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Vanguard S&P Mid-Cap 400 ETF
IVOO

163 hedge funds and large institutions have $583M invested in Vanguard S&P Mid-Cap 400 ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 39

10% more capital invested

Capital invested by funds: $529M → $583M (+$53.8M)

1.5% more ownership

Funds ownership: 80.09% → 81.58% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 167 → 163 (-4)

Holders
163
Holders Change
-4
Holders Change %
-2.4%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
57
Reduced
39
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$19.7M
2
PVH
Psagot Value Holdings
Israel
+$5.1M
3
Bank of America
Bank of America
North Carolina
+$4.86M
4
Morgan Stanley
Morgan Stanley
New York
+$3.24M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.02M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.13M
2
SVWAG
Sound View Wealth Advisors Group
Georgia
-$1.79M
3
MHS
M Holdings Securities
Oregon
-$1.29M
4
BC
Bartlett & Co
Ohio
-$1.29M
5
BCWM
Bartlett & Co Wealth Management
Ohio
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
LMIM
1
Lockheed Martin Investment Management
Maryland
$111M – – –
Morgan Stanley
2
Morgan Stanley
New York
$71M +$3.24M +35,390 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$36.7M +$19.7M +215,972 +116%
B
4
Bridgeworth
Alabama
$29.7M +$729K +7,972 +3%
Bank of America
5
Bank of America
North Carolina
$28.1M +$4.86M +53,150 +21%
UBS Group
6
UBS Group
Switzerland
$24.6M +$256K +2,798 +1%
LPL Financial
7
LPL Financial
California
$22.4M +$1.94M +21,178 +9%
KHLMVGHM
8
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$16.6M +$720K +7,878 +5%
Wells Fargo
9
Wells Fargo
California
$16M -$629K -6,880 -4%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$15.8M +$119K +1,298 +0.8%
SI
11
Stephens Inc
Arkansas
$12.9M -$53.6K -586 -0.4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$12.2M -$745K -8,152 -6%
TCBWMS
13
Texas Capital Bank Wealth Management Services
Texas
$11.6M -$118K -1,286 -1%
PVH
14
Psagot Value Holdings
Israel
$9.57M +$5.1M +55,740 +113%
V
15
Veritable
Delaware
$9.21M -$441K -4,828 -5%
Osaic Holdings
16
Osaic Holdings
Arizona
$8.31M +$2.15M +23,568 +35%
RJA
17
Raymond James & Associates
Florida
$7.6M +$576K +6,302 +8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6.67M -$3.13M -34,260 -32%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$5.99M -$221K -2,416 -4%
Vanguard Group
20
Vanguard Group
Pennsylvania
$5.36M +$103K +1,126 +2%
CIC
21
Cornercap Investment Counsel
Georgia
$4.93M +$58.1K +636 +1%
PFM
22
Phillips Financial Management
Indiana
$4.43M -$48.3K -528 -1%
GA
23
Gateway Advisory
New Jersey
$4.25M +$316K +3,462 +8%
PAG
24
Private Advisor Group
New Jersey
$3.59M +$235K +2,576 +7%
HAC
25
Harbor Advisory Corp
New Hampshire
$3.49M – – –
1
2 3 4 5

IVOO Hedge Fund Activity: Q2 2021 in Review

163 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q2 2021, worth a combined $583M — up 10% from $529M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IVOO and 15 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 57 added.

The largest buyer was Envestnet Asset Management, adding an estimated $19.7M. The largest seller was Royal Bank of Canada, cutting an estimated $3.13M.

  • 163 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q2 2021, down from 167 in Q1 2021.
  • Funds reported $583M of Vanguard S&P Mid-Cap 400 ETF stock for Q2 2021, up 10% quarter-over-quarter.
  • 15 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q2 2021 and 16 closed out, a net change of -1 holder.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $19.7M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q2 2021 was Royal Bank of Canada, an estimated $3.13M sold.

Based on aggregated 13F filings for Q2 2021.