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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
DWT
151
Dorsey & Whitney Trust
South Dakota
$365K – – –
GAM
152
Gotham Asset Management
New York
$362K – – –
1SB
153
1ST Source Bank
Indiana
$359K – – –
FTUS
154
Flow Traders U.S.
New York
$358K +$369K +3,394 New
SIC
155
Samalin Investment Counsel
New York
$352K +$363K +3,337 New
KSWA
156
Kathleen S. Wright Associates
Pennsylvania
$349K +$1.85K +17 +0.5%
CWM
157
Centricity Wealth Management
Ohio
$344K +$354K +3,258 New
RWRC
158
R.W. Roge & Company
New York
$342K – – –
SMA
159
Sage Mountain Advisors
Georgia
$340K – – –
CAG
160
Crestwood Advisors Group
Massachusetts
$339K +$23K +212 +7%
PA
161
Pinnacle Associates
New York
$331K +$2.72K +25 +0.8%
EFG
162
Embree Financial Group
Illinois
$326K +$2.39K +22 +0.7%
WPW
163
Waldron Private Wealth
Pennsylvania
$321K – – –
MWM
164
Mascagni Wealth Management
Mississippi
$320K +$352K +3,243 New
NEPWA
165
New England Private Wealth Advisors
Massachusetts
$314K -$63.5K -584 -16%
TPCW
166
TD Private Client Wealth
New York
$313K +$9.02K +83 +3%
VPP
167
Vertex Planning Partners
Illinois
$306K – – –
EFA
168
Evernest Financial Advisors
Indiana
$304K -$33.2K -306 -10%
PS
169
Principal Securities
Iowa
$302K – – –
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$302K – – –
NW
171
NewEdge Wealth
Pennsylvania
$298K – – –
BWM
172
Benchmark Wealth Management
Connecticut
$297K +$4.35K +40 +1%
Wealth Enhancement Advisory Services
173
Wealth Enhancement Advisory Services
Minnesota
$282K -$7.39K -68 -2%
WWA
174
Wealth Watch Advisors
Colorado
$280K +$289K +2,658 New
EH
175
Equitable Holdings
New York
$280K +$14.9K +137 +5%
5 6
7
8 9

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.