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Vanguard S&P Mid-Cap 400 ETF
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Overview Fund Activity

268 hedge funds and large institutions have $1.35B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 99 increasing their positions, 76 reducing their positions, and 18 closing their positions.

Holders
268
Holders Change
+4
Holders Change %
+1.52%
% of All Funds
3.6%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
25
Increased
99
Reduced
76
Closed
18
Calls
$315K
Puts
$10K
Net Calls
+$305K
Net Calls Change
+$9K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$157M
2
SILC
2
Starr Indemnity & Liability Company
New York
$38.2M
3
CVSC
3
C.V. Starr & Co
New York
$23.9M
4
HFS
4
Hantz Financial Services
Michigan
$56.6M
5
UBS Group
5
UBS Group
Switzerland
$103M

Top Sellers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$624K
2
Bank of America
2
Bank of America
North Carolina
$124M
3
WAM
3
WNY Asset Management
New York
$245K
4
FF
4
Francis Financial
$15.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$18.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
26
Coign Capital Advisors
Utah
$10.8M 102,743 -1,216 -1%
SC
27
Savant Capital
Illinois
$10.4M 99,310 -8,600 -8%
Pathstone Holdings
28
Pathstone Holdings
New Jersey
$8.7M 82,887 -19,455 -19%
BWIA
29
Bryant Woods Investment Advisors
New York
$8.46M 80,608 +2,873 +4%
LGA
30
Lebenthal Global Advisors
New York
$8.17M 77,837 -941 -1%
RP
31
Raelipskie Partnership
Ontario, Canada
$8.14M 77,565 +6,850 +10%
APC
32
Asset Planning Corporation
Tennessee
$8.06M 76,785 +16,495 +27%
Stifel Financial
33
Stifel Financial
Missouri
$7.46M 71,080 +3,568 +5%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$6.64M 63,252 +4,999 +9%
ST
35
Sentinel Trust
Texas
$6.48M 61,700 -24,400 -28%
SIA
36
Soltis Investment Advisors
Utah
$6.48M 61,679 -16,771 -21%
MGIA
37
Moneta Group Investment Advisors
Missouri
$6.38M 60,790 +55,569 +1,064%
Brown Advisory
38
Brown Advisory
Maryland
$6.29M 59,944 +55,501 +1,249%
TCBWMS
39
Texas Capital Bank Wealth Management Services
Texas
$5.7M 54,261 -5,476 -9%
Cerity Partners
40
Cerity Partners
New York
$5.4M 51,442 -8,830 -15%
HAC
41
Harbor Advisory Corp
New Hampshire
$5.19M 49,459 -78 -0.2%
CCA
42
Checchi Capital Advisers
California
$4.62M 44,011 +5,821 +15%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$4.62M 43,965 +458 +1%
VF
44
Virtu Financial
New York
$4.61M 43,895 -13,057 -23%
PAG
45
Private Advisor Group
New Jersey
$4.48M 42,722 -1,124 -3%
HI
46
Harbour Investments
Wisconsin
$4.46M 42,467 +2,779 +7%
KAS
47
Kestra Advisory Services
Texas
$4.38M 41,760 +3,909 +10%
PFM
48
Phillips Financial Management
Indiana
$4.16M 39,595 – –
LSL
49
Legacy Solutions LLC
Pennsylvania
$4.02M 38,325 +1,141 +3%
EWA
50
EP Wealth Advisors
California
$4.01M 38,230 +80 +0.2%
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