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Vanguard S&P Mid-Cap 400 Value ETF
IVOV

147 hedge funds and large institutions have $414M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 46 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

7% more funds holding

Funds holding: 138 → 147 (+9)

0.87% more ownership

Funds ownership: 44.25% → 45.13% (+0.87%)

1% more capital invested

Capital invested by funds: $411M → $414M (+$2.55M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

17% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 46

Holders
147
Holders Change
+9
Holders Change %
+6.52%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
38
Reduced
46
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CJH
Christopher J. Hasenberg
Wisconsin
+$4.42M
2
AF
Allworth Financial
California
+$3.79M
3
Bank of America
Bank of America
North Carolina
+$1.4M
4
IAA
Independent Advisor Alliance
North Carolina
+$1.32M
5
Stifel Financial
Stifel Financial
Missouri
+$1M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.97M
2
VF
Virtu Financial
New York
-$1.52M
3
Mariner
Mariner
Kansas
-$1.21M
4
Morgan Stanley
Morgan Stanley
New York
-$1.2M
5
PFM
Phillips Financial Management
Indiana
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
W
76
Wealthquest
Ohio
$337K – – –
ANTB
77
AMG National Trust Bank
Colorado
$333K – – –
CSP
78
Cary Street Partners
Virginia
$331K +$343K +3,466 New
HighTower Advisors
79
HighTower Advisors
Illinois
$328K +$99 +1 +0%
FTS
80
Fifth Third Securities
Ohio
$317K -$4.45K -45 -1%
TW
81
TritonPoint Wealth
Maryland
$300K – – –
CFG
82
Citizens Financial Group
Rhode Island
$294K +$5.14K +52 +2%
USCWA
83
U.S. Capital Wealth Advisors
Texas
$285K – – –
PFM
84
Phillips Financial Management
Indiana
$273K -$1.06M -10,696 -79%
W
85
WealthCollab
Washington
$268K – – –
CFG
86
Cooper Financial Group
California
$265K +$11.3K +114 +4%
IA
87
IFG Advisors
Missouri
$265K – – –
MA
88
Mutual Advisors
Nebraska
$261K +$8.9K +90 +4%
WWM
89
Western Wealth Management
Colorado
$247K -$1.48K -15 -0.6%
VF
90
Virtu Financial
New York
$246K -$1.52M -15,345 -86%
KFGK
91
Keystone Financial Group (Kentucky)
Kentucky
$238K +$890 +9 +0.4%
Lido Advisors
92
Lido Advisors
California
$228K – – –
Jones Financial Companies
93
Jones Financial Companies
Missouri
$228K +$211K +2,129 +838%
Cerity Partners
94
Cerity Partners
New York
$226K +$3.96K +40 +2%
KWM
95
Kingsview Wealth Management
Oregon
$220K -$25.7K -260 -10%
WAP
96
Wealthcare Advisory Partners
Pennsylvania
$219K +$1.78K +18 +0.8%
SG
97
StoneX Group
New York
$217K +$1.78K +18 +0.8%
SOWAS
98
Silver Oak Wealth Advisors Services
California
$215K +$223K +2,255 New
SF
99
Synovus Financial
Georgia
$213K -$219K -2,217 -50%
ADL
100
Asset Dedication LLC
California
$212K – – –
2 3
4
5 6

IVOV Hedge Fund Activity: Q4 2024 in Review

147 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q4 2024, worth a combined $414M — up 0.62% from $411M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IVOV positions and 7 closed out — a net gain of 14 holders — while 38 added to existing stakes and 46 trimmed.

The largest buyer was Christopher J. Hasenberg, adding an estimated $4.42M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.97M sold.

  • 147 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q4 2024, up from 138 in Q3 2024.
  • Funds reported $414M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q4 2024, up 0.62% quarter-over-quarter.
  • 21 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q4 2024 and 7 closed out, a net change of +14 holders.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q4 2024 was Christopher J. Hasenberg, an estimated $4.42M added.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q4 2024 was Citadel Advisors, an estimated $1.97M sold.

Based on aggregated 13F filings for Q4 2024.