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Vanguard S&P Mid-Cap 400 ETF

167 hedge funds and large institutions have $529M invested in Vanguard S&P Mid-Cap 400 ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

25% more capital invested

Capital invested by funds: $424M → $529M (+$105M)

12% more funds holding

Funds holding: 149167 (+18)

2.86% more ownership

Funds ownership: 77.22%80.09% (+2.9%)

2% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 45

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
167
Holders Change
+18
Holders Change %
+12.08%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
46
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$1.34M -$1.56M -18,452 -55%
KA
52
Klingman & Associates
New York
$1.31M -$23.6K -280 -2%
MHS
53
M Holdings Securities
Oregon
$1.29M +$1.24M +14,634 New
MECA
54
Miller Equity Capital Advisors
Texas
$1.23M
JP Morgan Chase
55
JP Morgan Chase
New York
$1.22M -$1.65M -19,562 -59%
FB
56
First Bancorp
Maine
$1.21M +$1.16M +13,730 New
THWM
57
Taylor Hoffman Wealth Management
Virginia
$1.09M +$55.9K +662 +6%
SWA
58
Sax Wealth Advisors
New Jersey
$1.01M -$8.45K -100 -0.9%
KAS
59
Kestra Advisory Services
Texas
$988K -$14.5K -172 -2%
TI
60
Truepoint Inc
Ohio
$960K
FNBOO
61
First National Bank of Omaha
Nebraska
$913K
RWP
62
RWA Wealth Partners
Massachusetts
$900K +$24K +284 +3%
SFA
63
Source Financial Advisors
New York
$897K +$94.9K +1,124 +12%
SN
64
Sittner & Nelson
Oregon
$880K -$16.9K -200 -2%
RDFA
65
Ritter Daniher Financial Advisory
Ohio
$874K
ISB
66
Iowa State Bank
Iowa
$871K -$40.5K -480 -5%
CAN
67
Cetera Advisor Networks
California
$850K -$10.6K -126 -1%
NFG
68
Next Financial Group
Texas
$841K -$17.6K -208 -2%
RRC
69
Relaxing Retirement Coach
Massachusetts
$822K +$61.7K +730 +9%
RWMH
70
Riverpoint Wealth Management Holdings
Illinois
$771K +$36.8K +436 +5%
CAL
71
Capital Analysts LLC
Pennsylvania
$760K +$293K +3,470 +68%
MCWS
72
McKinley Carter Wealth Services
West Virginia
$758K
Stifel Financial
73
Stifel Financial
Missouri
$735K -$9.29K -110 -1%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$710K
FHA
75
Flagship Harbor Advisors
Massachusetts
$657K -$2.7K -32 -0.4%

IVOO Hedge Fund Activity: Q1 2021 in Review

167 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q1 2021, worth a combined $529M — up 25% from $424M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IVOO positions and 8 closed out — a net gain of 18 holders — while 46 added to existing stakes and 45 trimmed.

The largest buyer was Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet, opening a new position worth an estimated $14.7M. The largest seller was JP Morgan Chase, cutting an estimated $1.65M.

  • 167 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q1 2021, up from 149 in Q4 2020.
  • Funds reported $529M of Vanguard S&P Mid-Cap 400 ETF stock for Q1 2021, up 25% quarter-over-quarter.
  • 26 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q1 2021 and 8 closed out, a net change of +18 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q1 2021 was Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet, an estimated $14.7M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q1 2021 was JP Morgan Chase, an estimated $1.65M sold.

Based on aggregated 13F filings for Q1 2021.