IVOV icon

Vanguard S&P Mid-Cap 400 Value ETF

100 hedge funds and large institutions have $351M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
40
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$2.13M +$103K +1,216 +5%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.95M -$1.28M -15,146 -40%
HI
28
Harbour Investments
Wisconsin
$1.83M +$218K +2,580 +14%
AWM
29
AE Wealth Management
Kansas
$1.79M -$96.8K -1,148 -5%
PAG
30
Private Advisor Group
New Jersey
$1.77M -$3.63M -43,060 -67%
Ameriprise
31
Ameriprise
Minnesota
$1.33M +$27.3K +324 +2%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.19M +$200K +2,370 +20%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$1.18M +$52.8K +626 +5%
PA
34
PFG Advisors
Arizona
$1.14M +$14.2K +168 +1%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$1.01M -$1.07M
HIG
36
Heritage Investment Group
Florida
$992K +$992K +11,760 New
Creative Planning
37
Creative Planning
Kansas
$983K -$290K -3,438 -23%
PK
38
Pflug Koory
Nebraska
$963K
KeyBank National Association
39
KeyBank National Association
Ohio
$928K -$842K -9,984 -48%
Truist Financial
40
Truist Financial
North Carolina
$874K +$9.61K +114 +1%
Osaic Holdings
41
Osaic Holdings
Arizona
$755K -$2.31M -27,342 -75%
FP
42
Factorial Partners
New York
$641K
CIBC World Market
43
CIBC World Market
Ontario, Canada
$610K -$4.39K -52 -0.7%
BCA
44
Biltmore Capital Advisors
New Jersey
$593K +$36.4K +432 +7%
EWA
45
EP Wealth Advisors
California
$552K -$3.37K -40 -0.6%
SI
46
Stephens Inc
Arkansas
$518K -$259K -3,072 -33%
Stifel Financial
47
Stifel Financial
Missouri
$508K -$13K -154 -2%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$502K +$21.2K +252 +4%
BRWA
49
B. Riley Wealth Advisors
Florida
$483K +$676 +8 +0.1%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$478K +$472K +5,600 +7,568%