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Vanguard S&P Mid-Cap 400 Value ETF
IVOV

147 hedge funds and large institutions have $414M 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, 38 increasing their positions, 46 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

7% more funds holding

Funds holding: 138 → 147 (+9)

0.87% more ownership

Funds ownership: 44.25% → 45.13% (+0.87%)

1% more capital invested

Capital invested by funds: $411M → $414M (+$2.55M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

17% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 46

Holders
147
Holders Change
+9
Holders Change %
+6.52%
% 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
38
Reduced
46
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CJH
Christopher J. Hasenberg
Wisconsin
+$4.42M
2
AF
Allworth Financial
California
+$3.79M
3
Bank of America
Bank of America
North Carolina
+$1.4M
4
IAA
Independent Advisor Alliance
North Carolina
+$1.32M
5
Stifel Financial
Stifel Financial
Missouri
+$1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.97M
2
VF
Virtu Financial
New York
-$1.52M
3
Mariner
Mariner
Kansas
-$1.21M
4
Morgan Stanley
Morgan Stanley
New York
-$1.2M
5
PFM
Phillips Financial Management
Indiana
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$1.93M -$142K -1,441 -7%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$1.76M -$7.61K -77 -0.4%
AWM
28
Avior Wealth Management
Nebraska
$1.67M -$2.57K -26 -0.1%
AFTS
29
American Financial & Tax Strategies
New York
$1.42M -$10.2K -103 -0.7%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.3M +$586K +5,928 +77%
PA
31
PFG Advisors
Arizona
$1.3M -$15K -152 -1%
IAA
32
Independent Advisor Alliance
North Carolina
$1.28M +$1.32M +13,397 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.21M -$90.2K -912 -7%
Ameriprise
34
Ameriprise
Minnesota
$1.21M -$8.9K -90 -0.7%
MGIA
35
Moneta Group Investment Advisors
Missouri
$1.15M -$7.91K -80 -0.7%
KeyBank National Association
36
KeyBank National Association
Ohio
$989K -$10.2K -103 -1%
Stifel Financial
37
Stifel Financial
Missouri
$969K +$1M +10,143 New
Creative Planning
38
Creative Planning
Kansas
$954K -$5.24K -53 -0.5%
HIG
39
Heritage Investment Group
Florida
$915K – – –
OC
40
Oppenheimer & Co
New York
$857K +$38.5K +389 +5%
SIA
41
Spectrum Investment Advisors
Wisconsin
$843K +$56.3K +569 +7%
HIS
42
Horizon Investment Services
Indiana
$787K -$5.93K -60 -0.7%
MML Investors Services
43
MML Investors Services
Massachusetts
$755K -$982K -9,934 -56%
DADC
44
D.A. Davidson & Co
Montana
$748K -$4.65K -47 -0.6%
Osaic Holdings
45
Osaic Holdings
Arizona
$741K +$98.8K +999 +15%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$715K +$890 +9 +0.1%
FP
47
Factorial Partners
New York
$669K – – –
NW
48
Naviter Wealth
Arkansas
$655K +$677K +6,851 New
MFG
49
Merit Financial Group
Georgia
$648K -$48.8K -494 -7%
OFP
50
OFC Financial Planning
New Jersey
$594K +$614K +6,214 New
1
2
3 4 5

IVOV Hedge Fund Activity: Q4 2024 in Review

147 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q4 2024, worth a combined $414M — up 0.62% from $411M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IVOV positions and 7 closed out — a net gain of 14 holders — while 38 added to existing stakes and 46 trimmed.

The largest buyer was Christopher J. Hasenberg, adding an estimated $4.42M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.97M sold.

  • 147 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q4 2024, up from 138 in Q3 2024.
  • Funds reported $414M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q4 2024, up 0.62% quarter-over-quarter.
  • 21 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q4 2024 and 7 closed out, a net change of +14 holders.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q4 2024 was Christopher J. Hasenberg, an estimated $4.42M added.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q4 2024 was Citadel Advisors, an estimated $1.97M sold.

Based on aggregated 13F filings for Q4 2024.