IVOV icon

Vanguard S&P Mid-Cap 400 Value ETF

99 hedge funds and large institutions have $329M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
99
Holders Change
+7
Holders Change %
+7.61%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
35
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
51
Tower Research Capital (TRC)
New York
$525K +$525K +6,488 New
Stifel Financial
52
Stifel Financial
Missouri
$500K +$226K +2,794 +83%
BRWA
53
B. Riley Wealth Advisors
Florida
$463K +$16.2K +200 +4%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$462K
RA
55
Rodgers & Associates
Pennsylvania
$456K -$42.9K -530 -9%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$429K +$46.8K +578 +12%
ADL
57
Asset Dedication LLC
California
$418K
SWM
58
Spire Wealth Management
Virginia
$398K
WHG
59
Westwood Holdings Group
Texas
$379K -$206K -2,548 -35%
BIA
60
BHK Investment Advisors
Alabama
$356K
IFWM
61
Institute for Wealth Management
Colorado
$332K
MCM
62
Manchester Capital Management
Vermont
$323K
W
63
Wealthquest
Ohio
$285K
WWM
64
Western Wealth Management
Colorado
$284K +$24.7K +306 +10%
ANTB
65
AMG National Trust Bank
Colorado
$282K +$282K +3,490 New
FTUS
66
Flow Traders U.S.
New York
$278K +$278K +3,440 New
RFA
67
Reilly Financial Advisors
California
$270K
MWM
68
Meridian Wealth Management
Kentucky
$260K
NFG
69
Next Financial Group
Texas
$258K -$1.62K -20 -0.6%
UR
70
USCA RIA
Texas
$241K
Cerity Partners
71
Cerity Partners
New York
$231K
Northern Trust
72
Northern Trust
Illinois
$211K
HF
73
Halpern Financial
Virginia
$203K -$9.71K -120 -5%
KFI
74
Key Financial Inc
Pennsylvania
$188K
SPIA
75
Steward Partners Investment Advisory
New York
$175K +$60.8K +750 +53%