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Vanguard S&P Mid-Cap 400 Value ETF
IVOV

Overview Fund Activity

99 hedge funds and large institutions have $339M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
–
Holders Change %
0%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
30
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.51M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.08M
4
PAG
4
Private Advisor Group
New Jersey
$5.09M
5
JWCA
5
J.W. Cole Advisors
Florida
$3.05M

Top Sellers

1
RH
1
RFG Holdings
Texas
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.88M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$1.07M
5
KWM
5
Keebeck Wealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
76
Key Financial Inc
Pennsylvania
$185K – – –
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$144K +$22.5K +284 +19%
CFGS
78
Concourse Financial Group Securities
Alabama
$92K +$4.91K +62 +6%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$85K -$951 -12 -1%
RIM
80
Rockbridge Investment Management
New York
$85K +$953 +12 +1%
APA
81
American Portfolios Advisors
New York
$73K – – –
PCG
82
Private Capital Group
Connecticut
$71K – – –
IA
83
IFP Advisors
Florida
$44K – – –
William Blair & Company
84
William Blair & Company
Illinois
$43K -$15.9K -200 -27%
LFG
85
Larson Financial Group
Missouri
$42K +$158 +2 +0.4%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$39K – – –
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$31K – – –
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.1K – – –
GWM
89
Geneos Wealth Management
Colorado
$18K – – –
LWM
90
Liberty Wealth Management
California
$18K +$18K +232 New
SFA
91
Semmax Financial Advisors
North Carolina
$13K – – –
AIM
92
Anchor Investment Management
South Carolina
$11K – – –
KIG
93
Kowal Investment Group
Wisconsin
$10K +$10K +120 New
PB
94
Pinnacle Bancorp
Nebraska
$9K – – –
WFA
95
WestHill Financial Advisors
California
$9K +$9K +114 New
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$6K -$92.3K -1,108 -94%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$6K +$6K +74 New
AWM
98
Activest Wealth Management
Florida
$5K – – –
JCM
99
Jacobi Capital Management
Pennsylvania
$4K – – –
RH
100
RFG Holdings
Texas
– -$5.62M -69,414 Closed
1 2 3
4
5