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

264 hedge funds and large institutions have $1.15B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 102 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-6
Holders Change %
-2.22%
% of All Funds
3.59%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
21
Increased
102
Reduced
63
Closed
23
Calls
$306K
Puts
$10K
Net Calls
+$296K
Net Calls Change
-$42K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$80.5M
2
Ameriprise
Ameriprise
Minnesota
+$13.3M
3
HFS
Hantz Financial Services
Michigan
+$10.8M
4
UBS Group
UBS Group
Switzerland
+$10.8M
5
Bank of America
Bank of America
North Carolina
+$7.28M

Top Sellers

1
LMIM
Lockheed Martin Investment Management
Maryland
-$14.8M
2
Morgan Stanley
Morgan Stanley
New York
-$11.3M
3
SIA
Soltis Investment Advisors
Utah
-$7.68M
4
MCIA
Mountain Capital Investment Advisors
Colorado
-$4.37M
5
LPL Financial
LPL Financial
California
-$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
76
RWA Wealth Partners
Massachusetts
$1.21M – – –
P
77
&Partners
Tennessee
$1.15M +$3.65K +37 +0.3%
FB
78
First Bancorp
Maine
$1.13M – – –
FSA
79
Fort Sheridan Advisors
Illinois
$1.12M +$35.6K +361 +3%
MHS
80
M Holdings Securities
Oregon
$1.11M – – –
SWA
81
Sax Wealth Advisors
New Jersey
$1.11M -$7.5K -76 -0.7%
SN
82
Sittner & Nelson
Oregon
$1.09M – – –
RDFA
83
Ritter Daniher Financial Advisory
Ohio
$1.08M -$5.92K -60 -0.5%
WCM
84
WealthBridge Capital Management
Ohio
$1.08M +$16.9K +171 +2%
AI
85
Atria Investments
North Carolina
$1.08M +$17.5K +177 +2%
Renaissance Technologies
86
Renaissance Technologies
New York
$1.01M +$563K +5,700 +127%
NGA
87
Naples Global Advisors
Florida
$1M – – –
P
88
Pitcairn
Pennsylvania
$993K – – –
Focus Partners Wealth
89
Focus Partners Wealth
Massachusetts
$990K -$580K -5,878 -37%
SFS
90
Summit Financial Strategies
Ohio
$982K – – –
ZF
91
Zhang Financial
Michigan
$974K +$14.9K +151 +2%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$960K -$535K -5,418 -36%
SQA
93
Simon Quick Advisors
New Jersey
$949K -$87.2K -883 -8%
BCI
94
Brinker Capital Investments
Pennsylvania
$933K -$696K -7,054 -43%
OPS
95
Orion Portfolio Solutions
Nebraska
$933K -$696K -7,054 -43%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$905K +$161K +1,632 +22%
AAS
97
Avantax Advisory Services
Texas
$877K +$287K +2,907 +49%
VA
98
Valmark Advisers
Ohio
$857K +$25.1K +254 +3%
PPW
99
PACK Private Wealth
Minnesota
$837K – – –
SWM
100
Spire Wealth Management
Virginia
$832K -$130K -1,320 -14%
2 3
4
5 6