IVOV icon

Vanguard S&P Mid-Cap 400 Value ETF

74 hedge funds and large institutions have $184M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 10 closing their positions.

Holders
74
Holders Change
-4
Holders Change %
-5.13%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
24
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mariner
1
Mariner
Kansas
$47.4M 386,002 +386,002 New
LFS
2
Lutz Financial Services
Nebraska
$18.3M 149,150 -25,599 -15%
RT
3
Rockland Trust
Massachusetts
$17.7M 144,184 +53,294 +59%
SCM
4
Stordahl Capital Management
Colorado
$8.7M 70,889 +4,194 +6%
Bank of America
5
Bank of America
North Carolina
$8.38M 68,202 +8,025 +13%
RJA
6
Raymond James & Associates
Florida
$7.25M 58,972 +4,362 +8%
Deutsche Bank
7
Deutsche Bank
Germany
$6.14M 50,000
RRC
8
Relaxing Retirement Coach
Massachusetts
$5.76M 46,862 -3 -0%
Ameriprise
9
Ameriprise
Minnesota
$5.6M 45,588 +816 +2%
Morgan Stanley
10
Morgan Stanley
New York
$5.45M 44,342 +7,024 +19%
AWM
11
Avior Wealth Management
Nebraska
$4.27M 34,705 +769 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.6M 29,308 +4,888 +20%
LPL Financial
13
LPL Financial
California
$3.51M 28,547 -46,011 -62%
HCM
14
Hollencrest Capital Management
California
$2.95M 24,000
Jane Street
15
Jane Street
New York
$2.85M 23,169 +6,619 +40%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.67M 21,693 +2,379 +12%
RWP
17
RWA Wealth Partners
Massachusetts
$2.51M 20,438 +303 +2%
Citadel Advisors
18
Citadel Advisors
Florida
$2.34M 19,075 +16,065 +534%
UBS Group
19
UBS Group
Switzerland
$2.27M 18,503 -1,237 -6%
SB
20
Suntrust Banks
Georgia
$2.26M 18,144 +1,439 +9%
ADL
21
Asset Dedication LLC
California
$2.12M 17,224
BTS
22
BB&T Securities
Virginia
$1.8M 14,658 -2,406 -14%
Wells Fargo
23
Wells Fargo
California
$1.5M 12,170 +977 +9%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.33M 10,807 -54 -0.5%
GWA
25
Guidant Wealth Advisors
Illinois
$1.32M 10,736 -423 -4%