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Vanguard S&P Mid-Cap 400 ETF

274 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, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,050% more call options, than puts

Call options by funds: $315K | Put options by funds: $10K

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

27% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 78

17% more capital invested

Capital invested by funds: $1.15B → $1.35B (+$197M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 268274 (+6)

1.74% more ownership

Funds ownership: 48.32%50.06% (+1.7%)

Holders
274
Holders Change
+6
Holders Change %
+2.24%
% of All Funds
3.61%
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
78
Closed
19
Calls
$315K
Puts
$10K
Net Calls
+$305K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
26
Coign Capital Advisors
Utah
$10.8M -$121K -1,216 -1%
SC
27
Savant Capital
Illinois
$10.2M -$888K -8,935 -8%
Pathstone Holdings
28
Pathstone Holdings
New Jersey
$8.7M -$1.93M -19,455 -19%
BWIA
29
Bryant Woods Investment Advisors
New York
$8.46M +$286K +2,873 +4%
LGA
30
Lebenthal Global Advisors
New York
$8.17M -$93.5K -941 -1%
RP
31
Raelipskie Partnership
Ontario, Canada
$8.14M +$681K +6,850 +10%
APC
32
Asset Planning Corporation
Tennessee
$8.06M +$1.64M +16,495 +27%
Stifel Financial
33
Stifel Financial
Missouri
$7.46M +$355K +3,568 +5%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$6.64M +$497K +4,999 +9%
ST
35
Sentinel Trust
Texas
$6.48M -$2.43M -24,400 -28%
SIA
36
Soltis Investment Advisors
Utah
$6.48M -$1.67M -16,771 -21%
MGIA
37
Moneta Group Investment Advisors
Missouri
$6.38M +$5.52M +55,569 +1,064%
Brown Advisory
38
Brown Advisory
Maryland
$6.29M +$5.52M +55,501 +1,249%
TCBWMS
39
Texas Capital Bank Wealth Management Services
Texas
$5.7M -$544K -5,476 -9%
Cerity Partners
40
Cerity Partners
New York
$5.4M -$878K -8,830 -15%
HAC
41
Harbor Advisory Corp
New Hampshire
$5.19M -$7.75K -78 -0.2%
CCA
42
Checchi Capital Advisers
California
$4.62M +$579K +5,821 +15%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$4.62M +$45.5K +458 +1%
VF
44
Virtu Financial
New York
$4.61M -$1.3M -13,057 -23%
PAG
45
Private Advisor Group
New Jersey
$4.48M -$112K -1,124 -3%
HI
46
Harbour Investments
Wisconsin
$4.46M +$276K +2,779 +7%
KAS
47
Kestra Advisory Services
Texas
$4.38M +$389K +3,909 +10%
PFM
48
Phillips Financial Management
Indiana
$4.16M
LSL
49
Legacy Solutions LLC
Pennsylvania
$4.02M +$113K +1,141 +3%
EWA
50
EP Wealth Advisors
California
$4.01M +$7.95K +80 +0.2%

IVOO Hedge Fund Activity: Q2 2025 in Review

274 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q2 2025, worth a combined $1.35B — up 17% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IVOO positions and 19 closed out — a net gain of 7 holders — while 99 added to existing stakes and 78 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $63.9M. The largest seller was Mountain Capital Investment Advisors, cutting an estimated $29.6M.

  • 274 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q2 2025, up from 268 in Q1 2025.
  • Funds reported $1.35B of Vanguard S&P Mid-Cap 400 ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 26 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q2 2025 and 19 closed out, a net change of +7 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q2 2025 was Goldman Sachs, an estimated $63.9M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q2 2025 was Mountain Capital Investment Advisors, an estimated $29.6M sold.

Based on aggregated 13F filings for Q2 2025.