IVOO icon

Vanguard S&P Mid-Cap 400 ETF
IVOO

Overview Fund Activity

87 hedge funds and large institutions have $214M invested in Vanguard S&P Mid-Cap 400 ETF in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 14 closing their positions.

Holders
87
Holders Change
+5
Holders Change %
+6.1%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
31
Reduced
16
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$21.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$30.9M
3
LPL Financial
3
LPL Financial
California
$15.7M
4
B
4
Bridgeworth
Alabama
$4.79M
5
FA
5
FDx Advisors
Illinois
$9.52M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
State Street
2
State Street
Massachusetts
$0
3
TSS
3
Two Sigma Securities
New York
$0
4
CA
4
Cetera Advisors
Colorado
$0
5
PAG
5
Private Advisor Group
New Jersey
$1.01M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$30.9M 241,389 +35,578 +17%
Ameriprise
2
Ameriprise
Minnesota
$21.2M 165,564 +73,637 +80%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$16.3M 127,635 -277 -0.2%
LPL Financial
4
LPL Financial
California
$15.7M 122,469 +28,962 +31%
UBS Group
5
UBS Group
Switzerland
$14.8M 115,709 +747 +0.6%
Bank of America
6
Bank of America
North Carolina
$12.9M 100,559 +9,601 +11%
Wells Fargo
7
Wells Fargo
California
$11.3M 88,144 +6,852 +8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$10.5M 82,068 +875 +1%
FA
9
FDx Advisors
Illinois
$9.52M 74,443 +18,418 +33%
RJA
10
Raymond James & Associates
Florida
$4.81M 37,583 +4,912 +15%
B
11
Bridgeworth
Alabama
$4.79M 37,449 +19,506 +109%
Bessemer Group
12
Bessemer Group
New Jersey
$4.61M 36,064 – –
TCB
13
Texas Capital Bancshares
Texas
$4.09M 31,941 -1,238 -4%
SLF
14
Sun Life Financial
Ontario, Canada
$4.02M 31,453 +3,100 +11%
HCM
15
Hollencrest Capital Management
California
$3.07M 24,000 – –
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$2.29M 17,908 +4,564 +34%
Jane Street
17
Jane Street
New York
$2.18M 17,047 +17,047 New
CF
18
Centaurus Financial
California
$2.11M 16,516 +16,516 New
BC
19
Bartlett & Co
Ohio
$2.01M 15,685 – –
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$2M 15,631 +343 +2%
PFM
21
Phillips Financial Management
Indiana
$1.92M 14,753 -702 -5%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.88M 14,667 -2,788 -16%
AG
23
Advisor Group
Arizona
$1.6M 12,494 +6,821 +120%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.57M 12,276 +430 +4%
CT
25
Coastline Trust
Rhode Island
$1.51M 11,795 +450 +4%
1
2 3 4 5