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Vanguard S&P Mid-Cap 400 ETF

274 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, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,050% more call options, than puts

Call options by funds: $315K | Put options by funds: $10K

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

27% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 78

17% more capital invested

Capital invested by funds: $1.15B → $1.35B (+$197M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 268274 (+6)

1.74% more ownership

Funds ownership: 48.32%50.06% (+1.7%)

Holders
274
Holders Change
+6
Holders Change %
+2.24%
% of All Funds
3.61%
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
78
Closed
19
Calls
$315K
Puts
$10K
Net Calls
+$305K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$308K +$6.96K +70 +2%
EFG
177
Embree Financial Group
Illinois
$306K +$994 +10 +0.3%
VPP
178
Vertex Planning Partners
Illinois
$304K
NA
179
NewEdge Advisors
Louisiana
$302K -$88.4K -889 -24%
PS
180
Principal Securities
Iowa
$301K
NW
181
NewEdge Wealth
Pennsylvania
$299K
BWM
182
Benchmark Wealth Management
Connecticut
$298K +$8.35K +84 +3%
MWM
183
Mascagni Wealth Management
Mississippi
$296K -$41.7K -420 -13%
ESB
184
Essex Savings Bank
Connecticut
$293K -$277K -2,783 -50%
SHF
185
Stage Harbor Financial
Massachusetts
$293K -$277K -2,783 -50%
EH
186
Equitable Holdings
New York
$288K +$8.75K +88 +3%
NL
187
NWAM LLC
Washington
$277K
VP
188
Verum Partners
North Carolina
$274K +$696 +7 +0.3%
HTHT
189
Hemenway Trust Hemenway Trust
New Hampshire
$262K
KG
190
Kieckhefer Group
Wisconsin
$259K +$20K +201 +9%
CAM
191
Cozad Asset Management
Illinois
$250K
CWM
192
Chemistry Wealth Management
New York
$249K
CA
193
CoreCap Advisors
Michigan
$249K +$895 +9 +0.4%
WAM
194
WNY Asset Management
New York
$245K -$13.5M -135,460 -98%
BIG
195
Brooklyn Investment Group
New York
$243K +$230K +2,313 New
JIC
196
Joel Isaacson & Co
New York
$240K +$696 +7 +0.3%
4WM
197
49 Wealth Management
Texas
$229K +$795 +8 +0.4%
VR
198
Valued Retirements
Texas
$227K
EFA
199
Evernest Financial Advisors
Indiana
$225K -$77.5K -780 -27%
OSAM
200
O'Shaughnessy Asset Management
Connecticut
$220K +$141K +1,414 +208%

IVOO Hedge Fund Activity: Q2 2025 in Review

274 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q2 2025, worth a combined $1.35B — up 17% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IVOO positions and 19 closed out — a net gain of 7 holders — while 99 added to existing stakes and 78 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $63.9M. The largest seller was Mountain Capital Investment Advisors, cutting an estimated $29.6M.

  • 274 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q2 2025, up from 268 in Q1 2025.
  • Funds reported $1.35B of Vanguard S&P Mid-Cap 400 ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 26 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q2 2025 and 19 closed out, a net change of +7 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q2 2025 was Goldman Sachs, an estimated $63.9M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q2 2025 was Mountain Capital Investment Advisors, an estimated $29.6M sold.

Based on aggregated 13F filings for Q2 2025.