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

264 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 21 funds opening new positions, 102 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-6
Holders Change %
-2.22%
% of All Funds
3.59%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
21
Increased
102
Reduced
63
Closed
23
Calls
$306K
Puts
$10K
Net Calls
+$296K
Net Calls Change
-$42K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$80.5M
2
Ameriprise
Ameriprise
Minnesota
+$13.3M
3
HFS
Hantz Financial Services
Michigan
+$10.8M
4
UBS Group
UBS Group
Switzerland
+$10.8M
5
Bank of America
Bank of America
North Carolina
+$7.28M

Top Sellers

1
LMIM
Lockheed Martin Investment Management
Maryland
-$14.8M
2
Morgan Stanley
Morgan Stanley
New York
-$11.3M
3
SIA
Soltis Investment Advisors
Utah
-$7.68M
4
MCIA
Mountain Capital Investment Advisors
Colorado
-$4.37M
5
LPL Financial
LPL Financial
California
-$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
26
Coign Capital Advisors
Utah
$10.3M -$619K -6,269 -6%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$10.1M -$90.1K -913 -0.9%
Pathstone Holdings
28
Pathstone Holdings
New Jersey
$10.1M +$1.42M +14,369 +16%
ST
29
Sentinel Trust
Texas
$8.5M -$3.95M -40,000 -32%
LGA
30
Lebenthal Global Advisors
New York
$7.78M +$158K +1,598 +2%
SIA
31
Soltis Investment Advisors
Utah
$7.74M -$7.68M -77,823 -50%
BWIA
32
Bryant Woods Investment Advisors
New York
$7.67M +$13.7K +139 +0.2%
RP
33
Raelipskie Partnership
Ontario, Canada
$6.98M +$15.1K +153 +0.2%
Stifel Financial
34
Stifel Financial
Missouri
$6.66M +$38.7K +392 +0.6%
APC
35
Asset Planning Corporation
Tennessee
$5.95M +$180K +1,828 +3%
Cerity Partners
36
Cerity Partners
New York
$5.95M +$122K +1,236 +2%
TCBWMS
37
Texas Capital Bank Wealth Management Services
Texas
$5.9M -$304K -3,075 -5%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$5.75M +$341K +3,458 +6%
VF
39
Virtu Financial
New York
$5.62M +$5.62M +56,952 New
HAC
40
Harbor Advisory Corp
New Hampshire
$4.89M – – –
PAG
41
Private Advisor Group
New Jersey
$4.33M -$148K -1,501 -3%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$4.29M -$1.46M -14,777 -25%
HI
43
Harbour Investments
Wisconsin
$3.92M +$2.67K +27 +0.1%
PFM
44
Phillips Financial Management
Indiana
$3.91M +$34.2K +346 +0.9%
CCA
45
Checchi Capital Advisers
California
$3.77M +$403K +4,085 +12%
EWA
46
EP Wealth Advisors
California
$3.77M -$78.6K -796 -2%
KAS
47
Kestra Advisory Services
Texas
$3.74M +$1.1M +11,120 +42%
LSL
48
Legacy Solutions LLC
Pennsylvania
$3.67M +$100K +1,013 +3%
ALA
49
Atlas Legacy Advisors
California
$3.62M -$60.2K -592 -2%
PF
50
Phoenix Financial
Israel
$3.58M -$1.06M -10,723 -23%
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