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 %
GWMIA
176
Global Wealth Management Investment Advisory
Florida
$2K 13 -388 -97%
AWM
177
Atticus Wealth Management
Florida
$2K 9 +9 New
CAAS
178
Capital Asset Advisory Services
Michigan
$2K 11 +11 New
BWL
179
Bogart Wealth LLC
Virginia
$2K 12 +12 New
DI
180
Disciplined Investments
Oklahoma
$1K 4 – –
FTS
181
Fifth Third Securities
Ohio
– – -16,898 Closed
Susquehanna International Group
182
Susquehanna International Group
Pennsylvania
– – -8,633 Closed
VF
183
Virtu Financial
New York
– – -4,122 Closed
AP
184
Appleton Partners
Massachusetts
– – -1,670 Closed
ARC
185
Advisor Resource Council
Texas
– – -1,457 Closed
CCIA
186
Cherry Creek Investment Advisors
Colorado
– – -1,406 Closed
SWP
187
Stratos Wealth Partners
Ohio
– – -1,112 Closed
SHA
188
Seneca House Advisors
Virginia
– – -1,079 Closed
VA
189
Valmark Advisers
Ohio
– – -1,070 Closed
ATPW
190
Ashton Thomas Private Wealth
Arizona
– – -1,057 Closed
MWM
191
Modera Wealth Management
New Jersey
– – -1,056 Closed
FEG
192
Financial Enhancement Group
Indiana
– – -265 Closed
Jones Financial Companies
193
Jones Financial Companies
Missouri
– – -125 Closed
AWM
194
Accel Wealth Management
Iowa
– – -70 Closed
RK
195
Rather & Kittrell
Tennessee
– – -23 Closed
PB
196
Pinnacle Bancorp
Nebraska
– – -14 Closed
WB
197
West Bancorporation
Iowa
– – -11 Closed
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$0 1 – –
CFGS
199
Concourse Financial Group Securities
Alabama
– – – –
4 5 6 7
8