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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

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 81

5% more funds holding

Funds holding: 286299 (+13)

3% more capital invested

Capital invested by funds: $1.66B → $1.71B (+$57.8M)

0.93% more ownership

Funds ownership: 54.04%54.97% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
299
Holders Change
+13
Holders Change %
+4.55%
% of All Funds
3.68%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
33
Increased
98
Reduced
81
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
276
AssetMark Inc
California
$20.8K +$6.46K +55 +43%
Kayne Anderson Rudnick Investment Management
277
Kayne Anderson Rudnick Investment Management
California
$20.7K
Carson Wealth (CWM LLC)
278
Carson Wealth (CWM LLC)
Nebraska
$20.5K -$9.75K -83 -32%
AC
279
AlphaCore Capital
California
$19.4K
S
280
SignatureFD
Georgia
$17.6K
BAM
281
Bellevue Asset Management
Washington
$17.1K
SIC
282
Salem Investment Counselors
North Carolina
$16K +$16.5K +140 New
GIA
283
GHP Investment Advisors
Colorado
$13.8K -$1.76K -15 -11%
FFO
284
Fortitude Family Office
Arizona
$11.4K
AWM
285
Abound Wealth Management
Tennessee
$10.8K +$11K +94 New
DWM
286
Darwin Wealth Management
Florida
$9.83K +$118 +1 +1%
ATPW
287
Ashton Thomas Private Wealth
Arizona
$9.15K +$9.4K +80 New
HAP
288
Harbor Asset Planning
Massachusetts
$8.92K
PA
289
Parallel Advisors
California
$8.92K
PNC Financial Services Group
290
PNC Financial Services Group
Pennsylvania
$7.54K
KFI
291
Key Financial Inc
Pennsylvania
$6.52K
CSB
292
City State Bank
Iowa
$5.72K
DJSG
293
D.J. St. Germain
Massachusetts
$5.6K -$3.88K -33 -40%
BTI
294
Blue Trust Inc
Georgia
$4.8K
RFG
295
REAP Financial Group
Texas
$4.57K
SS
296
SBI Securities
Japan
$3.54K +$705 +6 +24%
FRA
297
Front Row Advisors
California
$3.43K
CPBTD
298
Central Pacific Bank - Trust Division
Hawaii
$2.97K
BCPWM
299
Bradley & Co Private Wealth Management
Florida
$1.14K
RWM
300
Rialto Wealth Management
New York
$686