IVOV icon

Vanguard S&P Mid-Cap 400 Value ETF

110 hedge funds and large institutions have $338M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 40 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+4
Holders Change %
+3.77%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
24
Reduced
40
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$1.51M +$7.98K +97 +0.5%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.45M -$844K -10,252 -37%
FTUS
28
Flow Traders U.S.
New York
$1.41M +$1.41M +17,166 New
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$1.39M -$102K -1,242 -7%
KeyBank National Association
30
KeyBank National Association
Ohio
$1.35M -$421K -5,109 -24%
Creative Planning
31
Creative Planning
Kansas
$1.16M +$17.5K +213 +2%
Citadel Advisors
32
Citadel Advisors
Florida
$1.16M -$242K -2,945 -17%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.15M -$48.2K -585 -4%
Ameriprise
34
Ameriprise
Minnesota
$1.13M -$1.4M -16,964 -55%
PFM
35
Phillips Financial Management
Indiana
$1.06M -$504K -6,122 -32%
PA
36
PFG Advisors
Arizona
$1.06M +$59K +717 +6%
Truist Financial
37
Truist Financial
North Carolina
$1.06M +$103K +1,250 +11%
HIG
38
Heritage Investment Group
Florida
$950K
PK
39
Pflug Koory
Nebraska
$940K
Stifel Financial
40
Stifel Financial
Missouri
$794K
DADC
41
D.A. Davidson & Co
Montana
$736K +$4.12K +50 +0.6%
MFG
42
Merit Financial Group
Georgia
$655K +$20.3K +247 +3%
HIS
43
Horizon Investment Services
Indiana
$621K -$31.7K -385 -5%
CIBC World Market
44
CIBC World Market
Ontario, Canada
$605K
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$578K +$73.5K +893 +15%
FP
46
Factorial Partners
New York
$576K
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$510K
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$478K -$132K -1,602 -22%
RA
49
Rodgers & Associates
Pennsylvania
$420K
EWA
50
EP Wealth Advisors
California
$418K +$132K +1,232 +46%