We are live on ! Find out more
IVOO icon

Vanguard S&P Mid-Cap 400 ETF

286 hedge funds and large institutions have $1.66B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 74 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

41% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 74

14% more capital invested

Capital invested by funds: $1.45B → $1.66B (+$202M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

5% more funds holding

Funds holding: 273286 (+13)

2.65% more ownership

Funds ownership: 51.39%54.04% (+2.6%)

Holders
286
Holders Change
+13
Holders Change %
+4.76%
% of All Funds
3.48%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.12%
New
30
Increased
104
Reduced
74
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
26
Evergreen Capital Management
Washington
$12.8M -$521K -4,696 -4%
NA
27
NWM Advisors
California
$12.6M +$12.5M +112,919 New
MGIA
28
Moneta Group Investment Advisors
Missouri
$11.5M +$3.54M +31,963 +45%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$10.8M +$226K +2,035 +2%
CCA
30
Coign Capital Advisors
Utah
$10.4M -$238K -2,145 -2%
BWIA
31
Bryant Woods Investment Advisors
New York
$9.22M -$157K -1,417 -2%
Pathstone Holdings
32
Pathstone Holdings
New Jersey
$9.16M -$28.3K -255 -0.3%
RP
33
Raelipskie Partnership
Ontario, Canada
$9.08M +$631K +5,690 +8%
LGA
34
Lebenthal Global Advisors
New York
$8.96M +$227K +2,046 +3%
KCA
35
Kastel Capital Advisors
Massachusetts
$8.9M +$8.83M +79,651 New
Stifel Financial
36
Stifel Financial
Missouri
$8.88M +$2.73M +24,647 +45%
WIM
37
Warwick Investment Management
Texas
$7.64M +$2.33M +21,059 +45%
Brown Advisory
38
Brown Advisory
Maryland
$7.22M +$554K +4,995 +8%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$6.98M +$73.3K +661 +1%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$6.44M +$1.51M +13,654 +31%
CCA
41
Checchi Capital Advisers
California
$6.26M +$703K +6,345 +13%
ST
42
Sentinel Trust
Texas
$6.12M -$721K -6,501 -11%
SIA
43
Soltis Investment Advisors
Utah
$6.11M -$173K -1,560 -3%
KAS
44
Kestra Advisory Services
Texas
$5.6M +$1.09M +9,793 +24%
TCBWMS
45
Texas Capital Bank Wealth Management Services
Texas
$5.6M -$422K -3,807 -7%
HAC
46
Harbor Advisory Corp
New Hampshire
$5.53M
Cerity Partners
47
Cerity Partners
New York
$5.5M -$220K -1,980 -4%
AAA
48
Andrews Advisory Associates
Hawaii
$5.38M +$5.33M +48,095 New
HI
49
Harbour Investments
Wisconsin
$5.32M +$169K +1,527 +3%
SAI
50
Savvy Advisors Inc
New York
$4.68M +$4.64M +41,877 New