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.

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

Top Sellers

1
B
Bridgeworth
Alabama
$12.9M
2
SI
Stephens Inc
Arkansas
$0
3
Barclays
Barclays
United Kingdom
$0
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Wells Fargo
Wells Fargo
California
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFG
176
RFP Financial Group
Georgia
$11.8K +$11.8K +144 New
MCC
177
Money Concepts Capital
Florida
$10.3K +$10.3K +126 New
CWC
178
Carolinas Wealth Consulting
North Carolina
$8.96K +$163 +2 +2%
PA
179
Parallel Advisors
California
$6.38K – – –
AWM
180
Align Wealth Management
Oklahoma
$6.24K +$6.24K +84 New
CFGS
181
Concourse Financial Group Securities
Alabama
$6.22K – – –
PIMG
182
Patriot Investment Management Group
Tennessee
$4.59K +$4.59K +52 New
FFA
183
Farther Finance Advisors
California
$3.93K +$3.93K +48 New
PAG
184
Private Advisor Group
New Jersey
$3.8K -$172 -2,106 -4%
FRA
185
Front Row Advisors
California
$2K – – –
AWM
186
Atticus Wealth Management
Florida
$1.47K – – –
ACP
187
Arcus Capital Partners
Georgia
$491 +$491 +6 New
DI
188
Disciplined Investments
Oklahoma
$327 – – –
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$164 -$3.44K -42 -95%
NA
190
NewEdge Advisors
Louisiana
$6 +$6 +68 New
SI
191
Stephens Inc
Arkansas
– -$12.9M -174,070 Closed
Barclays
192
Barclays
United Kingdom
– -$7.43M -100,000 Closed
Citadel Advisors
193
Citadel Advisors
Florida
– -$2.26M -30,430 Closed
CPIG
194
Chicago Partners Investment Group
Illinois
– -$358K -4,370 Closed
EH
195
Equitable Holdings
New York
– -$287K -3,862 Closed
Renaissance Technologies
196
Renaissance Technologies
New York
– -$223K -3,000 Closed
OPW
197
Oxler Private Wealth
New York
– -$113K -2,000 Closed
DWMG
198
DB Wealth Management Group
California
– -$55K -740 Closed
NL
199
NVWM LLC
Pennsylvania
– -$43K -570 Closed
SWM
200
Selective Wealth Management
Virginia
– -$42K -564 Closed
5 6 7
8
9