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Vanguard S&P Mid-Cap 400 Value ETF

161 hedge funds and large institutions have $583M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 31

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

3% more funds holding

Funds holding: 157161 (+4)

5% more capital invested

Capital invested by funds: $556M → $583M (+$26.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.19% less ownership

Funds ownership: 51.96%51.77% (-0.19%)

Holders
161
Holders Change
+4
Holders Change %
+2.55%
% of All Funds
1.96%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
55
Reduced
31
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$773K -$1.11K -11 -0.1%
MML Investors Services
52
MML Investors Services
Massachusetts
$748K +$65.6K +650 +10%
NW
53
Naviter Wealth
Arkansas
$692K
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$665K -$14.2K -141 -2%
OFP
55
OFC Financial Planning
New Jersey
$637K +$35.7K +354 +6%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$632K +$40.8K +404 +7%
RA
57
Rodgers & Associates
Pennsylvania
$599K -$505 -5 -0.1%
GF
58
Goodman Financial
Texas
$578K -$1.21K -12 -0.2%
MFG
59
Merit Financial Group
Georgia
$576K
SF
60
Summit Financial
New Jersey
$568K -$5.25K -52 -0.9%
MFWP
61
Mosaic Family Wealth Partners
Missouri
$567K +$5.55K +55 +1%
CIBC World Market
62
CIBC World Market
Ontario, Canada
$565K
SA
63
Sovran Advisors
California
$538K -$57.1K -566 -10%
MWM
64
Meridian Wealth Management
Kentucky
$535K +$9.49K +94 +2%
FP
65
Factorial Partners
New York
$525K
HA
66
Hanover Advisors
South Carolina
$524K
RWA
67
Redhawk Wealth Advisors
Minnesota
$502K -$49.4K -489 -9%
MA
68
Mutual Advisors
Nebraska
$490K +$3.94K +39 +0.8%
AB
69
Atlas Brown
Kentucky
$474K
LFAS
70
Level Four Advisory Services
Texas
$471K +$4.24K +42 +0.9%
TRIA
71
Trail Ridge Investment Advisors
Colorado
$463K -$2.52K -25 -0.5%
TWM
72
TopTier Wealth Management
Wisconsin
$456K +$455K +4,511 New
BIA
73
BHK Investment Advisors
Alabama
$444K
IFS
74
Ifrah Financial Services
Arkansas
$425K -$8.38K -83 -2%
HI
75
Harbour Investments
Wisconsin
$408K -$4.75K -47 -1%

IVOV Hedge Fund Activity: Q4 2025 in Review

161 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q4 2025, worth a combined $583M — up 4.8% from $556M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IVOV positions and 14 closed out — a net gain of 6 holders — while 55 added to existing stakes and 31 trimmed.

The largest buyer was Vantagepoint Investment Advisers, adding an estimated $5.04M. The largest seller was Bank of America, cutting an estimated $3.15M.

  • 161 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q4 2025, up from 157 in Q3 2025.
  • Funds reported $583M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q4 2025, up 4.8% quarter-over-quarter.
  • 20 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q4 2025 and 14 closed out, a net change of +6 holders.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q4 2025 was Vantagepoint Investment Advisers, an estimated $5.04M added.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q4 2025 was Bank of America, an estimated $3.15M sold.

Based on aggregated 13F filings for Q4 2025.