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Vanguard S&P Mid-Cap 400 ETF

299 hedge funds and large institutions have $1.71B invested in Vanguard S&P Mid-Cap 400 ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 81 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 81

5% more funds holding

Funds holding: 286299 (+13)

3% more capital invested

Capital invested by funds: $1.66B → $1.71B (+$57.8M)

0.93% more ownership

Funds ownership: 54.04%54.97% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
299
Holders Change
+13
Holders Change %
+4.55%
% of All Funds
3.68%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
33
Increased
98
Reduced
81
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
EP Wealth Advisors
California
$4.55M +$135K +1,149 +3%
LSL
52
Legacy Solutions LLC
Pennsylvania
$4.2M -$316K -2,688 -7%
PAG
53
Private Advisor Group
New Jersey
$4.19M -$137K -1,162 -3%
ALA
54
Atlas Legacy Advisors
California
$4.06M +$61K +519 +1%
FAB
55
First American Bank
Illinois
$3.96M -$53.7K -457 -1%
Mariner
56
Mariner
Kansas
$3.77M -$352K -2,995 -8%
PFM
57
Phillips Financial Management
Indiana
$3.68M -$194K -1,648 -5%
Creative Planning
58
Creative Planning
Kansas
$3.5M +$26.4K +225 +0.7%
Citigroup
59
Citigroup
New York
$3.48M +$3.57M +30,420 New
CT
60
Coastline Trust
Rhode Island
$3.47M -$139K -1,186 -4%
KFGK
61
Keystone Financial Group (Kentucky)
Kentucky
$3.25M -$22.8K -194 -0.7%
EL
62
EQ LLC
Washington
$3.05M +$152K +1,295 +5%
CA
63
Clearstead Advisors
Ohio
$2.9M +$2.23M +18,947 +294%
TW
64
Tempo Wealth
Ohio
$2.89M -$64.3K -547 -2%
P
65
&Partners
Tennessee
$2.85M -$51.9K -442 -2%
FW
66
Fairway Wealth
Ohio
$2.78M +$8.11K +69 +0.3%
MML Investors Services
67
MML Investors Services
Massachusetts
$2.71M +$303K +2,575 +12%
AAA
68
Andrews Advisory Associates
Hawaii
$2.69M -$2.89M -24,559 -51%
MIM
69
MetLife Investment Management
New Jersey
$2.69M
FT
70
Fiduciary Trust
Massachusetts
$2.62M
Truist Financial
71
Truist Financial
North Carolina
$2.61M +$35.6K +303 +1%
SWM
72
SpringVest Wealth Management
Texas
$2.53M -$10.3K -88 -0.4%
WA
73
Waverly Advisors
Alabama
$2.4M -$24.6K -209 -1%
MHIC
74
Marble Harbor Investment Counsel
Massachusetts
$2.36M +$342K +2,910 +16%
VFS
75
Valpey Financial Services
New Hampshire
$2.29M -$73.6K -626 -3%