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Vanguard S&P Mid-Cap 400 ETF
IVOO

189 hedge funds and large institutions have $620M invested in Vanguard S&P Mid-Cap 400 ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $409K | Put options by funds: $114K

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

47% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 43

11% more capital invested

Capital invested by funds: $561M → $620M (+$59.6M)

9% more funds holding

Funds holding: 174 → 189 (+15)

1.13% more ownership

Funds ownership: 86.15% → 87.28% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
189
Holders Change
+15
Holders Change %
+8.62%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
31
Increased
63
Reduced
43
Closed
12
Calls
$409K
Puts
$114K
Net Calls
+$295K
Net Calls Change
+$295K

Top Buyers

1
GC
Gratus Capital
Georgia
+$13.4M
2
WAM
WNY Asset Management
New York
+$10.4M
3
CAN
Cetera Advisor Networks
California
+$10M
4
Bank of America
Bank of America
North Carolina
+$4.35M
5
DADC
D.A. Davidson & Co
Montana
+$4.21M

Top Sellers

1
B
Bridgeworth
Alabama
-$26.9M
2
SI
Stephens Inc
Arkansas
-$12.9M
3
Barclays
Barclays
United Kingdom
-$7.43M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.26M
5
Wells Fargo
Wells Fargo
California
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$821K +$311K +3,798 +61%
GT
77
Greenleaf Trust
Michigan
$818K +$554K +6,778 +210%
SFS
78
Summit Financial Strategies
Ohio
$815K +$40.6K +496 +5%
SN
79
Sittner & Nelson
Oregon
$808K – – –
FNBOO
80
First National Bank of Omaha
Nebraska
$799K – – –
JMPWA
81
JP Morgan Private Wealth Advisors
California
$795K +$1.96K +24 +0.2%
HFW
82
Horizon Family Wealth
Illinois
$771K +$64.6K +790 +9%
RWP
83
RWA Wealth Partners
Massachusetts
$768K – – –
RRC
84
Relaxing Retirement Coach
Massachusetts
$762K – – –
TI
85
Truepoint Inc
Ohio
$744K – – –
MCWS
86
McKinley Carter Wealth Services
West Virginia
$641K – – –
PPW
87
PACK Private Wealth
Minnesota
$640K +$79K +966 +14%
ORC
88
O'Rourke & Company
Massachusetts
$631K +$982 +12 +0.2%
SVWAG
89
Sound View Wealth Advisors Group
Georgia
$615K +$804K +9,832 +302%
IC
90
IEQ Capital
California
$611K +$612K +7,476 New
VA
91
Valmark Advisers
Ohio
$588K +$588K +7,184 New
FHA
92
Flagship Harbor Advisors
Massachusetts
$578K -$30.6K -374 -5%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$558K -$173K -2,116 -24%
AWS
94
Atria Wealth Solutions
New York
$541K -$4.09K -50 -0.8%
WCFA
95
Walkner Condon Financial Advisors
Wisconsin
$519K +$8.18K +100 +2%
AF
96
Affiance Financial
Minnesota
$506K -$5.07K -62 -1%
LFAS
97
Level Four Advisory Services
Texas
$494K +$12.4K +152 +3%
THWM
98
Taylor Hoffman Wealth Management
Virginia
$488K -$166K -2,032 -25%
AIP
99
Ameritas Investment Partners
Nebraska
$484K +$126K +1,538 +35%
1IA
100
1834 Investment Advisors
Wisconsin
$450K +$450K +5,498 New
2 3
4
5 6

IVOO Hedge Fund Activity: Q4 2022 in Review

189 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q4 2022, worth a combined $620M — up 11% from $561M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IVOO positions and 12 closed out — a net gain of 19 holders — while 63 added to existing stakes and 43 trimmed.

The largest buyer was Gratus Capital, opening a new position worth an estimated $13.4M. The largest seller was Bridgeworth, cutting an estimated $26.9M.

  • 189 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q4 2022, up from 174 in Q3 2022.
  • Funds reported $620M of Vanguard S&P Mid-Cap 400 ETF stock for Q4 2022, up 11% quarter-over-quarter.
  • 31 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q4 2022 and 12 closed out, a net change of +19 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q4 2022 was Gratus Capital, an estimated $13.4M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q4 2022 was Bridgeworth, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2022.