IVOO icon

Vanguard S&P Mid-Cap 400 ETF
IVOO

Overview Fund Activity

49 hedge funds and large institutions have $87.8M invested in Vanguard S&P Mid-Cap 400 ETF in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+6
Holders Change %
+13.95%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
18
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$5.37M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.92M
3
UBS Group
3
UBS Group
Switzerland
$11.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.88M
5
LPL Financial
5
LPL Financial
California
$4.14M

Top Sellers

1
TCB
1
Texas Capital Bancshares
Texas
$15.8M
2
Jane Street
2
Jane Street
New York
$495K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$642K
4
AIM
4
Advantage Investment Management
Iowa
$0
5
Comerica Bank
5
Comerica Bank
Texas
$217K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$494K +$19.7K +426 +4%
PFG
27
Pacific Financial Group
Washington
$484K – – –
ICOA
28
Investment Centers of America
North Dakota
$443K +$78.5K +1,706 +22%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$395K +$22.1K +480 +6%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$353K +$353K +7,688 New
GC
31
Grimes & Company
Massachusetts
$347K – – –
FAAS
32
First Allied Advisory Services
California
$311K +$11.3K +246 +4%
Mariner
33
Mariner
Kansas
$301K +$301K +6,550 New
IH
34
IFC Holdings
Florida
$291K -$76K -1,626 -21%
BWM
35
Braver Wealth Management
Massachusetts
$291K +$21.4K +464 +8%
Comerica Bank
36
Comerica Bank
Texas
$217K -$217K -4,722 -50%
US Bancorp
37
US Bancorp
Minnesota
$144K +$2.29K +50 +2%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$111K – – –
WTB
39
Washington Trust Bank
Washington
$69K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$45K – – –
DADC
41
D.A. Davidson & Co
Montana
$33K +$14.9K +330 +83%
FIB
42
First Interstate Bank
Montana
$33K +$33K +728 New
RBC
43
Roble Belko & Company
Pennsylvania
$26K – – –
AC
44
Alexandria Capital
Virginia
$10K – – –
Citigroup
45
Citigroup
New York
$5K +$5K +100 New
MFS
46
MSI Financial Services
Massachusetts
$2K – – –
Creative Planning
47
Creative Planning
Kansas
$1K +$1K +12 New
FNBOO
48
First National Bank of Omaha
Nebraska
$579 +$579 +12,600 New
AIM
49
Advantage Investment Management
Iowa
– -$1.12M -22,104 Closed
SCA
50
Strategic Capital Alternatives
United States
– -$106K -2,084 Closed
1
2
3