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Vanguard S&P Mid-Cap 400 ETF
IVOO

286 hedge funds and large institutions have $1.66B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 74 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

41% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 74

14% more capital invested

Capital invested by funds: $1.45B → $1.66B (+$202M)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

5% more funds holding

Funds holding: 273 → 286 (+13)

2.65% more ownership

Funds ownership: 51.39% → 54.04% (+2.6%)

Holders
286
Holders Change
+13
Holders Change %
+4.76%
% of All Funds
3.48%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.12%
New
30
Increased
104
Reduced
74
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFS
Hantz Financial Services
Michigan
+$33.2M
2
SC
Savant Capital
Illinois
+$17.2M
3
Goldman Sachs
Goldman Sachs
New York
+$5.24M
4
SAI
Savvy Advisors Inc
New York
+$4.64M
5
AWM
Axxcess Wealth Management
California
+$3.56M

Top Sellers

1
LMIM
Lockheed Martin Investment Management
Maryland
-$3.33M
2
BFIC
Bedell Frazier Investment Counselling
California
-$2.53M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$2.21M
4
LPL Financial
LPL Financial
California
-$1.74M
5
PF
Phoenix Financial
Israel
-$1.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
126
Pachira Investments
California
$768K +$274K +2,469 +56%
EW
127
Evoke Wealth
California
$766K +$2.99K +27 +0.4%
SWM
128
Spire Wealth Management
Virginia
$762K -$24.4K -220 -3%
WCFA
129
Walkner Condon Financial Advisors
Wisconsin
$761K +$25.5K +230 +3%
HA
130
Hanover Advisors
South Carolina
$742K -$3.21K -29 -0.4%
MCM
131
Manchester Capital Management
Vermont
$725K – – –
THCM
132
Taylor Hoffman Capital Management
Virginia
$724K -$23.1K -208 -3%
SA
133
Sanctuary Advisors
Indiana
$723K -$88.7K -800 -11%
ORC
134
O'Rourke & Company
Massachusetts
$723K +$3.66K +33 +0.5%
MCWS
135
McKinley Carter Wealth Services
West Virginia
$721K – – –
CA
136
Clearstead Advisors
Ohio
$720K +$654K +5,902 +1,097%
AC
137
Anson Capital
Georgia
$719K +$9.31K +84 +1%
LFAS
138
Level Four Advisory Services
Texas
$704K -$9.64K -87 -1%
TPCW
139
TD Private Client Wealth
New York
$702K +$72.2K +651 +12%
CWM
140
Castle Wealth Management
Florida
$699K -$93.9K -847 -12%
SVWAG
141
Sound View Wealth Advisors Group
Georgia
$697K -$42.8K -386 -6%
FTS
142
Fifth Third Securities
Ohio
$688K -$15.9K -143 -2%
SQA
143
Simon Quick Advisors
New Jersey
$686K -$244K -2,202 -26%
FSA
144
Fort Sheridan Advisors
Illinois
$677K -$253K -2,282 -27%
AIP
145
Ameritas Investment Partners
Nebraska
$674K +$11.5K +104 +2%
Wealth Enhancement Advisory Services
146
Wealth Enhancement Advisory Services
Minnesota
$666K -$18K -162 -3%
IF
147
IRON Financial
Illinois
$619K +$998 +9 +0.2%
SCM
148
Stordahl Capital Management
Colorado
$605K +$12.8K +115 +2%
SIG
149
Sargent Investment Group
Maryland
$599K +$594K +5,362 New
FHA
150
Flagship Harbor Advisors
Massachusetts
$566K +$887 +8 +0.2%
4 5
6
7 8

IVOO Hedge Fund Activity: Q4 2025 in Review

286 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q4 2025, worth a combined $1.66B — up 14% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IVOO positions and 9 closed out — a net gain of 21 holders — while 104 added to existing stakes and 74 trimmed.

The largest buyer was Hantz Financial Services, adding an estimated $33.2M. The largest seller was Lockheed Martin Investment Management, cutting an estimated $3.33M.

  • 286 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q4 2025, up from 273 in Q3 2025.
  • Funds reported $1.66B of Vanguard S&P Mid-Cap 400 ETF stock for Q4 2025, up 14% quarter-over-quarter.
  • 30 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q4 2025 and 9 closed out, a net change of +21 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q4 2025 was Hantz Financial Services, an estimated $33.2M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q4 2025 was Lockheed Martin Investment Management, an estimated $3.33M sold.

Based on aggregated 13F filings for Q4 2025.