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Vanguard S&P Mid-Cap 400 Value ETF
IVOV

147 hedge funds and large institutions have $414M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 46 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

7% more funds holding

Funds holding: 138 → 147 (+9)

0.87% more ownership

Funds ownership: 44.25% → 45.13% (+0.87%)

1% more capital invested

Capital invested by funds: $411M → $414M (+$2.55M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

17% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 46

Holders
147
Holders Change
+9
Holders Change %
+6.52%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
38
Reduced
46
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CJH
Christopher J. Hasenberg
Wisconsin
+$4.42M
2
AF
Allworth Financial
California
+$3.79M
3
Bank of America
Bank of America
North Carolina
+$1.4M
4
IAA
Independent Advisor Alliance
North Carolina
+$1.32M
5
Stifel Financial
Stifel Financial
Missouri
+$1M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.97M
2
VF
Virtu Financial
New York
-$1.52M
3
Mariner
Mariner
Kansas
-$1.21M
4
Morgan Stanley
Morgan Stanley
New York
-$1.2M
5
PFM
Phillips Financial Management
Indiana
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
51
Shufro Rose & Co
New York
$584K -$14.8K -150 -2%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$579K -$338K -3,422 -36%
CIBC World Market
53
CIBC World Market
Ontario, Canada
$535K -$15.8K -160 -3%
MFWP
54
Mosaic Family Wealth Partners
Missouri
$531K +$14.8K +150 +3%
RWA
55
Redhawk Wealth Advisors
Minnesota
$531K -$2.17K -22 -0.4%
HA
56
Hanover Advisors
South Carolina
$500K -$78.1K -790 -13%
VA
57
Valmark Advisers
Ohio
$458K – – –
SWM
58
Spire Wealth Management
Virginia
$456K – – –
SA
59
Sovran Advisors
California
$448K +$458K +4,629 New
LFAS
60
Level Four Advisory Services
Texas
$436K +$72.8K +736 +19%
IFS
61
Ifrah Financial Services
Arkansas
$432K +$220K +2,229 +97%
RA
62
Rodgers & Associates
Pennsylvania
$431K – – –
MWM
63
Meridian Wealth Management
Kentucky
$426K +$7.42K +75 +2%
HI
64
Harbour Investments
Wisconsin
$422K -$13.2K -133 -3%
BIA
65
BHK Investment Advisors
Alabama
$420K – – –
Corient Private Wealth
66
Corient Private Wealth
Florida
$412K -$54.4K -550 -11%
AB
67
Atlas Brown
Kentucky
$411K – – –
AWS
68
Atria Wealth Solutions
New York
$389K -$593 -6 -0.1%
CFGA
69
Cambridge Financial Group (Arizona)
Arizona
$381K +$4.45K +45 +1%
MCM
70
Manchester Capital Management
Vermont
$381K – – –
IWM
71
IHT Wealth Management
Illinois
$377K +$10.2K +103 +3%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$373K +$8.01K +81 +2%
GT
73
Glenview Trust
Kentucky
$370K – – –
HPC
74
Hobart Private Capital
North Carolina
$359K – – –
TRIA
75
Trail Ridge Investment Advisors
Colorado
$359K -$5.93K -60 -2%
1 2
3
4 5

IVOV Hedge Fund Activity: Q4 2024 in Review

147 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q4 2024, worth a combined $414M — up 0.62% from $411M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IVOV positions and 7 closed out — a net gain of 14 holders — while 38 added to existing stakes and 46 trimmed.

The largest buyer was Christopher J. Hasenberg, adding an estimated $4.42M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.97M sold.

  • 147 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q4 2024, up from 138 in Q3 2024.
  • Funds reported $414M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q4 2024, up 0.62% quarter-over-quarter.
  • 21 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q4 2024 and 7 closed out, a net change of +14 holders.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q4 2024 was Christopher J. Hasenberg, an estimated $4.42M added.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q4 2024 was Citadel Advisors, an estimated $1.97M sold.

Based on aggregated 13F filings for Q4 2024.