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Vanguard S&P Mid-Cap 400 ETF
IVOO

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: 1 → 2 (+1)

54% more capital invested

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

15% more funds holding

Funds holding: 130 → 149 (+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
–

Top Buyers

Rank Fund Capital Flow
1
LMIM
Lockheed Martin Investment Management
Maryland
+$87.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$3.75M
3
Creative Planning
Creative Planning
Kansas
+$2.17M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$2.07M
5
RJA
Raymond James & Associates
Florida
+$1.89M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.23M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.34M
3
CIC
Cornercap Investment Counsel
Georgia
-$3.84M
4
TRCT
Tower Research Capital (TRC)
New York
-$2.49M
5
BFA
Beaumont Financial Advisors
Massachusetts
-$2.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
76
Collective Family Office
Pennsylvania
$467K +$428K +6,000 New
LFF
77
Level Four Financial
Texas
$461K +$423K +5,924 New
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$443K -$191K -2,676 -32%
UCFA
79
United Capital Financial Advisors
Texas
$439K +$10.1K +142 +3%
FTUS
80
Flow Traders U.S.
New York
$438K +$402K +5,632 New
JMPWA
81
JP Morgan Private Wealth Advisors
California
$431K +$1.71K +24 +0.4%
IF
82
IRON Financial
Illinois
$415K +$11K +154 +3%
IWM
83
IHT Wealth Management
Illinois
$411K -$17.1K -240 -4%
CAL
84
Capital Analysts LLC
Pennsylvania
$400K +$367K +5,140 New
MCM
85
Manchester Capital Management
Vermont
$375K – – –
DWT
86
Dorsey & Whitney Trust
South Dakota
$372K – – –
BWM
87
Benchmark Wealth Management
Connecticut
$361K -$2.71K -38 -0.8%
MP
88
McDonald Partners
Ohio
$339K +$311K +4,360 New
F
89
F3Logic
Minnesota
$337K +$39.3K +550 +15%
CFS
90
CRA Financial Services
New Jersey
$333K -$14.3K -200 -4%
CWM
91
Cahaba Wealth Management
Georgia
$333K +$1.43K +20 +0.5%
IA
92
IFG Advisory
Georgia
$314K +$16.7K +234 +6%
EWM
93
Evermay Wealth Management
Virginia
$297K +$2.71K +38 +1%
PPA
94
Parametric Portfolio Associates
Washington
$292K +$28.6K +400 +12%
Truist Financial
95
Truist Financial
North Carolina
$288K +$264K +3,696 New
HAC
96
Harbor Advisory Corp
New Hampshire
$284K +$260K +3,646 New
TRCT
97
Tower Research Capital (TRC)
New York
$280K -$2.49M -34,826 -91%
CA
98
CGN Advisors
Kansas
$277K +$254K +3,558 New
RMDI
99
R.M. Davis Inc
Maine
$270K – – –
NEPWA
100
New England Private Wealth Advisors
Massachusetts
$265K -$333K -4,670 -58%
2 3
4
5 6

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.