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Vanguard S&P Mid-Cap 400 ETF

265 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 22 funds opening new positions, 102 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 270265 (-5)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
265
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$306K
Puts
$10K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHF
126
Stage Harbor Financial
Massachusetts
$550K
ESB
127
Essex Savings Bank
Connecticut
$550K
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$547K
IF
129
IRON Financial
Illinois
$543K
Corient Private Wealth
130
Corient Private Wealth
Florida
$516K
MGIA
131
Moneta Group Investment Advisors
Missouri
$515K
FHA
132
Flagship Harbor Advisors
Massachusetts
$506K
AF
133
Affiance Financial
Minnesota
$496K
Baird Financial Group
134
Baird Financial Group
Wisconsin
$473K
SCM
135
Stordahl Capital Management
Colorado
$472K
FFO
136
Fiduciary Family Office
Florida
$459K
Wealth Enhancement Advisory Services
137
Wealth Enhancement Advisory Services
Minnesota
$458K
CFS
138
CRA Financial Services
New Jersey
$457K
US Bancorp
139
US Bancorp
Minnesota
$455K
TWA
140
Tandem Wealth Advisors
Arizona
$452K
AF
141
Advisornet Financial
Minnesota
$451K
TFS
142
Thoroughbred Financial Services
Tennessee
$447K
SWP
143
Stratos Wealth Partners
Ohio
$446K
Brown Advisory
144
Brown Advisory
Maryland
$439K
1WM
145
1900 Wealth Management
Texas
$425K
Northern Trust
146
Northern Trust
Illinois
$390K
FTUS
147
Flow Traders U.S.
New York
$390K
DAS
148
Diversify Advisory Services
Utah
$388K
TPCW
149
TD Private Client Wealth
New York
$373K
NA
150
NewEdge Advisors
Louisiana
$372K