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Vanguard S&P Mid-Cap 400 Value ETF
IVOV

Overview Fund Activity

99 hedge funds and large institutions have $319M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
–
Holders Change %
0%
% of All Funds
1.6%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
24
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.52M
2
Ameriprise
2
Ameriprise
Minnesota
$1.93M
3
KeyBank National Association
3
KeyBank National Association
Ohio
$1.59M
4
LPL Financial
4
LPL Financial
California
$7.05M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.84M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.3M
2
DADC
2
D.A. Davidson & Co
Montana
$641K
3
SPIA
3
Steward Partners Investment Advisory
New York
$157K
4
NA
4
NewEdge Advisors
Louisiana
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
76
William Blair & Company
Illinois
$101K -$23K -300 -18%
CFGS
77
Concourse Financial Group Securities
Alabama
$89.1K – – –
Bessemer Group
78
Bessemer Group
New Jersey
$77K – – –
RDFA
79
Ritter Daniher Financial Advisory
Ohio
$66.4K – – –
GJIA
80
Glass Jacobson Investment Advisors
Maryland
$45.2K +$45.2K +590 New
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$40K – – –
PTC
82
Private Trust Company
Ohio
$31K – – –
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$30.1K – – –
MCC
84
Money Concepts Capital
Florida
$27.8K +$27.8K +362 New
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.2K – – –
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$19K +$19K +248 New
GWM
87
Geneos Wealth Management
Colorado
$17.2K – – –
IA
88
IFP Advisors
Florida
$16K -$17.7K -288 -53%
CSB
89
City State Bank
Iowa
$15K – – –
Fidelity Investments
90
Fidelity Investments
Massachusetts
$12.6K -$1.22K -16 -9%
US Bancorp
91
US Bancorp
Minnesota
$11.4K +$11.4K +148 New
AIM
92
Anchor Investment Management
South Carolina
$10.6K – – –
PB
93
Pinnacle Bancorp
Nebraska
$9K – – –
BWP
94
Baldwin Wealth Partners
Massachusetts
$7.82K +$7.82K +102 New
BAM
95
Belpointe Asset Management
Nevada
$4.3K +$4.3K +56 New
WFA
96
WestHill Financial Advisors
California
$3.99K – – –
PAG
97
Private Advisor Group
New Jersey
$1.86K +$35 +452 +2%
LFG
98
Larson Financial Group
Missouri
$1.81K – – –
SWA
99
SOA Wealth Advisors
New York
$614 -$154 -2 -20%
NA
100
NewEdge Advisors
Louisiana
– -$2.3M -33,200 Closed
1 2 3
4
5