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Vanguard S&P Mid-Cap 400 ETF

286 hedge funds and large institutions have $1.66B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 74 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

41% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 74

14% more capital invested

Capital invested by funds: $1.45B → $1.66B (+$202M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

5% more funds holding

Funds holding: 273286 (+13)

2.65% more ownership

Funds ownership: 51.39%54.04% (+2.6%)

Holders
286
Holders Change
+13
Holders Change %
+4.76%
% of All Funds
3.48%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.12%
New
30
Increased
104
Reduced
74
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFP
176
FourThought Financial Partners
Florida
$367K +$364K +3,284 New
NS
177
NBC Securities
Alabama
$362K +$222 +2 +0.1%
SMA
178
Sage Mountain Advisors
Georgia
$361K
GVAG
179
Great Valley Advisor Group
Delaware
$359K -$9.31K -84 -3%
FFO
180
Fiduciary Family Office
Florida
$357K
SIC
181
Samalin Investment Counsel
New York
$352K +$1.22K +11 +0.4%
PA
182
Pinnacle Associates
New York
$351K
TIP
183
Tandem Investment Partners
New Jersey
$349K
AT
184
American Trust
Kentucky
$348K -$163K -1,473 -32%
HighTower Advisors
185
HighTower Advisors
Illinois
$346K +$53.5K +483 +18%
CAG
186
Crestwood Advisors Group
Massachusetts
$343K -$4.43K -40 -1%
WPW
187
Waldron Private Wealth
Pennsylvania
$341K
NEPWA
188
New England Private Wealth Advisors
Massachusetts
$337K +$1.22K +11 +0.4%
SPC
189
Sigma Planning Corp
Michigan
$337K +$334K +3,014 New
MMA
190
Miracle Mile Advisors
California
$337K
MFG
191
Merit Financial Group
Georgia
$335K -$20.5K -185 -6%
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$328K
EH
193
Equitable Holdings
New York
$326K +$18.4K +166 +6%
EFG
194
Embree Financial Group
Illinois
$322K -$5.32K -48 -2%
NW
195
NewEdge Wealth
Pennsylvania
$316K
SHF
196
Stage Harbor Financial
Massachusetts
$312K
ESB
197
Essex Savings Bank
Connecticut
$312K
NL
198
NWAM LLC
Washington
$306K
JIC
199
Joel Isaacson & Co
New York
$293K +$998 +9 +0.3%
William Blair & Company
200
William Blair & Company
Illinois
$283K +$230K +2,075 +455%