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Vanguard S&P Mid-Cap 400 Value ETF
IVOV

123 hedge funds and large institutions have $374M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

0.39% more ownership

Funds ownership: 43.33% → 43.72% (+0.39%)

1% less funds holding

Funds holding: 124 → 123 (-1)

4% less capital invested

Capital invested by funds: $388M → $374M (-$14.3M)

29% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 38

Holders
123
Holders Change
-1
Holders Change %
-0.81%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
12
Increased
27
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.57M
2
P
&Partners
Tennessee
+$1.79M
3
Bank of America
Bank of America
North Carolina
+$1.75M
4
Morgan Stanley
Morgan Stanley
New York
+$1.34M
5
OC
Oppenheimer & Co
New York
+$675K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$3.55M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.42M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.77M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$669K
5
RJA
Raymond James & Associates
Florida
-$481K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$566K -$342K -3,900 -38%
SRC
52
Shufro Rose & Co
New York
$548K – – –
HA
53
Hanover Advisors
South Carolina
$527K -$161K -1,838 -23%
CIBC World Market
54
CIBC World Market
Ontario, Canada
$514K – – –
RWA
55
Redhawk Wealth Advisors
Minnesota
$488K +$18K +206 +4%
MFWP
56
Mosaic Family Wealth Partners
Missouri
$438K – – –
EWA
57
EP Wealth Advisors
California
$421K – – –
VA
58
Valmark Advisers
Ohio
$420K – – –
SWM
59
Spire Wealth Management
Virginia
$418K – – –
RA
60
Rodgers & Associates
Pennsylvania
$395K -$4.38K -50 -1%
BIA
61
BHK Investment Advisors
Alabama
$385K – – –
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$371K -$2.8K -32 -0.8%
CFGA
63
Cambridge Financial Group (Arizona)
Arizona
$366K – – –
LFAS
64
Level Four Advisory Services
Texas
$362K -$5.26K -60 -1%
AWS
65
Atria Wealth Solutions
New York
$358K +$11.7K +133 +3%
MCM
66
Manchester Capital Management
Vermont
$349K – – –
DWM
67
Diversify Wealth Management
Utah
$349K +$350K +4,000 New
TRIA
68
Trail Ridge Investment Advisors
Colorado
$346K -$72K -822 -17%
IWM
69
IHT Wealth Management
Illinois
$336K – – –
HPC
70
Hobart Private Capital
North Carolina
$329K +$329K +3,756 New
HF
71
Halpern Financial
Virginia
$323K +$170K +1,943 +111%
W
72
Wealthquest
Ohio
$309K – – –
CSPIA
73
Cary Street Partners Investment Advisory
Virginia
$305K -$4.29K -49 -1%
ANTB
74
AMG National Trust Bank
Colorado
$305K – – –
TRCT
75
Tower Research Capital (TRC)
New York
$293K -$97.4K -1,112 -25%
1 2
3
4 5

IVOV Hedge Fund Activity: Q2 2024 in Review

123 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q2 2024, worth a combined $374M — down 3.7% from $388M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IVOV positions and 10 closed out — a net gain of 2 holders — while 27 added to existing stakes and 38 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $2.57M. The largest seller was Wells Fargo, cutting an estimated $3.55M.

  • 123 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q2 2024, down from 124 in Q1 2024.
  • Funds reported $374M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q2 2024, down 3.7% quarter-over-quarter.
  • 12 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q2 2024 and 10 closed out, a net change of +2 holders.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $2.57M added.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q2 2024 was Wells Fargo, an estimated $3.55M sold.

Based on aggregated 13F filings for Q2 2024.