IVOO icon

Vanguard S&P Mid-Cap 400 ETF
IVOO

Overview Fund Activity

271 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, 77 reducing their positions, and 18 closing their positions.

Holders
271
Holders Change
+7
Holders Change %
+2.65%
% of All Funds
3.64%
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
77
Closed
18
Calls
$315K
Puts
$10K
Net Calls
+$305K
Net Calls Change
+$9K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$157M
2
SILC
2
Starr Indemnity & Liability Company
New York
$38.2M
3
CVSC
3
C.V. Starr & Co
New York
$23.9M
4
HFS
4
Hantz Financial Services
Michigan
$56.6M
5
UBS Group
5
UBS Group
Switzerland
$103M

Top Sellers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$624K
2
Bank of America
2
Bank of America
North Carolina
$124M
3
WAM
3
WNY Asset Management
New York
$245K
4
FF
4
Francis Financial
$15.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPF
126
Tribridge Partners Financial
Maryland
$622K +$622K +5,924 New
Mercer Global Advisors
127
Mercer Global Advisors
Colorado
$620K +$620K +5,910 New
AIP
128
Ameritas Investment Partners
Nebraska
$620K -$1.26K -12 -0.2%
IF
129
IRON Financial
Illinois
$579K +$945 +9 +0.2%
Betterment LLC
130
Betterment LLC
New York
$558K -$120K -1,142 -18%
Baird Financial Group
131
Baird Financial Group
Wisconsin
$553K +$49.4K +471 +10%
SCM
132
Stordahl Capital Management
Colorado
$543K +$40.8K +389 +8%
FHA
133
Flagship Harbor Advisors
Massachusetts
$539K +$735 +7 +0.1%
AF
134
Affiance Financial
Minnesota
$528K – – –
SFB
135
STAR Financial Bank
Indiana
$526K +$526K +5,014 New
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
$516K -$505K -4,810 -49%
GSAM
137
Grant Street Asset Management
Pennsylvania
$514K +$213K +2,029 +71%
TFS
138
Thoroughbred Financial Services
Tennessee
$491K +$16.2K +155 +3%
CFS
139
CRA Financial Services
New Jersey
$486K – – –
AF
140
Advisornet Financial
Minnesota
$480K +$105 +1 +0%
US Bancorp
141
US Bancorp
Minnesota
$472K -$12.1K -115 -2%
1WM
142
1900 Wealth Management
Texas
$468K +$16.1K +153 +4%
AT
143
American Trust
Kentucky
$464K +$464K +4,417 New
Wealth Enhancement Advisory Services
144
Wealth Enhancement Advisory Services
Minnesota
$455K -$46.6K -432 -9%
DAS
145
Diversify Advisory Services
Utah
$453K +$19.7K +183 +5%
CAL
146
Capital Analysts LLC
Pennsylvania
$441K -$156K -1,489 -26%
TPCW
147
TD Private Client Wealth
New York
$434K +$37.3K +355 +9%
GIM
148
Glenmede Investment Management
Pennsylvania
$420K +$420K +4,000 New
CA
149
CGN Advisors
Kansas
$418K +$50.9K +485 +14%
SWP
150
Stratos Wealth Partners
Ohio
$410K -$64.6K -615 -14%
4 5
6
7 8