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Vanguard S&P Mid-Cap 400 ETF

273 hedge funds and large institutions have $1.45B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 83 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $1.35B → $1.45B (+$105M)

1.33% more ownership

Funds ownership: 50.06%51.39% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 83

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% less funds holding

Funds holding: 274273 (-1)

Holders
273
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
3.58%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
18
Increased
84
Reduced
83
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VPP
176
Vertex Planning Partners
Illinois
$320K
NW
177
NewEdge Wealth
Pennsylvania
$310K
SHF
178
Stage Harbor Financial
Massachusetts
$308K
ESB
179
Essex Savings Bank
Connecticut
$308K
EH
180
Equitable Holdings
New York
$304K +$762 +7 +0.3%
NP
181
Nilsine Partners
Colorado
$298K +$294K +2,704 New
WAM
182
WNY Asset Management
New York
$296K +$37.9K +348 +15%
VP
183
Verum Partners
North Carolina
$289K +$870 +8 +0.3%
JIC
184
Joel Isaacson & Co
New York
$288K +$35.8K +329 +14%
HighTower Advisors
185
HighTower Advisors
Illinois
$288K +$67.7K +622 +31%
NL
186
NWAM LLC
Washington
$287K
HTHT
187
Hemenway Trust Hemenway Trust
New Hampshire
$275K
KG
188
Kieckhefer Group
Wisconsin
$273K +$435 +4 +0.2%
MWM
189
Mascagni Wealth Management
Mississippi
$264K -$46.6K -428 -15%
CAM
190
Cozad Asset Management
Illinois
$263K
CWM
191
Chemistry Wealth Management
New York
$262K
MCIA
192
Mountain Capital Investment Advisors
Colorado
$259K -$384K -3,526 -60%
CA
193
CoreCap Advisors
Michigan
$246K -$15.2K -140 -6%
BIG
194
Brooklyn Investment Group
New York
$243K
4WM
195
49 Wealth Management
Texas
$242K +$762 +7 +0.3%
CIC
196
Chilton Investment Company
Connecticut
$241K +$238K +2,185 New
EFA
197
Evernest Financial Advisors
Indiana
$236K -$979 -9 -0.4%
OSAM
198
O'Shaughnessy Asset Management
Connecticut
$231K
AFP
199
Alpha Financial Partners
Kentucky
$231K +$2.83K +26 +1%
SFG
200
Snider Financial Group
Washington
$229K

IVOO Hedge Fund Activity: Q3 2025 in Review

273 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q3 2025, worth a combined $1.45B — up 7.8% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IVOO positions and 12 closed out — a net gain of 6 holders — while 84 added to existing stakes and 83 trimmed.

The largest buyer was Hantz Financial Services, adding an estimated $26.4M. The largest seller was UBS Group, cutting an estimated $12.6M.

  • 273 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q3 2025, down from 274 in Q2 2025.
  • Funds reported $1.45B of Vanguard S&P Mid-Cap 400 ETF stock for Q3 2025, up 7.8% quarter-over-quarter.
  • 18 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q3 2025 and 12 closed out, a net change of +6 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q3 2025 was Hantz Financial Services, an estimated $26.4M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q3 2025 was UBS Group, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2025.