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Vanguard S&P Mid-Cap 400 ETF
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Overview Fund Activity

264 hedge funds and large institutions have $1.15B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 102 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-6
Holders Change %
-2.22%
% of All Funds
3.59%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
21
Increased
102
Reduced
63
Closed
23
Calls
$306K
Puts
$10K
Net Calls
+$296K
Net Calls Change
-$42K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$80.5M
2
Ameriprise
Ameriprise
Minnesota
+$13.3M
3
HFS
Hantz Financial Services
Michigan
+$10.8M
4
UBS Group
UBS Group
Switzerland
+$10.8M
5
Bank of America
Bank of America
North Carolina
+$7.28M

Top Sellers

1
LMIM
Lockheed Martin Investment Management
Maryland
-$14.8M
2
Morgan Stanley
Morgan Stanley
New York
-$11.3M
3
SIA
Soltis Investment Advisors
Utah
-$7.68M
4
MCIA
Mountain Capital Investment Advisors
Colorado
-$4.37M
5
LPL Financial
LPL Financial
California
-$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
ESB
126
Essex Savings Bank
Connecticut
$550K -$56.5K -572 -9%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$547K +$1.48K +15 +0.3%
IF
128
IRON Financial
Illinois
$543K +$1.68K +17 +0.3%
Corient Private Wealth
129
Corient Private Wealth
Florida
$516K +$172K +1,744 +50%
MGIA
130
Moneta Group Investment Advisors
Missouri
$515K +$691 +7 +0.1%
FHA
131
Flagship Harbor Advisors
Massachusetts
$506K +$691 +7 +0.1%
AF
132
Affiance Financial
Minnesota
$496K – – –
Baird Financial Group
133
Baird Financial Group
Wisconsin
$473K +$112K +1,131 +31%
SCM
134
Stordahl Capital Management
Colorado
$472K +$26.8K +272 +6%
FFO
135
Fiduciary Family Office
Florida
$459K +$459K +4,650 New
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$458K +$195K +1,976 +74%
CFS
137
CRA Financial Services
New Jersey
$457K – – –
US Bancorp
138
US Bancorp
Minnesota
$455K -$44.3K -449 -9%
TWA
139
Tandem Wealth Advisors
Arizona
$452K +$22.2K +225 +5%
AF
140
Advisornet Financial
Minnesota
$451K +$99 +1 +0%
TFS
141
Thoroughbred Financial Services
Tennessee
$447K +$98.5K +998 +28%
SWP
142
Stratos Wealth Partners
Ohio
$446K -$15.7K -159 -3%
Brown Advisory
143
Brown Advisory
Maryland
$439K +$439K +4,443 New
1WM
144
1900 Wealth Management
Texas
$425K – – –
Northern Trust
145
Northern Trust
Illinois
$390K +$17.5K +177 +5%
FTUS
146
Flow Traders U.S.
New York
$390K +$54.8K +555 +16%
DAS
147
Diversify Advisory Services
Utah
$388K +$42.3K +438 +12%
TPCW
148
TD Private Client Wealth
New York
$373K +$80.4K +815 +28%
NA
149
NewEdge Advisors
Louisiana
$372K -$790 -8 -0.2%
TIAA Trust, National Association
150
TIAA Trust, National Association
North Carolina
$371K – – –
4 5
6
7 8