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Vanguard S&P Mid-Cap 400 Value ETF

157 hedge funds and large institutions have $556M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

30% more capital invested

Capital invested by funds: $428M → $556M (+$128M)

5.99% more ownership

Funds ownership: 45.97%51.96% (+6%)

2% more funds holding

Funds holding: 154157 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

12% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 43

Holders
157
Holders Change
+3
Holders Change %
+1.95%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
38
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$680K -$152K -1,535 -19%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$678K
OFP
53
OFC Financial Planning
New Jersey
$600K -$7.72K -78 -1%
RA
54
Rodgers & Associates
Pennsylvania
$598K +$66.5K +672 +13%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$590K +$16.3K +165 +3%
GF
56
Goodman Financial
Texas
$578K +$9.7K +98 +2%
MFG
57
Merit Financial Group
Georgia
$574K -$137K -1,384 -20%
SF
58
Summit Financial
New Jersey
$572K +$562K +5,673 New
CIBC World Market
59
CIBC World Market
Ontario, Canada
$564K
MFWP
60
Mosaic Family Wealth Partners
Missouri
$558K
SA
61
Sovran Advisors
California
$553K -$10.1K -102 -2%
RWA
62
Redhawk Wealth Advisors
Minnesota
$550K +$8.91K +90 +2%
FP
63
Factorial Partners
New York
$524K
MWM
64
Meridian Wealth Management
Kentucky
$524K +$67K +677 +15%
HA
65
Hanover Advisors
South Carolina
$523K -$4.16K -42 -0.8%
Jones Financial Companies
66
Jones Financial Companies
Missouri
$511K +$256K +2,581 +104%
MA
67
Mutual Advisors
Nebraska
$486K -$22.8K -230 -5%
AB
68
Atlas Brown
Kentucky
$473K
LFAS
69
Level Four Advisory Services
Texas
$466K +$891 +9 +0.2%
TRIA
70
Trail Ridge Investment Advisors
Colorado
$465K -$1.49K -15 -0.3%
BIA
71
BHK Investment Advisors
Alabama
$443K
IFS
72
Ifrah Financial Services
Arkansas
$432K -$2.97K -30 -0.7%
HI
73
Harbour Investments
Wisconsin
$412K -$29.2K -295 -7%
PCM
74
Passive Capital Management
Maryland
$406K
VA
75
Valmark Advisers
Ohio
$396K

IVOV Hedge Fund Activity: Q3 2025 in Review

157 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q3 2025, worth a combined $556M — up 30% from $428M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IVOV positions and 10 closed out — a net gain of 5 holders — while 38 added to existing stakes and 43 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $103M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $1.78M sold.

  • 157 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q3 2025, up from 154 in Q2 2025.
  • Funds reported $556M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q3 2025, up 30% quarter-over-quarter.
  • 15 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q3 2025 and 10 closed out, a net change of +5 holders.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $103M added.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $1.78M sold.

Based on aggregated 13F filings for Q3 2025.