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Vanguard S&P Mid-Cap 400 ETF

273 hedge funds and large institutions have $1.45B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 83 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $1.35B → $1.45B (+$105M)

1.33% more ownership

Funds ownership: 50.06%51.39% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 83

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% less funds holding

Funds holding: 274273 (-1)

Holders
273
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
3.58%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
18
Increased
84
Reduced
83
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFG
201
Opulen Financial Group
Virginia
$229K +$762 +7 +0.3%
BA
202
Bristlecone Advisors
Washington
$227K
VR
203
Valued Retirements
Texas
$227K
SC
204
Sierra Capital
Florida
$226K
EB
205
Eastern Bank
Massachusetts
$226K
SPIA
206
Steward Partners Investment Advisory
New York
$225K
HSA
207
HBK Sorce Advisory
Pennsylvania
$224K
LWM
208
LJI Wealth Management
Indiana
$221K
STA
209
Smith Thornton Advisors
Alabama
$221K
Luther King Capital Management (LKCM)
210
Luther King Capital Management (LKCM)
Texas
$218K
AWAP
211
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$217K
BPA
212
Beacon Pointe Advisors
California
$216K -$201K -1,852 -49%
AWA
213
Arkadios Wealth Advisors
Georgia
$213K
EPIME
214
Evelyn Partners Investment Management (Europe)
$212K
AW
215
Alaethes Wealth
Nevada
$205K -$8.7K -80 -4%
Comerica Bank
216
Comerica Bank
Texas
$201K -$17.9K -165 -8%
CIAS
217
Capital Investment Advisory Services
North Carolina
$194K +$191K +1,760 New
GRP
218
Global Retirement Partners
California
$189K +$435 +4 +0.2%
WWA
219
Wealth Watch Advisors
Colorado
$188K +$185K +1,703 New
ASN
220
Advisory Services Network
Georgia
$186K +$183K +1,685 New
CFB
221
Cullen/Frost Bankers
Texas
$163K +$161K +1,476 New
RAM
222
Ramirez Asset Management
New York
$141K
IA
223
IFP Advisors
Florida
$133K
PB
224
Pinnacle Bancorp
Nebraska
$122K
DWM
225
Darwin Wealth Management
Florida
$115K +$114K +1,045 New

IVOO Hedge Fund Activity: Q3 2025 in Review

273 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q3 2025, worth a combined $1.45B — up 7.8% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IVOO positions and 12 closed out — a net gain of 6 holders — while 84 added to existing stakes and 83 trimmed.

The largest buyer was Hantz Financial Services, adding an estimated $26.4M. The largest seller was UBS Group, cutting an estimated $12.6M.

  • 273 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q3 2025, down from 274 in Q2 2025.
  • Funds reported $1.45B of Vanguard S&P Mid-Cap 400 ETF stock for Q3 2025, up 7.8% quarter-over-quarter.
  • 18 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q3 2025 and 12 closed out, a net change of +6 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q3 2025 was Hantz Financial Services, an estimated $26.4M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q3 2025 was UBS Group, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2025.