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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
Goldman Sachs
1
Goldman Sachs
New York
$181M +$15.9M +146,563 +10%
Bank of America
2
Bank of America
North Carolina
$144M +$13.7M +126,381 +11%
Morgan Stanley
3
Morgan Stanley
New York
$109M +$1.73M +15,925 +2%
UBS Group
4
UBS Group
Switzerland
$95.7M -$12.6M -115,364 -12%
HFS
5
Hantz Financial Services
Michigan
$86.3M +$26.4M +242,671 +45%
LMIM
6
Lockheed Martin Investment Management
Maryland
$72.9M -$9.79M -90,000 -12%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$60M +$1.04M +9,519 +2%
SILC
8
Starr Indemnity & Liability Company
New York
$40.2M
Raymond James Financial
9
Raymond James Financial
Florida
$36.1M +$1.45M +13,364 +4%
LPL Financial
10
LPL Financial
California
$31.7M -$1.13M -10,344 -3%
Wells Fargo
11
Wells Fargo
California
$28.8M +$2.5M +22,989 +10%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$28.6M +$260K +2,392 +0.9%
CVSC
13
C.V. Starr & Co
New York
$25.1M
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$24.7M -$558K -5,126 -2%
Ameriprise
15
Ameriprise
Minnesota
$23.8M +$1.2M +11,070 +5%
JP Morgan Chase
16
JP Morgan Chase
New York
$19.4M +$252K +2,317 +1%
FF
17
Francis Financial
$17.1M +$1.02M +9,381 +6%
AF
18
Allworth Financial
California
$17.1M -$301K -2,768 -2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$16.4M -$104K -955 -0.6%
ONB
20
Old National Bancorp
Indiana
$16.2M +$691K +6,348 +5%
DADC
21
D.A. Davidson & Co
Montana
$14.2M -$335K -3,075 -2%
Osaic Holdings
22
Osaic Holdings
Arizona
$13.6M +$843K +7,750 +7%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$13.5M +$1.04M +9,539 +8%
ECM
24
Evergreen Capital Management
Washington
$13.1M +$509K +4,678 +4%
SC
25
Savant Capital
Illinois
$10.5M -$269K -2,469 -3%

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.