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Vanguard S&P Mid-Cap 400 ETF

273 hedge funds and large institutions have $1.45B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 83 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $1.35B → $1.45B (+$105M)

1.33% more ownership

Funds ownership: 50.06%51.39% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 83

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% less funds holding

Funds holding: 274273 (-1)

Holders
273
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
3.58%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
18
Increased
84
Reduced
83
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
76
Gibraltar Capital Management
Oklahoma
$1.54M -$3.22M -29,610 -68%
BFG
77
Bleakley Financial Group
New Jersey
$1.54M +$23.7K +218 +2%
WANY
78
Wealthspire Advisors (New York)
New York
$1.52M +$816K +7,505 +120%
PAS
79
Park Avenue Securities
New York
$1.51M +$70.6K +649 +5%
BWM
80
Base Wealth Management
Florida
$1.51M -$165K -1,513 -10%
HNB
81
Huntington National Bank
Ohio
$1.43M
IC
82
IEQ Capital
California
$1.41M +$187K +1,722 +16%
RWP
83
RWA Wealth Partners
Massachusetts
$1.35M
FB
84
First Bancorp
Maine
$1.27M +$4.46K +41 +0.4%
SN
85
Sittner & Nelson
Oregon
$1.22M
Corient Private Wealth
86
Corient Private Wealth
Florida
$1.22M +$19.7K +181 +2%
RDFA
87
Ritter Daniher Financial Advisory
Ohio
$1.2M -$13.1K -120 -1%
WCM
88
WealthBridge Capital Management
Ohio
$1.2M -$762 -7 -0.1%
AI
89
Atria Investments
North Carolina
$1.2M -$326 -3 -0%
EFP
90
Envision Financial Planning
Tennessee
$1.17M +$139K +1,275 +14%
SWA
91
Sax Wealth Advisors
New Jersey
$1.15M -$42.6K -392 -4%
Bank of New York Mellon
92
Bank of New York Mellon
New York
$1.13M +$186K +1,707 +20%
NGA
93
Naples Global Advisors
Florida
$1.12M
P
94
Pitcairn
Pennsylvania
$1.11M
1IA
95
1834 Investment Advisors
Wisconsin
$1.11M -$252K -2,317 -19%
SFS
96
Summit Financial Strategies
Ohio
$1.1M
VFA
97
Valeo Financial Advisors
Indiana
$1.07M -$325K -2,984 -24%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$1.05M +$24.7K +227 +2%
ZF
99
Zhang Financial
Michigan
$1.04M -$49.9K -459 -5%
Focus Partners Wealth
100
Focus Partners Wealth
Massachusetts
$1.01M -$174K -1,596 -15%

IVOO Hedge Fund Activity: Q3 2025 in Review

273 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q3 2025, worth a combined $1.45B — up 7.8% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IVOO positions and 12 closed out — a net gain of 6 holders — while 84 added to existing stakes and 83 trimmed.

The largest buyer was Hantz Financial Services, adding an estimated $26.4M. The largest seller was UBS Group, cutting an estimated $12.6M.

  • 273 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q3 2025, down from 274 in Q2 2025.
  • Funds reported $1.45B of Vanguard S&P Mid-Cap 400 ETF stock for Q3 2025, up 7.8% quarter-over-quarter.
  • 18 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q3 2025 and 12 closed out, a net change of +6 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q3 2025 was Hantz Financial Services, an estimated $26.4M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q3 2025 was UBS Group, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2025.