IVOO icon

Vanguard S&P Mid-Cap 400 ETF

174 hedge funds and large institutions have $561M invested in Vanguard S&P Mid-Cap 400 ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 14 closing their positions.

Holders
174
Holders Change
-5
Holders Change %
-2.79%
% of All Funds
3.01%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
11
Increased
52
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KSWA
101
Kathleen S. Wright Associates
Pennsylvania
$401K
IF
102
IRON Financial
Illinois
$393K
RWRC
103
R.W. Roge & Company
New York
$383K
Fidelity Investments
104
Fidelity Investments
Massachusetts
$382K +$4.46K +60 +1%
RTS
105
Round Table Services
New Jersey
$360K
MCM
106
Manchester Capital Management
Vermont
$358K
CPIG
107
Chicago Partners Investment Group
Illinois
$358K +$358K +4,370 New
DWT
108
Dorsey & Whitney Trust
South Dakota
$355K -$220K -2,960 -38%
BWM
109
Benchmark Wealth Management
Connecticut
$355K +$44.2K +596 +14%
EWM
110
Evermay Wealth Management
Virginia
$347K +$10.1K +136 +3%
AIP
111
Ameritas Investment Partners
Nebraska
$325K +$325K +4,380 New
CFS
112
CRA Financial Services
New Jersey
$314K +$17.8K +240 +6%
Northern Trust
113
Northern Trust
Illinois
$303K -$44.5K -598 -13%
TF
114
TIAA FSB
Florida
$302K
EH
115
Equitable Holdings
New York
$287K -$722K -9,722 -72%
CT
116
Cambridge Trust
Massachusetts
$287K
MGIA
117
Moneta Group Investment Advisors
Missouri
$267K -$27.9K -376 -9%
RMDI
118
R.M. Davis Inc
Maine
$258K
NEPWA
119
New England Private Wealth Advisors
Massachusetts
$257K +$741 +10 +0.3%
SVWAG
120
Sound View Wealth Advisors Group
Georgia
$242K -$1.63K -22 -0.7%
GT
121
Greenleaf Trust
Michigan
$240K -$231K -3,102 -49%
IWM
122
IHT Wealth Management
Illinois
$236K
PA
123
Pinnacle Associates
New York
$228K
SCM
124
Stordahl Capital Management
Colorado
$227K -$297 -4 -0.1%
TP
125
Tranquility Partners
Tennessee
$225K