IVOO icon

Vanguard S&P Mid-Cap 400 ETF
IVOO

Overview Fund Activity

189 hedge funds and large institutions have $620M invested in Vanguard S&P Mid-Cap 400 ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 43 reducing their positions, and 12 closing their positions.

Holders
189
Holders Change
+15
Holders Change %
+8.62%
% of All Funds
3.05%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
31
Increased
63
Reduced
43
Closed
12
Calls
$409K
Puts
$114K
Net Calls
+$295K
Net Calls Change
+$295K

Top Buyers

1
GC
1
Gratus Capital
Georgia
$13.4M
2
WAM
2
WNY Asset Management
New York
$10.4M
3
CAN
3
Cetera Advisor Networks
California
$11.1M
4
Bank of America
4
Bank of America
North Carolina
$46.1M
5
DADC
5
D.A. Davidson & Co
Montana
$7.89M

Top Sellers

1
B
1
Bridgeworth
Alabama
$12.9M
2
SI
2
Stephens Inc
Arkansas
$0
3
Barclays
3
Barclays
United Kingdom
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Wells Fargo
5
Wells Fargo
California
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
76
Spire Wealth Management
Virginia
$821K +$311K +3,798 +61%
GT
77
Greenleaf Trust
Michigan
$818K +$554K +6,778 +210%
SFS
78
Summit Financial Strategies
Ohio
$815K +$40.6K +496 +5%
SN
79
Sittner & Nelson
Oregon
$808K – – –
FNBOO
80
First National Bank of Omaha
Nebraska
$799K – – –
JPMPWA
81
J.P. Morgan Private Wealth Advisors
California
$795K +$1.96K +24 +0.2%
HFW
82
Horizon Family Wealth
Illinois
$771K +$64.6K +790 +9%
RWP
83
RWA Wealth Partners
Massachusetts
$768K – – –
RRC
84
Relaxing Retirement Coach
Massachusetts
$762K – – –
TI
85
Truepoint Inc
Ohio
$744K – – –
MCWS
86
McKinley Carter Wealth Services
West Virginia
$641K – – –
PPW
87
PACK Private Wealth
Minnesota
$640K +$79K +966 +14%
ORC
88
O'Rourke & Company
Massachusetts
$631K +$982 +12 +0.2%
SVWAG
89
Sound View Wealth Advisors Group
Georgia
$615K +$462K +9,832 +302%
IC
90
IEQ Capital
California
$611K +$611K +7,476 New
VA
91
Valmark Advisers
Ohio
$588K +$588K +7,184 New
FHA
92
Flagship Harbor Advisors
Massachusetts
$578K -$30.6K -374 -5%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$558K -$173K -2,116 -24%
AWS
94
Atria Wealth Solutions
New York
$541K -$4.09K -50 -0.8%
WCFA
95
Walkner Condon Financial Advisors
Wisconsin
$519K +$8.18K +100 +2%
AF
96
Affiance Financial
Minnesota
$506K -$5.07K -62 -1%
LFAS
97
Level Four Advisory Services
Texas
$494K +$12.4K +152 +3%
THWM
98
Taylor Hoffman Wealth Management
Virginia
$488K -$166K -2,032 -25%
AIP
99
Ameritas Investment Partners
Nebraska
$484K +$126K +1,538 +35%
1IA
100
1834 Investment Advisors
Wisconsin
$450K +$450K +5,498 New
2 3
4
5 6