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Vanguard S&P Mid-Cap 400 Value ETF
IVOV

Overview Fund Activity

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
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$4.21M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.08M
3
Bank of America
3
Bank of America
North Carolina
$27.9M
4
UBS Group
4
UBS Group
Switzerland
$9.08M
5
GA
5
Gateway Advisory
New Jersey
$1.52M

Top Sellers

1
RIG
1
Ramiah Investment Group
Wisconsin
$0
2
3F
2
360 Financial
Minnesota
$294K
3
MA
3
Mutual Advisors
Nebraska
$0
4
Wells Fargo
4
Wells Fargo
California
$2.84M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$2.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
76
Halpern Financial
Virginia
$126K -$86.4K -1,244 -41%
William Blair & Company
77
William Blair & Company
Illinois
$113K +$27.2K +390 +32%
HDIM
78
Hanson & Doremus Investment Management
Vermont
$104K – – –
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$96K – – –
CFGS
80
Concourse Financial Group Securities
Alabama
$81K – – –
WB
81
West Bancorporation
Iowa
$80K – – –
Bessemer Group
82
Bessemer Group
New Jersey
$69K – – –
APA
83
American Portfolios Advisors
New York
$62.9K – – –
RDFA
84
Ritter Daniher Financial Advisory
Ohio
$60K +$60K +866 New
PWC
85
PYA Waltman Capital
Tennessee
$56K -$60.3K -876 -52%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$36K -$2.61K -38 -7%
IA
87
IFP Advisors
Florida
$34K – – –
PTC
88
Private Trust Company
Ohio
$28K – – –
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$27K – – –
FDCDDQ
90
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.8K – – –
HGERS
91
Householder Group Estate & Retirement Specialist
Arizona
$16K +$16K +240 New
GWM
92
Geneos Wealth Management
Colorado
$15K – – –
CSB
93
City State Bank
Iowa
$14K – – –
Fidelity Investments
94
Fidelity Investments
Massachusetts
$12K -$3.6K -54 -23%
AIM
95
Anchor Investment Management
South Carolina
$9.57K – – –
PB
96
Pinnacle Bancorp
Nebraska
$8K – – –
WFA
97
WestHill Financial Advisors
California
$4K -$2.92K -38 -42%
LFG
98
Larson Financial Group
Missouri
$2K – – –
RIG
99
Ramiah Investment Group
Wisconsin
– -$19.6M -271,146 Closed
MA
100
Mutual Advisors
Nebraska
– -$1.68M -23,174 Closed
1 2 3
4
5