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Vanguard S&P Mid-Cap 400 ETF
IVOO

163 hedge funds and large institutions have $583M invested in Vanguard S&P Mid-Cap 400 ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 39

10% more capital invested

Capital invested by funds: $529M → $583M (+$53.8M)

1.5% more ownership

Funds ownership: 80.09% → 81.58% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 167 → 163 (-4)

Holders
163
Holders Change
-4
Holders Change %
-2.4%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
57
Reduced
39
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$19.7M
2
PVH
Psagot Value Holdings
Israel
+$5.1M
3
Bank of America
Bank of America
North Carolina
+$4.86M
4
Morgan Stanley
Morgan Stanley
New York
+$3.24M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.02M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.13M
2
SVWAG
Sound View Wealth Advisors Group
Georgia
-$1.79M
3
MHS
M Holdings Securities
Oregon
-$1.29M
4
BC
Bartlett & Co
Ohio
-$1.29M
5
BCWM
Bartlett & Co Wealth Management
Ohio
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
101
Moneta Group Investment Advisors
Missouri
$313K +$548 +6 +0.2%
NEPWA
102
New England Private Wealth Advisors
Massachusetts
$312K +$731 +8 +0.2%
AP
103
Appleton Partners
Massachusetts
$304K – – –
TP
104
Tranquility Partners
Tennessee
$297K – – –
Northern Trust
105
Northern Trust
Illinois
$284K +$54.1K +592 +23%
EWM
106
Endurance Wealth Management
Rhode Island
$282K – – –
PA
107
Pinnacle Associates
New York
$272K – – –
SCM
108
Stordahl Capital Management
Colorado
$257K -$731 -8 -0.3%
CCIA
109
Cherry Creek Investment Advisors
Colorado
$257K +$258K +2,820 New
PWP
110
Personal Wealth Partners
Minnesota
$256K – – –
Fidelity Investments
111
Fidelity Investments
Massachusetts
$247K -$17.6K -192 -7%
GHA
112
GW Henssler & Associates
Georgia
$225K +$226K +2,468 New
MIH
113
Meitav Investment House
Israel
$220K – – –
RJT
114
Raymond James Trust
Florida
$217K -$18.3K -200 -8%
AWE
115
Avidian Wealth Enterprises
Texas
$210K -$27.4K -300 -11%
ARC
116
Advisor Resource Council
Texas
$206K +$207K +2,260 New
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$186K +$183 +2 +0.1%
US Bancorp
118
US Bancorp
Minnesota
$176K – – –
HCP
119
Hexagon Capital Partners
Arkansas
$173K – – –
ACA
120
Atlas Capital Advisors
Wyoming
$124K +$17K +186 +16%
IA
121
IFP Advisors
Florida
$114K -$25.6K -280 -18%
AWM
122
Avior Wealth Management
Nebraska
$112K -$31.4K -344 -22%
WT
123
Washington Trust
Rhode Island
$109K – – –
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$95K +$5.49K +60 +6%
OIA
125
Optimum Investment Advisors
Illinois
$91K – – –
3 4
5
6 7

IVOO Hedge Fund Activity: Q2 2021 in Review

163 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q2 2021, worth a combined $583M — up 10% from $529M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IVOO and 15 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 57 added.

The largest buyer was Envestnet Asset Management, adding an estimated $19.7M. The largest seller was Royal Bank of Canada, cutting an estimated $3.13M.

  • 163 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q2 2021, down from 167 in Q1 2021.
  • Funds reported $583M of Vanguard S&P Mid-Cap 400 ETF stock for Q2 2021, up 10% quarter-over-quarter.
  • 15 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q2 2021 and 16 closed out, a net change of -1 holder.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $19.7M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q2 2021 was Royal Bank of Canada, an estimated $3.13M sold.

Based on aggregated 13F filings for Q2 2021.