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Vanguard S&P Mid-Cap 400 ETF

149 hedge funds and large institutions have $424M invested in Vanguard S&P Mid-Cap 400 ETF in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

54% more capital invested

Capital invested by funds: $275M → $424M (+$149M)

15% more funds holding

Funds holding: 130149 (+19)

12.18% more ownership

Funds ownership: 65.04%77.22% (+12%)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

Holders
149
Holders Change
+19
Holders Change %
+14.62%
% of All Funds
2.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
30
Increased
40
Reduced
43
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$2.41M +$78.8K +1,104 +4%
CA
27
Cetera Advisors
Colorado
$2.38M +$286 +4 +0%
Ameriprise
28
Ameriprise
Minnesota
$2.3M -$116K -1,620 -5%
BCWM
29
Bartlett & Co Wealth Management
Ohio
$2.06M -$699K -9,790 -27%
BC
30
Bartlett & Co
Ohio
$2.06M -$699K -9,790 -27%
CT
31
Coastline Trust
Rhode Island
$2.04M +$25.7K +360 +1%
SVWAG
32
Sound View Wealth Advisors Group
Georgia
$2.02M +$73.7K +1,032 +4%
FAB
33
First American Bank
Illinois
$2.01M +$906K +12,684 +96%
MFIMFI
34
Mesirow Financial Investment Management - Fixed Income
Illinois
$2M +$277K +3,886 +18%
MML Investors Services
35
MML Investors Services
Massachusetts
$1.94M -$69.1K -968 -4%
KFGK
36
Keystone Financial Group (Kentucky)
Kentucky
$1.77M +$65.3K +914 +4%
WA
37
Waverly Advisors
Alabama
$1.65M -$93.3K -1,306 -6%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.63M -$428 -6 -0%
Goldman Sachs
39
Goldman Sachs
New York
$1.56M +$208K +2,908 +17%
BJ
40
Brouwer & Janachowski
California
$1.55M -$31.7K -444 -2%
EL
41
EQ LLC
Washington
$1.55M +$1.42M +19,906 New
CS
42
Credit Suisse
Switzerland
$1.52M +$208K +2,908 +17%
Citadel Advisors
43
Citadel Advisors
Florida
$1.43M -$542K -7,594 -29%
TNB
44
TCF National Bank
South Dakota
$1.32M -$39.4K -552 -3%
AI
45
Atria Investments
North Carolina
$1.32M -$5K -70 -0.4%
WCM
46
WealthBridge Capital Management
Ohio
$1.32M -$5K -70 -0.4%
OWA
47
Octavia Wealth Advisors
Ohio
$1.3M +$1.19M +16,736 New
NGA
48
Naples Global Advisors
Florida
$1.29M -$46.4K -650 -4%
FT
49
Fiduciary Trust
Massachusetts
$1.2M
MHIC
50
Marble Harbor Investment Counsel
Massachusetts
$1.19M +$14.3K +200 +1%

IVOO Hedge Fund Activity: Q4 2020 in Review

149 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q4 2020, worth a combined $424M — up 54% from $275M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IVOO positions and 8 closed out — a net gain of 22 holders — while 40 added to existing stakes and 43 trimmed.

The largest buyer was Lockheed Martin Investment Management, opening a new position worth an estimated $87.1M. The largest seller was Morgan Stanley, cutting an estimated $5.23M.

  • 149 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q4 2020, up from 130 in Q3 2020.
  • Funds reported $424M of Vanguard S&P Mid-Cap 400 ETF stock for Q4 2020, up 54% quarter-over-quarter.
  • 30 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q4 2020 and 8 closed out, a net change of +22 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q4 2020 was Lockheed Martin Investment Management, an estimated $87.1M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q4 2020 was Morgan Stanley, an estimated $5.23M sold.

Based on aggregated 13F filings for Q4 2020.