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Vanguard S&P Mid-Cap 400 ETF

299 hedge funds and large institutions have $1.71B invested in Vanguard S&P Mid-Cap 400 ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 81 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 81

5% more funds holding

Funds holding: 286299 (+13)

3% more capital invested

Capital invested by funds: $1.66B → $1.71B (+$57.8M)

0.93% more ownership

Funds ownership: 54.04%54.97% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
299
Holders Change
+13
Holders Change %
+4.55%
% of All Funds
3.68%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
33
Increased
98
Reduced
81
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFP
126
FourThought Financial Partners
Florida
$892K +$531K +4,523 +138%
BCWM
127
Bartlett & Co Wealth Management
Ohio
$865K -$7.64K -65 -0.9%
CIA
128
Concurrent Investment Advisors
Florida
$839K +$50.4K +429 +6%
FDCDDQ
129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$838K +$34K +289 +4%
SAM
130
Smartleaf Asset Management
Massachusetts
$834K +$883K +7,512 New
EW
131
Evoke Wealth
California
$783K -$118 -1 -0%
WCFA
132
Walkner Condon Financial Advisors
Wisconsin
$778K
WANY
133
Wealthspire Advisors (New York)
New York
$777K -$9.99K -85 -1%
HA
134
Hanover Advisors
South Carolina
$758K
SWM
135
Spire Wealth Management
Virginia
$744K -$36.7K -312 -5%
MCM
136
Manchester Capital Management
Vermont
$742K
MCWS
137
McKinley Carter Wealth Services
West Virginia
$738K
AC
138
Anson Capital
Georgia
$734K -$1.29K -11 -0.2%
SA
139
Sanctuary Advisors
Indiana
$729K -$9.99K -85 -1%
SVWAG
140
Sound View Wealth Advisors Group
Georgia
$711K -$1.88K -16 -0.3%
ORC
141
O'Rourke & Company
Massachusetts
$706K -$34.2K -291 -5%
TPCW
142
TD Private Client Wealth
New York
$705K -$13K -111 -2%
CWM
143
Castle Wealth Management
Florida
$698K -$17.5K -149 -2%
FSA
144
Fort Sheridan Advisors
Illinois
$696K +$3.64K +31 +0.5%
SQA
145
Simon Quick Advisors
New Jersey
$694K -$7.64K -65 -1%
AIP
146
Ameritas Investment Partners
Nebraska
$690K +$1.29K +11 +0.2%
Baird Financial Group
147
Baird Financial Group
Wisconsin
$687K -$164K -1,397 -19%
FTS
148
Fifth Third Securities
Ohio
$681K -$23.3K -198 -3%
THCM
149
Taylor Hoffman Capital Management
Virginia
$681K -$60.9K -518 -8%
SIA
150
Sovereign Investment Advisors
Arizona
$678K +$697K +5,934 New