48%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.12%
New
30
Increased
104
Reduced
74
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
251
IFC & Insurance Marketing
California
$57K +$56.2K +507 New
MCM
252
MAI Capital Management
Ohio
$53.1K +$52.7K +475 New
BlackRock
253
BlackRock
New York
$44.7K
LWM
254
Lodestone Wealth Management
Washington
$43.5K +$43.1K +389 New
VWA
255
VSM Wealth Advisory
Maryland
$41.5K
OC
256
Optima Capital
Oregon
$38.7K +$38.4K +346 New
EWA
257
EverSource Wealth Advisors
Alabama
$34.8K -$6.65K -60 -16%
AG
258
AmeriFlex Group
Nevada
$32K -$31.5K -284 -50%
JWA
259
JFS Wealth Advisors
Pennsylvania
$30.3K +$111 +1 +0.4%
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$29K -$10.8K -97 -27%
TCA
261
Trifecta Capital Advisors
Illinois
$28.8K
Russell Investments Group
262
Russell Investments Group
United Kingdom
$28.4K -$1.55K -14 -5%
PMFA
263
Plante Moran Financial Advisors
Michigan
$28.2K
Kayne Anderson Rudnick Investment Management
264
Kayne Anderson Rudnick Investment Management
California
$20.2K
AC
265
AlphaCore Capital
California
$19K
S
266
SignatureFD
Georgia
$17.2K
SIS
267
Sound Income Strategies
Florida
$17.2K +$16.1K +145 New
BAM
268
Bellevue Asset Management
Washington
$16.8K
GIA
269
GHP Investment Advisors
Colorado
$15.2K +$776 +7 +5%
AssetMark Inc
270
AssetMark Inc
California
$14.2K +$111 +1 +0.8%
FFO
271
Fortitude Family Office
Arizona
$11.2K
DWM
272
Darwin Wealth Management
Florida
$9.59K -$106K -960 -92%
DJSG
273
D.J. St. Germain
Massachusetts
$9.17K
PA
274
Parallel Advisors
California
$8.72K -$11.3K -102 -57%
HAP
275
Harbor Asset Planning
Massachusetts
$8.72K