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Vanguard S&P Mid-Cap 400 Value ETF

157 hedge funds and large institutions have $556M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

30% more capital invested

Capital invested by funds: $428M → $556M (+$128M)

5.99% more ownership

Funds ownership: 45.97%51.96% (+6%)

2% more funds holding

Funds holding: 154157 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

12% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 43

Holders
157
Holders Change
+3
Holders Change %
+1.95%
% 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
15
Increased
38
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$2.47M +$11K +111 +0.5%
MMA
27
Miracle Mile Advisors
California
$2.16M -$198 -2 -0%
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$2.02M +$1.98M +20,000 New
Comerica Bank
29
Comerica Bank
Texas
$1.54M +$397K +4,014 +36%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.53M +$226K +2,278 +18%
PAG
31
Private Advisor Group
New Jersey
$1.51M -$165K -1,670 -10%
Creative Planning
32
Creative Planning
Kansas
$1.33M +$316K +3,193 +32%
FFO
33
Fortitude Family Office
Arizona
$1.33M +$1.3M +13,160 New
AFTS
34
American Financial & Tax Strategies
New York
$1.32M -$43.7K -441 -3%
MGIA
35
Moneta Group Investment Advisors
Missouri
$1.17M +$586K +5,920 +103%
HIS
36
Horizon Investment Services
Indiana
$1.16M +$5.94K +60 +0.5%
Ameriprise
37
Ameriprise
Minnesota
$1.14M -$10K -101 -0.9%
AQR Capital Management
38
AQR Capital Management
Connecticut
$1.1M +$833K +8,409 +330%
PA
39
PFG Advisors
Arizona
$1.04M +$1.02M +10,307 New
HNB
40
Huntington National Bank
Ohio
$1.01M
SIA
41
Spectrum Investment Advisors
Wisconsin
$1.01M -$7.33K -74 -0.7%
KeyBank National Association
42
KeyBank National Association
Ohio
$1M +$990 +10 +0.1%
Corient Private Wealth
43
Corient Private Wealth
Florida
$1,000K +$703K +7,096 +251%
HIG
44
Heritage Investment Group
Florida
$965K
Osaic Holdings
45
Osaic Holdings
Arizona
$924K -$25.3K -256 -3%
SRC
46
Shufro Rose & Co
New York
$848K
DADC
47
D.A. Davidson & Co
Montana
$772K -$18.4K -186 -2%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$696K -$875K -8,834 -56%
NW
49
Naviter Wealth
Arkansas
$690K
Stifel Financial
50
Stifel Financial
Missouri
$690K +$2.48K +25 +0.4%

IVOV Hedge Fund Activity: Q3 2025 in Review

157 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q3 2025, worth a combined $556M — up 30% from $428M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IVOV positions and 10 closed out — a net gain of 5 holders — while 38 added to existing stakes and 43 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $103M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $1.78M sold.

  • 157 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q3 2025, up from 154 in Q2 2025.
  • Funds reported $556M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q3 2025, up 30% quarter-over-quarter.
  • 15 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q3 2025 and 10 closed out, a net change of +5 holders.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $103M added.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $1.78M sold.

Based on aggregated 13F filings for Q3 2025.