IVOO icon

Vanguard S&P Mid-Cap 400 ETF
IVOO

Overview Fund Activity

268 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 25 funds opening new positions, 99 increasing their positions, 76 reducing their positions, and 18 closing their positions.

Holders
268
Holders Change
+4
Holders Change %
+1.52%
% of All Funds
3.6%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
25
Increased
99
Reduced
76
Closed
18
Calls
$315K
Puts
$10K
Net Calls
+$305K
Net Calls Change
+$9K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$157M
2
SILC
2
Starr Indemnity & Liability Company
New York
$38.2M
3
CVSC
3
C.V. Starr & Co
New York
$23.9M
4
HFS
4
Hantz Financial Services
Michigan
$56.6M
5
UBS Group
5
UBS Group
Switzerland
$103M

Top Sellers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$624K
2
Bank of America
2
Bank of America
North Carolina
$124M
3
WAM
3
WNY Asset Management
New York
$245K
4
FF
4
Francis Financial
$15.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$18.2M
Name Market Value Shares Shares
Change 		Shares
Change %
PF
76
Phoenix Financial
Israel
$1.57M 15,000 -21,252 -59%
KA
77
Klingman & Associates
New York
$1.55M 14,807 -79 -0.5%
GCM
78
Gibraltar Capital Management
Oklahoma
$1.49M 43,530 +29,610 +213%
HNB
79
Huntington National Bank
Ohio
– – – –
BFG
80
Bleakley Financial Group
New Jersey
$1.44M 13,701 +13,701 New
PAS
81
Park Avenue Securities
New York
$1.37M 13,059 +133 +1%
VFA
82
Valeo Financial Advisors
Indiana
$1.33M 12,675 +10,461 +472%
1IA
83
1834 Investment Advisors
Wisconsin
$1.3M 12,347 -183 -1%
RWP
84
RWA Wealth Partners
Massachusetts
$1.29M 12,252 – –
FB
85
First Bancorp
Maine
$1.21M 11,487 – –
SN
86
Sittner & Nelson
Oregon
$1.16M 11,050 – –
IC
87
IEQ Capital
California
$1.16M 11,017 +11,017 New
RDFA
88
Ritter Daniher Financial Advisory
Ohio
$1.15M 10,979 – –
WCM
89
WealthBridge Capital Management
Ohio
$1.14M 10,853 -63 -0.6%
AI
90
Atria Investments
North Carolina
$1.14M 10,849 -67 -0.6%
FSA
91
Fort Sheridan Advisors
Illinois
$1.14M 10,845 -498 -4%
SWA
92
Sax Wealth Advisors
New Jersey
$1.13M 10,799 -478 -4%
Focus Partners Wealth
93
Focus Partners Wealth
Massachusetts
$1.13M 10,790 +763 +8%
NGA
94
Naples Global Advisors
Florida
$1.07M 10,165 – –
P
95
Pitcairn
Pennsylvania
$1.06M 10,060 – –
SFS
96
Summit Financial Strategies
Ohio
$1.04M 9,954 – –
ZF
97
Zhang Financial
Michigan
$1.04M 9,871 +4 +0%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$978K 9,314 +147 +2%
EFP
99
Envision Financial Planning
Tennessee
$977K 9,305 +903 +11%
SQA
100
Simon Quick Advisors
New Jersey
$944K 8,990 -626 -7%
2 3
4
5 6