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Vanguard S&P Mid-Cap 400 ETF

273 hedge funds and large institutions have $1.45B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 83 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $1.35B → $1.45B (+$105M)

1.33% more ownership

Funds ownership: 50.06%51.39% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 83

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% less funds holding

Funds holding: 274273 (-1)

Holders
273
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
3.58%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
18
Increased
84
Reduced
83
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAB
51
First American Bank
Illinois
$3.9M +$20.1K +185 +0.5%
PFM
52
Phillips Financial Management
Indiana
$3.73M -$629K -5,785 -15%
MIM
53
MetLife Investment Management
New Jersey
$3.67M
ALA
54
Atlas Legacy Advisors
California
$3.62M -$351K -3,222 -9%
Creative Planning
55
Creative Planning
Kansas
$3.55M +$2.61K +24 +0.1%
VA
56
Valmark Advisers
Ohio
$3.52M -$30.2K -278 -0.9%
KFGK
57
Keystone Financial Group (Kentucky)
Kentucky
$3.17M -$31.7K -291 -1%
BFIC
58
Bedell Frazier Investment Counselling
California
$2.89M +$2.85M +26,223 New
EL
59
EQ LLC
Washington
$2.71M +$92.4K +849 +4%
FT
60
Fiduciary Trust
Massachusetts
$2.53M -$20.2K -186 -0.8%
FW
61
Fairway Wealth
Ohio
$2.52M +$569K +5,227 +30%
SWM
62
SpringVest Wealth Management
Texas
$2.46M -$21.4K -197 -0.9%
Truist Financial
63
Truist Financial
North Carolina
$2.39M +$140K +1,290 +6%
P
64
&Partners
Tennessee
$2.34M -$297K -2,733 -11%
MML Investors Services
65
MML Investors Services
Massachusetts
$2.33M -$186K -1,706 -7%
WA
66
Waverly Advisors
Alabama
$2.31M
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$2.21M +$2.18M +20,000 New
MHIC
68
Marble Harbor Investment Counsel
Massachusetts
$2.19M
VFS
69
Valpey Financial Services
New Hampshire
$2.18M -$88.9K -817 -4%
TI
70
Truepoint Inc
Ohio
$2.01M
OWA
71
Octavia Wealth Advisors
Ohio
$1.8M -$87.2K -802 -5%
Vanguard Group
72
Vanguard Group
Pennsylvania
$1.71M -$17.4K -160 -1%
PF
73
Phoenix Financial
Israel
$1.66M
KA
74
Klingman & Associates
New York
$1.63M
GT
75
Greenleaf Trust
Michigan
$1.62M -$46.5K -427 -3%

IVOO Hedge Fund Activity: Q3 2025 in Review

273 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q3 2025, worth a combined $1.45B — up 7.8% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IVOO positions and 12 closed out — a net gain of 6 holders — while 84 added to existing stakes and 83 trimmed.

The largest buyer was Hantz Financial Services, adding an estimated $26.4M. The largest seller was UBS Group, cutting an estimated $12.6M.

  • 273 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q3 2025, down from 274 in Q2 2025.
  • Funds reported $1.45B of Vanguard S&P Mid-Cap 400 ETF stock for Q3 2025, up 7.8% quarter-over-quarter.
  • 18 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q3 2025 and 12 closed out, a net change of +6 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q3 2025 was Hantz Financial Services, an estimated $26.4M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q3 2025 was UBS Group, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2025.