We are live on ! Find out more
IVOO icon

Vanguard S&P Mid-Cap 400 ETF
IVOO

272 hedge funds and large institutions have $1.13B invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 91 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,610% more call options, than puts

Call options by funds: $359K | Put options by funds: $21K

171% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 17

65% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 55

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

14% more capital invested

Capital invested by funds: $994M → $1.13B (+$139M)

9% more funds holding

Funds holding: 249 → 272 (+23)

0.37% less ownership

Funds ownership: 47.69% → 47.32% (-0.37%)

Holders
272
Holders Change
+23
Holders Change %
+9.24%
% of All Funds
3.58%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
46
Increased
91
Reduced
55
Closed
17
Calls
$359K
Puts
$21K
Net Calls
+$338K
Net Calls Change
-$32K

Top Buyers

1
MCIA
Mountain Capital Investment Advisors
Colorado
+$37.9M
2
AF
Allworth Financial
California
+$17.9M
3
HFS
Hantz Financial Services
Michigan
+$16.4M
4
UBS Group
UBS Group
Switzerland
+$14.5M
5
Bank of America
Bank of America
North Carolina
+$6.66M

Top Sellers

1
AWS
Atria Wealth Solutions
New York
-$4.66M
2
PF
Phoenix Financial
Israel
-$1.9M
3
SIA
Soltis Investment Advisors
Utah
-$1.76M
4
NCFG
New Century Financial Group
New Jersey
-$1.27M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
251
Bellevue Asset Management
Washington
$15.8K – – –
CAM
252
Creekmur Asset Management
Illinois
$15.7K – – –
VHAM
253
Van Hulzen Asset Management
California
$14.9K +$15.4K +142 New
BCMLT
254
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.8K +$109 +1 +0.7%
Amundi
255
Amundi
France
$9.57K – – –
TCG
256
Transcendent Capital Group
Oklahoma
$9.37K +$109 +1 +1%
DJSG
257
D.J. St. Germain
Massachusetts
$8.65K – – –
PA
258
Parallel Advisors
California
$8.23K – – –
GIA
259
GHP Investment Advisors
Colorado
$8.12K – – –
PNC Financial Services Group
260
PNC Financial Services Group
Pennsylvania
$6.96K – – –
MAS
261
MPWM Advisory Solutions
Georgia
$6.33K +$6.52K +60 New
KFI
262
Key Financial Inc
Pennsylvania
$6.01K – – –
CSB
263
City State Bank
Iowa
$5.28K -$5.43K -50 -50%
FDW
264
Fourth Dimension Wealth
Ohio
$4.75K +$4.89K +45 New
BTI
265
Blue Trust Inc
Georgia
$4.43K -$33.2K -306 -88%
RFG
266
REAP Financial Group
Texas
$4.22K – – –
FRA
267
Front Row Advisors
California
$3.17K – – –
SS
268
SBI Securities
Japan
$2.95K +$3.04K +28 New
CPBTD
269
Central Pacific Bank - Trust Division
Hawaii
$2.74K – – –
SAM
270
Smartleaf Asset Management
Massachusetts
$1.11K -$23.5K -216 -96%
BCPWM
271
Bradley & Co Private Wealth Management
Florida
$1.05K +$1.09K +10 New
MWA
272
Medallion Wealth Advisors
Connecticut
$987 +$1.09K +10 New
RWM
273
Rialto Wealth Management
New York
$633 +$652 +6 New
NS
274
NBC Securities
Alabama
$171 -$176K -1,621 -100%
IAIM
275
International Assets Investment Management
Florida
– -$5.52K -768,517 Closed
8 9 10
11
12

IVOO Hedge Fund Activity: Q4 2024 in Review

272 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q4 2024, worth a combined $1.13B — up 14% from $994M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IVOO positions and 17 closed out — a net gain of 29 holders — while 91 added to existing stakes and 55 trimmed.

The largest buyer was Mountain Capital Investment Advisors, opening a new position worth an estimated $37.9M. The largest seller was Atria Wealth Solutions, cutting an estimated $4.66M.

  • 272 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q4 2024, up from 249 in Q3 2024.
  • Funds reported $1.13B of Vanguard S&P Mid-Cap 400 ETF stock for Q4 2024, up 14% quarter-over-quarter.
  • 46 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q4 2024 and 17 closed out, a net change of +29 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q4 2024 was Mountain Capital Investment Advisors, an estimated $37.9M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q4 2024 was Atria Wealth Solutions, an estimated $4.66M sold.

Based on aggregated 13F filings for Q4 2024.