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Vanguard S&P Mid-Cap 400 ETF

286 hedge funds and large institutions have $1.66B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 74 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

41% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 74

14% more capital invested

Capital invested by funds: $1.45B → $1.66B (+$202M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

5% more funds holding

Funds holding: 273286 (+13)

2.65% more ownership

Funds ownership: 51.39%54.04% (+2.6%)

Holders
286
Holders Change
+13
Holders Change %
+4.76%
% of All Funds
3.48%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.12%
New
30
Increased
104
Reduced
74
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
101
Ritter Daniher Financial Advisory
Ohio
$1.27M +$52.8K +476 +4%
AI
102
Atria Investments
North Carolina
$1.22M +$6.65K +60 +0.6%
WCM
103
WealthBridge Capital Management
Ohio
$1.22M +$6.65K +60 +0.6%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$1.21M +$138K +1,248 +13%
SWA
105
Sax Wealth Advisors
New Jersey
$1.16M
NGA
106
Naples Global Advisors
Florida
$1.14M +$4.43K +40 +0.4%
CAL
107
Capital Analysts LLC
Pennsylvania
$1.13M +$470K +4,237 +72%
PWA
108
Pitcairn Wealth Advisors
Pennsylvania
$1.12M +$1.12M +10,060 New
SFS
109
Summit Financial Strategies
Ohio
$1.11M
VFA
110
Valeo Financial Advisors
Indiana
$1.08M
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$1.07M +$367K +3,314 +53%
1IA
112
1834 Investment Advisors
Wisconsin
$1.07M -$54.7K -493 -5%
ZF
113
Zhang Financial
Michigan
$1.05M +$554 +5 +0.1%
Betterment LLC
114
Betterment LLC
New York
$948K +$305K +2,751 +48%
CPIG
115
Chicago Partners Investment Group
Illinois
$911K +$98.2K +886 +13%
BIG
116
Brooklyn Investment Group
New York
$911K +$634K +5,721 +247%
PPW
117
PACK Private Wealth
Minnesota
$905K
NA
118
NewEdge Advisors
Louisiana
$878K -$1.22K -11 -0.1%
Jane Street
119
Jane Street
New York
$871K +$40.7K +367 +5%
Baird Financial Group
120
Baird Financial Group
Wisconsin
$828K +$193K +1,739 +31%
TCWA
121
Turtle Creek Wealth Advisors
Texas
$797K
BCWM
122
Bartlett & Co Wealth Management
Ohio
$797K
FDCDDQ
123
Federation des caisses Desjardins du Quebec
Quebec, Canada
$787K +$998 +9 +0.1%
CIA
124
Concurrent Investment Advisors
Florida
$773K +$13.3K +120 +2%
WANY
125
Wealthspire Advisors (New York)
New York
$770K -$763K -6,884 -50%