IVOV icon

Vanguard S&P Mid-Cap 400 Value ETF

123 hedge funds and large institutions have $388M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
123
Holders Change
+7
Holders Change %
+6.03%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
26
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SRC
51
Shufro Rose & Co
New York
$568K +$261K +2,875 +85%
CIBC World Market
52
CIBC World Market
Ontario, Canada
$532K
JIR
53
James Investment Research
Ohio
$522K +$70.3K +774 +16%
RWA
54
Redhawk Wealth Advisors
Minnesota
$487K +$47.6K +524 +11%
MFWP
55
Mosaic Family Wealth Partners
Missouri
$454K -$4.54K -50 -1%
EWA
56
EP Wealth Advisors
California
$437K
VA
57
Valmark Advisers
Ohio
$436K -$3.45K -38 -0.8%
TRIA
58
Trail Ridge Investment Advisors
Colorado
$433K -$3.27K -36 -0.7%
SWM
59
Spire Wealth Management
Virginia
$433K
RA
60
Rodgers & Associates
Pennsylvania
$414K -$49.9K -550 -11%
TRCT
61
Tower Research Capital (TRC)
New York
$405K +$256K +2,814 +171%
BIA
62
BHK Investment Advisors
Alabama
$400K +$400K +4,400 New
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$387K -$16.2K -179 -4%
LFAS
64
Level Four Advisory Services
Texas
$366K
MCM
65
Manchester Capital Management
Vermont
$362K
AWS
66
Atria Wealth Solutions
New York
$359K +$2.45K +27 +0.7%
FW
67
FirstPurpose Wealth
Utah
$349K
IWM
68
IHT Wealth Management
Illinois
$348K
CSPIA
69
Cary Street Partners Investment Advisory
Virginia
$321K -$46.1K -508 -13%
W
70
Wealthquest
Ohio
$321K
ANTB
71
AMG National Trust Bank
Colorado
$316K
AAS
72
Ameritas Advisory Services
Nebraska
$316K +$59.9K +665 +23%
D.E. Shaw & Co
73
D.E. Shaw & Co
New York
$292K +$292K +3,217 New
Fisher Asset Management
74
Fisher Asset Management
Washington
$290K +$290K +3,197 New
USCWA
75
U.S. Capital Wealth Advisors
Texas
$271K