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Vanguard S&P Mid-Cap 400 ETF

273 hedge funds and large institutions have $1.45B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 83 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $1.35B → $1.45B (+$105M)

1.33% more ownership

Funds ownership: 50.06%51.39% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 83

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% less funds holding

Funds holding: 274273 (-1)

Holders
273
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
3.58%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
18
Increased
84
Reduced
83
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
26
Coign Capital Advisors
Utah
$10.5M -$870K -8,000 -8%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$10.4M -$1.38M -12,690 -12%
BWIA
28
Bryant Woods Investment Advisors
New York
$9.26M +$359K +3,302 +4%
Pathstone Holdings
29
Pathstone Holdings
New Jersey
$9.07M -$74.6K -686 -0.8%
LGA
30
Lebenthal Global Advisors
New York
$8.62M +$31.4K +289 +0.4%
APC
31
Asset Planning Corporation
Tennessee
$8.57M +$96.7K +889 +1%
RP
32
Raelipskie Partnership
Ontario, Canada
$8.34M -$218K -2,000 -3%
MGIA
33
Moneta Group Investment Advisors
Missouri
$7.8M +$1.08M +9,893 +16%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$6.82M -$159K -1,465 -2%
ST
35
Sentinel Trust
Texas
$6.76M -$49.3K -453 -0.7%
Brown Advisory
36
Brown Advisory
Maryland
$6.58M -$37.8K -347 -0.6%
SIA
37
Soltis Investment Advisors
Utah
$6.21M -$593K -5,447 -9%
Stifel Financial
38
Stifel Financial
Missouri
$6.05M -$1.77M -16,272 -23%
TCBWMS
39
Texas Capital Bank Wealth Management Services
Texas
$5.95M -$42.5K -391 -0.7%
Cerity Partners
40
Cerity Partners
New York
$5.65M -$28.8K -265 -0.5%
CCA
41
Checchi Capital Advisers
California
$5.48M +$612K +5,624 +13%
HAC
42
Harbor Advisory Corp
New Hampshire
$5.46M -$1.52K -14 -0%
WIM
43
Warwick Investment Management
Texas
$5.22M +$2.19M +20,095 +74%
HI
44
Harbour Investments
Wisconsin
$5.08M +$387K +3,559 +8%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$4.85M -$5.33K -49 -0.1%
PAG
46
Private Advisor Group
New Jersey
$4.5M -$208K -1,911 -4%
KAS
47
Kestra Advisory Services
Texas
$4.45M -$161K -1,476 -4%
LSL
48
Legacy Solutions LLC
Pennsylvania
$4.25M +$16.6K +153 +0.4%
Mariner
49
Mariner
Kansas
$4.02M -$35.8K -329 -0.9%
CT
50
Coastline Trust
Rhode Island
$3.92M -$17.1K -157 -0.4%

IVOO Hedge Fund Activity: Q3 2025 in Review

273 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q3 2025, worth a combined $1.45B — up 7.8% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IVOO positions and 12 closed out — a net gain of 6 holders — while 84 added to existing stakes and 83 trimmed.

The largest buyer was Hantz Financial Services, adding an estimated $26.4M. The largest seller was UBS Group, cutting an estimated $12.6M.

  • 273 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q3 2025, down from 274 in Q2 2025.
  • Funds reported $1.45B of Vanguard S&P Mid-Cap 400 ETF stock for Q3 2025, up 7.8% quarter-over-quarter.
  • 18 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q3 2025 and 12 closed out, a net change of +6 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q3 2025 was Hantz Financial Services, an estimated $26.4M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q3 2025 was UBS Group, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2025.