IVOO icon

Vanguard S&P Mid-Cap 400 ETF

272 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
Holders
272
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NW
176
NewEdge Wealth
Pennsylvania
$310K
SHF
177
Stage Harbor Financial
Massachusetts
$308K
ESB
178
Essex Savings Bank
Connecticut
$308K
EH
179
Equitable Holdings
New York
$304K
NP
180
Nilsine Partners
Colorado
$298K
WAM
181
WNY Asset Management
New York
$296K
VP
182
Verum Partners
North Carolina
$289K
JIC
183
Joel Isaacson & Co
New York
$288K
HighTower Advisors
184
HighTower Advisors
Illinois
$288K
NL
185
NWAM LLC
Washington
$285K
HTHT
186
Hemenway Trust Hemenway Trust
New Hampshire
$275K
KG
187
Kieckhefer Group
Wisconsin
$273K
MWM
188
Mascagni Wealth Management
Mississippi
$264K
CAM
189
Cozad Asset Management
Illinois
$263K
CWM
190
Chemistry Wealth Management
New York
$262K
MCIA
191
Mountain Capital Investment Advisors
Colorado
$259K
CA
192
CoreCap Advisors
Michigan
$246K
BIG
193
Brooklyn Investment Group
New York
$243K
4WM
194
49 Wealth Management
Texas
$242K
CIC
195
Chilton Investment Company
Connecticut
$241K
EFA
196
Evernest Financial Advisors
Indiana
$236K
OSAM
197
O'Shaughnessy Asset Management
Connecticut
$231K
AFP
198
Alpha Financial Partners
Kentucky
$231K
SFG
199
Snider Financial Group
Washington
$229K
OFG
200
Opulen Financial Group
Virginia
$229K