IVOV icon

Vanguard S&P Mid-Cap 400 Value ETF

146 hedge funds and large institutions have $413M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+9
Holders Change %
+6.57%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
37
Reduced
46
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ANTB
76
AMG National Trust Bank
Colorado
$333K
CSP
77
Cary Street Partners
Virginia
$331K +$331K +3,466 New
HighTower Advisors
78
HighTower Advisors
Illinois
$328K +$96 +1 +0%
FTS
79
Fifth Third Securities
Ohio
$317K -$4.3K -45 -1%
TW
80
TritonPoint Wealth
Maryland
$300K
CFG
81
Citizens Financial Group
Rhode Island
$294K +$4.97K +52 +2%
USCWA
82
U.S. Capital Wealth Advisors
Texas
$285K
PFM
83
Phillips Financial Management
Indiana
$273K -$1.02M -10,696 -79%
W
84
WealthCollab
Washington
$268K
CFG
85
Cooper Financial Group
California
$265K +$10.9K +114 +4%
IA
86
IFG Advisors
Missouri
$265K
MA
87
Mutual Advisors
Nebraska
$261K +$8.88K +90 +4%
WWM
88
Western Wealth Management
Colorado
$247K -$1.43K -15 -0.6%
VF
89
Virtu Financial
New York
$246K -$1.46M -15,345 -86%
KFGK
90
Keystone Financial Group (Kentucky)
Kentucky
$238K +$860 +9 +0.4%
Lido Advisors
91
Lido Advisors
California
$228K
Jones Financial Companies
92
Jones Financial Companies
Missouri
$228K +$203K +2,129 +838%
Cerity Partners
93
Cerity Partners
New York
$226K +$3.82K +40 +2%
KWM
94
Kingsview Wealth Management
Oregon
$220K -$24.8K -260 -10%
WAP
95
Wealthcare Advisory Partners
Pennsylvania
$219K +$1.72K +18 +0.8%
SG
96
StoneX Group
New York
$217K +$1.72K +18 +0.8%
SOWAS
97
Silver Oak Wealth Advisors Services
California
$215K +$215K +2,255 New
SF
98
Synovus Financial
Georgia
$213K -$212K -2,217 -50%
ADL
99
Asset Dedication LLC
California
$212K
TYCC
100
Texas Yale Capital Corp
Florida
$210K