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Vanguard S&P Mid-Cap 400 ETF

271 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 26 funds opening new positions, 99 increasing their positions, 77 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+7
Holders Change %
+2.65%
% of All Funds
3.63%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
26
Increased
99
Reduced
77
Closed
18
Calls
$315K
Puts
$10K
Net Calls
+$305K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
26
Coign Capital Advisors
Utah
$10.8M -$128K -1,216 -1%
SC
27
Savant Capital
Illinois
$10.4M -$903K -8,600 -8%
Pathstone Holdings
28
Pathstone Holdings
New Jersey
$8.7M -$2.04M -19,455 -19%
BWIA
29
Bryant Woods Investment Advisors
New York
$8.46M +$302K +2,873 +4%
LGA
30
Lebenthal Global Advisors
New York
$8.17M -$98.8K -941 -1%
RP
31
Raelipskie Partnership
Ontario, Canada
$8.14M +$719K +6,850 +10%
APC
32
Asset Planning Corporation
Tennessee
$8.06M +$1.73M +16,495 +27%
Stifel Financial
33
Stifel Financial
Missouri
$7.46M +$375K +3,568 +5%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$6.64M +$525K +4,999 +9%
ST
35
Sentinel Trust
Texas
$6.48M -$2.56M -24,400 -28%
SIA
36
Soltis Investment Advisors
Utah
$6.48M -$1.76M -16,771 -21%
MGIA
37
Moneta Group Investment Advisors
Missouri
$6.38M +$5.83M +55,569 +1,064%
Brown Advisory
38
Brown Advisory
Maryland
$6.29M +$5.83M +55,501 +1,249%
TCBWMS
39
Texas Capital Bank Wealth Management Services
Texas
$5.7M -$575K -5,476 -9%
Cerity Partners
40
Cerity Partners
New York
$5.4M -$927K -8,830 -15%
HAC
41
Harbor Advisory Corp
New Hampshire
$5.19M -$8.19K -78 -0.2%
CCA
42
Checchi Capital Advisers
California
$4.62M +$611K +5,821 +15%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$4.62M +$48.1K +458 +1%
VF
44
Virtu Financial
New York
$4.61M -$1.37M -13,057 -23%
PAG
45
Private Advisor Group
New Jersey
$4.48M -$118K -1,124 -3%
HI
46
Harbour Investments
Wisconsin
$4.46M +$292K +2,779 +7%
KAS
47
Kestra Advisory Services
Texas
$4.38M +$410K +3,909 +10%
PFM
48
Phillips Financial Management
Indiana
$4.16M
LSL
49
Legacy Solutions LLC
Pennsylvania
$4.02M +$120K +1,141 +3%
EWA
50
EP Wealth Advisors
California
$4.01M +$8.4K +80 +0.2%