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Vanguard S&P Mid-Cap 400 ETF

299 hedge funds and large institutions have $1.71B invested in Vanguard S&P Mid-Cap 400 ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 81 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 81

5% more funds holding

Funds holding: 286299 (+13)

3% more capital invested

Capital invested by funds: $1.66B → $1.71B (+$57.8M)

0.93% more ownership

Funds ownership: 54.04%54.97% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
299
Holders Change
+13
Holders Change %
+4.55%
% of All Funds
3.68%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
33
Increased
98
Reduced
81
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HTHT
176
Hemenway Trust Hemenway Trust
New Hampshire
$418K
BFIC
177
Bedell Frazier Investment Counselling
California
$400K +$8.93K +76 +2%
DWT
178
Dorsey & Whitney Trust
South Dakota
$396K
BF
179
BOK Financial
Oklahoma
$390K
1SB
180
1ST Source Bank
Indiana
$389K
CLIP
181
Colter Lewis Investment Partners
Connecticut
$387K +$397K +3,381 New
NS
182
NBC Securities
Alabama
$371K +$353 +3 +0.1%
SMA
183
Sage Mountain Advisors
Georgia
$369K
GVAG
184
Great Valley Advisor Group
Delaware
$367K +$470 +4 +0.1%
FFO
185
Fiduciary Family Office
Florida
$365K
SPC
186
Sigma Planning Corp
Michigan
$364K +$19.9K +169 +6%
IAA
187
Independent Advisor Alliance
North Carolina
$363K +$373K +3,174 New
SIC
188
Samalin Investment Counsel
New York
$361K +$1.18K +10 +0.3%
MFWM
189
Motley Fool Wealth Management
Virginia
$361K -$1.29M -10,963 -78%
PA
190
Pinnacle Associates
New York
$359K
TIP
191
Tandem Investment Partners
New Jersey
$357K
HighTower Advisors
192
HighTower Advisors
Illinois
$357K +$3.06K +26 +0.8%
CAG
193
Crestwood Advisors Group
Massachusetts
$353K +$2.94K +25 +0.8%
WPW
194
Waldron Private Wealth
Pennsylvania
$349K
NEPWA
195
New England Private Wealth Advisors
Massachusetts
$346K +$1.06K +9 +0.3%
Mercer Global Advisors
196
Mercer Global Advisors
Colorado
$346K -$40.5K -345 -10%
MMA
197
Miracle Mile Advisors
California
$344K
MFG
198
Merit Financial Group
Georgia
$343K +$705 +6 +0.2%
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$335K
EFG
200
Embree Financial Group
Illinois
$330K +$823 +7 +0.2%