IVOO icon

Vanguard S&P Mid-Cap 400 ETF
IVOO

Overview Fund Activity

149 hedge funds and large institutions have $424M invested in Vanguard S&P Mid-Cap 400 ETF in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 8 closing their positions.

Holders
149
Holders Change
+19
Holders Change %
+14.62%
% of All Funds
2.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
30
Increased
40
Reduced
43
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LMIM
1
Lockheed Martin Investment Management
Maryland
$94.9M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.08M
3
Creative Planning
3
Creative Planning
Kansas
$2.73M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$2.7M
5
RJA
5
Raymond James & Associates
Florida
$5.87M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.4M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$705K
3
CIC
3
Cornercap Investment Counsel
Georgia
$0
4
TRCT
4
Tower Research Capital (TRC)
New York
$280K
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KA
51
Klingman & Associates
New York
$1.18M 7,581 – –
MECA
52
Miller Equity Capital Advisors
Texas
$1.08M 6,960 – –
THWM
53
Taylor Hoffman Wealth Management
Virginia
$910K 5,851 +196 +3%
SWA
54
Sax Wealth Advisors
New Jersey
$902K 5,798 +5,798 New
KAS
55
Kestra Advisory Services
Texas
$883K 5,688 +5,599 +6,291%
TI
56
Truepoint Inc
Ohio
$846K 5,440 +5,440 New
ISB
57
Iowa State Bank
Iowa
$805K 5,177 -125 -2%
FNBOO
58
First National Bank of Omaha
Nebraska
$805K 5,174 – –
SN
59
Sittner & Nelson
Oregon
$792K 5,090 +5,090 New
RWP
60
RWA Wealth Partners
Massachusetts
$772K 4,961 – –
RDFA
61
Ritter Daniher Financial Advisory
Ohio
$770K 4,951 +4,951 New
CAN
62
Cetera Advisor Networks
California
$759K 4,878 -78 -2%
NFG
63
Next Financial Group
Texas
$758K 4,871 +741 +18%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$705K 4,535 -30,401 -87%
SFA
65
Source Financial Advisors
New York
$703K 4,522 +4,522 New
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
– – – –
RRC
67
Relaxing Retirement Coach
Massachusetts
$668K 4,292 -4,426 -51%
MCWS
68
McKinley Carter Wealth Services
West Virginia
$668K 4,295 +4,295 New
Stifel Financial
69
Stifel Financial
Missouri
$657K 4,222 -57 -1%
SFS
70
Summit Financial Strategies
Ohio
$654K 4,207 – –
RWMH
71
Riverpoint Wealth Management Holdings
Illinois
$646K 4,152 +567 +16%
RWRC
72
R.W. Roge & Company
New York
$611K 3,927 -98 -2%
FHA
73
Flagship Harbor Advisors
Massachusetts
$581K 3,737 -13 -0.3%
WCFA
74
Walkner Condon Financial Advisors
Wisconsin
$558K 3,589 +751 +26%
AF
75
Affiance Financial
Minnesota
$469K 3,017 +460 +18%
1 2
3
4 5