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Vanguard S&P Mid-Cap 400 ETF

274 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 26 funds opening new positions, 99 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,050% more call options, than puts

Call options by funds: $315K | Put options by funds: $10K

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

27% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 78

17% more capital invested

Capital invested by funds: $1.15B → $1.35B (+$197M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 268274 (+6)

1.74% more ownership

Funds ownership: 48.32%50.06% (+1.7%)

Holders
274
Holders Change
+6
Holders Change %
+2.24%
% of All Funds
3.61%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
26
Increased
99
Reduced
78
Closed
19
Calls
$315K
Puts
$10K
Net Calls
+$305K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
SQA
101
Simon Quick Advisors
New Jersey
$944K -$62.2K -626 -7%
AAS
102
Avantax Advisory Services
Texas
$935K +$2.68K +27 +0.3%
Bank of New York Mellon
103
Bank of New York Mellon
New York
$899K +$294K +2,961 +53%
CWM
104
Castle Wealth Management
Florida
$860K +$245K +2,469 +43%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$850K +$253K +2,550 +46%
EW
106
Evoke Wealth
California
$848K +$803K +8,077 New
PPW
107
PACK Private Wealth
Minnesota
$848K -$41K -412 -5%
BCWM
108
Bartlett & Co Wealth Management
Ohio
$800K +$8.45K +85 +1%
Renaissance Technologies
109
Renaissance Technologies
New York
$798K -$258K -2,600 -25%
SWM
110
Spire Wealth Management
Virginia
$795K -$85K -855 -10%
SA
111
Sanctuary Advisors
Indiana
$763K
TCWA
112
Turtle Creek Wealth Advisors
Texas
$749K +$709K +7,133 New
HA
113
Hanover Advisors
South Carolina
$743K +$48.1K +484 +7%
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$739K +$11.9K +120 +2%
CPIG
115
Chicago Partners Investment Group
Illinois
$718K -$23.3K -234 -3%
CIA
116
Concurrent Investment Advisors
Florida
$711K +$21K +211 +3%
THCM
117
Taylor Hoffman Capital Management
Virginia
$708K -$34.7K -349 -5%
SVWAG
118
Sound View Wealth Advisors Group
Georgia
$695K -$38.6K -388 -6%
WCFA
119
Walkner Condon Financial Advisors
Wisconsin
$692K
ORC
120
O'Rourke & Company
Massachusetts
$692K -$35.5K -357 -5%
MCM
121
Manchester Capital Management
Vermont
$681K
MCWS
122
McKinley Carter Wealth Services
West Virginia
$677K -$43.2K -435 -6%
LFAS
123
Level Four Advisory Services
Texas
$669K -$7.36K -74 -1%
WANY
124
Wealthspire Advisors (New York)
New York
$658K
FTS
125
Fifth Third Securities
Ohio
$638K -$35.3K -355 -6%

IVOO Hedge Fund Activity: Q2 2025 in Review

274 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q2 2025, worth a combined $1.35B — up 17% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IVOO positions and 19 closed out — a net gain of 7 holders — while 99 added to existing stakes and 78 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $63.9M. The largest seller was Mountain Capital Investment Advisors, cutting an estimated $29.6M.

  • 274 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q2 2025, up from 268 in Q1 2025.
  • Funds reported $1.35B of Vanguard S&P Mid-Cap 400 ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 26 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q2 2025 and 19 closed out, a net change of +7 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q2 2025 was Goldman Sachs, an estimated $63.9M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q2 2025 was Mountain Capital Investment Advisors, an estimated $29.6M sold.

Based on aggregated 13F filings for Q2 2025.