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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
Bank of America
1
Bank of America
North Carolina
$115M +$11.1M +115,816 +12%
Morgan Stanley
2
Morgan Stanley
New York
$111M -$110M -1,143,129 -51%
LMIM
3
Lockheed Martin Investment Management
Maryland
$92.7M -$7.67M -80,000 -8%
UBS Group
4
UBS Group
Switzerland
$56.8M +$11M +115,019 +26%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$36.3M +$1.1M +11,415 +3%
LPL Financial
6
LPL Financial
California
$32.2M +$244K +2,544 +0.8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$26.2M +$72K +751 +0.3%
SIA
8
Soltis Investment Advisors
Utah
$21.6M +$500K +5,210 +3%
Wells Fargo
9
Wells Fargo
California
$21M +$1.43M +14,867 +8%
WAM
10
WNY Asset Management
New York
$20.1M -$20.9K -218 -0.1%
RJA
11
Raymond James & Associates
Florida
$17M +$594K +6,197 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$15.8M +$345K +3,597 +2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$15.7M +$14.2M +148,410 +3,490%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$14.4M +$226K +2,352 +2%
CAN
15
Cetera Advisor Networks
California
$12.2M -$464K -4,838 -4%
Osaic Holdings
16
Osaic Holdings
Arizona
$11.2M +$156K +1,625 +2%
ONB
17
Old National Bancorp
Indiana
$11.1M +$549K +5,727 +6%
DADC
18
D.A. Davidson & Co
Montana
$10.1M +$254K +2,650 +3%
Pathstone Holdings
19
Pathstone Holdings
New Jersey
$10M -$706K -7,356 -7%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$9.7M -$47.6K -496 -0.5%
TCBWMS
21
Texas Capital Bank Wealth Management Services
Texas
$8.58M -$779K -8,124 -9%
JP Morgan Chase
22
JP Morgan Chase
New York
$8.2M +$1.23M +12,821 +19%
ST
23
Sentinel Trust
Texas
$7.94M +$4.71M +49,100 +175%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$7.84M -$47.5K -495 -0.6%
BWIA
25
Bryant Woods Investment Advisors
New York
$7.62M -$37.6K -392 -0.5%
1
2 3 4 5

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.