IVOO icon

Vanguard S&P Mid-Cap 400 ETF
IVOO

Overview Fund Activity

232 hedge funds and large institutions have $873M invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 68 reducing their positions, and 19 closing their positions.

Holders
232
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.38%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
24
Increased
57
Reduced
68
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$12.9M
2
FF
2
Francis Financial
$7.09M
3
Bank of America
3
Bank of America
North Carolina
$117M
4
ECM
4
Evergreen Capital Management
Washington
$4.77M
5
SIA
5
Soltis Investment Advisors
Utah
$23.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$97.6M
2
ES
2
Eagle Strategies
New York
$0
3
KFGK
3
Keystone Financial Group (Kentucky)
Kentucky
$0
4
Wells Fargo
4
Wells Fargo
California
$17.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$8M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$117M 1,176,423 +59,228 +5%
Morgan Stanley
2
Morgan Stanley
New York
$97.6M 984,919 -92,358 -9%
LMIM
3
Lockheed Martin Investment Management
Maryland
$89.2M 900,000 – –
UBS Group
4
UBS Group
Switzerland
$56.5M 570,223 +18,545 +3%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$36.5M 368,093 +15,439 +4%
LPL Financial
6
LPL Financial
California
$31.1M 313,602 +1,290 +0.4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$25.7M 259,203 +5,273 +2%
SIA
8
Soltis Investment Advisors
Utah
$23.1M 233,525 +24,179 +12%
WAM
9
WNY Asset Management
New York
$18.2M 183,879 -11,230 -6%
RJA
10
Raymond James & Associates
Florida
$17.7M 178,624 +13,831 +8%
Wells Fargo
11
Wells Fargo
California
$17.3M 174,231 -29,409 -14%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$15.6M 157,794 +4,152 +3%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$15.1M 152,144 -518 -0.3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$14.3M 144,204 +4,027 +3%
SC
15
Savant Capital
Illinois
$12.9M 129,742 +119,249 +1,136%
ONB
16
Old National Bancorp
Indiana
$12M 120,942 +13,262 +12%
DADC
17
D.A. Davidson & Co
Montana
$9.75M 98,401 +317 +0.3%
ST
18
Sentinel Trust
Texas
$9.62M 97,100 +20,000 +26%
Pathstone Holdings
19
Pathstone Holdings
New Jersey
$9.34M 94,281 -3,205 -3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$9.13M 92,158 -2,015 -2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$8.84M 89,152 +13,009 +17%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$8.79M 88,698 +9,079 +11%
Osaic Holdings
23
Osaic Holdings
Arizona
$8M 80,699 -27,881 -26%
TCBWMS
24
Texas Capital Bank Wealth Management Services
Texas
$7.87M 79,368 -3,930 -5%
FF
25
Francis Financial
$7.09M 71,536 +61,764 +632%
1
2 3 4 5