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Vanguard S&P Mid-Cap 400 ETF
IVOO

272 hedge funds and large institutions have $1.13B invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 91 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,610% more call options, than puts

Call options by funds: $359K | Put options by funds: $21K

171% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 17

65% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 55

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

14% more capital invested

Capital invested by funds: $994M → $1.13B (+$139M)

9% more funds holding

Funds holding: 249 → 272 (+23)

0.37% less ownership

Funds ownership: 47.69% → 47.32% (-0.37%)

Holders
272
Holders Change
+23
Holders Change %
+9.24%
% of All Funds
3.58%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
46
Increased
91
Reduced
55
Closed
17
Calls
$359K
Puts
$21K
Net Calls
+$338K
Net Calls Change
-$32K

Top Buyers

1
MCIA
Mountain Capital Investment Advisors
Colorado
+$37.9M
2
AF
Allworth Financial
California
+$17.9M
3
HFS
Hantz Financial Services
Michigan
+$16.4M
4
UBS Group
UBS Group
Switzerland
+$14.5M
5
Bank of America
Bank of America
North Carolina
+$6.66M

Top Sellers

1
AWS
Atria Wealth Solutions
New York
-$4.66M
2
PF
Phoenix Financial
Israel
-$1.9M
3
SIA
Soltis Investment Advisors
Utah
-$1.76M
4
NCFG
New Century Financial Group
New Jersey
-$1.27M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
101
Park Avenue Securities
New York
$893K +$920K +8,468 New
VA
102
Valmark Advisers
Ohio
$890K -$7.71K -71 -0.8%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$795K +$10.4K +96 +1%
GVAG
104
Great Valley Advisor Group
Delaware
$787K – – –
BCWM
105
Bartlett & Co Wealth Management
Ohio
$769K +$44.4K +409 +6%
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$744K -$19.6K -180 -2%
SVWAG
107
Sound View Wealth Advisors Group
Georgia
$738K +$3.04K +28 +0.4%
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$737K -$123K -1,129 -15%
MCWS
109
McKinley Carter Wealth Services
West Virginia
$733K – – –
ORC
110
O'Rourke & Company
Massachusetts
$729K -$50.8K -468 -6%
FTS
111
Fifth Third Securities
Ohio
$708K -$36.2K -333 -5%
WCFA
112
Walkner Condon Financial Advisors
Wisconsin
$706K +$31.6K +291 +5%
MCM
113
Manchester Capital Management
Vermont
$684K – – –
LFAS
114
Level Four Advisory Services
Texas
$679K -$528K -4,862 -43%
WANY
115
Wealthspire Advisors (New York)
New York
$661K -$67.3K -619 -9%
ESB
116
Essex Savings Bank
Connecticut
$648K – – –
SHF
117
Stage Harbor Financial
Massachusetts
$648K – – –
CWM
118
Castle Wealth Management
Florida
$630K -$39.1K -360 -6%
AAS
119
Avantax Advisory Services
Texas
$630K +$237K +2,179 +57%
HA
120
Hanover Advisors
South Carolina
$624K -$61.2K -563 -9%
THCM
121
Taylor Hoffman Capital Management
Virginia
$619K -$2.06K -19 -0.3%
AIP
122
Ameritas Investment Partners
Nebraska
$619K -$9.67K -89 -1%
CIA
123
Concurrent Investment Advisors
Florida
$603K +$621K +5,719 New
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$583K +$761 +7 +0.1%
IF
125
IRON Financial
Illinois
$579K +$4.13K +38 +0.7%
3 4
5
6 7

IVOO Hedge Fund Activity: Q4 2024 in Review

272 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q4 2024, worth a combined $1.13B — up 14% from $994M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IVOO positions and 17 closed out — a net gain of 29 holders — while 91 added to existing stakes and 55 trimmed.

The largest buyer was Mountain Capital Investment Advisors, opening a new position worth an estimated $37.9M. The largest seller was Atria Wealth Solutions, cutting an estimated $4.66M.

  • 272 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q4 2024, up from 249 in Q3 2024.
  • Funds reported $1.13B of Vanguard S&P Mid-Cap 400 ETF stock for Q4 2024, up 14% quarter-over-quarter.
  • 46 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q4 2024 and 17 closed out, a net change of +29 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q4 2024 was Mountain Capital Investment Advisors, an estimated $37.9M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q4 2024 was Atria Wealth Solutions, an estimated $4.66M sold.

Based on aggregated 13F filings for Q4 2024.