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Vanguard S&P Mid-Cap 400 ETF

299 hedge funds and large institutions have $1.71B invested in Vanguard S&P Mid-Cap 400 ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 81 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 81

5% more funds holding

Funds holding: 286299 (+13)

3% more capital invested

Capital invested by funds: $1.66B → $1.71B (+$57.8M)

0.93% more ownership

Funds ownership: 54.04%54.97% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
299
Holders Change
+13
Holders Change %
+4.55%
% of All Funds
3.68%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
33
Increased
98
Reduced
81
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
201
LJI Wealth Management
Indiana
$328K +$102K +868 +43%
NW
202
NewEdge Wealth
Pennsylvania
$326K +$3.06K +26 +0.9%
ESB
203
Essex Savings Bank
Connecticut
$319K
SHF
204
Stage Harbor Financial
Massachusetts
$319K
JIC
205
Joel Isaacson & Co
New York
$311K +$11.5K +98 +4%
AT
206
American Trust
Kentucky
$303K -$54.5K -464 -15%
NL
207
NWAM LLC
Washington
$297K
KG
208
Kieckhefer Group
Wisconsin
$283K +$470 +4 +0.2%
CAM
209
Cozad Asset Management
Illinois
$273K
WWA
210
Wealth Watch Advisors
Colorado
$272K +$12.7K +108 +5%
CWM
211
Chemistry Wealth Management
New York
$271K
MWM
212
Mascagni Wealth Management
Mississippi
$267K -$8.58K -73 -3%
CIC
213
Chilton Investment Company
Connecticut
$260K +$10.2K +87 +4%
CA
214
CoreCap Advisors
Michigan
$259K -$2.94K -25 -1%
VP
215
Verum Partners
North Carolina
$255K +$705 +6 +0.3%
ML
216
McAdam LLC
Pennsylvania
$255K +$262K +2,227 New
HSA
217
HBK Sorce Advisory
Pennsylvania
$254K
EFA
218
Evernest Financial Advisors
Indiana
$254K -$1.41K -12 -0.6%
AW
219
Alaethes Wealth
Nevada
$254K +$7.17K +61 +3%
4WM
220
49 Wealth Management
Texas
$252K +$705 +6 +0.3%
VR
221
Valued Retirements
Texas
$247K
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$247K +$1.18K +10 +0.5%
RA
223
RFG Advisory
Alabama
$244K +$251K +2,138 New
OFG
224
Opulen Financial Group
Virginia
$238K +$705 +6 +0.3%
AFP
225
Alpha Financial Partners
Kentucky
$237K +$4.82K +41 +2%