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 %
PPA
76
Parametric Portfolio Associates
Washington
$853K 4,690 +2,938 +168%
RRC
77
Relaxing Retirement Coach
Massachusetts
$847K 4,657 – –
APA
78
American Portfolios Advisors
New York
$827K 4,551 +617 +16%
TI
79
Truepoint Inc
Ohio
$827K 4,550 -890 -16%
THWM
80
Taylor Hoffman Wealth Management
Virginia
$826K 4,541 -1,218 -21%
ORC
81
O'Rourke & Company
Massachusetts
$716K 3,938 +292 +8%
MCWS
82
McKinley Carter Wealth Services
West Virginia
$712K 3,917 – –
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$701K 3,857 +1,831 +90%
FHA
84
Flagship Harbor Advisors
Massachusetts
$676K 3,720 -73 -2%
US Bancorp
85
US Bancorp
Minnesota
$637K 3,505 +2,538 +262%
PPW
86
PACK Private Wealth
Minnesota
$623K 3,429 – –
AWE
87
Avidian Wealth Enterprises
Texas
$582K 3,201 +2,101 +191%
AF
88
Affiance Financial
Minnesota
$564K 3,102 -44 -1%
WCFA
89
Walkner Condon Financial Advisors
Wisconsin
$562K 3,091 -470 -13%
LFAS
90
Level Four Advisory Services
Texas
$523K 2,876 +85 +3%
MP
91
McDonald Partners
Ohio
$504K 2,774 +2,774 New
PCG
92
Private Capital Group
Connecticut
$492K 2,706 – –
KSWA
93
Kathleen S. Wright Associates
Pennsylvania
$490K 2,694 +55 +2%
JPMPWA
94
J.P. Morgan Private Wealth Advisors
California
$488K 2,683 -1,534 -36%
IF
95
IRON Financial
Illinois
$480K 2,639 +5 +0.2%
RWRC
96
R.W. Roge & Company
New York
$459K 2,524 – –
MCM
97
Manchester Capital Management
Vermont
$438K 2,408 – –
LA
98
Latitude Advisors
Florida
$423K 2,325 +775 +50%
CFO
99
Collective Family Office
Pennsylvania
$418K 2,299 – –
EWM
100
Evermay Wealth Management
Virginia
$412K 2,265 +121 +6%
2 3
4
5 6