IVOO icon

Vanguard S&P Mid-Cap 400 ETF
IVOO

Overview Fund Activity

221 hedge funds and large institutions have $964M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 49 reducing their positions, and 9 closing their positions.

Holders
221
Holders Change
+23
Holders Change %
+11.62%
% of All Funds
3.24%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
34
Increased
75
Reduced
49
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$209M
2
Bank of America
2
Bank of America
North Carolina
$94.1M
3
Northern Trust
3
Northern Trust
Illinois
$6.25M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.1M
5
GA
5
Gateway Advisory
New Jersey
$3.02M

Top Sellers

1
MIH
1
Meitav Investment House
Israel
$19.1M
2
Stifel Financial
2
Stifel Financial
Missouri
$4.76M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$3.07M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$10.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$23.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$7.11M +$1.4M +14,904 +25%
BWIA
27
Bryant Woods Investment Advisors
New York
$6.99M +$839K +8,929 +14%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$6.28M +$1.77M +18,870 +39%
Northern Trust
29
Northern Trust
Illinois
$6.25M +$5.82M +61,927 +1,342%
RP
30
Raelipskie Partnership
Ontario, Canada
$5.54M +$5.54M +58,972 New
HAC
31
Harbor Advisory Corp
New Hampshire
$4.92M – – –
Stifel Financial
32
Stifel Financial
Missouri
$4.76M -$1.73M -18,384 -27%
Cerity Partners
33
Cerity Partners
New York
$4.66M +$1.86M +19,773 +66%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$4.46M +$315K +3,352 +8%
PF
35
Phoenix Financial
Israel
$4.44M -$14.6K -155 -0.3%
PAG
36
Private Advisor Group
New Jersey
$4.35M -$6.48K -69 -0.1%
PFM
37
Phillips Financial Management
Indiana
$3.69M +$98.4K +1,047 +3%
Mariner
38
Mariner
Kansas
$3.68M +$749K +7,975 +26%
Goldman Sachs
39
Goldman Sachs
New York
$3.54M – – –
LGA
40
Lebenthal Global Advisors
New York
$3.44M +$2.33M +24,792 +209%
MFIMFI
41
Mesirow Financial Investment Management - Fixed Income
Illinois
$3.3M – – –
CCA
42
Checchi Capital Advisers
California
$3.13M +$1.68M +17,929 +116%
HI
43
Harbour Investments
Wisconsin
$3.08M +$201K +2,141 +7%
MML Investors Services
44
MML Investors Services
Massachusetts
$3.07M -$1.64M -17,456 -35%
GA
45
Gateway Advisory
New Jersey
$3.02M +$3.02M +32,141 New
FAB
46
First American Bank
Illinois
$3M +$27.2K +289 +0.9%
KHLMTHM
47
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.97M – – –
MCM
48
Manchester Capital Management
Vermont
$2.92M -$434K -4,620 -13%
CA
49
Cetera Advisors
Colorado
$2.79M +$34.5K +367 +1%
1IA
50
1834 Investment Advisors
Wisconsin
$2.72M +$1.13M +12,052 +71%
1
2
3 4 5