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

264 hedge funds and large institutions have $1.15B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 102 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-6
Holders Change %
-2.22%
% of All Funds
3.59%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
21
Increased
102
Reduced
63
Closed
23
Calls
$306K
Puts
$10K
Net Calls
+$296K
Net Calls Change
-$42K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$80.5M
2
Ameriprise
Ameriprise
Minnesota
+$13.3M
3
HFS
Hantz Financial Services
Michigan
+$10.8M
4
UBS Group
UBS Group
Switzerland
+$10.8M
5
Bank of America
Bank of America
North Carolina
+$7.28M

Top Sellers

1
LMIM
Lockheed Martin Investment Management
Maryland
-$14.8M
2
Morgan Stanley
Morgan Stanley
New York
-$11.3M
3
SIA
Soltis Investment Advisors
Utah
-$7.68M
4
MCIA
Mountain Capital Investment Advisors
Colorado
-$4.37M
5
LPL Financial
LPL Financial
California
-$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFP
101
Envision Financial Planning
Tennessee
$829K +$829K +8,402 New
GVAG
102
Great Valley Advisor Group
Delaware
$776K +$40.4K +409 +5%
BCWM
103
Bartlett & Co Wealth Management
Ohio
$744K +$24.7K +250 +3%
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$737K – – –
THCM
105
Taylor Hoffman Capital Management
Virginia
$704K +$122K +1,227 +21%
SVWAG
106
Sound View Wealth Advisors Group
Georgia
$692K +$1.58K +16 +0.2%
ORC
107
O'Rourke & Company
Massachusetts
$686K +$4.34K +44 +0.6%
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$683K -$12.8K -130 -2%
MCWS
109
McKinley Carter Wealth Services
West Virginia
$680K -$6.12K -62 -0.9%
CPIG
110
Chicago Partners Investment Group
Illinois
$673K +$201K +2,033 +42%
WCFA
111
Walkner Condon Financial Advisors
Wisconsin
$651K -$9.87K -100 -1%
HA
112
Hanover Advisors
South Carolina
$651K +$67.2K +681 +12%
CIA
113
Concurrent Investment Advisors
Florida
$648K +$83.3K +844 +15%
MCM
114
Manchester Capital Management
Vermont
$640K – – –
Betterment LLC
115
Betterment LLC
New York
$638K +$429K +4,344 +205%
LFAS
116
Level Four Advisory Services
Texas
$637K +$987 +10 +0.2%
FTS
117
Fifth Third Securities
Ohio
$635K -$27.1K -275 -4%
WANY
118
Wealthspire Advisors (New York)
New York
$618K +$99 +1 +0%
AIP
119
Ameritas Investment Partners
Nebraska
$585K +$5.63K +57 +1%
AAS
120
Ameritas Advisory Services
Nebraska
$583K +$99.7K +1,007 +21%
AC
121
Anson Capital
Georgia
$577K -$529K -5,361 -48%
CWM
122
Castle Wealth Management
Florida
$564K -$25.3K -256 -4%
CAL
123
Capital Analysts LLC
Pennsylvania
$562K +$312K +3,162 +125%
Bank of New York Mellon
124
Bank of New York Mellon
New York
$553K +$312K +3,158 +129%
SHF
125
Stage Harbor Financial
Massachusetts
$550K -$56.5K -572 -9%
3 4
5
6 7