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

264 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 21 funds opening new positions, 102 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-6
Holders Change %
-2.22%
% of All Funds
3.59%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
21
Increased
102
Reduced
63
Closed
23
Calls
$306K
Puts
$10K
Net Calls
+$296K
Net Calls Change
-$42K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$80.5M
2
Ameriprise
Ameriprise
Minnesota
+$13.3M
3
HFS
Hantz Financial Services
Michigan
+$10.8M
4
UBS Group
UBS Group
Switzerland
+$10.8M
5
Bank of America
Bank of America
North Carolina
+$7.28M

Top Sellers

1
LMIM
Lockheed Martin Investment Management
Maryland
-$14.8M
2
Morgan Stanley
Morgan Stanley
New York
-$11.3M
3
SIA
Soltis Investment Advisors
Utah
-$7.68M
4
MCIA
Mountain Capital Investment Advisors
Colorado
-$4.37M
5
LPL Financial
LPL Financial
California
-$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
CGN Advisors
Kansas
$345K +$494 +5 +0.1%
BPA
152
Beacon Pointe Advisors
California
$343K -$1.48K -15 -0.4%
DWT
153
Dorsey & Whitney Trust
South Dakota
$342K – – –
GAM
154
Gotham Asset Management
New York
$339K – – –
1SB
155
1ST Source Bank
Indiana
$336K – – –
WPW
156
Waldron Private Wealth
Pennsylvania
$333K +$32.1K +325 +11%
KSWA
157
Kathleen S. Wright Associates
Pennsylvania
$327K +$790 +8 +0.2%
MWM
158
Mascagni Wealth Management
Mississippi
$320K – – –
SMA
159
Sage Mountain Advisors
Georgia
$318K – – –
PA
160
Pinnacle Associates
New York
$310K – – –
SIC
161
Samalin Investment Counsel
New York
$308K -$21.8K -221 -7%
CAG
162
Crestwood Advisors Group
Massachusetts
$303K -$14.8K -150 -5%
PS
163
Principal Securities
Iowa
$302K – – –
PA
164
PFG Advisors
Arizona
$300K +$300K +3,040 New
CWM
165
Centricity Wealth Management
Ohio
$297K -$24.2K -245 -8%
NEPWA
166
New England Private Wealth Advisors
Massachusetts
$295K +$987 +10 +0.3%
EFA
167
Evernest Financial Advisors
Indiana
$289K +$3.95K +40 +1%
EFG
168
Embree Financial Group
Illinois
$287K -$18.5K -187 -6%
AC
169
Apella Capital
Connecticut
$287K +$287K +3,025 New
VPP
170
Vertex Planning Partners
Illinois
$286K – – –
GSAM
171
Grant Street Asset Management
Pennsylvania
$283K +$283K +2,869 New
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$282K – – –
NW
173
NewEdge Wealth
Pennsylvania
$279K – – –
BWM
174
Benchmark Wealth Management
Connecticut
$272K -$6.02K -61 -2%
WAG
175
Wallace Advisory Group
California
$269K +$269K +2,552 New
5 6
7
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