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 %
BFG
76
Bleakley Financial Group
New Jersey
$1.2M +$1.2M +12,740 New
SWM
77
Spire Wealth Management
Virginia
$1.2M -$372K -4,022 -24%
RWP
78
RWA Wealth Partners
Massachusetts
$1.17M – – –
FB
79
First Bancorp
Maine
$1.17M – – –
AC
80
Anson Capital
Georgia
$1.13M +$125K +1,331 +12%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$1.13M +$1.13M +11,979 New
WANY
82
Wealthspire Advisors (New York)
New York
$1.09M – – –
LFAS
83
Level Four Advisory Services
Texas
$1.09M +$31.4K +334 +3%
SWA
84
Sax Wealth Advisors
New Jersey
$1.07M +$1.32K +14 +0.1%
SN
85
Sittner & Nelson
Oregon
$1.06M +$132K +1,406 +14%
MHS
86
M Holdings Securities
Oregon
$1.06M – – –
RDFA
87
Ritter Daniher Financial Advisory
Ohio
$1.04M – – –
SC
88
Savant Capital
Illinois
$986K -$11.3K -120 -1%
NGA
89
Naples Global Advisors
Florida
$960K -$11.7K -125 -1%
P
90
Pitcairn
Pennsylvania
$945K – – –
SFS
91
Summit Financial Strategies
Ohio
$937K – – –
VA
92
Valmark Advisers
Ohio
$891K +$183K +1,944 +26%
TI
93
Truepoint Inc
Ohio
$855K – – –
SFA
94
Source Financial Advisors
New York
$840K +$52.2K +556 +7%
MGIA
95
Moneta Group Investment Advisors
Missouri
$820K +$380K +4,041 +86%
AWS
96
Atria Wealth Solutions
New York
$807K +$60.1K +640 +8%
PPW
97
PACK Private Wealth
Minnesota
$784K +$42.8K +455 +6%
FTS
98
Fifth Third Securities
Ohio
$719K -$24.2K -257 -3%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$713K +$3.94K +42 +0.6%
CWM
100
Castle Wealth Management
Florida
$708K -$90K -958 -11%
2 3
4
5 6