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Vanguard S&P Mid-Cap 400 ETF
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Overview Fund Activity

264 hedge funds and large institutions have $1.15B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 102 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-6
Holders Change %
-2.22%
% of All Funds
3.59%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
21
Increased
102
Reduced
63
Closed
23
Calls
$306K
Puts
$10K
Net Calls
+$296K
Net Calls Change
-$42K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$80.5M
2
Ameriprise
Ameriprise
Minnesota
+$13.3M
3
HFS
Hantz Financial Services
Michigan
+$10.8M
4
UBS Group
UBS Group
Switzerland
+$10.8M
5
Bank of America
Bank of America
North Carolina
+$7.28M

Top Sellers

1
LMIM
Lockheed Martin Investment Management
Maryland
-$14.8M
2
Morgan Stanley
Morgan Stanley
New York
-$11.3M
3
SIA
Soltis Investment Advisors
Utah
-$7.68M
4
MCIA
Mountain Capital Investment Advisors
Colorado
-$4.37M
5
LPL Financial
LPL Financial
California
-$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAB
51
First American Bank
Illinois
$3.44M +$6.42K +65 +0.2%
Mariner
52
Mariner
Kansas
$3.4M -$247K -2,507 -7%
MIM
53
MetLife Investment Management
New Jersey
$3.28M +$3.28M +33,264 New
CT
54
Coastline Trust
Rhode Island
$2.82M -$29.6K -300 -1%
KFGK
55
Keystone Financial Group (Kentucky)
Kentucky
$2.82M -$65.5K -664 -2%
Creative Planning
56
Creative Planning
Kansas
$2.74M -$75.5K -765 -3%
Truist Financial
57
Truist Financial
North Carolina
$2.68M +$63K +638 +2%
WIM
58
Warwick Investment Management
Texas
$2.34M +$686K +6,953 +42%
FT
59
Fiduciary Trust
Massachusetts
$2.29M +$244K +2,477 +12%
SWM
60
SpringVest Wealth Management
Texas
$2.26M -$18K -182 -0.8%
MML Investors Services
61
MML Investors Services
Massachusetts
$2.22M -$336K -3,407 -13%
EL
62
EQ LLC
Washington
$2.2M -$15K -152 -0.7%
WA
63
Waverly Advisors
Alabama
$2.02M -$78.2K -792 -4%
SA
64
SoundView Advisors
Washington
$1.97M -$4.84K -49 -0.2%
MHIC
65
Marble Harbor Investment Counsel
Massachusetts
$1.96M – – –
FW
66
Fairway Wealth
Ohio
$1.86M +$134K +1,356 +8%
TI
67
Truepoint Inc
Ohio
$1.8M – – –
OWA
68
Octavia Wealth Advisors
Ohio
$1.74M +$494 +5 +0%
KA
69
Klingman & Associates
New York
$1.47M – – –
GT
70
Greenleaf Trust
Michigan
$1.39M +$51.5K +522 +4%
GCM
71
Gibraltar Capital Management
Oklahoma
$1.37M +$1.37M +13,920 New
Vanguard Group
72
Vanguard Group
Pennsylvania
$1.32M +$987 +10 +0.1%
PAS
73
Park Avenue Securities
New York
$1.28M +$440K +4,458 +53%
1IA
74
1834 Investment Advisors
Wisconsin
$1.24M -$568K -5,750 -31%
HNB
75
Huntington National Bank
Ohio
$1.21M -$1.35M – –
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