IVOO icon

Vanguard S&P Mid-Cap 400 ETF

272 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
Holders
272
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
26
Coign Capital Advisors
Utah
$10.5M
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$10.4M
BWIA
28
Bryant Woods Investment Advisors
New York
$9.26M
Pathstone Holdings
29
Pathstone Holdings
New Jersey
$9.07M
LGA
30
Lebenthal Global Advisors
New York
$8.62M
APC
31
Asset Planning Corporation
Tennessee
$8.57M
RP
32
Raelipskie Partnership
Ontario, Canada
$8.34M
MGIA
33
Moneta Group Investment Advisors
Missouri
$7.8M
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$6.82M
ST
35
Sentinel Trust
Texas
$6.76M
Brown Advisory
36
Brown Advisory
Maryland
$6.58M
SIA
37
Soltis Investment Advisors
Utah
$6.21M
Stifel Financial
38
Stifel Financial
Missouri
$6.05M
TCBWMS
39
Texas Capital Bank Wealth Management Services
Texas
$5.95M
Cerity Partners
40
Cerity Partners
New York
$5.65M
CCA
41
Checchi Capital Advisers
California
$5.48M
HAC
42
Harbor Advisory Corp
New Hampshire
$5.46M
WIM
43
Warwick Investment Management
Texas
$5.22M
HI
44
Harbour Investments
Wisconsin
$5.08M
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$4.85M
PAG
46
Private Advisor Group
New Jersey
$4.5M
KAS
47
Kestra Advisory Services
Texas
$4.45M
LSL
48
Legacy Solutions LLC
Pennsylvania
$4.25M
Mariner
49
Mariner
Kansas
$4.02M
CT
50
Coastline Trust
Rhode Island
$3.92M