IVOO icon

Vanguard S&P Mid-Cap 400 ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
LMIM
1
Lockheed Martin Investment Management
Maryland
$99.8M 610,000
Morgan Stanley
2
Morgan Stanley
New York
$67M 409,834 -4,224 -1%
Bank of America
3
Bank of America
North Carolina
$46.1M 281,955 +26,599 +10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.9M 158,219 -5,161 -3%
LPL Financial
5
LPL Financial
California
$25M 152,904 +2,058 +1%
MIH
6
Meitav Investment House
Israel
$24.9M 150,827
UBS Group
7
UBS Group
Switzerland
$23.6M 144,198 +18,122 +14%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$17M 104,108 +1,514 +1%
Wells Fargo
9
Wells Fargo
California
$15.7M 96,256 -12,902 -12%
KHLMVGHM
10
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$15M 90,960
GC
11
Gratus Capital
Georgia
$13.4M 81,693 +81,693 New
B
12
Bridgeworth
Alabama
$12.9M 78,608 -164,170 -68%
CAN
13
Cetera Advisor Networks
California
$11.1M 67,580 +61,418 +997%
RJA
14
Raymond James & Associates
Florida
$10.8M 65,721 +6,823 +12%
Osaic Holdings
15
Osaic Holdings
Arizona
$10.6M 64,795 +19,943 +44%
WAM
16
WNY Asset Management
New York
$10.4M 63,444 +63,444 New
TCBWMS
17
Texas Capital Bank Wealth Management Services
Texas
$9.46M 57,862 -60 -0.1%
V
18
Veritable
Delaware
$8.71M 53,243 +9,948 +23%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$8.52M 52,062 +1,613 +3%
DADC
20
D.A. Davidson & Co
Montana
$7.89M 48,246 +25,724 +114%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$7.3M 44,645 -4,091 -8%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5.51M 33,708 +288 +0.9%
BWIA
23
Bryant Woods Investment Advisors
New York
$4.59M 28,062 +1,473 +6%
MML Investors Services
24
MML Investors Services
Massachusetts
$4.49M 27,464 +13,558 +97%
KHLMTHM
25
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.49M 27,239