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Vanguard S&P Mid-Cap 400 ETF

265 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 22 funds opening new positions, 102 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 270265 (-5)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
265
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$306K
Puts
$10K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EB
201
Eastern Bank
Massachusetts
$202K
HSA
202
HBK Sorce Advisory
Pennsylvania
$200K
CWC
203
Carolinas Wealth Consulting
North Carolina
$192K
NCM
204
Northwest Capital Management
Oregon
$188K
NS
205
NBC Securities
Alabama
$160K
RAM
206
Ramirez Asset Management
New York
$126K
IA
207
IFP Advisors
Florida
$119K
WT
208
Washington Trust
Rhode Island
$118K
SPIA
209
Steward Partners Investment Advisory
New York
$110K
PB
210
Pinnacle Bancorp
Nebraska
$109K
ACA
211
Atlas Capital Advisors
Wyoming
$105K
OIA
212
Optimum Investment Advisors
Illinois
$98.7K
IBOK
213
Independence Bank of Kentucky
Kentucky
$93.6K
BF
214
BOK Financial
Oklahoma
$93.6K
CT
215
Colonial Trust
South Carolina
$86.7K
AC
216
AlphaCore Capital
California
$84.5K
TLA
217
Tanglewood Legacy Advisors
Texas
$81.1K
BBPWM
218
Blue Bell Private Wealth Management
Pennsylvania
$79.9K
BC
219
Barrett & Company
Rhode Island
$78.2K
OSAM
220
O'Shaughnessy Asset Management
Connecticut
$67.1K
MWA
221
Moser Wealth Advisors
Washington
$62.3K
HCP
222
Hexagon Capital Partners
Arkansas
$59.2K
EWA
223
EverSource Wealth Advisors
Alabama
$56.4K
BWL
224
Bogart Wealth LLC
Virginia
$56K
FWM
225
FSA Wealth Management
Massachusetts
$54.5K