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Vanguard S&P Mid-Cap 400 ETF

286 hedge funds and large institutions have $1.66B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 74 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

41% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 74

14% more capital invested

Capital invested by funds: $1.45B → $1.66B (+$202M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

5% more funds holding

Funds holding: 273286 (+13)

2.65% more ownership

Funds ownership: 51.39%54.04% (+2.6%)

Holders
286
Holders Change
+13
Holders Change %
+4.76%
% of All Funds
3.48%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.12%
New
30
Increased
104
Reduced
74
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSL
51
Legacy Solutions LLC
Pennsylvania
$4.41M +$109K +981 +3%
EWA
52
EP Wealth Advisors
California
$4.32M +$4.29M +38,668 New
PAG
53
Private Advisor Group
New Jersey
$4.22M -$335K -3,022 -7%
Mariner
54
Mariner
Kansas
$4.02M -$47.7K -430 -1%
FAB
55
First American Bank
Illinois
$3.93M -$23.8K -215 -0.6%
ALA
56
Atlas Legacy Advisors
California
$3.92M +$246K +2,216 +7%
PFM
57
Phillips Financial Management
Indiana
$3.78M
AWM
58
Axxcess Wealth Management
California
$3.59M +$3.56M +32,084 New
VA
59
Valmark Advisers
Ohio
$3.57M -$2K -18 -0.1%
CT
60
Coastline Trust
Rhode Island
$3.52M -$443K -4,000 -11%
Creative Planning
61
Creative Planning
Kansas
$3.4M -$200K -1,803 -6%
KFGK
62
Keystone Financial Group (Kentucky)
Kentucky
$3.2M -$8.65K -78 -0.3%
VCM
63
Violich Capital Management
California
$2.96M +$2.94M +26,500 New
TW
64
Tempo Wealth
Ohio
$2.89M +$2.86M +25,810 New
Corient Private Wealth
65
Corient Private Wealth
Florida
$2.88M +$1.63M +14,677 +133%
EL
66
EQ LLC
Washington
$2.84M +$85K +767 +3%
P
67
&Partners
Tennessee
$2.83M +$460K +4,151 +20%
FW
68
Fairway Wealth
Ohio
$2.71M +$156K +1,408 +6%
MIM
69
MetLife Investment Management
New Jersey
$2.63M -$1.08M -9,774 -29%
FT
70
Fiduciary Trust
Massachusetts
$2.56M
Truist Financial
71
Truist Financial
North Carolina
$2.51M +$91.4K +824 +4%
SWM
72
SpringVest Wealth Management
Texas
$2.48M -$5.1K -46 -0.2%
WA
73
Waverly Advisors
Alabama
$2.37M +$29.4K +265 +1%
MML Investors Services
74
MML Investors Services
Massachusetts
$2.36M
VFS
75
Valpey Financial Services
New Hampshire
$2.3M +$92.7K +836 +4%