IVOO icon

Vanguard S&P Mid-Cap 400 ETF

271 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, 77 reducing their positions, and 18 closing their positions.

Holders
271
Holders Change
+7
Holders Change %
+2.65%
% of All Funds
3.64%
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
77
Closed
18
Calls
$315K
Puts
$10K
Net Calls
+$305K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Shares
Change %
OFG
201
Opulen Financial Group
Virginia
$217K -$66.4K -633 -23%
BA
202
Bristlecone Advisors
Washington
$216K
EB
203
Eastern Bank
Massachusetts
$214K
SPIA
204
Steward Partners Investment Advisory
New York
$214K +$97.5K +929 +84%
SC
205
Sierra Capital
Florida
$214K +$214K +2,043 New
AWS
206
Atria Wealth Solutions
New York
$214K -$4.2K -40 -2%
HSA
207
HBK Sorce Advisory
Pennsylvania
$213K +$105 +1 +0%
LWM
208
LJI Wealth Management
Indiana
$210K +$210K +2,002 New
STA
209
Smith Thornton Advisors
Alabama
$210K +$210K +2,000 New
HighTower Advisors
210
HighTower Advisors
Illinois
$209K -$8.82K -84 -4%
Comerica Bank
211
Comerica Bank
Texas
$208K -$46K -438 -18%
Luther King Capital Management (LKCM)
212
Luther King Capital Management (LKCM)
Texas
$207K
AWAP
213
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$207K +$207K +1,968 New
AW
214
Alaethes Wealth
Nevada
$203K +$203K +1,938 New
AWA
215
Arkadios Wealth Advisors
Georgia
$203K +$203K +1,934 New
GRP
216
Global Retirement Partners
California
$179K +$179K +1,709 New
TRCT
217
Tower Research Capital (TRC)
New York
$175K -$46.8K -446 -21%
RAM
218
Ramirez Asset Management
New York
$134K
IA
219
IFP Advisors
Florida
$127K
PB
220
Pinnacle Bancorp
Nebraska
$116K
OIA
221
Optimum Investment Advisors
Illinois
$105K
IBOK
222
Independence Bank of Kentucky
Kentucky
$99.5K
CT
223
Colonial Trust
South Carolina
$92.3K
TLA
224
Tanglewood Legacy Advisors
Texas
$86.3K
BBPWM
225
Blue Bell Private Wealth Management
Pennsylvania
$85K