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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 %
Bank of America
1
Bank of America
North Carolina
$136M +$7.28M +73,800 +6%
Morgan Stanley
2
Morgan Stanley
New York
$89.8M -$11.3M -114,364 -11%
UBS Group
3
UBS Group
Switzerland
$84.4M +$10.8M +109,166 +15%
Goldman Sachs
4
Goldman Sachs
New York
$84.2M +$80.5M +815,554 +2,162%
LMIM
5
Lockheed Martin Investment Management
Maryland
$74M -$14.8M -150,000 -17%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$48M +$2.74M +27,774 +6%
HFS
7
Hantz Financial Services
Michigan
$37.6M +$10.8M +109,234 +40%
Raymond James Financial
8
Raymond James Financial
Florida
$30.4M +$1.61M +16,313 +6%
MCIA
9
Mountain Capital Investment Advisors
Colorado
$29.2M -$4.37M -45,452 -13%
LPL Financial
10
LPL Financial
California
$28.8M -$4.15M -42,048 -13%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$24.9M -$216K -2,184 -0.9%
Wells Fargo
12
Wells Fargo
California
$23.6M +$1.42M +14,437 +6%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$19.9M +$5.31M +53,801 +37%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$19.3M +$2.58M +26,125 +15%
FF
15
Francis Financial
$18.9M +$3.44M +34,839 +22%
Ameriprise
16
Ameriprise
Minnesota
$18.6M +$13.3M +134,220 +251%
AF
17
Allworth Financial
California
$15.6M -$369K -3,834 -2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$14.8M +$145K +1,470 +1%
WAM
19
WNY Asset Management
New York
$13.6M -$95.3K -966 -0.7%
ONB
20
Old National Bancorp
Indiana
$13M +$669K +6,780 +5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$11.1M -$3.04M -30,750 -21%
DADC
22
D.A. Davidson & Co
Montana
$11.1M +$931K +9,430 +9%
SC
23
Savant Capital
Illinois
$10.7M -$826K -8,372 -7%
ECM
24
Evergreen Capital Management
Washington
$10.6M +$662K +6,712 +7%
Osaic Holdings
25
Osaic Holdings
Arizona
$10.5M +$1.79M +18,084 +20%
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