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Vanguard S&P Mid-Cap 400 ETF
IVOO

189 hedge funds and large institutions have $620M invested in Vanguard S&P Mid-Cap 400 ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $409K | Put options by funds: $114K

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

47% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 43

11% more capital invested

Capital invested by funds: $561M → $620M (+$59.6M)

9% more funds holding

Funds holding: 174 → 189 (+15)

1.13% more ownership

Funds ownership: 86.15% → 87.28% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
189
Holders Change
+15
Holders Change %
+8.62%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
31
Increased
63
Reduced
43
Closed
12
Calls
$409K
Puts
$114K
Net Calls
+$295K
Net Calls Change
+$295K

Top Buyers

1
GC
Gratus Capital
Georgia
+$13.4M
2
WAM
WNY Asset Management
New York
+$10.4M
3
CAN
Cetera Advisor Networks
California
+$10M
4
Bank of America
Bank of America
North Carolina
+$4.35M
5
DADC
D.A. Davidson & Co
Montana
+$4.21M

Top Sellers

1
B
Bridgeworth
Alabama
-$26.9M
2
SI
Stephens Inc
Arkansas
-$12.9M
3
Barclays
Barclays
United Kingdom
-$7.43M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.26M
5
Wells Fargo
Wells Fargo
California
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
151
Colonial Trust
South Carolina
$72.3K +$72K +880 New
TLA
152
Tanglewood Legacy Advisors
Texas
$67.2K +$67.2K +822 New
MWA
153
Moser Wealth Advisors
Washington
$61.8K – – –
AWM
154
Avior Wealth Management
Nebraska
$60.7K +$654 +8 +1%
Qube Research & Technologies (QRT)
155
Qube Research & Technologies (QRT)
United Kingdom
$42.7K +$42.7K +522 New
SBL
156
Sargent Bickham Lagudis
Colorado
$42.4K – – –
GRP
157
Global Retirement Partners
California
$38.6K +$13.7K +168 +55%
SPIA
158
Steward Partners Investment Advisory
New York
$34.7K – – –
HF
159
Halpern Financial
Virginia
$34K – – –
BlackRock
160
BlackRock
New York
$34K +$1.31K +16 +4%
William Blair & Company
161
William Blair & Company
Illinois
$32.7K -$21.3K -260 -39%
AF
162
Advisornet Financial
Minnesota
$31.2K +$327 +4 +1%
BAM
163
Belpointe Asset Management
Nevada
$28.3K +$28.3K +346 New
FDCDDQ
164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.2K -$982 -12 -3%
MWM
165
MinichMacGregor Wealth Management
New York
$26.7K +$26.7K +326 New
TPCW
166
TD Private Client Wealth
New York
$26.5K -$164 -2 -0.6%
GWM
167
Geneos Wealth Management
Colorado
$22.9K – – –
PMFA
168
Plante Moran Financial Advisors
Michigan
$20.1K – – –
HWMA
169
Heritage Wealth Management (Arizona)
Arizona
$18.7K +$18.6K +228 New
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
Amundi
171
Amundi
France
$16.3K – – –
CSB
172
City State Bank
Iowa
$16K – – –
National Bank of Canada
173
National Bank of Canada
Quebec, Canada
$12.8K – – –
S
174
SignatureFD
Georgia
$12.6K – – –
BAM
175
Bellevue Asset Management
Washington
$12.2K – – –
5 6
7
8 9

IVOO Hedge Fund Activity: Q4 2022 in Review

189 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q4 2022, worth a combined $620M — up 11% from $561M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IVOO positions and 12 closed out — a net gain of 19 holders — while 63 added to existing stakes and 43 trimmed.

The largest buyer was Gratus Capital, opening a new position worth an estimated $13.4M. The largest seller was Bridgeworth, cutting an estimated $26.9M.

  • 189 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q4 2022, up from 174 in Q3 2022.
  • Funds reported $620M of Vanguard S&P Mid-Cap 400 ETF stock for Q4 2022, up 11% quarter-over-quarter.
  • 31 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q4 2022 and 12 closed out, a net change of +19 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q4 2022 was Gratus Capital, an estimated $13.4M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q4 2022 was Bridgeworth, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2022.