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Vanguard S&P Mid-Cap 400 ETF
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Overview Fund Activity

264 hedge funds and large institutions have $1.15B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 102 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-6
Holders Change %
-2.22%
% of All Funds
3.59%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
21
Increased
102
Reduced
63
Closed
23
Calls
$306K
Puts
$10K
Net Calls
+$296K
Net Calls Change
-$42K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$80.5M
2
Ameriprise
Ameriprise
Minnesota
+$13.3M
3
HFS
Hantz Financial Services
Michigan
+$10.8M
4
UBS Group
UBS Group
Switzerland
+$10.8M
5
Bank of America
Bank of America
North Carolina
+$7.28M

Top Sellers

1
LMIM
Lockheed Martin Investment Management
Maryland
-$14.8M
2
Morgan Stanley
Morgan Stanley
New York
-$11.3M
3
SIA
Soltis Investment Advisors
Utah
-$7.68M
4
MCIA
Mountain Capital Investment Advisors
Colorado
-$4.37M
5
LPL Financial
LPL Financial
California
-$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
201
HBK Sorce Advisory
Pennsylvania
$200K – – –
CWC
202
Carolinas Wealth Consulting
North Carolina
$192K – – –
NCM
203
Northwest Capital Management
Oregon
$188K +$188K +1,900 New
NS
204
NBC Securities
Alabama
$160K +$160K +1,629 +162,900%
RAM
205
Ramirez Asset Management
New York
$126K – – –
IA
206
IFP Advisors
Florida
$119K – – –
WT
207
Washington Trust
Rhode Island
$118K – – –
SPIA
208
Steward Partners Investment Advisory
New York
$110K +$49.1K +497 +81%
PB
209
Pinnacle Bancorp
Nebraska
$109K – – –
ACA
210
Atlas Capital Advisors
Wyoming
$105K +$3.26K +33 +3%
OIA
211
Optimum Investment Advisors
Illinois
$98.7K – – –
IBOK
212
Independence Bank of Kentucky
Kentucky
$93.6K – – –
BF
213
BOK Financial
Oklahoma
$93.6K +$93.6K +948 New
CT
214
Colonial Trust
South Carolina
$86.7K – – –
AC
215
AlphaCore Capital
California
$84.5K +$84.5K +856 New
TLA
216
Tanglewood Legacy Advisors
Texas
$81.1K – – –
BBPWM
217
Blue Bell Private Wealth Management
Pennsylvania
$79.9K +$79.9K +810 New
BC
218
Barrett & Company
Rhode Island
$78.2K -$12.9K -131 -14%
OSAM
219
O'Shaughnessy Asset Management
Connecticut
$67.1K – – –
MWA
220
Moser Wealth Advisors
Washington
$62.3K – – –
HCP
221
Hexagon Capital Partners
Arkansas
$59.2K – – –
EWA
222
EverSource Wealth Advisors
Alabama
$56.4K – – –
BWL
223
Bogart Wealth LLC
Virginia
$56K – – –
FWM
224
FSA Wealth Management
Massachusetts
$54.5K -$46.7K -437 -46%
QCG
225
Quadrant Capital Group
Ohio
$47.9K – – –
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