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Vanguard S&P Mid-Cap 400 ETF
IVOO

286 hedge funds and large institutions have $1.66B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 74 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

41% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 74

14% more capital invested

Capital invested by funds: $1.45B → $1.66B (+$202M)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

5% more funds holding

Funds holding: 273 → 286 (+13)

2.65% more ownership

Funds ownership: 51.39% → 54.04% (+2.6%)

Holders
286
Holders Change
+13
Holders Change %
+4.76%
% of All Funds
3.48%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.12%
New
30
Increased
104
Reduced
74
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFS
Hantz Financial Services
Michigan
+$33.2M
2
SC
Savant Capital
Illinois
+$17.2M
3
Goldman Sachs
Goldman Sachs
New York
+$5.24M
4
SAI
Savvy Advisors Inc
New York
+$4.64M
5
AWM
Axxcess Wealth Management
California
+$3.56M

Top Sellers

1
LMIM
Lockheed Martin Investment Management
Maryland
-$3.33M
2
BFIC
Bedell Frazier Investment Counselling
California
-$2.53M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$2.21M
4
LPL Financial
LPL Financial
California
-$1.74M
5
PF
Phoenix Financial
Israel
-$1.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFB
151
STAR Financial Bank
Indiana
$565K – – –
TFS
152
Thoroughbred Financial Services
Tennessee
$561K +$28.4K +256 +5%
AF
153
Affiance Financial
Minnesota
$557K -$5.1K -46 -0.9%
GSAM
154
Grant Street Asset Management
Pennsylvania
$527K -$21.7K -196 -4%
DAS
155
Diversify Advisory Services
Utah
$526K +$12.9K +116 +3%
CFS
156
CRA Financial Services
New Jersey
$517K – – –
SAM
157
Silvercrest Asset Management
New York
$513K +$509K +4,590 New
RAM
158
Reflection Asset Management
South Carolina
$512K +$496K +4,472 New
1WM
159
1900 Wealth Management
Texas
$504K +$5.1K +46 +1%
US Bancorp
160
US Bancorp
Minnesota
$499K -$3.21K -29 -0.6%
SEP
161
Signature Equity Partners
Ohio
$498K +$494K +4,455 New
CA
162
CGN Advisors
Kansas
$492K +$64.9K +585 +15%
AF
163
Advisornet Financial
Minnesota
$477K -$34K -307 -7%
TPF
164
Tribridge Partners Financial
Maryland
$447K -$20K -180 -4%
SWP
165
Stratos Wealth Partners
Ohio
$437K – – –
PA
166
PFG Advisors
Arizona
$435K -$192K -1,735 -31%
TIAA Trust, National Association
167
TIAA Trust, National Association
North Carolina
$415K -$5.43K -49 -1%
Northern Trust
168
Northern Trust
Illinois
$412K +$10.2K +92 +3%
HTHT
169
Hemenway Trust Hemenway Trust
New Hampshire
$409K +$129K +1,168 +47%
DAC
170
Dutch Asset Corp
New York
$398K +$395K +3,564 New
DWT
171
Dorsey & Whitney Trust
South Dakota
$387K – – –
BFIC
172
Bedell Frazier Investment Counselling
California
$383K -$2.53M -22,800 -87%
BF
173
BOK Financial
Oklahoma
$382K – – –
1SB
174
1ST Source Bank
Indiana
$381K – – –
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$377K -$109K -981 -23%
5 6
7
8 9

IVOO Hedge Fund Activity: Q4 2025 in Review

286 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q4 2025, worth a combined $1.66B — up 14% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IVOO positions and 9 closed out — a net gain of 21 holders — while 104 added to existing stakes and 74 trimmed.

The largest buyer was Hantz Financial Services, adding an estimated $33.2M. The largest seller was Lockheed Martin Investment Management, cutting an estimated $3.33M.

  • 286 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q4 2025, up from 273 in Q3 2025.
  • Funds reported $1.66B of Vanguard S&P Mid-Cap 400 ETF stock for Q4 2025, up 14% quarter-over-quarter.
  • 30 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q4 2025 and 9 closed out, a net change of +21 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q4 2025 was Hantz Financial Services, an estimated $33.2M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q4 2025 was Lockheed Martin Investment Management, an estimated $3.33M sold.

Based on aggregated 13F filings for Q4 2025.