IVOV icon

Vanguard S&P Mid-Cap 400 Value ETF

60 hedge funds and large institutions have $92.8M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
20
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WA
26
WBH Advisory
Maryland
$378K
RJFSA
27
Raymond James Financial Services Advisors
Florida
$378K +$378K +6,400 New
TH
28
Timber Hill
Connecticut
$375K -$1.03M -17,382 -73%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$353K -$13K -222 -4%
AG
30
Advisor Group
Arizona
$342K +$143K +2,424 +72%
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$340K +$125K +2,120 +58%
PA
32
PFG Advisors
Arizona
$316K +$72.1K +1,222 +30%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$307K +$42.7K +726 +16%
FI
34
FormulaFolio Investments
Michigan
$265K +$265K +4,490 New
BIA
35
BHK Investment Advisors
Alabama
$260K
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$237K -$701K -11,886 -75%
TSS
37
Two Sigma Securities
New York
$214K +$214K +3,624 New
HighTower Advisors
38
HighTower Advisors
Illinois
$200K -$203K -3,430 -50%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$106K +$14.8K +250 +16%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$97K +$2.61K +44 +3%
US Bancorp
41
US Bancorp
Minnesota
$86K
WTB
42
Washington Trust Bank
Washington
$78K
SWP
43
Stratos Wealth Partners
Ohio
$73K
William Blair & Company
44
William Blair & Company
Illinois
$60K +$60K +1,012 New
APA
45
American Portfolios Advisors
New York
$47.2K +$47.2K +800 New
SEI Investments
46
SEI Investments
Pennsylvania
$26K
GT
47
Glenmede Trust
Pennsylvania
$25K
OPWM
48
Oak Point Wealth Management
Michigan
$25K
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$23K
IA
50
IFP Advisors
Florida
$21K