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

268 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 25 funds opening new positions, 99 increasing their positions, 76 reducing their positions, and 18 closing their positions.

Holders
268
Holders Change
+4
Holders Change %
+1.52%
% of All Funds
3.6%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
25
Increased
99
Reduced
76
Closed
18
Calls
$315K
Puts
$10K
Net Calls
+$305K
Net Calls Change
+$9K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$157M
2
SILC
2
Starr Indemnity & Liability Company
New York
$38.2M
3
CVSC
3
C.V. Starr & Co
New York
$23.9M
4
HFS
4
Hantz Financial Services
Michigan
$56.6M
5
UBS Group
5
UBS Group
Switzerland
$103M

Top Sellers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$624K
2
Bank of America
2
Bank of America
North Carolina
$124M
3
WAM
3
WNY Asset Management
New York
$245K
4
FF
4
Francis Financial
$15.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$18.2M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
101
Avantax Advisory Services
Texas
$935K 8,909 +27 +0.3%
Bank of New York Mellon
102
Bank of New York Mellon
New York
$899K 8,562 +2,961 +53%
CWM
103
Castle Wealth Management
Florida
$860K 8,188 +2,469 +43%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$850K 8,094 +2,550 +46%
EW
105
Evoke Wealth
California
$848K 8,077 +8,077 New
PPW
106
PACK Private Wealth
Minnesota
$848K 8,073 -412 -5%
BCWM
107
Bartlett & Co Wealth Management
Ohio
$800K 7,623 +85 +1%
Renaissance Technologies
108
Renaissance Technologies
New York
$798K 7,600 -2,600 -25%
SWM
109
Spire Wealth Management
Virginia
$795K 7,578 -855 -10%
TCWA
110
Turtle Creek Wealth Advisors
Texas
$749K 7,133 +7,133 New
HA
111
Hanover Advisors
South Carolina
$743K 7,076 +484 +7%
FDCDDQ
112
Federation des caisses Desjardins du Quebec
Quebec, Canada
$739K 7,038 +120 +2%
CPIG
113
Chicago Partners Investment Group
Illinois
$718K 6,591 -234 -3%
CIA
114
Concurrent Investment Advisors
Florida
$711K 6,774 +211 +3%
THCM
115
Taylor Hoffman Capital Management
Virginia
$708K 6,745 -349 -5%
SVWAG
116
Sound View Wealth Advisors Group
Georgia
$695K 6,625 -388 -6%
WCFA
117
Walkner Condon Financial Advisors
Wisconsin
$692K 6,596 – –
ORC
118
O'Rourke & Company
Massachusetts
$692K 6,594 -357 -5%
MCM
119
Manchester Capital Management
Vermont
$681K 6,488 – –
MCWS
120
McKinley Carter Wealth Services
West Virginia
$677K 6,452 -435 -6%
LFAS
121
Level Four Advisory Services
Texas
$669K 6,375 -74 -1%
WANY
122
Wealthspire Advisors (New York)
New York
$658K 6,263 – –
FTS
123
Fifth Third Securities
Ohio
$638K 6,078 -355 -6%
AC
124
Anson Capital
Georgia
$637K 6,072 +226 +4%
MCIA
125
Mountain Capital Investment Advisors
Colorado
$624K 5,868 -297,879 -98%
3 4
5
6 7