IVOV icon

Vanguard S&P Mid-Cap 400 Value ETF
IVOV

Overview Fund Activity

152 hedge funds and large institutions have $396M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
39
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
Mariner
Kansas
+$3.32M
2
Morgan Stanley
Morgan Stanley
New York
+$2.22M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.15M
4
Truist Financial
Truist Financial
North Carolina
+$1.1M
5
OWA
Octavia Wealth Advisors
Ohio
+$875K

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$6.89M
2
CJH
Christopher J. Hasenberg
Wisconsin
-$4M
3
Wells Fargo
Wells Fargo
California
-$2.39M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.76M
5
IAA
Independent Advisor Alliance
North Carolina
-$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$1.7M -$158K -1,720 -9%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.64M +$474K +5,145 +41%
AWM
28
Avior Wealth Management
Nebraska
$1.61M -$6.63K -72 -0.4%
AFTS
29
American Financial & Tax Strategies
New York
$1.24M -$132K -1,435 -10%
Ameriprise
30
Ameriprise
Minnesota
$1.14M -$26.1K -284 -2%
MGIA
31
Moneta Group Investment Advisors
Missouri
$1.11M – – –
HIS
32
Horizon Investment Services
Indiana
$1.1M +$346K +3,758 +46%
PA
33
PFG Advisors
Arizona
$1.03M -$223K -2,426 -18%
Osaic Holdings
34
Osaic Holdings
Arizona
$949K +$235K +2,551 +33%
KeyBank National Association
35
KeyBank National Association
Ohio
$942K -$10.5K -114 -1%
HNB
36
Huntington National Bank
Ohio
$924K – – –
Creative Planning
37
Creative Planning
Kansas
$919K – – –
VF
38
Virtu Financial
New York
$913K +$676K +7,337 +284%
HIG
39
Heritage Investment Group
Florida
$881K – – –
SRC
40
Shufro Rose & Co
New York
$848K +$285K +3,100 +51%
SIA
41
Spectrum Investment Advisors
Wisconsin
$843K +$31K +337 +4%
Citadel Advisors
42
Citadel Advisors
Florida
$794K +$794K +8,626 New
MML Investors Services
43
MML Investors Services
Massachusetts
$742K +$14.2K +154 +2%
OC
44
Oppenheimer & Co
New York
$741K -$84.9K -922 -10%
DADC
45
D.A. Davidson & Co
Montana
$723K +$1.93K +21 +0.3%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$689K +$552 +6 +0.1%
MFG
47
Merit Financial Group
Georgia
$671K +$46.4K +504 +7%
FP
48
Factorial Partners
New York
$644K – – –
NW
49
Naviter Wealth
Arkansas
$628K – – –
Stifel Financial
50
Stifel Financial
Missouri
$624K -$310K -3,368 -33%
1
2
3 4 5