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Vanguard S&P Mid-Cap 400 ETF
IVOO

249 hedge funds and large institutions have $994M invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

42% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 60

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

14% more capital invested

Capital invested by funds: $874M → $994M (+$120M)

6% more funds holding

Funds holding: 234 → 249 (+15)

3.81% more ownership

Funds ownership: 43.88% → 47.69% (+3.8%)

Holders
249
Holders Change
+15
Holders Change %
+6.41%
% of All Funds
3.58%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
31
Increased
85
Reduced
60
Closed
13
Calls
$370K
Puts
–
Net Calls
+$370K
Net Calls Change
+$370K

Top Buyers

1
IAIM
International Assets Investment Management
Florida
+$78.4M
2
HFS
Hantz Financial Services
Michigan
+$12.3M
3
FF
Francis Financial
+$6.65M
4
Bank of America
Bank of America
North Carolina
+$6.33M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$5.26M

Top Sellers

1
SIA
Soltis Investment Advisors
Utah
-$6.23M
2
WAM
WNY Asset Management
New York
-$5.08M
3
1IA
1834 Investment Advisors
Wisconsin
-$1.62M
4
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
-$1.44M
5
SW
Simplicity Wealth
New Jersey
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
251
Claris Advisors
Missouri
$1.9K +$1.84K +18 New
SW
252
Simplicity Wealth
New Jersey
– -$1.29M -12,969 Closed
VF
253
Virtu Financial
New York
– -$1.09M -10,999 Closed
PSP
254
Pacific Sage Partners
Washington
– -$514K -5,182 Closed
SAI
255
Savvy Advisors Inc
New York
– -$372K -3,758 Closed
CIAS
256
Capital Investment Advisory Services
North Carolina
– -$224K -2,260 Closed
BRWA
257
B. Riley Wealth Advisors
Florida
– -$214K -2,155 Closed
MG
258
Mather Group
Illinois
– -$43.7K -424 Closed
RCM
259
Raleigh Capital Management
North Carolina
– -$20K -202 Closed
RWMG
260
Redwood Wealth Management Group
New Jersey
– -$14.9K -150 Closed
ATPW
261
Ashton Thomas Private Wealth
Arizona
– -$7.93K -80 Closed
ACA
262
American Capital Advisory
Idaho
– -$2.07K -22 Closed
OA
263
Operose Advisors
Wisconsin
– -$1.09K -11 Closed
7 8 9 10
11

IVOO Hedge Fund Activity: Q3 2024 in Review

249 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q3 2024, worth a combined $994M — up 14% from $874M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IVOO positions and 13 closed out — a net gain of 18 holders — while 85 added to existing stakes and 60 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $78.4M. The largest seller was Soltis Investment Advisors, cutting an estimated $6.23M.

  • 249 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q3 2024, up from 234 in Q2 2024.
  • Funds reported $994M of Vanguard S&P Mid-Cap 400 ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 31 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q3 2024 and 13 closed out, a net change of +18 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $78.4M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q3 2024 was Soltis Investment Advisors, an estimated $6.23M sold.

Based on aggregated 13F filings for Q3 2024.