IVOO icon

Vanguard S&P Mid-Cap 400 ETF
IVOO

Overview Fund Activity

117 hedge funds and large institutions have $208M invested in Vanguard S&P Mid-Cap 400 ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 19 closing their positions.

Holders
117
Holders Change
-9
Holders Change %
-7.14%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
12
Increased
37
Reduced
34
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$9.62M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.06M
3
Bank of America
3
Bank of America
North Carolina
$14.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.87M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.55M

Top Sellers

1
RGI
1
River Global Investors
United Kingdom
$0
2
Wells Fargo
2
Wells Fargo
California
$7.63M
3
HCM
3
Hollencrest Capital Management
California
$0
4
TCB
4
Texas Capital Bancshares
Texas
$0
5
LPL Financial
5
LPL Financial
California
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$35.4M 363,708 +12,147 +3%
UBS Group
2
UBS Group
Switzerland
$15.8M 162,667 -20,341 -11%
Bank of America
3
Bank of America
North Carolina
$14.5M 149,516 +21,027 +16%
B
4
Bridgeworth
Alabama
$14.4M 147,813 -10,495 -7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.9M 143,030 +881 +0.6%
LPL Financial
6
LPL Financial
California
$10.4M 107,301 -20,633 -16%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$9.62M 98,896 +57,506 +139%
SI
8
Stephens Inc
Arkansas
$9.3M 95,563 +15,726 +20%
TCBWMS
9
Texas Capital Bank Wealth Management Services
Texas
$8.24M 84,724 -1,901 -2%
Wells Fargo
10
Wells Fargo
California
$7.63M 78,406 -48,781 -38%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$6.37M 65,443 -8,346 -11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.31M 34,011 +5,732 +20%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.06M 34,848 +34,848 New
RJA
14
Raymond James & Associates
Florida
$2.82M 28,973 -26 -0.1%
SLF
15
Sun Life Financial
Ontario, Canada
$2.76M 28,404 – –
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$2.55M 26,224 +18,277 +230%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.53M 26,051 +2,568 +11%
Ameriprise
18
Ameriprise
Minnesota
$1.99M 19,729 -2,586 -12%
V
19
Veritable
Delaware
$1.94M 19,946 – –
PAG
20
Private Advisor Group
New Jersey
$1.87M 19,245 -1,197 -6%
Goldman Sachs
21
Goldman Sachs
New York
$1.87M 19,193 +19,193 New
BC
22
Bartlett & Co
Ohio
$1.71M 17,560 +17,560 New
BCWM
23
Bartlett & Co Wealth Management
Ohio
$1.71M 17,560 +350 +2%
CT
24
Coastline Trust
Rhode Island
$1.6M 16,395 +72 +0.4%
PFM
25
Phillips Financial Management
Indiana
$1.56M 17,010 +1,354 +9%
1
2 3 4 5