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Vanguard S&P Mid-Cap 400 ETF

273 hedge funds and large institutions have $1.45B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 83 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $1.35B → $1.45B (+$105M)

1.33% more ownership

Funds ownership: 50.06%51.39% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 83

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% less funds holding

Funds holding: 274273 (-1)

Holders
273
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
3.58%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
18
Increased
84
Reduced
83
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SQA
101
Simon Quick Advisors
New Jersey
$921K -$70.7K -650 -7%
FSA
102
Fort Sheridan Advisors
Illinois
$920K -$273K -2,508 -23%
PPW
103
PACK Private Wealth
Minnesota
$894K +$2.83K +26 +0.3%
NA
104
NewEdge Advisors
Louisiana
$868K +$542K +4,986 +173%
Jane Street
105
Jane Street
New York
$819K +$807K +7,421 New
SA
106
Sanctuary Advisors
Indiana
$802K
TCWA
107
Turtle Creek Wealth Advisors
Texas
$787K
BCWM
108
Bartlett & Co Wealth Management
Ohio
$787K -$54K -496 -7%
CWM
109
Castle Wealth Management
Florida
$784K -$118K -1,087 -13%
SWM
110
Spire Wealth Management
Virginia
$777K -$58.9K -541 -7%
FDCDDQ
111
Federation des caisses Desjardins du Quebec
Quebec, Canada
$776K -$653 -6 -0.1%
CPIG
112
Chicago Partners Investment Group
Illinois
$760K +$27.3K +251 +4%
EW
113
Evoke Wealth
California
$753K -$136K -1,252 -16%
CIA
114
Concurrent Investment Advisors
Florida
$750K +$1.96K +18 +0.3%
THCM
115
Taylor Hoffman Capital Management
Virginia
$737K -$7.07K -65 -1%
HA
116
Hanover Advisors
South Carolina
$735K -$45K -414 -6%
SVWAG
117
Sound View Wealth Advisors Group
Georgia
$731K -$326 -3 -0%
WCFA
118
Walkner Condon Financial Advisors
Wisconsin
$726K -$2.07K -19 -0.3%
MCM
119
Manchester Capital Management
Vermont
$716K
MCWS
120
McKinley Carter Wealth Services
West Virginia
$712K
ORC
121
O'Rourke & Company
Massachusetts
$710K -$17.7K -163 -2%
LFAS
122
Level Four Advisory Services
Texas
$704K +$653 +6 +0.1%
AC
123
Anson Capital
Georgia
$701K +$30.1K +277 +5%
FTS
124
Fifth Third Securities
Ohio
$696K +$24.3K +223 +4%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$689K -$202K -1,853 -23%

IVOO Hedge Fund Activity: Q3 2025 in Review

273 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q3 2025, worth a combined $1.45B — up 7.8% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IVOO positions and 12 closed out — a net gain of 6 holders — while 84 added to existing stakes and 83 trimmed.

The largest buyer was Hantz Financial Services, adding an estimated $26.4M. The largest seller was UBS Group, cutting an estimated $12.6M.

  • 273 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q3 2025, down from 274 in Q2 2025.
  • Funds reported $1.45B of Vanguard S&P Mid-Cap 400 ETF stock for Q3 2025, up 7.8% quarter-over-quarter.
  • 18 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q3 2025 and 12 closed out, a net change of +6 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q3 2025 was Hantz Financial Services, an estimated $26.4M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q3 2025 was UBS Group, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2025.