Vanguard S&P Mid-Cap 400 ETF
IVOO
300 hedge funds and large institutions have $1.71B invested in Vanguard S&P Mid-Cap 400 ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 81 reducing their positions, and 15 closing their positions.
120% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 15
21% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 81
8% more capital invested
Capital invested by funds: $1.59B → $1.71B (+$123M)
5% more funds holding
Funds holding: 287 → 300 (+13)
0.98% more ownership
Funds ownership: 53.99% → 54.97% (+0.98%)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$50.5M |
| 2 |
Goldman Sachs
New York
|
+$18.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$8.13M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$7.58M |
| 5 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$6.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$10.6M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
-$10.5M |
| 3 |
Morgan Stanley
New York
|
-$8.09M |
| 4 |
AF
Align Financial
Hermantown,
Minnesota
|
-$7.45M |
| 5 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$3.59M |
IVOO Hedge Fund Activity: Q1 2026 in Review
300 of the 8,177 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q1 2026, worth a combined $1.71B — up 7.7% from $1.59B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new IVOO positions and 15 closed out — a net gain of 18 holders — while 98 added to existing stakes and 81 trimmed.
The largest buyer was Hantz Financial Services, adding an estimated $50.5M. The largest seller was Lockheed Martin Investment Management, cutting an estimated $10.6M.
- 300 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q1 2026, up from 287 in Q4 2025.
- Funds reported $1.71B of Vanguard S&P Mid-Cap 400 ETF stock for Q1 2026, up 7.7% quarter-over-quarter.
- 33 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q1 2026 and 15 closed out, a net change of +18 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q1 2026 was Hantz Financial Services, an estimated $50.5M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q1 2026 was Lockheed Martin Investment Management, an estimated $10.6M sold.
Based on aggregated 13F filings for Q1 2026.