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Vanguard S&P Mid-Cap 400 ETF
IVOO

179 hedge funds and large institutions have $540M invested in Vanguard S&P Mid-Cap 400 ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less funds holding

Funds holding: 180 → 179 (-1)

2% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 51

3.59% less ownership

Funds ownership: 87.32% → 83.73% (-3.6%)

19% less capital invested

Capital invested by funds: $671M → $540M (-$130M)

Holders
179
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
3.02%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
50
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
+$4.55M
2
MIH
Meitav Investment House
Israel
+$4.37M
3
Morgan Stanley
Morgan Stanley
New York
+$3.45M
4
SQA
Simon Quick Advisors
New Jersey
+$3.19M
5
Bank of America
Bank of America
North Carolina
+$2.82M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$20.9M
2
MWM
MinichMacGregor Wealth Management
New York
-$6.48M
3
CIC
Cornercap Investment Counsel
Georgia
-$4.84M
4
UBS Group
UBS Group
Switzerland
-$4.53M
5
GA
Gateway Advisory
New Jersey
-$4.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$3.01M +$201K +2,404 +7%
HAC
27
Harbor Advisory Corp
New Hampshire
$2.95M – – –
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$2.9M +$10.4K +124 +0.3%
Goldman Sachs
29
Goldman Sachs
New York
$2.9M – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.9M -$693K -8,292 -18%
MFIMFI
31
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.69M – – –
Creative Planning
32
Creative Planning
Kansas
$2.57M -$23.1K -276 -0.8%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$2.52M -$134K -1,608 -5%
CT
34
Coastline Trust
Rhode Island
$2.45M +$305K +3,648 +13%
SLF
35
Sun Life Financial
Ontario, Canada
$2.42M – – –
FAB
36
First American Bank
Illinois
$2.38M – – –
MML Investors Services
37
MML Investors Services
Massachusetts
$2.19M -$1.27M -15,134 -35%
Cerity Partners
38
Cerity Partners
New York
$2.19M +$2.67K +32 +0.1%
CA
39
Cetera Advisors
Colorado
$2.17M -$64.9K -776 -3%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.08M +$2.27M +27,134 New
KFGK
41
Keystone Financial Group (Kentucky)
Kentucky
$1.93M +$23.1K +276 +1%
ONB
42
Old National Bancorp
Indiana
$1.82M +$1.99M +23,790 New
FT
43
Fiduciary Trust
Massachusetts
$1.59M – – –
CAL
44
Capital Analysts LLC
Pennsylvania
$1.51M +$8.19K +98 +0.5%
EL
45
EQ LLC
Washington
$1.48M +$78.3K +936 +5%
SW
46
SVB Wealth
Massachusetts
$1.47M +$94.8K +1,134 +6%
WA
47
Waverly Advisors
Alabama
$1.47M +$55.5K +664 +4%
MHIC
48
Marble Harbor Investment Counsel
Massachusetts
$1.39M +$56.9K +680 +4%
HNB
49
Huntington National Bank
Ohio
$1.35M – – –
OWA
50
Octavia Wealth Advisors
Ohio
$1.35M -$8.53K -102 -0.6%
1
2
3 4 5

IVOO Hedge Fund Activity: Q2 2022 in Review

179 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q2 2022, worth a combined $540M — down 19% from $671M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IVOO positions and 17 closed out — a net gain of 2 holders — while 50 added to existing stakes and 51 trimmed.

The largest buyer was Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet, opening a new position worth an estimated $4.55M. The largest seller was JP Morgan Chase, cutting an estimated $20.9M.

  • 179 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q2 2022, down from 180 in Q1 2022.
  • Funds reported $540M of Vanguard S&P Mid-Cap 400 ETF stock for Q2 2022, down 19% quarter-over-quarter.
  • 19 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q2 2022 and 17 closed out, a net change of +2 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q2 2022 was Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet, an estimated $4.55M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q2 2022 was JP Morgan Chase, an estimated $20.9M sold.

Based on aggregated 13F filings for Q2 2022.