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Vanguard S&P Mid-Cap 400 ETF

274 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, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,050% more call options, than puts

Call options by funds: $315K | Put options by funds: $10K

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

27% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 78

17% more capital invested

Capital invested by funds: $1.15B → $1.35B (+$197M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 268274 (+6)

1.74% more ownership

Funds ownership: 48.32%50.06% (+1.7%)

Holders
274
Holders Change
+6
Holders Change %
+2.24%
% of All Funds
3.61%
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
78
Closed
19
Calls
$315K
Puts
$10K
Net Calls
+$305K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
CGN Advisors
Kansas
$418K +$48.2K +485 +14%
SWP
152
Stratos Wealth Partners
Ohio
$410K -$61.1K -615 -14%
Jones Financial Companies
153
Jones Financial Companies
Missouri
$401K +$148K +1,492 +64%
BPA
154
Beacon Pointe Advisors
California
$400K +$33.9K +341 +10%
TIAA Trust, National Association
155
TIAA Trust, National Association
North Carolina
$395K
PI
156
Pachira Investments
California
$379K +$359K +3,615 New
Northern Trust
157
Northern Trust
Illinois
$377K -$35.7K -359 -9%
DWT
158
Dorsey & Whitney Trust
South Dakota
$363K
GAM
159
Gotham Asset Management
New York
$361K
BF
160
BOK Financial
Oklahoma
$358K +$245K +2,465 +260%
1SB
161
1ST Source Bank
Indiana
$357K
WPW
162
Waldron Private Wealth
Pennsylvania
$354K
SIC
163
Samalin Investment Counsel
New York
$352K +$23.3K +234 +8%
KSWA
164
Kathleen S. Wright Associates
Pennsylvania
$349K +$795 +8 +0.2%
GVAG
165
Great Valley Advisor Group
Delaware
$345K -$455K -4,575 -58%
NS
166
NBC Securities
Alabama
$339K +$159K +1,603 +98%
SMA
167
Sage Mountain Advisors
Georgia
$339K
FFO
168
Fiduciary Family Office
Florida
$335K -$145K -1,460 -31%
PA
169
Pinnacle Associates
New York
$330K
TIP
170
Tandem Investment Partners
New Jersey
$328K +$311K +3,125 New
AAS
171
Ameritas Advisory Services
Nebraska
$328K -$275K -2,766 -47%
CAG
172
Crestwood Advisors Group
Massachusetts
$324K +$2.48K +25 +0.8%
AC
173
Apella Capital
Connecticut
$323K
NEPWA
174
New England Private Wealth Advisors
Massachusetts
$323K +$994 +10 +0.3%
CWM
175
Centricity Wealth Management
Ohio
$316K

IVOO Hedge Fund Activity: Q2 2025 in Review

274 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q2 2025, worth a combined $1.35B — up 17% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IVOO positions and 19 closed out — a net gain of 7 holders — while 99 added to existing stakes and 78 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $63.9M. The largest seller was Mountain Capital Investment Advisors, cutting an estimated $29.6M.

  • 274 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q2 2025, up from 268 in Q1 2025.
  • Funds reported $1.35B of Vanguard S&P Mid-Cap 400 ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 26 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q2 2025 and 19 closed out, a net change of +7 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q2 2025 was Goldman Sachs, an estimated $63.9M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q2 2025 was Mountain Capital Investment Advisors, an estimated $29.6M sold.

Based on aggregated 13F filings for Q2 2025.