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Vanguard S&P Mid-Cap 400 ETF
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Overview Fund Activity

271 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, 77 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+7
Holders Change %
+2.65%
% of All Funds
3.63%
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
77
Closed
18
Calls
$315K
Puts
$10K
Net Calls
+$305K
Net Calls Change
+$9K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$157M
2
SILC
Starr Indemnity & Liability Company
New York
$38.2M
3
CVSC
C.V. Starr & Co
New York
$23.9M
4
HFS
Hantz Financial Services
Michigan
$56.6M
5
UBS Group
UBS Group
Switzerland
$103M

Top Sellers

1
MCIA
Mountain Capital Investment Advisors
Colorado
$624K
2
Bank of America
Bank of America
North Carolina
$124M
3
WAM
WNY Asset Management
New York
$245K
4
FF
Francis Financial
$15.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$157M +$67.5M +643,196 +75%
Bank of America
2
Bank of America
North Carolina
$124M -$20.3M -193,170 -14%
UBS Group
3
UBS Group
Switzerland
$103M +$13.4M +127,743 +15%
Morgan Stanley
4
Morgan Stanley
New York
$102M +$6.14M +58,478 +6%
LMIM
5
Lockheed Martin Investment Management
Maryland
$78.7M – – –
HFS
6
Hantz Financial Services
Michigan
$56.6M +$16.7M +158,706 +42%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$56.1M +$5.02M +47,841 +10%
SILC
8
Starr Indemnity & Liability Company
New York
$38.2M +$38.2M +364,098 New
Raymond James Financial
9
Raymond James Financial
Florida
$32.9M +$567K +5,405 +2%
LPL Financial
10
LPL Financial
California
$31.3M +$588K +5,597 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$27M +$492K +4,690 +2%
Wells Fargo
12
Wells Fargo
California
$25M -$110K -1,044 -0.4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$24.1M +$3.5M +33,305 +17%
CVSC
14
C.V. Starr & Co
New York
$23.9M +$23.9M +227,427 New
Ameriprise
15
Ameriprise
Minnesota
$21.4M +$1.74M +16,568 +9%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$18.2M -$2.93M -27,869 -14%
AF
17
Allworth Financial
California
$16.6M -$480K -4,574 -3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$15.7M +$11.1K +106 +0.1%
FF
19
Francis Financial
$15.3M -$4.79M -45,667 -24%
ONB
20
Old National Bancorp
Indiana
$14.8M +$901K +8,578 +6%
DADC
21
D.A. Davidson & Co
Montana
$13.8M +$2.03M +19,335 +17%
ECM
22
Evergreen Capital Management
Washington
$12M +$719K +6,851 +6%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$11.9M -$6.51K -62 -0.1%
Osaic Holdings
24
Osaic Holdings
Arizona
$11.3M +$79.6K +755 +0.7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$11.2M +$460K +4,386 +4%
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