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Vanguard S&P Mid-Cap 400 ETF

299 hedge funds and large institutions have $1.71B invested in Vanguard S&P Mid-Cap 400 ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 81 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 81

5% more funds holding

Funds holding: 286299 (+13)

3% more capital invested

Capital invested by funds: $1.66B → $1.71B (+$57.8M)

0.93% more ownership

Funds ownership: 54.04%54.97% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
299
Holders Change
+13
Holders Change %
+4.55%
% of All Funds
3.68%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
33
Increased
98
Reduced
81
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
151
Turtle Creek Wealth Advisors
Texas
$677K -$142K -1,211 -17%
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$643K -$16.6K -141 -2%
TFS
153
Thoroughbred Financial Services
Tennessee
$638K +$66.7K +568 +11%
IF
154
IRON Financial
Illinois
$633K +$940 +8 +0.1%
SCM
155
Stordahl Capital Management
Colorado
$633K +$15.3K +130 +2%
SIG
156
Sargent Investment Group
Maryland
$613K
UBS AM
157
UBS AM
Illinois
$595K +$612K +5,205 New
DWM
158
Diversify Wealth Management
Utah
$589K +$571K +4,861 New
FHA
159
Flagship Harbor Advisors
Massachusetts
$580K +$1.18K +10 +0.2%
SFB
160
STAR Financial Bank
Indiana
$573K -$5.05K -43 -0.9%
AF
161
Affiance Financial
Minnesota
$570K
LFAS
162
Level Four Advisory Services
Texas
$541K -$183K -1,561 -25%
GSAM
163
Grant Street Asset Management
Pennsylvania
$541K +$1.53K +13 +0.3%
1WM
164
1900 Wealth Management
Texas
$530K +$14.7K +125 +3%
CFS
165
CRA Financial Services
New Jersey
$529K
SAM
166
Silvercrest Asset Management
New York
$525K
AF
167
Advisornet Financial
Minnesota
$488K +$118 +1 +0%
SEP
168
Signature Equity Partners
Ohio
$485K -$24.6K -209 -5%
WAM
169
WNY Asset Management
New York
$485K +$498K +4,240 New
BPA
170
Beacon Pointe Advisors
California
$467K +$211K +1,799 +79%
TPF
171
Tribridge Partners Financial
Maryland
$462K +$1.29K +11 +0.3%
CA
172
CGN Advisors
Kansas
$456K -$47.9K -408 -9%
SWP
173
Stratos Wealth Partners
Ohio
$446K
TCIIS
174
TIAA-CREF Individual & Institutional Services
New York
$424K +$436K +3,709 New
Northern Trust
175
Northern Trust
Illinois
$421K