IVOV icon

Vanguard S&P Mid-Cap 400 Value ETF

155 hedge funds and large institutions have $552M 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, 37 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

12% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 42

Holders
155
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
76
Hobart Private Capital
North Carolina
$381K
ANTB
77
AMG National Trust Bank
Colorado
$351K
SG
78
StoneX Group
New York
$332K
GT
79
Glenview Trust
Kentucky
$326K
SWM
80
Spire Wealth Management
Virginia
$314K
IWM
81
IHT Wealth Management
Illinois
$310K
SFC
82
Summit Financial Consulting
Michigan
$309K
CFG
83
Citizens Financial Group
Rhode Island
$304K
USCWA
84
U.S. Capital Wealth Advisors
Texas
$300K
I2I
85
Insight 2811 Inc
Illinois
$292K
PFM
86
Phillips Financial Management
Indiana
$288K
W
87
WealthCollab
Washington
$283K
IA
88
IFG Advisors
Missouri
$279K
CFGA
89
Cambridge Financial Group (Arizona)
Arizona
$264K
TW
90
TritonPoint Wealth
Maryland
$261K
FTS
91
Fifth Third Securities
Ohio
$260K
WAP
92
Wealthcare Advisory Partners
Pennsylvania
$258K
NA
93
NewEdge Advisors
Louisiana
$255K
Lido Advisors
94
Lido Advisors
California
$252K
KFGK
95
Keystone Financial Group (Kentucky)
Kentucky
$251K
WWM
96
Western Wealth Management
Colorado
$246K
Cerity Partners
97
Cerity Partners
New York
$236K
JWCA
98
J.W. Cole Advisors
Florida
$233K
William Blair & Company
99
William Blair & Company
Illinois
$229K
SOWAS
100
Silver Oak Wealth Advisors Services
California
$227K