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Vanguard S&P Mid-Cap 400 ETF
IVOO

233 hedge funds and large institutions have $910M invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 88 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

66% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 53

5% more funds holding

Funds holding: 221 → 233 (+12)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

6% less capital invested

Capital invested by funds: $964M → $910M (-$54.4M)

8.3% less ownership

Funds ownership: 53.22% → 44.91% (-8.3%)

Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
3.36%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
30
Increased
88
Reduced
53
Closed
15
Calls
$577K
Puts
–
Net Calls
+$577K
Net Calls Change
+$577K

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$14.2M
2
Bank of America
Bank of America
North Carolina
+$11.1M
3
UBS Group
UBS Group
Switzerland
+$11M
4
ST
Sentinel Trust
Texas
+$4.71M
5
APC
Asset Planning Corporation
Tennessee
+$4.64M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$110M
2
GC
Gratus Capital
Georgia
-$29.1M
3
MIH
Meitav Investment House
Israel
-$19.1M
4
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
-$11.1M
5
LMIM
Lockheed Martin Investment Management
Maryland
-$7.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
HA
101
Hanover Advisors
South Carolina
$750K +$95.9K +1,000 +16%
FTS
102
Fifth Third Securities
Ohio
$740K -$45.5K -474 -6%
TCWA
103
Turtle Creek Wealth Advisors
Texas
$735K – – –
MCWS
104
McKinley Carter Wealth Services
West Virginia
$730K – – –
CWM
105
Castle Wealth Management
Florida
$718K -$53.7K -560 -7%
RJT
106
Raymond James Trust
Florida
$709K -$4.8K -50 -0.7%
WCFA
107
Walkner Condon Financial Advisors
Wisconsin
$673K +$17.7K +185 +3%
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$658K -$11K -115 -2%
SVWAG
109
Sound View Wealth Advisors Group
Georgia
$624K -$46.4K -484 -7%
THWM
110
Taylor Hoffman Wealth Management
Virginia
$620K +$4.03K +42 +0.7%
AIP
111
Ameritas Investment Partners
Nebraska
$613K +$3.17K +33 +0.6%
WANY
112
Wealthspire Advisors (New York)
New York
$585K -$570K -5,941 -51%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$569K -$93K -970 -15%
IF
114
IRON Financial
Illinois
$560K +$1.05K +11 +0.2%
PSP
115
Pacific Sage Partners
Washington
$534K – – –
FHA
116
Flagship Harbor Advisors
Massachusetts
$526K -$3.93K -41 -0.8%
AF
117
Affiance Financial
Minnesota
$518K – – –
MGIA
118
Moneta Group Investment Advisors
Missouri
$488K -$383K -3,992 -46%
1WM
119
1900 Wealth Management
Texas
$487K +$64.5K +672 +17%
CFS
120
CRA Financial Services
New Jersey
$477K – – –
GS
121
GTS Securities
New York
$471K – – –
Comerica Bank
122
Comerica Bank
Texas
$447K +$3.84K +40 +0.9%
SCM
123
Stordahl Capital Management
Colorado
$445K +$40.2K +419 +11%
RWRC
124
R.W. Roge & Company
New York
$434K -$3.07K -32 -0.8%
TIAA Trust, National Association
125
TIAA Trust, National Association
North Carolina
$419K – – –
3 4
5
6 7

IVOO Hedge Fund Activity: Q1 2024 in Review

233 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q1 2024, worth a combined $910M — down 5.6% from $964M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IVOO positions and 15 closed out — a net gain of 15 holders — while 88 added to existing stakes and 53 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $14.2M. The largest seller was Morgan Stanley, cutting an estimated $110M.

  • 233 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q1 2024, up from 221 in Q4 2023.
  • Funds reported $910M of Vanguard S&P Mid-Cap 400 ETF stock for Q1 2024, down 5.6% quarter-over-quarter.
  • 30 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q1 2024 and 15 closed out, a net change of +15 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $14.2M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q1 2024 was Morgan Stanley, an estimated $110M sold.

Based on aggregated 13F filings for Q1 2024.