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Vanguard S&P Mid-Cap 400 ETF

265 hedge funds and large institutions have $1.15B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 102 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 270265 (-5)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
265
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$306K
Puts
$10K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
26
Coign Capital Advisors
Utah
$10.3M
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$10.1M
Pathstone Holdings
28
Pathstone Holdings
New Jersey
$10.1M
ST
29
Sentinel Trust
Texas
$8.5M
LGA
30
Lebenthal Global Advisors
New York
$7.78M
SIA
31
Soltis Investment Advisors
Utah
$7.74M
BWIA
32
Bryant Woods Investment Advisors
New York
$7.67M
RP
33
Raelipskie Partnership
Ontario, Canada
$6.98M
Stifel Financial
34
Stifel Financial
Missouri
$6.66M
APC
35
Asset Planning Corporation
Tennessee
$5.95M
Cerity Partners
36
Cerity Partners
New York
$5.95M
TCBWMS
37
Texas Capital Bank Wealth Management Services
Texas
$5.9M
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$5.75M
VF
39
Virtu Financial
New York
$5.62M
HAC
40
Harbor Advisory Corp
New Hampshire
$4.89M
PAG
41
Private Advisor Group
New Jersey
$4.33M
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$4.29M
HI
43
Harbour Investments
Wisconsin
$3.92M
PFM
44
Phillips Financial Management
Indiana
$3.91M
CCA
45
Checchi Capital Advisers
California
$3.77M
EWA
46
EP Wealth Advisors
California
$3.77M
KAS
47
Kestra Advisory Services
Texas
$3.74M
LSL
48
Legacy Solutions LLC
Pennsylvania
$3.67M
ALA
49
Atlas Legacy Advisors
California
$3.62M
PF
50
Phoenix Financial
Israel
$3.58M