IVOV icon

Vanguard S&P Mid-Cap 400 Value ETF

74 hedge funds and large institutions have $225M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
74
Holders Change
+8
Holders Change %
+12.12%
% of All Funds
1.31%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
14
Increased
25
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mariner
1
Mariner
Kansas
$55.3M 419,836 +419,836 New
RT
2
Rockland Trust
Massachusetts
$47.5M 360,730 +2,487 +0.7%
Bank of America
3
Bank of America
North Carolina
$14.2M 107,493 +34,814 +48%
LFS
4
Lutz Financial Services
Nebraska
$10.6M 80,364 -620 -0.8%
SCM
5
Stordahl Capital Management
Colorado
$9.98M 75,761 -1,391 -2%
AWM
6
Aberdeen Wealth Management
Illinois
$9.9M 75,173 -227 -0.3%
RJA
7
Raymond James & Associates
Florida
$9.52M 72,325 +1,808 +3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$9.12M 69,294 +25,748 +59%
Morgan Stanley
9
Morgan Stanley
New York
$6.55M 49,770 +11,036 +28%
KAS
10
Kestra Advisory Services
Texas
$5.41M 41,105 +1,303 +3%
RRC
11
Relaxing Retirement Coach
Massachusetts
$4.53M 34,411 -35,437 -51%
UBS Group
12
UBS Group
Switzerland
$4.23M 32,118 -2,700 -8%
AWM
13
Avior Wealth Management
Nebraska
$4.04M 30,705 +5,250 +21%
Wells Fargo
14
Wells Fargo
California
$2.96M 22,513 +1,712 +8%
MMA
15
Miracle Mile Advisors
California
$2.13M 16,211 +559 +4%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$1.88M 14,304 +4,416 +45%
Vanguard Group
17
Vanguard Group
Pennsylvania
$1.76M 13,328 +11,264 +546%
Franklin Resources
18
Franklin Resources
California
$1.75M 13,250
PAG
19
Private Advisor Group
New Jersey
$1.56M 11,842 +924 +8%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.5M 11,359 +7,767 +216%
LPL Financial
21
LPL Financial
California
$1.44M 10,903 +243 +2%
KWM
22
Kingsview Wealth Management
Oregon
$1.23M 9,370 -395 -4%
Truist Financial
23
Truist Financial
North Carolina
$1.21M 9,172 -8,569 -48%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.07M 8,110 -7,001 -46%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.03M 7,810 -2 -0%