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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
Goldman Sachs
1
Goldman Sachs
New York
$189M +$5.24M +47,282 +3%
Bank of America
2
Bank of America
North Carolina
$148M +$2.37M +21,418 +2%
HFS
3
Hantz Financial Services
Michigan
$121M +$33.2M +299,175 +38%
Morgan Stanley
4
Morgan Stanley
New York
$113M +$2.75M +24,820 +3%
UBS Group
5
UBS Group
Switzerland
$97.1M +$172K +1,547 +0.2%
LMIM
6
Lockheed Martin Investment Management
Maryland
$70.4M -$3.33M -30,000 -5%
AF
7
Align Financial
Minnesota
$64M +$7.09M +63,950 New
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$62.1M +$1.34M +12,090 +2%
SILC
9
Starr Indemnity & Liability Company
New York
$40.7M
Raymond James Financial
10
Raymond James Financial
Florida
$37.8M +$1.28M +11,533 +4%
Wells Fargo
11
Wells Fargo
California
$30.5M +$1.25M +11,298 +4%
LPL Financial
12
LPL Financial
California
$30.4M -$1.74M -15,710 -5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$29M +$9.54K +86 +0%
SC
14
Savant Capital
Illinois
$28M +$17.2M +155,480 +163%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$25.9M +$877K +7,906 +4%
CVSC
16
C.V. Starr & Co
New York
$25.4M
Ameriprise
17
Ameriprise
Minnesota
$24.4M +$335K +3,023 +1%
JP Morgan Chase
18
JP Morgan Chase
New York
$20.3M +$663K +5,979 +3%
FF
19
Francis Financial
$18.2M +$839K +7,566 +5%
ONB
20
Old National Bancorp
Indiana
$16.9M +$479K +4,324 +3%
AF
21
Allworth Financial
California
$16.6M -$678K -6,119 -4%
Osaic Holdings
22
Osaic Holdings
Arizona
$15.9M +$2.15M +19,400 +16%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$15.7M -$919K -8,291 -6%
DADC
24
D.A. Davidson & Co
Montana
$15.2M +$815K +7,352 +6%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$13.4M -$305K -2,749 -2%