IVOV icon

Vanguard S&P Mid-Cap 400 Value ETF

137 hedge funds and large institutions have $411M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 43 reducing their positions, and 6 closing their positions.

Holders
137
Holders Change
+15
Holders Change %
+12.3%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
23
Reduced
43
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HDIM
101
Hanson & Doremus Investment Management
Vermont
$144K 1,504
William Blair & Company
102
William Blair & Company
Illinois
$134K 1,400 -22 -2%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$132K 1,379 +474 +52%
SL
104
Salomon & Ludwin
Virginia
$110K 1,150
CFGS
105
Concourse Financial Group Securities
Alabama
$98.2K 1,026
TIAAOA
106
Teachers Insurance & Annuity Association of America
New York
$78.7K 822 +822 New
FCMT
107
Founders Capital Management (Texas)
Texas
$73.7K 770
BGAI
108
Bruce G. Allen Investments
Colorado
$66.5K 695
GT
109
Glenmede Trust
Pennsylvania
$62.2K 650
EB
110
Eastern Bank
Massachusetts
$61.3K 640 +640 New
ACA
111
Aptus Capital Advisors
Alabama
$56.8K 593 +593 New
Comerica Bank
112
Comerica Bank
Texas
$51.8K 541 -17 -3%
SSB
113
Sandy Spring Bank
Maryland
$38.3K 400 -80 -17%
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$37.5K 392
GJIA
115
Glass Jacobson Investment Advisors
Maryland
$35.9K 375
CPA
116
Capital Performance Advisors
California
$32.5K 340 +340 New
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.4K 328
SPIA
118
Steward Partners Investment Advisory
New York
$28.1K 294 -76 -21%
BCWM
119
Bartlett & Co Wealth Management
Ohio
$25.7K 268
GRP
120
Global Retirement Partners
California
$24.7K 258
Jones Financial Companies
121
Jones Financial Companies
Missouri
$24.3K 254 +254 New
AssetMark Inc
122
AssetMark Inc
California
$23.4K 244 -715 -75%
CIA
123
Cape Investment Advisory
Georgia
$21.6K 226
GWM
124
Geneos Wealth Management
Colorado
$21.4K 224
CFD
125
Creative Financial Designs
Indiana
$19.9K 208