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Vanguard S&P Mid-Cap 400 ETF
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Overview Fund Activity

264 hedge funds and large institutions have $1.15B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 102 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-6
Holders Change %
-2.22%
% of All Funds
3.59%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
21
Increased
102
Reduced
63
Closed
23
Calls
$306K
Puts
$10K
Net Calls
+$296K
Net Calls Change
-$42K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$80.5M
2
Ameriprise
Ameriprise
Minnesota
+$13.3M
3
HFS
Hantz Financial Services
Michigan
+$10.8M
4
UBS Group
UBS Group
Switzerland
+$10.8M
5
Bank of America
Bank of America
North Carolina
+$7.28M

Top Sellers

1
LMIM
Lockheed Martin Investment Management
Maryland
-$14.8M
2
Morgan Stanley
Morgan Stanley
New York
-$11.3M
3
SIA
Soltis Investment Advisors
Utah
-$7.68M
4
MCIA
Mountain Capital Investment Advisors
Colorado
-$4.37M
5
LPL Financial
LPL Financial
California
-$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
176
Opulen Financial Group
Virginia
$266K +$20.3K +206 +8%
EH
177
Equitable Holdings
New York
$262K +$99 +1 +0%
VP
178
Verum Partners
North Carolina
$257K +$789 +8 +0.3%
NL
179
NWAM LLC
Washington
$257K – – –
HTHT
180
Hemenway Trust Hemenway Trust
New Hampshire
$246K – – –
AFP
181
Alpha Financial Partners
Kentucky
$244K +$13.2K +134 +6%
Comerica Bank
182
Comerica Bank
Texas
$239K +$7.9K +80 +3%
CAM
183
Cozad Asset Management
Illinois
$235K – – –
GWM
184
Geneos Wealth Management
Colorado
$235K +$158K +1,604 +208%
CWM
185
Chemistry Wealth Management
New York
$234K – – –
CA
186
CoreCap Advisors
Michigan
$233K +$233K +2,361 New
Jones Financial Companies
187
Jones Financial Companies
Missouri
$229K +$182K +1,851 +390%
JIC
188
Joel Isaacson & Co
New York
$225K +$790 +8 +0.4%
KG
189
Kieckhefer Group
Wisconsin
$224K +$493 +5 +0.2%
VFA
190
Valeo Financial Advisors
Indiana
$219K +$99 +1 +0%
4WM
191
49 Wealth Management
Texas
$215K +$691 +7 +0.3%
CCIA
192
Cherry Creek Investment Advisors
Colorado
$214K -$7.5K -76 -3%
VR
193
Valued Retirements
Texas
$213K – – –
TRCT
194
Tower Research Capital (TRC)
New York
$208K +$208K +2,111 New
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$207K +$172K +1,747 +492%
SFG
196
Snider Financial Group
Washington
$206K – – –
AWS
197
Atria Wealth Solutions
New York
$205K -$19K -193 -8%
HighTower Advisors
198
HighTower Advisors
Illinois
$205K +$9.77K +99 +5%
BA
199
Bristlecone Advisors
Washington
$203K – – –
EB
200
Eastern Bank
Massachusetts
$202K -$10.7K -108 -5%
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8
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