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

271 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, 77 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+7
Holders Change %
+2.65%
% of All Funds
3.63%
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
77
Closed
18
Calls
$315K
Puts
$10K
Net Calls
+$305K
Net Calls Change
+$9K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$67.5M
2
SILC
Starr Indemnity & Liability Company
New York
+$38.2M
3
CVSC
C.V. Starr & Co
New York
+$23.9M
4
HFS
Hantz Financial Services
Michigan
+$16.7M
5
UBS Group
UBS Group
Switzerland
+$13.4M

Top Sellers

1
MCIA
Mountain Capital Investment Advisors
Colorado
-$31.7M
2
Bank of America
Bank of America
North Carolina
-$20.3M
3
WAM
WNY Asset Management
New York
-$14.2M
4
FF
Francis Financial
-$4.79M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$3.85M +$239K +2,280 +7%
ALA
52
Atlas Legacy Advisors
California
$3.78M +$45.2K +431 +1%
CT
53
Coastline Trust
Rhode Island
$3.74M +$743K +7,075 +25%
FAB
54
First American Bank
Illinois
$3.69M +$33.4K +318 +0.9%
MIM
55
MetLife Investment Management
New Jersey
$3.49M – – –
VA
56
Valmark Advisers
Ohio
$3.38M +$2.47M +23,497 +270%
Creative Planning
57
Creative Planning
Kansas
$3.38M +$463K +4,411 +16%
KFGK
58
Keystone Financial Group (Kentucky)
Kentucky
$3.04M +$40.6K +387 +1%
WIM
59
Warwick Investment Management
Texas
$2.85M +$366K +3,484 +15%
Corient Private Wealth
60
Corient Private Wealth
Florida
$2.62M +$2.06M +19,358 +370%
P
61
&Partners
Tennessee
$2.53M +$1.29M +12,216 +104%
EL
62
EQ LLC
Washington
$2.49M +$157K +1,500 +7%
FT
63
Fiduciary Trust
Massachusetts
$2.43M -$10.5K -100 -0.4%
MML Investors Services
64
MML Investors Services
Massachusetts
$2.4M +$43K +410 +2%
SWM
65
SpringVest Wealth Management
Texas
$2.36M -$48.8K -465 -2%
WA
66
Waverly Advisors
Alabama
$2.2M +$45.5K +433 +2%
VFS
67
Valpey Financial Services
New Hampshire
$2.16M +$2.16M +20,595 New
Truist Financial
68
Truist Financial
North Carolina
$2.14M -$708K -6,744 -25%
MHIC
69
Marble Harbor Investment Counsel
Massachusetts
$2.08M – – –
TI
70
Truepoint Inc
Ohio
$1.91M – – –
FW
71
Fairway Wealth
Ohio
$1.85M -$136K -1,291 -7%
SA
72
SoundView Advisors
Washington
$1.82M -$277K -2,635 -13%
OWA
73
Octavia Wealth Advisors
Ohio
$1.8M -$45K -429 -2%
Vanguard Group
74
Vanguard Group
Pennsylvania
$1.64M +$232K +2,212 +16%
GT
75
Greenleaf Trust
Michigan
$1.59M +$110K +1,050 +7%
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