IVOV icon

Vanguard S&P Mid-Cap 400 Value ETF

99 hedge funds and large institutions have $304M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-3
Holders Change %
-2.94%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
9
Increased
26
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
51
Advisory Services Network
Georgia
$360K -$200K -2,880 -36%
FTS
52
Fifth Third Securities
Ohio
$358K -$11.8K -170 -3%
RA
53
Rodgers & Associates
Pennsylvania
$354K
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$323K +$18.7K +270 +6%
Jane Street
55
Jane Street
New York
$317K +$317K +4,570 New
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$317K +$317K +4,574 New
BIA
57
BHK Investment Advisors
Alabama
$305K
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$302K -$8.19K -118 -3%
3F
59
360 Financial
Minnesota
$294K -$5.76M -82,888 -95%
AWS
60
Atria Wealth Solutions
New York
$286K -$8.74K -126 -3%
FW
61
FirstPurpose Wealth
Utah
$278K
MCM
62
Manchester Capital Management
Vermont
$277K
ADL
63
Asset Dedication LLC
California
$273K +$273K +3,926 New
ANTB
64
AMG National Trust Bank
Colorado
$270K
IWM
65
IHT Wealth Management
Illinois
$267K +$416 +6 +0.2%
W
66
Wealthquest
Ohio
$244K
SWM
67
Spire Wealth Management
Virginia
$241K -$104K -1,500 -30%
CS
68
Comerica Securities
Michigan
$235K -$12.2K -176 -5%
Citigroup
69
Citigroup
New York
$231K
Northern Trust
70
Northern Trust
Illinois
$221K
MWM
71
Meridian Wealth Management
Kentucky
$216K +$2.22K +32 +1%
USCWA
72
U.S. Capital Wealth Advisors
Texas
$207K
JIR
73
James Investment Research
Ohio
$174K +$69.2K +996 +66%
KFI
74
Key Financial Inc
Pennsylvania
$161K
GT
75
Glenmede Trust
Pennsylvania
$135K