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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
BTI
201
Blue Trust Inc
Georgia
$47.4K – – –
BlackRock
202
BlackRock
New York
$41.2K – – –
Russell Investments Group
203
Russell Investments Group
United Kingdom
$40.8K +$38K +396 New
HF
204
Halpern Financial
Virginia
$32K – – –
PMFA
205
Plante Moran Financial Advisors
Michigan
$31.5K +$5.76K +60 +24%
William Blair & Company
206
William Blair & Company
Illinois
$30.9K -$9.59K -100 -25%
CFGS
207
Concourse Financial Group Securities
Alabama
$30.3K +$20.9K +218 +287%
GWM
208
Geneos Wealth Management
Colorado
$28.8K – – –
JWA
209
JFS Wealth Advisors
Pennsylvania
$27.3K +$96 +1 +0.4%
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$24.6K +$23K +240 New
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
National Bank of Canada
212
National Bank of Canada
Quebec, Canada
$19.8K +$7.48K +78 +67%
Amundi
213
Amundi
France
$18.2K – – –
FIM
214
Fernwood Investment Management
Massachusetts
$17K +$15.8K +165 New
S
215
SignatureFD
Georgia
$15.9K – – –
BAM
216
Bellevue Asset Management
Washington
$15.5K – – –
CAM
217
Creekmur Asset Management
Illinois
$15.3K +$14.3K +149 New
BCMLT
218
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.4K – – –
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$13.3K +$12.4K +129 New
DJSG
220
D.J. St. Germain
Massachusetts
$12.6K +$11.7K +122 New
CSB
221
City State Bank
Iowa
$10K – – –
TCG
222
Transcendent Capital Group
Oklahoma
$9.04K – – –
PA
223
Parallel Advisors
California
$8.04K – – –
GIA
224
GHP Investment Advisors
Colorado
$5.87K – – –
KFI
225
Key Financial Inc
Pennsylvania
$5.87K – – –
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.