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Vanguard S&P Mid-Cap 400 ETF

286 hedge funds and large institutions have $1.66B invested in Vanguard S&P Mid-Cap 400 ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 74 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

41% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 74

14% more capital invested

Capital invested by funds: $1.45B → $1.66B (+$202M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

5% more funds holding

Funds holding: 273286 (+13)

2.65% more ownership

Funds ownership: 51.39%54.04% (+2.6%)

Holders
286
Holders Change
+13
Holders Change %
+4.76%
% of All Funds
3.48%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.12%
New
30
Increased
104
Reduced
74
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KG
201
Kieckhefer Group
Wisconsin
$277K +$443 +4 +0.2%
MWM
202
Mascagni Wealth Management
Mississippi
$269K +$998 +9 +0.4%
BCI
203
Brinker Capital Investments
Pennsylvania
$268K +$266K +2,396 New
CAM
204
Cozad Asset Management
Illinois
$267K
CWM
205
Chemistry Wealth Management
New York
$265K
CA
206
CoreCap Advisors
Michigan
$256K +$7.09K +64 +3%
BPA
207
Beacon Pointe Advisors
California
$255K +$35.6K +321 +16%
WWA
208
Wealth Watch Advisors
Colorado
$254K +$62.8K +566 +33%
EFA
209
Evernest Financial Advisors
Indiana
$252K -$6.99K -63 -3%
VP
210
Verum Partners
North Carolina
$249K -$43.3K -391 -15%
HSA
211
HBK Sorce Advisory
Pennsylvania
$247K
4WM
212
49 Wealth Management
Texas
$246K +$998 +9 +0.4%
CIC
213
Chilton Investment Company
Connecticut
$244K
AW
214
Alaethes Wealth
Nevada
$241K +$33.5K +302 +16%
VR
215
Valued Retirements
Texas
$241K
OSAM
216
O'Shaughnessy Asset Management
Connecticut
$240K +$5.88K +53 +3%
OFG
217
Opulen Financial Group
Virginia
$232K +$776 +7 +0.3%
MCIA
218
Mountain Capital Investment Advisors
Colorado
$229K -$44.3K -400 -17%
EB
219
Eastern Bank
Massachusetts
$228K
SPIA
220
Steward Partners Investment Advisory
New York
$228K
SC
221
Sierra Capital
Florida
$228K
AFP
222
Alpha Financial Partners
Kentucky
$227K -$6.65K -60 -3%
LWM
223
LJI Wealth Management
Indiana
$224K
STA
224
Smith Thornton Advisors
Alabama
$224K
NHC
225
Nicholas Hoffman & Company
Georgia
$222K +$221K +1,989 New