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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
TIAA Trust, National Association
151
TIAA Trust, National Association
North Carolina
$371K
CA
152
CGN Advisors
Kansas
$345K
BPA
153
Beacon Pointe Advisors
California
$343K
DWT
154
Dorsey & Whitney Trust
South Dakota
$342K
GAM
155
Gotham Asset Management
New York
$339K
1SB
156
1ST Source Bank
Indiana
$336K
WPW
157
Waldron Private Wealth
Pennsylvania
$333K
KSWA
158
Kathleen S. Wright Associates
Pennsylvania
$327K
MWM
159
Mascagni Wealth Management
Mississippi
$320K
SMA
160
Sage Mountain Advisors
Georgia
$318K
PA
161
Pinnacle Associates
New York
$310K
SIC
162
Samalin Investment Counsel
New York
$308K
CAG
163
Crestwood Advisors Group
Massachusetts
$303K
PS
164
Principal Securities
Iowa
$302K
PA
165
PFG Advisors
Arizona
$300K
CWM
166
Centricity Wealth Management
Ohio
$297K
NEPWA
167
New England Private Wealth Advisors
Massachusetts
$295K
EFA
168
Evernest Financial Advisors
Indiana
$289K
EFG
169
Embree Financial Group
Illinois
$287K
AC
170
Apella Capital
Connecticut
$287K
VPP
171
Vertex Planning Partners
Illinois
$286K
GSAM
172
Grant Street Asset Management
Pennsylvania
$283K
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$282K
NW
174
NewEdge Wealth
Pennsylvania
$279K
BWM
175
Benchmark Wealth Management
Connecticut
$272K