IVOO icon

Vanguard S&P Mid-Cap 400 ETF
IVOO

Overview Fund Activity

233 hedge funds and large institutions have $910M invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 88 increasing their positions, 53 reducing their positions, and 15 closing their positions.

Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
3.38%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
30
Increased
88
Reduced
53
Closed
15
Calls
$577K
Puts
–
Net Calls
+$577K
Net Calls Change
+$577K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$15.7M
2
Bank of America
2
Bank of America
North Carolina
$115M
3
UBS Group
3
UBS Group
Switzerland
$56.8M
4
ST
4
Sentinel Trust
Texas
$7.94M
5
APC
5
Asset Planning Corporation
Tennessee
$4.98M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$111M
2
GC
2
Gratus Capital
Georgia
$261K
3
MIH
3
Meitav Investment House
Israel
$0
4
KHLMVGHM
4
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$0
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$92.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$115M 1,117,195 +115,816 +12%
Morgan Stanley
2
Morgan Stanley
New York
$111M 1,077,277 -1,143,129 -51%
LMIM
3
Lockheed Martin Investment Management
Maryland
$92.7M 900,000 -80,000 -8%
UBS Group
4
UBS Group
Switzerland
$56.8M 551,678 +115,019 +26%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$36.3M 352,654 +11,415 +3%
LPL Financial
6
LPL Financial
California
$32.2M 312,312 +2,544 +0.8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$26.2M 253,930 +751 +0.3%
SIA
8
Soltis Investment Advisors
Utah
$21.6M 209,346 +5,210 +3%
Wells Fargo
9
Wells Fargo
California
$21M 203,640 +14,867 +8%
WAM
10
WNY Asset Management
New York
$20.1M 195,109 -218 -0.1%
RJA
11
Raymond James & Associates
Florida
$17M 164,793 +6,197 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$15.8M 153,642 +3,597 +2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$15.7M 152,662 +148,410 +3,490%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$14.4M 140,177 +2,352 +2%
CAN
15
Cetera Advisor Networks
California
$12.2M 118,460 -4,838 -4%
Osaic Holdings
16
Osaic Holdings
Arizona
$11.2M 108,580 +1,625 +2%
ONB
17
Old National Bancorp
Indiana
$11.1M 107,680 +5,727 +6%
DADC
18
D.A. Davidson & Co
Montana
$10.1M 98,084 +2,650 +3%
Pathstone Holdings
19
Pathstone Holdings
New Jersey
$10M 97,486 -7,356 -7%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$9.7M 94,173 -496 -0.5%
TCBWMS
21
Texas Capital Bank Wealth Management Services
Texas
$8.58M 83,298 -8,124 -9%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$8.2M 79,619 +12,821 +19%
ST
23
Sentinel Trust
Texas
$7.94M 77,100 +49,100 +175%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$7.84M 76,143 -495 -0.6%
BWIA
25
Bryant Woods Investment Advisors
New York
$7.62M 73,944 -392 -0.5%
1
2 3 4 5