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Vanguard S&P Mid-Cap 400 ETF

271 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, 77 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+7
Holders Change %
+2.65%
% of All Funds
3.64%
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
77
Closed
18
Calls
$315K
Puts
$10K
Net Calls
+$305K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Shares
Change %
VPP
176
Vertex Planning Partners
Illinois
$304K
NA
177
NewEdge Advisors
Louisiana
$302K -$93.3K -889 -24%
PS
178
Principal Securities
Iowa
$301K
NW
179
NewEdge Wealth
Pennsylvania
$299K
BWM
180
Benchmark Wealth Management
Connecticut
$298K +$8.82K +84 +3%
MWM
181
Mascagni Wealth Management
Mississippi
$296K -$44.1K -420 -13%
ESB
182
Essex Savings Bank
Connecticut
$293K -$292K -2,783 -50%
SHF
183
Stage Harbor Financial
Massachusetts
$293K -$292K -2,783 -50%
EH
184
Equitable Holdings
New York
$288K +$9.24K +88 +3%
NL
185
NWAM LLC
Washington
$280K
VP
186
Verum Partners
North Carolina
$274K +$735 +7 +0.3%
HTHT
187
Hemenway Trust Hemenway Trust
New Hampshire
$262K
KG
188
Kieckhefer Group
Wisconsin
$259K +$21.1K +201 +9%
CAM
189
Cozad Asset Management
Illinois
$250K
CWM
190
Chemistry Wealth Management
New York
$249K
CA
191
CoreCap Advisors
Michigan
$249K +$945 +9 +0.4%
WAM
192
WNY Asset Management
New York
$245K -$14.2M -135,460 -98%
BIG
193
Brooklyn Investment Group
New York
$243K +$243K +2,313 New
JIC
194
Joel Isaacson & Co
New York
$240K +$735 +7 +0.3%
4WM
195
49 Wealth Management
Texas
$229K +$840 +8 +0.4%
VR
196
Valued Retirements
Texas
$227K
EFA
197
Evernest Financial Advisors
Indiana
$225K -$81.9K -780 -27%
OSAM
198
O'Shaughnessy Asset Management
Connecticut
$220K +$148K +1,414 +208%
SFG
199
Snider Financial Group
Washington
$218K -$1.58K -15 -0.7%
AFP
200
Alpha Financial Partners
Kentucky
$217K -$42.4K -404 -16%