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Vanguard S&P Mid-Cap 400 ETF

299 hedge funds and large institutions have $1.71B invested in Vanguard S&P Mid-Cap 400 ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 81 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
251
Plante Moran Financial Advisors
Michigan
$109K
IBOK
252
Independence Bank of Kentucky
Kentucky
$108K
CT
253
Colonial Trust
South Carolina
$97.7K
TLA
254
Tanglewood Legacy Advisors
Texas
$94K
CCWM
255
Cassaday & Co Wealth Management
Virginia
$92.5K
Bessemer Group
256
Bessemer Group
New Jersey
$91K
BBPWM
257
Blue Bell Private Wealth Management
Pennsylvania
$82.8K
IAIM
258
International Assets Investment Management
Florida
$82.7K
BC
259
Barrett & Company
Rhode Island
$80.3K
AF
260
Align Financial
Minnesota
$65.4K
BWL
261
Bogart Wealth LLC
Virginia
$64.8K
GWM
262
Geneos Wealth Management
Colorado
$64K
MCM
263
MAI Capital Management
Ohio
$56.6K
BlackRock
264
BlackRock
New York
$45.7K
FLP
265
Financial Life Planners
Arizona
$45.7K
LWM
266
Lodestone Wealth Management
Washington
$44.5K
VWA
267
VSM Wealth Advisory
Maryland
$42.5K
EWA
268
EverSource Wealth Advisors
Alabama
$35.6K
NRWA
269
North Ridge Wealth Advisors
Oregon
$34.4K
AG
270
AmeriFlex Group
Nevada
$32.8K
SIS
271
Sound Income Strategies
Florida
$32.1K
JWA
272
JFS Wealth Advisors
Pennsylvania
$31.1K
TCA
273
Trifecta Capital Advisors
Illinois
$29.5K
Russell Investments Group
274
Russell Investments Group
United Kingdom
$22.9K
PWMG
275
Private Wealth Management Group
New Jersey
$22.9K