Vanguard S&P Mid-Cap 400 ETF
IVOO
234 hedge funds and large institutions have $874M invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 68 reducing their positions, and 19 closing their positions.
26% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 19
0% more funds holding
Funds holding: 233 → 234 (+1)
4% less capital invested
Capital invested by funds: $910M → $874M (-$35.5M)
1.03% less ownership
Funds ownership: 44.91% → 43.88% (-1%)
15% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 68
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$11.9M |
| 2 |
FF
Francis Financial
|
+$6.15M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.9M |
| 4 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
+$4.78M |
| 5 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$2.41M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$9.2M |
| 2 |
ES
Eagle Strategies
New York
|
-$3.52M |
| 3 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
-$3.02M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.93M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.78M |
IVOO Hedge Fund Activity: Q2 2024 in Review
234 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q2 2024, worth a combined $874M — down 3.9% from $910M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IVOO positions and 19 closed out — a net gain of 5 holders — while 58 added to existing stakes and 68 trimmed.
The largest buyer was Savant Capital, adding an estimated $11.9M. The largest seller was Morgan Stanley, cutting an estimated $9.2M.
- 234 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q2 2024, up from 233 in Q1 2024.
- Funds reported $874M of Vanguard S&P Mid-Cap 400 ETF stock for Q2 2024, down 3.9% quarter-over-quarter.
- 24 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q2 2024 and 19 closed out, a net change of +5 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q2 2024 was Savant Capital, an estimated $11.9M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q2 2024 was Morgan Stanley, an estimated $9.2M sold.
Based on aggregated 13F filings for Q2 2024.