Vanguard S&P Mid-Cap 400 Value ETF
IVOV
IVOV
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
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
EWA
101
EP Wealth Advisors
Torrance,
California
| – | -$467K | -6,456 | Closed |
|
|
ARC
102
Advisor Resource Council
Dallas,
Texas
| – | -$444K | -6,150 | Closed |
|
|
BRWA
103
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$290K | -4,014 | Closed |
|
|
MP
104
McDonald Partners
Cleveland,
Ohio
| – | -$278K | -3,844 | Closed |
|
|
MGIA
105
Moneta Group Investment Advisors
St Louis,
Missouri
| – | -$250K | -3,460 | Closed |
|
106
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$177K | -2,446 | Closed |
|
107
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$150K | -2,072 | Closed |
|
|
AW
108
ACG Wealth
Atlanta,
Georgia
| – | -$103K | -1,428 | Closed |
|
|
RIM
109
Rockbridge Investment Management
Syracuse,
New York
| – | -$40.9K | -566 | Closed |
|
|
FCAS
110
First Command Advisory Services
Fort Worth,
Texas
| – | -$1K | -12 | Closed |
|