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Vanguard S&P Mid-Cap 400 ETF

299 hedge funds and large institutions have $1.71B invested in Vanguard S&P Mid-Cap 400 ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 81 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 81

5% more funds holding

Funds holding: 286299 (+13)

3% more capital invested

Capital invested by funds: $1.66B → $1.71B (+$57.8M)

0.93% more ownership

Funds ownership: 54.04%54.97% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
299
Holders Change
+13
Holders Change %
+4.55%
% of All Funds
3.68%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
33
Increased
98
Reduced
81
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
76
William Blair & Company
Illinois
$2.25M +$2.01M +17,143 +677%
Jones Financial Companies
77
Jones Financial Companies
Missouri
$2.25M +$1.01M +8,628 +75%
MBI
78
May Barnhard Investments
Maryland
$2.22M +$2.28M +19,394 New
CBU
79
CIBC Bancorp USA
Illinois
$2.12M +$2.18M +18,548 New
TI
80
Truepoint Inc
Ohio
$2.08M
OWA
81
Octavia Wealth Advisors
Ohio
$1.81M -$235 -2 -0%
SA
82
SoundView Advisors
Washington
$1.7M -$14.2K -121 -0.8%
FFA
83
Farther Finance Advisors
California
$1.7M +$1.73M +14,762 New
KA
84
Klingman & Associates
New York
$1.7M +$118 +1 +0%
VNT
85
Vanguard National Trust
Pennsylvania
$1.7M +$1.74M +14,841 New
GCM
86
Gibraltar Capital Management
Oklahoma
$1.61M
EFP
87
Envision Financial Planning
Tennessee
$1.57M +$275K +2,337 +20%
QCG
88
Quadrant Capital Group
Ohio
$1.56M
Bank of New York Mellon
89
Bank of New York Mellon
New York
$1.52M -$147K -1,247 -9%
HNB
90
Huntington National Bank
Ohio
$1.51M
GT
91
Greenleaf Trust
Michigan
$1.5M -$141K -1,202 -8%
IC
92
IEQ Capital
California
$1.47M -$1.65K -14 -0.1%
PFPG
93
Pinnacle Financial Partners (Georgia)
Georgia
$1.45M +$1.49M +12,678 New
EWS
94
Evergreen Wealth Solutions
Pennsylvania
$1.44M +$1.48M +12,574 New
US Bancorp
95
US Bancorp
Minnesota
$1.43M +$947K +8,057 +181%
PAS
96
Park Avenue Securities
New York
$1.42M -$41K -349 -3%
RWP
97
RWA Wealth Partners
Massachusetts
$1.4M
GAM
98
Gotham Asset Management
New York
$1.4M
BFG
99
Bleakley Financial Group
New Jersey
$1.37M -$203K -1,726 -13%
RDFA
100
Ritter Daniher Financial Advisory
Ohio
$1.3M +$9.28K +79 +0.7%