IVOV icon

Vanguard S&P Mid-Cap 400 Value ETF

48 hedge funds and large institutions have $66M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
18
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KeyBank National Association
26
KeyBank National Association
Ohio
$364K -$3.61M -63,358 -91%
WA
27
WBH Advisory
Maryland
$361K +$100K +1,766 +39%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$303K -$268K -4,706 -47%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$297K +$26.1K +460 +10%
Creative Planning
30
Creative Planning
Kansas
$289K
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$269K +$8.45K +148 +3%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$246K -$27.1K -476 -10%
FHC
33
First Heartland Consultants
Missouri
$227K -$17.1K -300 -7%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$218K
IA
35
IFP Advisors
Florida
$131K +$48.5K +854 +59%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$84K
US Bancorp
37
US Bancorp
Minnesota
$83K +$83K +1,454 New
NFG
38
Next Financial Group
Texas
$80K -$9.14K -160 -10%
WTB
39
Washington Trust Bank
Washington
$75K
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$49K +$34.5K +604 +238%
BCM
41
Blume Capital Management
California
$36K +$36K +630 New
BTIS
42
BB&T Investment Services
North Carolina
$33K
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$22K
CFD
44
Creative Financial Designs
Indiana
$15K -$14.4K -250 -49%
GWM
45
Geneos Wealth Management
Colorado
$12K +$12K +224 New
HI
46
Hudock Inc
Pennsylvania
$5K
BlackRock
47
BlackRock
New York
$2K
CAN
48
Cetera Advisor Networks
California
-$2.96M -52,394 Closed
BCM
49
Barometer Capital Management
Ontario, Canada
-$1.94M -34,400 Closed
VKH
50
Virtu KCG Holdings
New York
-$489K -8,662 Closed