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Vanguard S&P Mid-Cap 400 Value ETF
IVOV

124 hedge funds and large institutions have $388M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

6% more funds holding

Funds holding: 117 → 124 (+7)

1% more capital invested

Capital invested by funds: $384M → $388M (+$4.35M)

1.56% less ownership

Funds ownership: 44.89% → 43.33% (-1.6%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

33% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 39

Holders
124
Holders Change
+7
Holders Change %
+5.98%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
26
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OWA
Octavia Wealth Advisors
Ohio
+$13.8M
2
Wells Fargo
Wells Fargo
California
+$2.14M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.63M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.37M
5
Citadel Advisors
Citadel Advisors
Florida
+$967K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$17.7M
2
Bank of America
Bank of America
North Carolina
-$11.4M
3
RJA
Raymond James & Associates
Florida
-$994K
4
LPL Financial
LPL Financial
California
-$802K
5
LFS
Lutz Financial Services
Nebraska
-$656K
Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
76
U.S. Capital Wealth Advisors
Texas
$271K – – –
CA
77
Cetera Advisors
Colorado
$266K +$252K +2,929 New
FTS
78
Fifth Third Securities
Ohio
$259K +$1.29K +15 +0.5%
Corient Private Wealth
79
Corient Private Wealth
Florida
$259K +$245K +2,849 New
WWM
80
Western Wealth Management
Colorado
$256K -$17.5K -203 -7%
W
81
WealthCollab
Washington
$255K – – –
IA
82
IFG Advisors
Missouri
$252K – – –
MA
83
Mutual Advisors
Nebraska
$248K +$235K +2,728 New
RJT
84
Raymond James Trust
Florida
$243K – – –
CFG
85
Cooper Financial Group
California
$238K -$335K -3,887 -60%
KWM
86
Kingsview Wealth Management
Oregon
$233K -$12.9K -150 -6%
ADL
87
Asset Dedication LLC
California
$233K – – –
KFGK
88
Keystone Financial Group (Kentucky)
Kentucky
$227K – – –
VF
89
Virtu Financial
New York
$219K +$208K +2,412 New
Jane Street
90
Jane Street
New York
$218K +$207K +2,404 New
Cerity Partners
91
Cerity Partners
New York
$215K – – –
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$194K -$18.9K -220 -9%
HF
93
Halpern Financial
Virginia
$156K – – –
HDIM
94
Hanson & Doremus Investment Management
Vermont
$137K – – –
William Blair & Company
95
William Blair & Company
Illinois
$136K -$19.4K -225 -13%
SL
96
Salomon & Ludwin
Virginia
$104K +$99K +1,150 New
CFGS
97
Concourse Financial Group Securities
Alabama
$93.2K – – –
FCMT
98
Founders Capital Management (Texas)
Texas
$69.9K – – –
Qube Research & Technologies (QRT)
99
Qube Research & Technologies (QRT)
United Kingdom
$69.2K – – –
BGAI
100
Bruce G. Allen Investments
Colorado
$63.1K +$59.8K +695 New
2 3
4
5 6

IVOV Hedge Fund Activity: Q1 2024 in Review

124 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q1 2024, worth a combined $388M — up 1.1% from $384M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IVOV positions and 9 closed out — a net gain of 8 holders — while 26 added to existing stakes and 39 trimmed.

The largest buyer was Octavia Wealth Advisors, opening a new position worth an estimated $13.8M. The largest seller was Morgan Stanley, cutting an estimated $17.7M.

  • 124 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q1 2024, up from 117 in Q4 2023.
  • Funds reported $388M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q1 2024, up 1.1% quarter-over-quarter.
  • 17 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q1 2024 and 9 closed out, a net change of +8 holders.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q1 2024 was Octavia Wealth Advisors, an estimated $13.8M added.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q1 2024 was Morgan Stanley, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2024.