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Vanguard S&P Mid-Cap 400 ETF

265 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 22 funds opening new positions, 102 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 270265 (-5)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
265
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$306K
Puts
$10K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Spire Wealth Management
Virginia
$832K
EFP
102
Envision Financial Planning
Tennessee
$829K
GVAG
103
Great Valley Advisor Group
Delaware
$776K
BCWM
104
Bartlett & Co Wealth Management
Ohio
$744K
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$737K
THCM
106
Taylor Hoffman Capital Management
Virginia
$704K
SVWAG
107
Sound View Wealth Advisors Group
Georgia
$692K
ORC
108
O'Rourke & Company
Massachusetts
$686K
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$683K
MCWS
110
McKinley Carter Wealth Services
West Virginia
$680K
CPIG
111
Chicago Partners Investment Group
Illinois
$673K
WCFA
112
Walkner Condon Financial Advisors
Wisconsin
$651K
HA
113
Hanover Advisors
South Carolina
$651K
CIA
114
Concurrent Investment Advisors
Florida
$648K
MCM
115
Manchester Capital Management
Vermont
$640K
Betterment LLC
116
Betterment LLC
New York
$638K
LFAS
117
Level Four Advisory Services
Texas
$637K
FTS
118
Fifth Third Securities
Ohio
$635K
WANY
119
Wealthspire Advisors (New York)
New York
$618K
AIP
120
Ameritas Investment Partners
Nebraska
$585K
AAS
121
Ameritas Advisory Services
Nebraska
$583K
AC
122
Anson Capital
Georgia
$577K
CWM
123
Castle Wealth Management
Florida
$564K
CAL
124
Capital Analysts LLC
Pennsylvania
$562K
Bank of New York Mellon
125
Bank of New York Mellon
New York
$553K