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Vanguard S&P Mid-Cap 400 ETF

274 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, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,050% more call options, than puts

Call options by funds: $315K | Put options by funds: $10K

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

27% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 78

17% more capital invested

Capital invested by funds: $1.15B → $1.35B (+$197M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 268274 (+6)

1.74% more ownership

Funds ownership: 48.32%50.06% (+1.7%)

Holders
274
Holders Change
+6
Holders Change %
+2.24%
% of All Funds
3.61%
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
78
Closed
19
Calls
$315K
Puts
$10K
Net Calls
+$305K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
PF
76
Phoenix Financial
Israel
$1.57M -$2.11M -21,252 -59%
KA
77
Klingman & Associates
New York
$1.55M -$7.85K -79 -0.5%
GCM
78
Gibraltar Capital Management
Oklahoma
$1.49M +$2.94M +29,610 +213%
HNB
79
Huntington National Bank
Ohio
$1.46M
BFG
80
Bleakley Financial Group
New Jersey
$1.44M +$1.36M +13,701 New
PAS
81
Park Avenue Securities
New York
$1.37M +$13.2K +133 +1%
VFA
82
Valeo Financial Advisors
Indiana
$1.33M +$1.04M +10,461 +472%
1IA
83
1834 Investment Advisors
Wisconsin
$1.3M -$18.2K -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 +$1.1M +11,017 New
RDFA
88
Ritter Daniher Financial Advisory
Ohio
$1.15M
WCM
89
WealthBridge Capital Management
Ohio
$1.14M -$6.26K -63 -0.6%
AI
90
Atria Investments
North Carolina
$1.14M -$6.66K -67 -0.6%
FSA
91
Fort Sheridan Advisors
Illinois
$1.14M -$49.5K -498 -4%
Corient Private Wealth
92
Corient Private Wealth
Florida
$1.14M +$557K +5,608 +107%
SWA
93
Sax Wealth Advisors
New Jersey
$1.13M -$47.5K -478 -4%
Focus Partners Wealth
94
Focus Partners Wealth
Massachusetts
$1.13M +$75.8K +763 +8%
NGA
95
Naples Global Advisors
Florida
$1.07M
P
96
Pitcairn
Pennsylvania
$1.06M
SFS
97
Summit Financial Strategies
Ohio
$1.04M
ZF
98
Zhang Financial
Michigan
$1.04M +$398 +4 +0%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$978K +$14.6K +147 +2%
EFP
100
Envision Financial Planning
Tennessee
$977K +$89.8K +903 +11%

IVOO Hedge Fund Activity: Q2 2025 in Review

274 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q2 2025, worth a combined $1.35B — up 17% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IVOO positions and 19 closed out — a net gain of 7 holders — while 99 added to existing stakes and 78 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $63.9M. The largest seller was Mountain Capital Investment Advisors, cutting an estimated $29.6M.

  • 274 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q2 2025, up from 268 in Q1 2025.
  • Funds reported $1.35B of Vanguard S&P Mid-Cap 400 ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 26 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q2 2025 and 19 closed out, a net change of +7 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q2 2025 was Goldman Sachs, an estimated $63.9M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q2 2025 was Mountain Capital Investment Advisors, an estimated $29.6M sold.

Based on aggregated 13F filings for Q2 2025.