We are live on ! Find out more
IVOO icon

Vanguard S&P Mid-Cap 400 ETF

274 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, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,050% more call options, than puts

Call options by funds: $315K | Put options by funds: $10K

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

27% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 78

17% more capital invested

Capital invested by funds: $1.15B → $1.35B (+$197M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 268274 (+6)

1.74% more ownership

Funds ownership: 48.32%50.06% (+1.7%)

Holders
274
Holders Change
+6
Holders Change %
+2.24%
% of All Funds
3.61%
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
78
Closed
19
Calls
$315K
Puts
$10K
Net Calls
+$305K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
201
Snider Financial Group
Washington
$218K -$1.49K -15 -0.7%
AFP
202
Alpha Financial Partners
Kentucky
$217K -$40.2K -404 -16%
OFG
203
Opulen Financial Group
Virginia
$217K -$62.9K -633 -23%
BA
204
Bristlecone Advisors
Washington
$216K
EB
205
Eastern Bank
Massachusetts
$214K
SPIA
206
Steward Partners Investment Advisory
New York
$214K +$92.3K +929 +84%
SC
207
Sierra Capital
Florida
$214K +$203K +2,043 New
AWS
208
Atria Wealth Solutions
New York
$214K -$3.98K -40 -2%
HSA
209
HBK Sorce Advisory
Pennsylvania
$213K +$99 +1 +0%
LWM
210
LJI Wealth Management
Indiana
$210K +$199K +2,002 New
STA
211
Smith Thornton Advisors
Alabama
$210K +$199K +2,000 New
HighTower Advisors
212
HighTower Advisors
Illinois
$209K -$8.35K -84 -4%
Comerica Bank
213
Comerica Bank
Texas
$208K -$43.5K -438 -18%
Luther King Capital Management (LKCM)
214
Luther King Capital Management (LKCM)
Texas
$207K
AWAP
215
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$207K +$196K +1,968 New
AW
216
Alaethes Wealth
Nevada
$203K +$193K +1,938 New
AWA
217
Arkadios Wealth Advisors
Georgia
$203K +$192K +1,934 New
EPIME
218
Evelyn Partners Investment Management (Europe)
$201K
GRP
219
Global Retirement Partners
California
$179K +$170K +1,709 New
TRCT
220
Tower Research Capital (TRC)
New York
$175K -$44.3K -446 -21%
RAM
221
Ramirez Asset Management
New York
$134K
IA
222
IFP Advisors
Florida
$127K
PB
223
Pinnacle Bancorp
Nebraska
$116K
OIA
224
Optimum Investment Advisors
Illinois
$105K
IBOK
225
Independence Bank of Kentucky
Kentucky
$99.5K

IVOO Hedge Fund Activity: Q2 2025 in Review

274 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q2 2025, worth a combined $1.35B — up 17% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IVOO positions and 19 closed out — a net gain of 7 holders — while 99 added to existing stakes and 78 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $63.9M. The largest seller was Mountain Capital Investment Advisors, cutting an estimated $29.6M.

  • 274 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q2 2025, up from 268 in Q1 2025.
  • Funds reported $1.35B of Vanguard S&P Mid-Cap 400 ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 26 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q2 2025 and 19 closed out, a net change of +7 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q2 2025 was Goldman Sachs, an estimated $63.9M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q2 2025 was Mountain Capital Investment Advisors, an estimated $29.6M sold.

Based on aggregated 13F filings for Q2 2025.