IVOV icon

Vanguard S&P Mid-Cap 400 Value ETF

106 hedge funds and large institutions have $332M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+7
Holders Change %
+7.07%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
31
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RA
51
Rodgers & Associates
Pennsylvania
$402K
CSPIA
52
Cary Street Partners Investment Advisory
Virginia
$397K +$397K +5,043 New
TRIA
53
Trail Ridge Investment Advisors
Colorado
$390K -$14.7K -187 -4%
SWM
54
Spire Wealth Management
Virginia
$384K +$110K +1,403 +40%
LFAS
55
Level Four Advisory Services
Texas
$379K +$379K +4,822 New
JIR
56
James Investment Research
Ohio
$349K +$105K +1,334 +43%
BIA
57
BHK Investment Advisors
Alabama
$346K +$346K +4,400 New
TRCT
58
Tower Research Capital (TRC)
New York
$346K -$162K -2,062 -32%
AWS
59
Atria Wealth Solutions
New York
$317K -$6.06K -77 -2%
FW
60
FirstPurpose Wealth
Utah
$315K
MCM
61
Manchester Capital Management
Vermont
$314K
ANTB
62
AMG National Trust Bank
Colorado
$306K
ADL
63
Asset Dedication LLC
California
$303K -$6.3K -80 -2%
3F
64
360 Financial
Minnesota
$302K -$30.6K -389 -9%
VA
65
Valmark Advisers
Ohio
$301K +$19.4K +246 +7%
IWM
66
IHT Wealth Management
Illinois
$298K +$79 +1 +0%
FTS
67
Fifth Third Securities
Ohio
$282K -$42.2K -536 -13%
W
68
Wealthquest
Ohio
$278K
CS
69
Comerica Securities
Michigan
$266K -$472 -6 -0.2%
Citigroup
70
Citigroup
New York
$262K
MWM
71
Meridian Wealth Management
Kentucky
$259K +$1.57K +20 +0.6%
EWA
72
EP Wealth Advisors
California
$238K -$245K -2,752 -51%
USCWA
73
U.S. Capital Wealth Advisors
Texas
$234K
WWM
74
Western Wealth Management
Colorado
$222K
IA
75
IFG Advisors
Missouri
$218K