IVOO icon

Vanguard S&P Mid-Cap 400 ETF

271 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 26 funds opening new positions, 99 increasing their positions, 77 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+7
Holders Change %
+2.65%
% of All Funds
3.63%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
26
Increased
99
Reduced
77
Closed
18
Calls
$315K
Puts
$10K
Net Calls
+$305K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Shares
Change %
PF
76
Phoenix Financial
Israel
$1.57M -$2.23M -21,252 -59%
KA
77
Klingman & Associates
New York
$1.55M -$8.29K -79 -0.5%
GCM
78
Gibraltar Capital Management
Oklahoma
$1.49M +$1.01M +29,610 +213%
HNB
79
Huntington National Bank
Ohio
$1.46M -$1.21M
BFG
80
Bleakley Financial Group
New Jersey
$1.44M +$1.44M +13,701 New
PAS
81
Park Avenue Securities
New York
$1.37M +$14K +133 +1%
VFA
82
Valeo Financial Advisors
Indiana
$1.33M +$1.1M +10,461 +472%
1IA
83
1834 Investment Advisors
Wisconsin
$1.3M -$19.2K -183 -1%
RWP
84
RWA Wealth Partners
Massachusetts
$1.29M
FB
85
First Bancorp
Maine
$1.21M
SN
86
Sittner & Nelson
Oregon
$1.16M
IC
87
IEQ Capital
California
$1.16M +$1.16M +11,017 New
RDFA
88
Ritter Daniher Financial Advisory
Ohio
$1.15M
WCM
89
WealthBridge Capital Management
Ohio
$1.14M -$6.61K -63 -0.6%
AI
90
Atria Investments
North Carolina
$1.14M -$7.03K -67 -0.6%
FSA
91
Fort Sheridan Advisors
Illinois
$1.14M -$52.3K -498 -4%
SWA
92
Sax Wealth Advisors
New Jersey
$1.13M -$50.2K -478 -4%
Focus Partners Wealth
93
Focus Partners Wealth
Massachusetts
$1.13M +$80.1K +763 +8%
NGA
94
Naples Global Advisors
Florida
$1.07M
P
95
Pitcairn
Pennsylvania
$1.06M
SFS
96
Summit Financial Strategies
Ohio
$1.04M
ZF
97
Zhang Financial
Michigan
$1.04M +$420 +4 +0%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$978K +$15.4K +147 +2%
EFP
99
Envision Financial Planning
Tennessee
$977K +$94.8K +903 +11%
SQA
100
Simon Quick Advisors
New Jersey
$944K -$65.7K -626 -7%