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Vanguard S&P Mid-Cap 400 ETF

274 hedge funds and large institutions have $1.35B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 99 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,050% more call options, than puts

Call options by funds: $315K | Put options by funds: $10K

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

27% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 78

17% more capital invested

Capital invested by funds: $1.15B → $1.35B (+$197M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 268274 (+6)

1.74% more ownership

Funds ownership: 48.32%50.06% (+1.7%)

Holders
274
Holders Change
+6
Holders Change %
+2.24%
% of All Funds
3.61%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
26
Increased
99
Reduced
78
Closed
19
Calls
$315K
Puts
$10K
Net Calls
+$305K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$3.85M +$227K +2,280 +7%
ALA
52
Atlas Legacy Advisors
California
$3.78M +$42.8K +431 +1%
CT
53
Coastline Trust
Rhode Island
$3.74M +$703K +7,075 +25%
FAB
54
First American Bank
Illinois
$3.69M +$31.6K +318 +0.9%
MIM
55
MetLife Investment Management
New Jersey
$3.49M
VA
56
Valmark Advisers
Ohio
$3.38M +$2.34M +23,497 +270%
Creative Planning
57
Creative Planning
Kansas
$3.38M +$438K +4,411 +16%
KFGK
58
Keystone Financial Group (Kentucky)
Kentucky
$3.04M +$38.5K +387 +1%
WIM
59
Warwick Investment Management
Texas
$2.85M +$346K +3,484 +15%
P
60
&Partners
Tennessee
$2.53M +$1.21M +12,216 +104%
EL
61
EQ LLC
Washington
$2.49M +$149K +1,500 +7%
FT
62
Fiduciary Trust
Massachusetts
$2.43M -$9.94K -100 -0.4%
MML Investors Services
63
MML Investors Services
Massachusetts
$2.4M +$40.8K +410 +2%
SWM
64
SpringVest Wealth Management
Texas
$2.36M -$46.2K -465 -2%
WA
65
Waverly Advisors
Alabama
$2.2M +$43K +433 +2%
VFS
66
Valpey Financial Services
New Hampshire
$2.16M +$2.05M +20,595 New
Truist Financial
67
Truist Financial
North Carolina
$2.14M -$670K -6,744 -25%
MHIC
68
Marble Harbor Investment Counsel
Massachusetts
$2.08M
TI
69
Truepoint Inc
Ohio
$1.91M
FW
70
Fairway Wealth
Ohio
$1.85M -$128K -1,291 -7%
SA
71
SoundView Advisors
Washington
$1.82M -$262K -2,635 -13%
OWA
72
Octavia Wealth Advisors
Ohio
$1.8M -$42.6K -429 -2%
Vanguard Group
73
Vanguard Group
Pennsylvania
$1.64M +$220K +2,212 +16%
BWM
74
Base Wealth Management
Florida
$1.59M -$196K -1,970 -11%
GT
75
Greenleaf Trust
Michigan
$1.59M +$104K +1,050 +7%

IVOO Hedge Fund Activity: Q2 2025 in Review

274 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q2 2025, worth a combined $1.35B — up 17% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IVOO positions and 19 closed out — a net gain of 7 holders — while 99 added to existing stakes and 78 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $63.9M. The largest seller was Mountain Capital Investment Advisors, cutting an estimated $29.6M.

  • 274 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q2 2025, up from 268 in Q1 2025.
  • Funds reported $1.35B of Vanguard S&P Mid-Cap 400 ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 26 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q2 2025 and 19 closed out, a net change of +7 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q2 2025 was Goldman Sachs, an estimated $63.9M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q2 2025 was Mountain Capital Investment Advisors, an estimated $29.6M sold.

Based on aggregated 13F filings for Q2 2025.