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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
NS
176
NBC Securities
Alabama
$183K -$17.5K -182 -9%
LF
177
LifeSteps Financial
California
$177K +$165K +1,716 New
AF
178
Allworth Financial
California
$166K +$153K +1,594 +9,963%
CAL
179
Capital Analysts LLC
Pennsylvania
$153K +$5.47K +57 +4%
GRP
180
Global Retirement Partners
California
$150K +$863 +9 +0.6%
ACA
181
Atlas Capital Advisors
Wyoming
$141K +$36.8K +384 +39%
RAM
182
Ramirez Asset Management
New York
$132K – – –
WT
183
Washington Trust
Rhode Island
$124K – – –
GJWM
184
Gilliland Jeter Wealth Management
Arkansas
$115K +$107K +1,112 New
EWM
185
Evermay Wealth Management
Virginia
$106K +$192 +2 +0.2%
IA
186
IFP Advisors
Florida
$105K – – –
OIA
187
Optimum Investment Advisors
Illinois
$103K – – –
FWM
188
FSA Wealth Management
Massachusetts
$96.5K +$89.9K +937 New
BC
189
Barrett & Company
Rhode Island
$95.1K -$12.5K -130 -12%
CT
190
Colonial Trust
South Carolina
$90.4K – – –
TLA
191
Tanglewood Legacy Advisors
Texas
$84.7K – – –
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$78.6K +$96 +1 +0.1%
MWA
193
Moser Wealth Advisors
Washington
$77.9K – – –
AWM
194
Avior Wealth Management
Nebraska
$76.4K +$96 +1 +0.1%
EWA
195
EverSource Wealth Advisors
Alabama
$73.5K – – –
SL
196
Salomon & Ludwin
Virginia
$65.7K +$61.2K +638 New
PO
197
Private Ocean
California
$63.9K +$59.5K +620 New
SPIA
198
Steward Partners Investment Advisory
New York
$63.4K – – –
FFA
199
Farther Finance Advisors
California
$54.1K -$17.4K -181 -25%
QCG
200
Quadrant Capital Group
Ohio
$50K – – –
6 7
8
9 10

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.