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Vanguard S&P Mid-Cap 400 ETF
IVOO

180 hedge funds and large institutions have $671M invested in Vanguard S&P Mid-Cap 400 ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 36

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

4.52% more ownership

Funds ownership: 82.8% → 87.32% (+4.5%)

2% more capital invested

Capital invested by funds: $657M → $671M (+$13.7M)

0% more funds holding

Funds holding: 180 → 180 (0)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
180
Holders Change
–
Holders Change %
0%
% of All Funds
2.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
67
Reduced
36
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$22.6M
2
MWM
MinichMacGregor Wealth Management
New York
+$6.42M
3
Bank of America
Bank of America
North Carolina
+$4.96M
4
CIC
Cornercap Investment Counsel
Georgia
+$4.8M
5
Morgan Stanley
Morgan Stanley
New York
+$2.88M

Top Sellers

Rank Fund Capital Flow
1
MIH
Meitav Investment House
Israel
-$3.47M
2
FTS
Fifth Third Securities
Ohio
-$3.24M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.65M
4
VF
Virtu Financial
New York
-$789K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$557K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.2M +$838K +9,308 +25%
BWIA
27
Bryant Woods Investment Advisors
New York
$4M +$6.66K +74 +0.2%
Ameriprise
28
Ameriprise
Minnesota
$3.99M +$367K +4,072 +10%
MML Investors Services
29
MML Investors Services
Massachusetts
$3.98M +$1.29M +14,316 +49%
Stifel Financial
30
Stifel Financial
Missouri
$3.73M +$164K +1,820 +5%
HAC
31
Harbor Advisory Corp
New Hampshire
$3.5M – – –
Goldman Sachs
32
Goldman Sachs
New York
$3.45M -$4.32K -48 -0.1%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$3.38M +$92.8K +1,030 +3%
DADC
34
D.A. Davidson & Co
Montana
$3.35M +$336K +3,732 +11%
MFIMFI
35
Mesirow Financial Investment Management - Fixed Income
Illinois
$3.19M – – –
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$3.14M +$140K +1,558 +5%
Creative Planning
37
Creative Planning
Kansas
$3.08M -$523K -5,804 -15%
SLF
38
Sun Life Financial
Ontario, Canada
$2.87M – – –
FAB
39
First American Bank
Illinois
$2.83M -$243K -2,696 -8%
Citadel Advisors
40
Citadel Advisors
Florida
$2.78M +$2.75M +30,574 New
CA
41
Cetera Advisors
Colorado
$2.64M -$9.91K -110 -0.4%
Cerity Partners
42
Cerity Partners
New York
$2.6M +$798K +8,862 +45%
CT
43
Coastline Trust
Rhode Island
$2.58M +$89.9K +998 +4%
KFGK
44
Keystone Financial Group (Kentucky)
Kentucky
$2.27M -$3.42K -38 -0.2%
FT
45
Fiduciary Trust
Massachusetts
$1.89M – – –
CAL
46
Capital Analysts LLC
Pennsylvania
$1.78M +$87.9K +976 +5%
AI
47
Atria Investments
North Carolina
$1.69M +$347K +3,854 +26%
WA
48
Waverly Advisors
Alabama
$1.68M – – –
EL
49
EQ LLC
Washington
$1.67M +$24.3K +270 +1%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$1.65M +$1.64M +18,188 New
1
2
3 4 5

IVOO Hedge Fund Activity: Q1 2022 in Review

180 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q1 2022, worth a combined $671M — up 2.1% from $657M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IVOO positions and 17 closed out — a net gain of 3 holders — while 67 added to existing stakes and 36 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $22.6M. The largest seller was Meitav Investment House, cutting an estimated $3.47M.

  • 180 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $671M of Vanguard S&P Mid-Cap 400 ETF stock for Q1 2022, up 2.1% quarter-over-quarter.
  • 20 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q1 2022 and 17 closed out, a net change of +3 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $22.6M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q1 2022 was Meitav Investment House, an estimated $3.47M sold.

Based on aggregated 13F filings for Q1 2022.