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Vanguard S&P Mid-Cap 400 Value ETF

161 hedge funds and large institutions have $583M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 31

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

3% more funds holding

Funds holding: 157161 (+4)

5% more capital invested

Capital invested by funds: $556M → $583M (+$26.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.19% less ownership

Funds ownership: 51.96%51.77% (-0.19%)

Holders
161
Holders Change
+4
Holders Change %
+2.55%
% of All Funds
1.96%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
55
Reduced
31
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
26
EP Wealth Advisors
California
$3M +$3M +29,725 New
Franklin Resources
27
Franklin Resources
California
$2.9M
JP Morgan Chase
28
JP Morgan Chase
New York
$2.78M +$303K +3,002 +12%
MMA
29
Miracle Mile Advisors
California
$2.53M +$358K +3,545 +17%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$1.97M +$1.97M +19,467 New
Comerica Bank
31
Comerica Bank
Texas
$1.85M +$310K +3,067 +20%
MGIA
32
Moneta Group Investment Advisors
Missouri
$1.66M +$484K +4,794 +41%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$1.55M +$16.7K +165 +1%
CFM
34
Cornerstone Financial Management
Massachusetts
$1.51M +$1.5M +14,905 New
Ameriprise
35
Ameriprise
Minnesota
$1.38M +$247K +2,442 +22%
PAG
36
Private Advisor Group
New Jersey
$1.34M -$177K -1,749 -12%
FFO
37
Fortitude Family Office
Arizona
$1.33M
Creative Planning
38
Creative Planning
Kansas
$1.26M -$71.5K -708 -5%
Corient Private Wealth
39
Corient Private Wealth
Florida
$1.18M +$180K +1,786 +18%
HIS
40
Horizon Investment Services
Indiana
$1.18M +$12.6K +125 +1%
SRC
41
Shufro Rose & Co
New York
$1.11M +$179K +1,775 +19%
Osaic Holdings
42
Osaic Holdings
Arizona
$1.1M +$176K +1,739 +19%
PA
43
PFG Advisors
Arizona
$1.07M +$29.4K +291 +3%
HNB
44
Huntington National Bank
Ohio
$1.01M
AQR Capital Management
45
AQR Capital Management
Connecticut
$1.01M -$98.4K -975 -9%
KeyBank National Association
46
KeyBank National Association
Ohio
$1M
HIG
47
Heritage Investment Group
Florida
$967K
Jones Financial Companies
48
Jones Financial Companies
Missouri
$956K +$444K +4,393 +87%
AFTS
49
American Financial & Tax Strategies
New York
$951K -$367K -3,631 -28%
Stifel Financial
50
Stifel Financial
Missouri
$930K +$238K +2,360 +34%

IVOV Hedge Fund Activity: Q4 2025 in Review

161 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q4 2025, worth a combined $583M — up 4.8% from $556M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IVOV positions and 14 closed out — a net gain of 6 holders — while 55 added to existing stakes and 31 trimmed.

The largest buyer was Vantagepoint Investment Advisers, adding an estimated $5.04M. The largest seller was Bank of America, cutting an estimated $3.15M.

  • 161 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q4 2025, up from 157 in Q3 2025.
  • Funds reported $583M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q4 2025, up 4.8% quarter-over-quarter.
  • 20 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q4 2025 and 14 closed out, a net change of +6 holders.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q4 2025 was Vantagepoint Investment Advisers, an estimated $5.04M added.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q4 2025 was Bank of America, an estimated $3.15M sold.

Based on aggregated 13F filings for Q4 2025.