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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
Goldman Sachs
1
Goldman Sachs
New York
$157M +$63.9M +643,196 +75%
Bank of America
2
Bank of America
North Carolina
$124M -$19.2M -193,170 -14%
UBS Group
3
UBS Group
Switzerland
$103M +$12.7M +127,743 +15%
Morgan Stanley
4
Morgan Stanley
New York
$102M +$5.81M +58,478 +6%
LMIM
5
Lockheed Martin Investment Management
Maryland
$78.7M
HFS
6
Hantz Financial Services
Michigan
$56.6M +$15.8M +158,706 +42%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$56.1M +$4.76M +47,841 +10%
SILC
8
Starr Indemnity & Liability Company
New York
$38.2M +$36.2M +364,098 New
Raymond James Financial
9
Raymond James Financial
Florida
$32.9M +$537K +5,405 +2%
LPL Financial
10
LPL Financial
California
$31.3M +$556K +5,597 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$27M +$466K +4,690 +2%
Wells Fargo
12
Wells Fargo
California
$25M -$104K -1,044 -0.4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$24.1M +$3.31M +33,305 +17%
CVSC
14
C.V. Starr & Co
New York
$23.9M +$22.6M +227,427 New
Ameriprise
15
Ameriprise
Minnesota
$21.4M +$1.65M +16,568 +9%
JP Morgan Chase
16
JP Morgan Chase
New York
$18.2M -$2.77M -27,869 -14%
AF
17
Allworth Financial
California
$16.6M -$455K -4,574 -3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$15.7M +$10.5K +106 +0.1%
FF
19
Francis Financial
$15.3M -$4.54M -45,667 -24%
ONB
20
Old National Bancorp
Indiana
$14.8M +$853K +8,578 +6%
DADC
21
D.A. Davidson & Co
Montana
$13.8M +$1.92M +19,335 +17%
Osaic Holdings
22
Osaic Holdings
Arizona
$12.1M +$831K +8,363 +8%
ECM
23
Evergreen Capital Management
Washington
$12M +$681K +6,851 +6%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$11.9M -$6.16K -62 -0.1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$11.2M +$436K +4,386 +4%

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.