IVOO icon

Vanguard S&P Mid-Cap 400 ETF

270 hedge funds and large institutions have $1.44B 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, 82 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$10.4M
BWIA
27
Bryant Woods Investment Advisors
New York
$9.26M
Pathstone Holdings
28
Pathstone Holdings
New Jersey
$9.07M
LGA
29
Lebenthal Global Advisors
New York
$8.62M
APC
30
Asset Planning Corporation
Tennessee
$8.57M
RP
31
Raelipskie Partnership
Ontario, Canada
$8.34M
MGIA
32
Moneta Group Investment Advisors
Missouri
$7.8M
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$6.82M
ST
34
Sentinel Trust
Texas
$6.76M
Brown Advisory
35
Brown Advisory
Maryland
$6.58M
SIA
36
Soltis Investment Advisors
Utah
$6.21M
Stifel Financial
37
Stifel Financial
Missouri
$6.05M
TCBWMS
38
Texas Capital Bank Wealth Management Services
Texas
$5.95M
Cerity Partners
39
Cerity Partners
New York
$5.65M
CCA
40
Checchi Capital Advisers
California
$5.48M
HAC
41
Harbor Advisory Corp
New Hampshire
$5.46M
WIM
42
Warwick Investment Management
Texas
$5.22M
HI
43
Harbour Investments
Wisconsin
$5.08M
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$4.85M
PAG
45
Private Advisor Group
New Jersey
$4.5M
KAS
46
Kestra Advisory Services
Texas
$4.45M
LSL
47
Legacy Solutions LLC
Pennsylvania
$4.25M
Mariner
48
Mariner
Kansas
$4.02M
CT
49
Coastline Trust
Rhode Island
$3.92M
FAB
50
First American Bank
Illinois
$3.9M