IVOO icon

Vanguard S&P Mid-Cap 400 ETF
IVOO

Overview Fund Activity

180 hedge funds and large institutions have $671M invested in Vanguard S&P Mid-Cap 400 ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
180
Holders Change
–
Holders Change %
0%
% of All Funds
2.85%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
67
Reduced
36
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$24.1M
2
MWM
2
MinichMacGregor Wealth Management
New York
$6.48M
3
Bank of America
3
Bank of America
North Carolina
$37.7M
4
CIC
4
Cornercap Investment Counsel
Georgia
$4.84M
5
Morgan Stanley
5
Morgan Stanley
New York
$68.1M

Top Sellers

1
MIH
1
Meitav Investment House
Israel
$22.7M
2
FTS
2
Fifth Third Securities
Ohio
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
VF
4
Virtu Financial
New York
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$11.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SW
51
SVB Wealth
Massachusetts
$1.64M 9,025 +4,695 +108%
OWA
52
Octavia Wealth Advisors
Ohio
$1.61M 8,855 +272 +3%
MHIC
53
Marble Harbor Investment Counsel
Massachusetts
$1.59M 8,740 +300 +4%
HNB
54
Huntington National Bank
Ohio
– – – –
NGA
55
Naples Global Advisors
Florida
$1.49M 8,170 – –
SFA
56
Source Financial Advisors
New York
$1.43M 7,878 +2,827 +56%
WCM
57
WealthBridge Capital Management
Ohio
$1.38M 7,568 +12 +0.2%
KA
58
Klingman & Associates
New York
$1.35M 7,441 – –
SFS
59
Summit Financial Strategies
Ohio
$1.34M 7,354 +2,933 +66%
CAN
60
Cetera Advisor Networks
California
$1.29M 7,091 +118 +2%
MHS
61
M Holdings Securities
Oregon
$1.28M 7,022 +7,022 New
MECA
62
Miller Equity Capital Advisors
Texas
$1.27M 6,960 – –
FB
63
First Bancorp
Maine
$1.25M 6,850 – –
AWS
64
Atria Wealth Solutions
New York
$1.13M 6,206 +6,206 New
BCWM
65
Bartlett & Co Wealth Management
Ohio
$1.11M 6,113 – –
BC
66
Bartlett & Co
Ohio
$1.11M 6,113 – –
AC
67
Anson Capital
Georgia
$1.1M 6,070 -1,266 -17%
RWP
68
RWA Wealth Partners
Massachusetts
$1.08M 5,949 -18 -0.3%
SWA
69
Sax Wealth Advisors
New Jersey
$1.05M 5,767 +2 +0%
KAS
70
Kestra Advisory Services
Texas
$1.02M 5,614 -19 -0.3%
HFW
71
Horizon Family Wealth
Illinois
$1M 5,521 +876 +19%
RDFA
72
Ritter Daniher Financial Advisory
Ohio
$905K 4,978 +30 +0.6%
SN
73
Sittner & Nelson
Oregon
$898K 4,940 – –
FNBOO
74
First National Bank of Omaha
Nebraska
$888K 4,884 -143 -3%
DWT
75
Dorsey & Whitney Trust
South Dakota
$862K 4,740 – –
1 2
3
4 5