IVOV icon

Vanguard S&P Mid-Cap 400 Value ETF
IVOV

Overview Fund Activity

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.

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
–

Top Buyers

1
CJH
1
Christopher J. Hasenberg
Wisconsin
$4.27M
2
AF
2
Allworth Financial
California
$3.82M
3
Bank of America
3
Bank of America
North Carolina
$27.5M
4
IAA
4
Independent Advisor Alliance
North Carolina
$1.28M
5
Stifel Financial
5
Stifel Financial
Missouri
$969K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
VF
2
Virtu Financial
New York
$246K
3
Mariner
3
Mariner
Kansas
$78.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$22M
5
PFM
5
Phillips Financial Management
Indiana
$273K
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
1
Mariner
Kansas
$78.9M 826,203 -12,286 -1%
RT
2
Rockland Trust
Massachusetts
$76.6M 802,012 -2,669 -0.3%
Bank of America
3
Bank of America
North Carolina
$27.5M 288,261 +14,197 +5%
Morgan Stanley
4
Morgan Stanley
New York
$22M 230,556 -12,108 -5%
Raymond James Financial
5
Raymond James Financial
Florida
$18.4M 192,171 +192,171 New
OWA
6
Octavia Wealth Advisors
Ohio
$16.9M 177,186 -221 -0.1%
SCM
7
Stordahl Capital Management
Colorado
$15.8M 165,024 -5,284 -3%
AWM
8
Aberdeen Wealth Management
Illinois
$11.8M 123,122 -86 -0.1%
LFS
9
Lutz Financial Services
Nebraska
$11.6M 121,897 -898 -0.7%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$11.2M 116,841 +1,593 +1%
UBS Group
11
UBS Group
Switzerland
$9.9M 103,598 -3,831 -4%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$9.52M 99,652 +10,047 +11%
LPL Financial
13
LPL Financial
California
$8.78M 91,865 +882 +1%
Wells Fargo
14
Wells Fargo
California
$8.18M 85,619 +4,011 +5%
KAS
15
Kestra Advisory Services
Texas
$6.8M 71,138 -1,698 -2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.74M 49,613 +8,672 +21%
CJH
17
Christopher J. Hasenberg
Wisconsin
$4.27M 44,721 +44,699 +203,177%
SC
18
Savant Capital
Illinois
$4.13M 43,183 -1,086 -2%
AF
19
Allworth Financial
California
$3.82M 38,351 +38,351 New
P
20
&Partners
Tennessee
$3.31M 34,425 -88 -0.3%
Truist Financial
21
Truist Financial
North Carolina
$2.98M 31,231 +3,584 +13%
EWA
22
EP Wealth Advisors
California
$2.83M 29,600 +89 +0.3%
Franklin Resources
23
Franklin Resources
California
$2.74M 28,720 – –
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$2.25M 23,522 +670 +3%
MMA
25
Miracle Mile Advisors
California
$2.12M 22,236 -1,888 -8%
1
2 3 4 5