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Vanguard S&P Mid-Cap 400 Value ETF
IVOV

164 hedge funds and large institutions have $647M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

11% more capital invested

Capital invested by funds: $583M → $647M (+$64.3M)

3.13% more ownership

Funds ownership: 51.77% → 54.9% (+3.1%)

2% more funds holding

Funds holding: 161 → 164 (+3)

33% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 51

Holders
164
Holders Change
+3
Holders Change %
+1.86%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
15
Increased
34
Reduced
51
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TPI
Trust Point Inc
Wisconsin
+$67.5M
2
Morgan Stanley
Morgan Stanley
New York
+$5.08M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.02M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.4M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$1.93M

Top Sellers

1
OWA
Octavia Wealth Advisors
Ohio
-$16.4M
2
VIA
Vantagepoint Investment Advisers
District of Columbia
-$3.66M
3
HIS
Horizon Investment Services
Indiana
-$987K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$903K
5
Raymond James Financial
Raymond James Financial
Florida
-$861K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$898K -$42.7K -406 -4%
Osaic Holdings
52
Osaic Holdings
Arizona
$876K -$244K -2,320 -21%
DADC
53
D.A. Davidson & Co
Montana
$851K +$73.6K +700 +9%
NW
54
Naviter Wealth
Arkansas
$698K – – –
MML Investors Services
55
MML Investors Services
Massachusetts
$697K -$59.5K -566 -8%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$671K – – –
OFP
57
OFC Financial Planning
New Jersey
$643K – – –
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$636K -$1.26K -12 -0.2%
RA
59
Rodgers & Associates
Pennsylvania
$590K -$15.7K -149 -3%
SF
60
Summit Financial
New Jersey
$587K +$14.3K +136 +2%
GF
61
Goodman Financial
Texas
$584K +$736 +7 +0.1%
MFWP
62
Mosaic Family Wealth Partners
Missouri
$572K – – –
MFG
63
Merit Financial Group
Georgia
$569K -$12K -114 -2%
SA
64
Sovran Advisors
California
$549K -$2.42K -23 -0.5%
MWM
65
Meridian Wealth Management
Kentucky
$540K +$736 +7 +0.1%
FP
66
Factorial Partners
New York
$530K – – –
HA
67
Hanover Advisors
South Carolina
$526K -$2.42K -23 -0.4%
RWA
68
Redhawk Wealth Advisors
Minnesota
$504K -$2.84K -27 -0.5%
CIBC World Market
69
CIBC World Market
Ontario, Canada
$485K -$88.4K -840 -15%
GIA
70
GHP Investment Advisors
Colorado
$480K +$495K +4,708 New
AB
71
Atlas Brown
Kentucky
$468K -$10.5K -100 -2%
HI
72
Harbour Investments
Wisconsin
$464K +$53.5K +509 +13%
TRIA
73
Trail Ridge Investment Advisors
Colorado
$462K -$5.58K -53 -1%
TWM
74
TopTier Wealth Management
Wisconsin
$460K – – –
BIA
75
BHK Investment Advisors
Alabama
$449K – – –
1 2
3
4 5

IVOV Hedge Fund Activity: Q1 2026 in Review

164 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q1 2026, worth a combined $647M — up 11% from $583M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IVOV positions and 8 closed out — a net gain of 7 holders — while 34 added to existing stakes and 51 trimmed.

The largest buyer was Trust Point Inc, opening a new position worth an estimated $67.5M. The largest seller was Octavia Wealth Advisors, cutting an estimated $16.4M.

  • 164 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q1 2026, up from 161 in Q4 2025.
  • Funds reported $647M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q1 2026, up 11% quarter-over-quarter.
  • 15 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q1 2026 and 8 closed out, a net change of +7 holders.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q1 2026 was Trust Point Inc, an estimated $67.5M added.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q1 2026 was Octavia Wealth Advisors, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2026.