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

271 hedge funds and large institutions have $1.35B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 99 increasing their positions, 77 reducing their positions, and 18 closing their positions.

Holders
271
Holders Change
+7
Holders Change %
+2.65%
% of All Funds
3.64%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
26
Increased
99
Reduced
77
Closed
18
Calls
$315K
Puts
$10K
Net Calls
+$305K
Net Calls Change
+$9K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$157M
2
SILC
2
Starr Indemnity & Liability Company
New York
$38.2M
3
CVSC
3
C.V. Starr & Co
New York
$23.9M
4
HFS
4
Hantz Financial Services
Michigan
$56.6M
5
UBS Group
5
UBS Group
Switzerland
$103M

Top Sellers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$624K
2
Bank of America
2
Bank of America
North Carolina
$124M
3
WAM
3
WNY Asset Management
New York
$245K
4
FF
4
Francis Financial
$15.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
151
Jones Financial Companies
Missouri
$401K +$157K +1,492 +64%
BPA
152
Beacon Pointe Advisors
California
$400K +$35.8K +341 +10%
TIAA Trust, National Association
153
TIAA Trust, National Association
North Carolina
$395K – – –
PI
154
Pachira Investments
California
$379K +$379K +3,615 New
Northern Trust
155
Northern Trust
Illinois
$377K -$37.7K -359 -9%
DWT
156
Dorsey & Whitney Trust
South Dakota
$363K – – –
GAM
157
Gotham Asset Management
New York
$361K – – –
BF
158
BOK Financial
Oklahoma
$358K +$259K +2,465 +260%
1SB
159
1ST Source Bank
Indiana
$357K – – –
WPW
160
Waldron Private Wealth
Pennsylvania
$354K – – –
SIC
161
Samalin Investment Counsel
New York
$352K +$24.6K +234 +8%
KSWA
162
Kathleen S. Wright Associates
Pennsylvania
$349K +$840 +8 +0.2%
GVAG
163
Great Valley Advisor Group
Delaware
$345K -$480K -4,575 -58%
NS
164
NBC Securities
Alabama
$339K +$168K +1,603 +98%
SMA
165
Sage Mountain Advisors
Georgia
$339K – – –
FFO
166
Fiduciary Family Office
Florida
$335K -$153K -1,460 -31%
PA
167
Pinnacle Associates
New York
$330K – – –
TIP
168
Tandem Investment Partners
New Jersey
$328K +$328K +3,125 New
AAS
169
Ameritas Advisory Services
Nebraska
$328K -$290K -2,766 -47%
CAG
170
Crestwood Advisors Group
Massachusetts
$324K +$2.62K +25 +0.8%
AC
171
Apella Capital
Connecticut
$323K – – –
NEPWA
172
New England Private Wealth Advisors
Massachusetts
$323K +$1.08K +10 +0.3%
CWM
173
Centricity Wealth Management
Ohio
$316K – – –
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$308K +$7.35K +70 +2%
EFG
175
Embree Financial Group
Illinois
$306K +$1.05K +10 +0.3%
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7
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