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Vanguard S&P Mid-Cap 400 ETF
IVOO

24 hedge funds and large institutions have $26.6M invested in Vanguard S&P Mid-Cap 400 ETF in 2013 Q2 according to their latest regulatory filings, with 24 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

30.17% more ownership

Funds ownership: 0% → 30.17% (+30%)

Holders
24
Holders Change
+24
Holders Change %
–
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.29M +$4.29M +110,146 New
Morgan Stanley
2
Morgan Stanley
New York
$3.59M +$3.59M +92,222 New
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.49M +$3.5M +89,740 New
PFM
4
Phillips Financial Management
Indiana
$2.55M +$2.42M +62,144 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.79M +$1.79M +45,960 New
U
6
UBS
Switzerland
$1.65M +$1.65M +42,458 New
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$1.44M +$1.44M +37,064 New
KeyBank National Association
8
KeyBank National Association
Ohio
$1.29M +$1.29M +33,170 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1M +$1M +25,762 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$789K +$790K +20,266 New
LPL Financial
11
LPL Financial
California
$757K +$758K +19,450 New
KFS
12
KMS Financial Services
Washington
$697K +$697K +17,900 New
Wells Fargo
13
Wells Fargo
California
$667K +$667K +17,130 New
BC
14
Bartlett & Co
Ohio
$611K +$611K +15,690 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$469K +$469K +12,038 New
PFG
16
Pacific Financial Group
Washington
$410K +$410K +10,536 New
HJA
17
Hugh Johnson Advisors
New York
$348K +$348K +8,936 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$254K +$254K +6,516 New
FHB
19
First Hawaiian Bank
Hawaii
$209K +$209K +5,370 New
US Bancorp
20
US Bancorp
Minnesota
$121K +$121K +3,110 New
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$69K +$69.1K +1,774 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$35K +$35.1K +900 New
AIG
23
American International Group
New York
$11.7K +$11.7K +300 New
MFS
24
MSI Financial Services
Massachusetts
$7K +$6.54K +168 New

IVOO Hedge Fund Activity: Q2 2013 in Review

24 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q2 2013, worth a combined $26.6M.

Buyers outnumbered sellers: 24 funds opened new IVOO positions and 0 closed out — a net gain of 24 holders — while 0 added to existing stakes and 0 trimmed.

  • 24 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $26.6M of Vanguard S&P Mid-Cap 400 ETF stock for Q2 2013.
  • 24 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q2 2013 and 0 closed out, a net change of +24 holders.

Based on aggregated 13F filings for Q2 2013.