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Vanguard S&P Mid-Cap 400 ETF

299 hedge funds and large institutions have $1.71B invested in Vanguard S&P Mid-Cap 400 ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 81 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 81

5% more funds holding

Funds holding: 286299 (+13)

3% more capital invested

Capital invested by funds: $1.66B → $1.71B (+$57.8M)

0.93% more ownership

Funds ownership: 54.04%54.97% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
299
Holders Change
+13
Holders Change %
+4.55%
% of All Funds
3.68%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
33
Increased
98
Reduced
81
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
101
Focus Partners Wealth
Massachusetts
$1.3M -$300K -2,550 -21%
FB
102
First Bancorp
Maine
$1.3M -$19.4K -165 -1%
Corient Private Wealth
103
Corient Private Wealth
Florida
$1.28M -$1.7M -14,508 -56%
SN
104
Sittner & Nelson
Oregon
$1.26M
BIG
105
Brooklyn Investment Group
New York
$1.26M +$353K +3,007 +37%
EH
106
Equitable Holdings
New York
$1.24M +$937K +7,977 +273%
AI
107
Atria Investments
North Carolina
$1.2M -$48.3K -411 -4%
WCM
108
WealthBridge Capital Management
Ohio
$1.2M -$48.3K -411 -4%
BWM
109
Base Wealth Management
Florida
$1.18M -$202K -1,722 -14%
NGA
110
Naples Global Advisors
Florida
$1.17M
SWA
111
Sax Wealth Advisors
New Jersey
$1.16M
Fidelity Investments
112
Fidelity Investments
Massachusetts
$1.16M -$74.3K -632 -6%
SFS
113
Summit Financial Strategies
Ohio
$1.14M
PWA
114
Pitcairn Wealth Advisors
Pennsylvania
$1.12M
ZF
115
Zhang Financial
Michigan
$1.12M +$45K +383 +4%
VFA
116
Valeo Financial Advisors
Indiana
$1.11M
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$1.09M +$353 +3 +0%
PI
118
Pachira Investments
California
$1.05M +$274K +2,335 +34%
1IA
119
1834 Investment Advisors
Wisconsin
$1.04M -$55.6K -473 -5%
Betterment LLC
120
Betterment LLC
New York
$1.01M +$47K +400 +5%
CAL
121
Capital Analysts LLC
Pennsylvania
$1.01M -$151K -1,282 -13%
OA
122
Oasis Advisors
Iowa
$1M +$835K +7,108 New
CPIG
123
Chicago Partners Investment Group
Illinois
$963K +$12.2K +104 +1%
PPW
124
PACK Private Wealth
Minnesota
$926K
NA
125
NewEdge Advisors
Louisiana
$893K -$5.41K -46 -0.6%