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Vanguard S&P Mid-Cap 400 ETF

179 hedge funds and large institutions have $540M invested in Vanguard S&P Mid-Cap 400 ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 180179 (-1)

2% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 51

3.59% less ownership

Funds ownership: 87.32%83.73% (-3.6%)

19% less capital invested

Capital invested by funds: $671M → $540M (-$130M)

Holders
179
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
3.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
50
Reduced
51
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LMIM
1
Lockheed Martin Investment Management
Maryland
$93.4M
Morgan Stanley
2
Morgan Stanley
New York
$60.5M +$3.45M +41,222 +6%
Bank of America
3
Bank of America
North Carolina
$34.3M +$2.82M +33,710 +8%
B
4
Bridgeworth
Alabama
$28.6M -$1.23M -14,680 -4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.1M -$3.15M -37,622 -10%
MIH
6
Meitav Investment House
Israel
$23.1M +$4.37M +52,262 +21%
LPL Financial
7
LPL Financial
California
$22.3M -$110K -1,318 -0.5%
UBS Group
8
UBS Group
Switzerland
$18.3M -$4.53M -54,228 -19%
Wells Fargo
9
Wells Fargo
California
$14.7M -$1.11M -13,322 -6%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$14.5M +$1.01M +12,050 +7%
KHLMVGHM
11
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$13.8M
SI
12
Stephens Inc
Arkansas
$13.4M +$1.26M +15,026 +9%
RJA
13
Raymond James & Associates
Florida
$9.45M +$312K +3,734 +3%
TCBWMS
14
Texas Capital Bank Wealth Management Services
Texas
$9.11M -$538K -6,436 -5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$8.17M -$1.37M -16,338 -13%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$7.22M +$814K +9,730 +11%
Osaic Holdings
17
Osaic Holdings
Arizona
$6.57M -$125K -1,490 -2%
V
18
Veritable
Delaware
$5.87M -$1.99M -23,808 -24%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.44M -$998K -11,936 -14%
KHLMTHM
20
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.14M +$4.55M +54,478 New
PFM
21
Phillips Financial Management
Indiana
$3.96M
Ameriprise
22
Ameriprise
Minnesota
$3.77M +$447K +5,350 +12%
PAG
23
Private Advisor Group
New Jersey
$3.62M +$31.1K +372 +0.8%
BWIA
24
Bryant Woods Investment Advisors
New York
$3.52M +$162K +1,932 +4%
SQA
25
Simon Quick Advisors
New Jersey
$3.23M +$3.19M +38,174 New

IVOO Hedge Fund Activity: Q2 2022 in Review

179 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q2 2022, worth a combined $540M — down 19% from $671M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IVOO positions and 17 closed out — a net gain of 2 holders — while 50 added to existing stakes and 51 trimmed.

The largest buyer was Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet, opening a new position worth an estimated $4.55M. The largest seller was JP Morgan Chase, cutting an estimated $20.9M.

  • 179 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q2 2022, down from 180 in Q1 2022.
  • Funds reported $540M of Vanguard S&P Mid-Cap 400 ETF stock for Q2 2022, down 19% quarter-over-quarter.
  • 19 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q2 2022 and 17 closed out, a net change of +2 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q2 2022 was Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet, an estimated $4.55M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q2 2022 was JP Morgan Chase, an estimated $20.9M sold.

Based on aggregated 13F filings for Q2 2022.