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Vanguard S&P Mid-Cap 400 Value ETF
IVOV

164 hedge funds and large institutions have $647M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

11% more capital invested

Capital invested by funds: $583M → $647M (+$64.3M)

3.13% more ownership

Funds ownership: 51.77% → 54.9% (+3.1%)

2% more funds holding

Funds holding: 161 → 164 (+3)

33% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 51

Holders
164
Holders Change
+3
Holders Change %
+1.86%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
15
Increased
34
Reduced
51
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TPI
Trust Point Inc
Wisconsin
+$67.5M
2
Morgan Stanley
Morgan Stanley
New York
+$5.08M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.02M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.4M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$1.93M

Top Sellers

1
OWA
Octavia Wealth Advisors
Ohio
-$16.4M
2
VIA
Vantagepoint Investment Advisers
District of Columbia
-$3.66M
3
HIS
Horizon Investment Services
Indiana
-$987K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$903K
5
Raymond James Financial
Raymond James Financial
Florida
-$861K
Name Holding Trade Value Shares
Change 		Change in
Stake
IFS
76
Ifrah Financial Services
Arkansas
$422K -$6.73K -64 -2%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$416K +$6.52K +62 +2%
PCM
78
Passive Capital Management
Maryland
$410K – – –
VA
79
Valmark Advisers
Ohio
$388K +$8.1K +77 +2%
HPC
80
Hobart Private Capital
North Carolina
$383K – – –
AWM
81
AE Wealth Management
Kansas
$383K +$395K +3,756 New
W
82
Wealthquest
Ohio
$360K – – –
ANTB
83
AMG National Trust Bank
Colorado
$355K – – –
Fidelity Investments
84
Fidelity Investments
Massachusetts
$353K +$99.2K +943 +37%
GT
85
Glenview Trust
Kentucky
$330K – – –
WAP
86
Wealthcare Advisory Partners
Pennsylvania
$321K – – –
IWM
87
IHT Wealth Management
Illinois
$320K – – –
SWM
88
Spire Wealth Management
Virginia
$318K – – –
SG
89
StoneX Group
New York
$316K +$40.4K +384 +14%
I2I
90
Insight 2811 Inc
Illinois
$313K +$12.5K +119 +4%
WWM
91
Western Wealth Management
Colorado
$312K +$65.6K +624 +26%
LFAS
92
Level Four Advisory Services
Texas
$312K -$169K -1,608 -34%
CFG
93
Citizens Financial Group
Rhode Island
$309K -$5.05K -48 -2%
USCWA
94
U.S. Capital Wealth Advisors
Texas
$304K – – –
PFM
95
Phillips Financial Management
Indiana
$292K – – –
W
96
WealthCollab
Washington
$286K – – –
OWA
97
Octavia Wealth Advisors
Ohio
$284K -$16.4M -156,141 -98%
IA
98
IFG Advisors
Missouri
$282K – – –
MA
99
Mutual Advisors
Nebraska
$269K -$232K -2,206 -46%
NA
100
NewEdge Advisors
Louisiana
$258K – – –
2 3
4
5 6

IVOV Hedge Fund Activity: Q1 2026 in Review

164 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q1 2026, worth a combined $647M — up 11% from $583M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IVOV positions and 8 closed out — a net gain of 7 holders — while 34 added to existing stakes and 51 trimmed.

The largest buyer was Trust Point Inc, opening a new position worth an estimated $67.5M. The largest seller was Octavia Wealth Advisors, cutting an estimated $16.4M.

  • 164 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q1 2026, up from 161 in Q4 2025.
  • Funds reported $647M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q1 2026, up 11% quarter-over-quarter.
  • 15 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q1 2026 and 8 closed out, a net change of +7 holders.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q1 2026 was Trust Point Inc, an estimated $67.5M added.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q1 2026 was Octavia Wealth Advisors, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2026.