Vanguard S&P Mid-Cap 400 Value ETF
IVOV
138 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, 44 reducing their positions, and 6 closing their positions.
250% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 6
12% more funds holding
Funds holding: 123 → 138 (+15)
10% more capital invested
Capital invested by funds: $374M → $411M (+$37.2M)
0.53% more ownership
Funds ownership: 43.72% → 44.25% (+0.53%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
48% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$2.26M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.89M |
| 3 |
VF
Virtu Financial
New York
|
+$1.64M |
| 4 |
P
&Partners
Nashville,
Tennessee
|
+$1.29M |
| 5 |
LPL Financial
San Diego,
California
|
+$952K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$3.32M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.01M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.35M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.15M |
| 5 |
Mariner
Overland Park,
Kansas
|
-$856K |
IVOV Hedge Fund Activity: Q3 2024 in Review
138 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q3 2024, worth a combined $411M — up 9.9% from $374M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IVOV positions and 6 closed out — a net gain of 15 holders — while 23 added to existing stakes and 44 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $2.26M. The largest seller was Harbour Investments, cutting an estimated $3.32M.
- 138 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q3 2024, up from 123 in Q2 2024.
- Funds reported $411M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q3 2024, up 9.9% quarter-over-quarter.
- 21 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q3 2024 and 6 closed out, a net change of +15 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q3 2024 was EP Wealth Advisors, an estimated $2.26M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q3 2024 was Harbour Investments, an estimated $3.32M sold.
Based on aggregated 13F filings for Q3 2024.