We are live on ! Find out more
IVOO icon

Vanguard S&P Mid-Cap 400 ETF

273 hedge funds and large institutions have $1.45B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 83 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $1.35B → $1.45B (+$105M)

1.33% more ownership

Funds ownership: 50.06%51.39% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 83

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% less funds holding

Funds holding: 274273 (-1)

Holders
273
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
3.58%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
18
Increased
84
Reduced
83
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
151
Stratos Wealth Partners
Ohio
$431K
CA
152
CGN Advisors
Kansas
$421K -$18.2K -167 -4%
TIAA Trust, National Association
153
TIAA Trust, National Association
North Carolina
$415K
Northern Trust
154
Northern Trust
Illinois
$397K
DWT
155
Dorsey & Whitney Trust
South Dakota
$382K
GAM
156
Gotham Asset Management
New York
$379K
BF
157
BOK Financial
Oklahoma
$377K
1SB
158
1ST Source Bank
Indiana
$376K
KSWA
159
Kathleen S. Wright Associates
Pennsylvania
$368K +$870 +8 +0.2%
GVAG
160
Great Valley Advisor Group
Delaware
$363K
NS
161
NBC Securities
Alabama
$357K +$326 +3 +0.1%
SMA
162
Sage Mountain Advisors
Georgia
$356K
FFO
163
Fiduciary Family Office
Florida
$352K
MFG
164
Merit Financial Group
Georgia
$351K +$346K +3,181 New
PA
165
Pinnacle Associates
New York
$347K
SIC
166
Samalin Investment Counsel
New York
$346K -$23.1K -212 -6%
TIP
167
Tandem Investment Partners
New Jersey
$345K
CAG
168
Crestwood Advisors Group
Massachusetts
$343K +$1.52K +14 +0.5%
WPW
169
Waldron Private Wealth
Pennsylvania
$337K -$34.5K -317 -9%
MMA
170
Miracle Mile Advisors
California
$333K +$328K +3,013 New
NEPWA
171
New England Private Wealth Advisors
Massachusetts
$332K +$1.2K +11 +0.4%
PS
172
Principal Securities
Iowa
$326K +$9.68K +89 +3%
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$323K
EFG
174
Embree Financial Group
Illinois
$323K +$870 +8 +0.3%
TRCT
175
Tower Research Capital (TRC)
New York
$321K +$135K +1,241 +75%

IVOO Hedge Fund Activity: Q3 2025 in Review

273 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q3 2025, worth a combined $1.45B — up 7.8% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IVOO positions and 12 closed out — a net gain of 6 holders — while 84 added to existing stakes and 83 trimmed.

The largest buyer was Hantz Financial Services, adding an estimated $26.4M. The largest seller was UBS Group, cutting an estimated $12.6M.

  • 273 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q3 2025, down from 274 in Q2 2025.
  • Funds reported $1.45B of Vanguard S&P Mid-Cap 400 ETF stock for Q3 2025, up 7.8% quarter-over-quarter.
  • 18 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q3 2025 and 12 closed out, a net change of +6 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q3 2025 was Hantz Financial Services, an estimated $26.4M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q3 2025 was UBS Group, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2025.