IVOO icon

Vanguard S&P Mid-Cap 400 ETF
IVOO

Overview Fund Activity

268 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 25 funds opening new positions, 99 increasing their positions, 76 reducing their positions, and 18 closing their positions.

Holders
268
Holders Change
+4
Holders Change %
+1.52%
% of All Funds
3.6%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
25
Increased
99
Reduced
76
Closed
18
Calls
$315K
Puts
$10K
Net Calls
+$305K
Net Calls Change
+$9K

Top Buyers

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

Top Sellers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$624K
2
Bank of America
2
Bank of America
North Carolina
$124M
3
WAM
3
WNY Asset Management
New York
$245K
4
FF
4
Francis Financial
$15.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$18.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$157M 1,496,468 +643,196 +75%
Bank of America
2
Bank of America
North Carolina
$124M 1,180,379 -193,170 -14%
UBS Group
3
UBS Group
Switzerland
$103M 982,542 +127,743 +15%
Morgan Stanley
4
Morgan Stanley
New York
$102M 968,679 +58,478 +6%
LMIM
5
Lockheed Martin Investment Management
Maryland
$78.7M 750,000 – –
HFS
6
Hantz Financial Services
Michigan
$56.6M 539,465 +158,706 +42%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$56.1M 534,247 +47,841 +10%
SILC
8
Starr Indemnity & Liability Company
New York
$38.2M 364,098 +364,098 New
Raymond James Financial
9
Raymond James Financial
Florida
$32.9M 313,532 +5,405 +2%
LPL Financial
10
LPL Financial
California
$31.3M 297,844 +5,597 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$27M 256,737 +4,690 +2%
Wells Fargo
12
Wells Fargo
California
$25M 238,336 -1,044 -0.4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$24.1M 229,277 +33,305 +17%
CVSC
14
C.V. Starr & Co
New York
$23.9M 227,427 +227,427 New
Ameriprise
15
Ameriprise
Minnesota
$21.4M 204,205 +16,568 +9%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$18.2M 173,289 -27,869 -14%
AF
17
Allworth Financial
California
$16.6M 157,741 -4,574 -3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$15.7M 149,772 +106 +0.1%
FF
19
Francis Financial
$15.3M 145,797 -45,667 -24%
ONB
20
Old National Bancorp
Indiana
$14.8M 140,767 +8,578 +6%
DADC
21
D.A. Davidson & Co
Montana
$13.8M 131,296 +19,335 +17%
ECM
22
Evergreen Capital Management
Washington
$12M 114,281 +6,851 +6%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$11.9M 112,893 -62 -0.1%
Osaic Holdings
24
Osaic Holdings
Arizona
$11.3M 107,498 +755 +0.7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$11.2M 106,816 +4,386 +4%
1
2 3 4 5