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Vanguard S&P Mid-Cap 400 Value ETF
IVOV

138 hedge funds and large institutions have $411M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 44 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

12% more funds holding

Funds holding: 123 → 138 (+15)

10% more capital invested

Capital invested by funds: $374M → $411M (+$37.2M)

0.53% more ownership

Funds ownership: 43.72% → 44.25% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

48% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 44

Holders
138
Holders Change
+15
Holders Change %
+12.2%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
23
Reduced
44
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
+$2.26M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.89M
3
VF
Virtu Financial
New York
+$1.64M
4
P
&Partners
Tennessee
+$1.29M
5
LPL Financial
LPL Financial
California
+$952K

Top Sellers

Rank Fund Capital Flow
1
HI
Harbour Investments
Wisconsin
-$3.32M
2
Wells Fargo
Wells Fargo
California
-$2.01M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.35M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.15M
5
Mariner
Mariner
Kansas
-$856K
Name Holding Trade Value Shares
Change 		Change in
Stake
HA
51
Hanover Advisors
South Carolina
$576K – – –
CIBC World Market
52
CIBC World Market
Ontario, Canada
$551K -$10.1K -110 -2%
SRC
53
Shufro Rose & Co
New York
$548K – – –
RWA
54
Redhawk Wealth Advisors
Minnesota
$534K – – –
MFWP
55
Mosaic Family Wealth Partners
Missouri
$517K +$36.8K +402 +8%
Corient Private Wealth
56
Corient Private Wealth
Florida
$465K +$446K +4,861 New
VA
57
Valmark Advisers
Ohio
$459K – – –
SWM
58
Spire Wealth Management
Virginia
$457K – – –
HI
59
Harbour Investments
Wisconsin
$435K -$3.32M -36,279 -89%
RA
60
Rodgers & Associates
Pennsylvania
$431K – – –
TRCT
61
Tower Research Capital (TRC)
New York
$426K +$101K +1,107 +33%
SF
62
Synovus Financial
Georgia
$425K +$407K +4,440 New
BIA
63
BHK Investment Advisors
Alabama
$421K – – –
MWM
64
Meridian Wealth Management
Kentucky
$419K +$401K +4,379 New
AB
65
Atlas Brown
Kentucky
$412K -$294K -3,204 -43%
AWS
66
Atria Wealth Solutions
New York
$391K -$183 -2 -0%
MCM
67
Manchester Capital Management
Vermont
$382K – – –
CFGA
68
Cambridge Financial Group (Arizona)
Arizona
$378K -$21.1K -230 -6%
GT
69
Glenview Trust
Kentucky
$370K +$355K +3,870 New
TRIA
70
Trail Ridge Investment Advisors
Colorado
$368K -$12.2K -133 -3%
IWM
71
IHT Wealth Management
Illinois
$367K – – –
LFAS
72
Level Four Advisory Services
Texas
$366K -$28.1K -307 -7%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$366K -$37.4K -408 -10%
HPC
74
Hobart Private Capital
North Carolina
$360K – – –
W
75
Wealthquest
Ohio
$335K – – –
1 2
3
4 5

IVOV Hedge Fund Activity: Q3 2024 in Review

138 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q3 2024, worth a combined $411M — up 9.9% from $374M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IVOV positions and 6 closed out — a net gain of 15 holders — while 23 added to existing stakes and 44 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $2.26M. The largest seller was Harbour Investments, cutting an estimated $3.32M.

  • 138 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q3 2024, up from 123 in Q2 2024.
  • Funds reported $411M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q3 2024, up 9.9% quarter-over-quarter.
  • 21 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q3 2024 and 6 closed out, a net change of +15 holders.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q3 2024 was EP Wealth Advisors, an estimated $2.26M added.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q3 2024 was Harbour Investments, an estimated $3.32M sold.

Based on aggregated 13F filings for Q3 2024.