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Vanguard S&P Mid-Cap 400 ETF
IVOO

286 hedge funds and large institutions have $1.66B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 74 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

41% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 74

14% more capital invested

Capital invested by funds: $1.45B → $1.66B (+$202M)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

5% more funds holding

Funds holding: 273 → 286 (+13)

2.65% more ownership

Funds ownership: 51.39% → 54.04% (+2.6%)

Holders
286
Holders Change
+13
Holders Change %
+4.76%
% of All Funds
3.48%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.12%
New
30
Increased
104
Reduced
74
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFS
Hantz Financial Services
Michigan
+$33.2M
2
SC
Savant Capital
Illinois
+$17.2M
3
Goldman Sachs
Goldman Sachs
New York
+$5.24M
4
SAI
Savvy Advisors Inc
New York
+$4.64M
5
AWM
Axxcess Wealth Management
California
+$3.56M

Top Sellers

1
LMIM
Lockheed Martin Investment Management
Maryland
-$3.33M
2
BFIC
Bedell Frazier Investment Counselling
California
-$2.53M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$2.21M
4
LPL Financial
LPL Financial
California
-$1.74M
5
PF
Phoenix Financial
Israel
-$1.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
76
Truepoint Inc
Ohio
$2.03M – – –
MHIC
77
Marble Harbor Investment Counsel
Massachusetts
$1.98M -$231K -2,080 -10%
OWA
78
Octavia Wealth Advisors
Ohio
$1.77M -$61K -550 -3%
Vanguard Group
79
Vanguard Group
Pennsylvania
$1.74M +$5.88K +53 +0.3%
SA
80
SoundView Advisors
Washington
$1.68M +$1.66M +15,015 New
KA
81
Klingman & Associates
New York
$1.66M +$7.76K +70 +0.5%
Bank of New York Mellon
82
Bank of New York Mellon
New York
$1.62M +$472K +4,261 +41%
GT
83
Greenleaf Trust
Michigan
$1.6M -$41.1K -371 -3%
GCM
84
Gibraltar Capital Management
Oklahoma
$1.58M +$22.2K +200 +1%
MFWM
85
Motley Fool Wealth Management
Virginia
$1.58M +$1.57M +14,117 New
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$1.57M +$926K +8,351 +148%
BFG
87
Bleakley Financial Group
New Jersey
$1.53M -$22.8K -206 -1%
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$1.53M +$1.49M +13,420 +5,592%
QCG
89
Quadrant Capital Group
Ohio
$1.52M +$1.46M +13,128 +2,707%
IC
90
IEQ Capital
California
$1.44M +$16.5K +149 +1%
PAS
91
Park Avenue Securities
New York
$1.43M -$103K -932 -7%
HNB
92
Huntington National Bank
Ohio
$1.42M – – –
RWP
93
RWA Wealth Partners
Massachusetts
$1.37M – – –
GAM
94
Gotham Asset Management
New York
$1.37M +$977K +8,811 +257%
BWM
95
Base Wealth Management
Florida
$1.34M -$184K -1,662 -12%
SN
96
Sittner & Nelson
Oregon
$1.34M – – –
Focus Partners Wealth
97
Focus Partners Wealth
Massachusetts
$1.34M +$312K +2,811 +31%
FB
98
First Bancorp
Maine
$1.29M – – –
Jones Financial Companies
99
Jones Financial Companies
Missouri
$1.28M +$681K +6,139 +115%
EFP
100
Envision Financial Planning
Tennessee
$1.28M +$94.9K +856 +8%
2 3
4
5 6

IVOO Hedge Fund Activity: Q4 2025 in Review

286 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q4 2025, worth a combined $1.66B — up 14% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IVOO positions and 9 closed out — a net gain of 21 holders — while 104 added to existing stakes and 74 trimmed.

The largest buyer was Hantz Financial Services, adding an estimated $33.2M. The largest seller was Lockheed Martin Investment Management, cutting an estimated $3.33M.

  • 286 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q4 2025, up from 273 in Q3 2025.
  • Funds reported $1.66B of Vanguard S&P Mid-Cap 400 ETF stock for Q4 2025, up 14% quarter-over-quarter.
  • 30 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q4 2025 and 9 closed out, a net change of +21 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q4 2025 was Hantz Financial Services, an estimated $33.2M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q4 2025 was Lockheed Martin Investment Management, an estimated $3.33M sold.

Based on aggregated 13F filings for Q4 2025.