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Vanguard S&P Mid-Cap 400 ETF
IVOO

233 hedge funds and large institutions have $910M invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 88 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

66% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 53

5% more funds holding

Funds holding: 221 → 233 (+12)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

6% less capital invested

Capital invested by funds: $964M → $910M (-$54.4M)

8.3% less ownership

Funds ownership: 53.22% → 44.91% (-8.3%)

Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
3.36%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
30
Increased
88
Reduced
53
Closed
15
Calls
$577K
Puts
–
Net Calls
+$577K
Net Calls Change
+$577K

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$14.2M
2
Bank of America
Bank of America
North Carolina
+$11.1M
3
UBS Group
UBS Group
Switzerland
+$11M
4
ST
Sentinel Trust
Texas
+$4.71M
5
APC
Asset Planning Corporation
Tennessee
+$4.64M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$110M
2
GC
Gratus Capital
Georgia
-$29.1M
3
MIH
Meitav Investment House
Israel
-$19.1M
4
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
-$11.1M
5
LMIM
Lockheed Martin Investment Management
Maryland
-$7.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
AssetMark Inc
226
AssetMark Inc
California
$5.67K -$16.8K -175 -76%
RFG
227
REAP Financial Group
Texas
$4.12K – – –
FRA
228
Front Row Advisors
California
$3.09K – – –
CPBTD
229
Central Pacific Bank - Trust Division
Hawaii
$2.66K +$2.49K +26 New
ACA
230
American Capital Advisory
Idaho
$1.86K – – –
OA
231
Operose Advisors
Wisconsin
$1.13K +$1.05K +11 New
BCPWM
232
Bradley & Co Private Wealth Management
Florida
$1.03K +$959 +10 New
MFA
233
McClarren Financial Advisors
Pennsylvania
$1K +$96 +1 +100%
CJ
234
Caitlin John
Michigan
$837 – – –
MIM
235
Macroview Investment Management
Maryland
$413 – – –
MIH
236
Meitav Investment House
Israel
– -$19.1M -202,840 Closed
KHLMVGHM
237
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
– -$11.1M -117,926 Closed
KHLMTHM
238
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
– -$2.97M -31,672 Closed
Citadel Advisors
239
Citadel Advisors
Florida
– -$1.8M -19,180 Closed
AT
240
American Trust
Kentucky
– -$622K -6,622 Closed
RA
241
Rockingstone Advisors
Massachusetts
– -$201K -2,140 Closed
FBC
242
Fairfield, Bush & Co
Connecticut
– -$177K -1,880 Closed
ASN
243
Advisory Services Network
Georgia
– -$130K -1,388 Closed
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
– -$92.1K -980 Closed
BBHC
245
Brown Brothers Harriman & Co
New York
– -$89.3K -950 Closed
SAM
246
Smartleaf Asset Management
Massachusetts
– -$28.3K -297 Closed
LA
247
LM Advisors
California
– -$24K -255 Closed
TVAMP
248
Tennessee Valley Asset Management Partners
Tennessee
– -$21.6K -230 Closed
GWMIA
249
Global Wealth Management Investment Advisory
Florida
– -$2.44K -26 Closed
GWSA
250
Global Wealth Strategies & Associates
Colorado
– -$1.13K -12 Closed
6 7 8 9
10

IVOO Hedge Fund Activity: Q1 2024 in Review

233 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q1 2024, worth a combined $910M — down 5.6% from $964M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IVOO positions and 15 closed out — a net gain of 15 holders — while 88 added to existing stakes and 53 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $14.2M. The largest seller was Morgan Stanley, cutting an estimated $110M.

  • 233 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q1 2024, up from 221 in Q4 2023.
  • Funds reported $910M of Vanguard S&P Mid-Cap 400 ETF stock for Q1 2024, down 5.6% quarter-over-quarter.
  • 30 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q1 2024 and 15 closed out, a net change of +15 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $14.2M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q1 2024 was Morgan Stanley, an estimated $110M sold.

Based on aggregated 13F filings for Q1 2024.