IVOO icon

Vanguard S&P Mid-Cap 400 ETF
IVOO

Overview Fund Activity

232 hedge funds and large institutions have $873M invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 68 reducing their positions, and 19 closing their positions.

Holders
232
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.38%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
24
Increased
57
Reduced
68
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$12.9M
2
FF
2
Francis Financial
$7.09M
3
Bank of America
3
Bank of America
North Carolina
$117M
4
ECM
4
Evergreen Capital Management
Washington
$4.77M
5
SIA
5
Soltis Investment Advisors
Utah
$23.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$97.6M
2
ES
2
Eagle Strategies
New York
$0
3
KFGK
3
Keystone Financial Group (Kentucky)
Kentucky
$0
4
Wells Fargo
4
Wells Fargo
California
$17.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
226
AssetMark Inc
California
$5.35K -$99 -1 -2%
RFG
227
REAP Financial Group
Texas
$3.96K – – –
FRA
228
Front Row Advisors
California
$2.98K – – –
CPBTD
229
Central Pacific Bank - Trust Division
Hawaii
$2.58K – – –
ACA
230
American Capital Advisory
Idaho
$2.07K – – –
OA
231
Operose Advisors
Wisconsin
$1.09K – – –
BCPWM
232
Bradley & Co Private Wealth Management
Florida
$991 – – –
ES
233
Eagle Strategies
New York
– -$3.52M -34,185 Closed
KFGK
234
Keystone Financial Group (Kentucky)
Kentucky
– -$3.02M -29,292 Closed
MHS
235
M Holdings Securities
Oregon
– -$1.16M -11,282 Closed
Jane Street
236
Jane Street
New York
– -$874K -8,488 Closed
BPA
237
Beacon Pointe Advisors
California
– -$393K -3,818 Closed
NL
238
NWAM LLC
Washington
– -$262K -2,600 Closed
GC
239
Gratus Capital
Georgia
– -$261K -2,534 Closed
TRCT
240
Tower Research Capital (TRC)
New York
– -$239K -2,320 Closed
Qube Research & Technologies (QRT)
241
Qube Research & Technologies (QRT)
United Kingdom
– -$236K -2,290 Closed
RMDI
242
R.M. Davis Inc
Maine
– -$218K -2,120 Closed
HWA
243
Heartwood Wealth Advisors
Virginia
– -$216K -2,100 Closed
GFA
244
Gallagher Fiduciary Advisors
Illinois
– -$216K -2,095 Closed
SWP
245
Stratos Wealth Partners
Ohio
– -$204K -1,980 Closed
AWAP
246
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
– -$203K -1,968 Closed
LF
247
LifeSteps Financial
California
– -$177K -1,716 Closed
SL
248
Salomon & Ludwin
Virginia
– -$65.7K -638 Closed
FIM
249
Fernwood Investment Management
Massachusetts
– -$17K -165 Closed
CJ
250
Caitlin John
Michigan
– -$837 -8 Closed
7 8 9
10
11