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Vanguard S&P Mid-Cap 400 ETF

118 hedge funds and large institutions have $366M invested in Vanguard S&P Mid-Cap 400 ETF in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

9% more capital invested

Capital invested by funds: $336M → $366M (+$30M)

5.36% more ownership

Funds ownership: 71.74%77.1% (+5.4%)

2% more funds holding

Funds holding: 116118 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
118
Holders Change
+2
Holders Change %
+1.72%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
33
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FEG
101
Financial Enhancement Group
Indiana
$35K +$34.2K +528 New
Citigroup
102
Citigroup
New York
$26K -$13.7K -212 -35%
GRP
103
Global Retirement Partners
California
$22K -$38.6K -596 -64%
S
104
SignatureFD
Georgia
$21K
APA
105
American Portfolios Advisors
New York
$18.2K
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$18K
GWM
107
Geneos Wealth Management
Colorado
$18K
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.8K
SBL
109
Sargent Bickham Lagudis
Colorado
$12K
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$8.8K +136 New
DWM
111
Doyle Wealth Management
Florida
$8K +$7.77K +120 New
AF
112
Advisornet Financial
Minnesota
$4K +$3.88K +60 New
FRA
113
Front Row Advisors
California
$2K
IWA
114
IBEX Wealth Advisors
New Jersey
$2K +$2.07K +32 New
SPIA
115
Steward Partners Investment Advisory
New York
$2K +$2.46K +38 New
TFS
116
TrustCore Financial Services
Tennessee
$1K +$906 +14 New
GT
117
Glenmede Trust
Pennsylvania
$5
JG
118
Jefferies Group
New York
-$3.2M -50,000 Closed
Goldman Sachs
119
Goldman Sachs
New York
-$1.95M -30,530 Closed
MHS
120
M Holdings Securities
Oregon
-$827K -12,940 Closed
GC
121
Grimes & Company
Massachusetts
-$330K -5,164 Closed
HH
122
Hilltop Holdings
Texas
-$272K -4,258 Closed
SS
123
Simplicity Solutions
Minnesota
-$259K -4,048 Closed
MGIA
124
Moneta Group Investment Advisors
Missouri
-$252K -3,942 Closed
WTB
125
Washington Trust Bank
Washington
-$96K -1,500 Closed

IVOO Hedge Fund Activity: Q2 2019 in Review

118 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q2 2019, worth a combined $366M — up 8.9% from $336M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IVOO positions and 9 closed out — a net gain of 4 holders — while 33 added to existing stakes and 29 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $26.1M. The largest seller was River Global Investors, cutting an estimated $3.93M.

  • 118 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q2 2019, up from 116 in Q1 2019.
  • Funds reported $366M of Vanguard S&P Mid-Cap 400 ETF stock for Q2 2019, up 8.9% quarter-over-quarter.
  • 13 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q2 2019 and 9 closed out, a net change of +4 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $26.1M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q2 2019 was River Global Investors, an estimated $3.93M sold.

Based on aggregated 13F filings for Q2 2019.