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Vanguard S&P Mid-Cap 400 ETF

273 hedge funds and large institutions have $1.45B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 83 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $1.35B → $1.45B (+$105M)

1.33% more ownership

Funds ownership: 50.06%51.39% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 83

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% less funds holding

Funds holding: 274273 (-1)

Holders
273
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
3.58%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
18
Increased
84
Reduced
83
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
126
Ameritas Investment Partners
Nebraska
$654K +$1.41K +13 +0.2%
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$648K +$181K +1,666 +40%
CAL
128
Capital Analysts LLC
Pennsylvania
$645K +$179K +1,647 +39%
Betterment LLC
129
Betterment LLC
New York
$632K +$44.7K +411 +8%
Baird Financial Group
130
Baird Financial Group
Wisconsin
$625K +$43.6K +401 +8%
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$624K +$79.7K +733 +15%
PA
132
PFG Advisors
Arizona
$621K +$612K +5,629 New
TPCW
133
TD Private Client Wealth
New York
$621K +$163K +1,496 +36%
IF
134
IRON Financial
Illinois
$610K +$979 +9 +0.2%
Jones Financial Companies
135
Jones Financial Companies
Missouri
$589K +$164K +1,509 +40%
SCM
136
Stordahl Capital Management
Colorado
$585K +$12.9K +119 +2%
SFB
137
STAR Financial Bank
Indiana
$558K +$4.68K +43 +0.9%
FHA
138
Flagship Harbor Advisors
Massachusetts
$558K -$8.81K -81 -2%
AF
139
Affiance Financial
Minnesota
$555K
GSAM
140
Grant Street Asset Management
Pennsylvania
$542K +$1.63K +15 +0.3%
TFS
141
Thoroughbred Financial Services
Tennessee
$525K +$8.7K +80 +2%
CFS
142
CRA Financial Services
New Jersey
$511K
AT
143
American Trust
Kentucky
$506K +$18.2K +167 +4%
AF
144
Advisornet Financial
Minnesota
$505K +$109 +1 +0%
US Bancorp
145
US Bancorp
Minnesota
$496K -$544 -5 -0.1%
1WM
146
1900 Wealth Management
Texas
$492K
PI
147
Pachira Investments
California
$486K +$85.3K +784 +22%
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$480K -$169K -1,558 -26%
DAS
149
Diversify Advisory Services
Utah
$474K +$13.5K +124 +3%
TPF
150
Tribridge Partners Financial
Maryland
$463K -$190K -1,747 -29%

IVOO Hedge Fund Activity: Q3 2025 in Review

273 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q3 2025, worth a combined $1.45B — up 7.8% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IVOO positions and 12 closed out — a net gain of 6 holders — while 84 added to existing stakes and 83 trimmed.

The largest buyer was Hantz Financial Services, adding an estimated $26.4M. The largest seller was UBS Group, cutting an estimated $12.6M.

  • 273 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q3 2025, down from 274 in Q2 2025.
  • Funds reported $1.45B of Vanguard S&P Mid-Cap 400 ETF stock for Q3 2025, up 7.8% quarter-over-quarter.
  • 18 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q3 2025 and 12 closed out, a net change of +6 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q3 2025 was Hantz Financial Services, an estimated $26.4M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q3 2025 was UBS Group, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2025.