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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
S
151
SignatureFD
Georgia
$14K – – –
AWM
152
Accel Wealth Management
Iowa
$13K – – –
PFGIA
153
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
TPCW
154
TD Private Client Wealth
New York
$6.73K +$366 +4 +6%
HFA
155
Hoover Financial Advisors
Pennsylvania
$5K – – –
RIM
156
Rockbridge Investment Management
New York
$5K – – –
RFA
157
Reilly Financial Advisors
California
$5K +$4.57K +50 New
MIFH
158
Migdal Insurance & Financial Holdings
Israel
$4K +$4.21K +46 New
BFC
159
Bedel Financial Consulting
Indiana
$3K – – –
FRA
160
Front Row Advisors
California
$3K – – –
PB
161
Pinnacle Bancorp
Nebraska
$3K – – –
SPIA
162
Steward Partners Investment Advisory
New York
$3K – – –
Qube Research & Technologies (QRT)
163
Qube Research & Technologies (QRT)
United Kingdom
$3K +$3.29K +36 New
DI
164
Disciplined Investments
Oklahoma
$1K – – –
MHS
165
M Holdings Securities
Oregon
– -$1.29M -14,634 Closed
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
– -$647K -7,338 Closed
UCFA
167
United Capital Financial Advisors
Texas
– -$498K -5,640 Closed
IA
168
IFG Advisory
Georgia
– -$356K -4,046 Closed
CWM
169
Cahaba Wealth Management
Georgia
– -$355K -4,030 Closed
HSA
170
HBK Sorce Advisory
Pennsylvania
– -$280K -3,172 Closed
VA
171
Valmark Advisers
Ohio
– -$216K -2,452 Closed
SC
172
Sepio Capital
Utah
– -$200K -2,268 Closed
William Blair & Company
173
William Blair & Company
Illinois
– -$97K -1,104 Closed
VFA
174
Valeo Financial Advisors
Indiana
– -$84K -950 Closed
HI
175
Human Investing
Oregon
– -$52K -584 Closed
4 5 6
7
8

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.