IVOV icon

Vanguard S&P Mid-Cap 400 Value ETF

157 hedge funds and large institutions have $556M 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, 38 increasing their positions, 43 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: 38 | Existing positions reduced: 43

Holders
157
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
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$387K
HPC
77
Hobart Private Capital
North Carolina
$381K
ANTB
78
AMG National Trust Bank
Colorado
$351K
SG
79
StoneX Group
New York
$332K
GT
80
Glenview Trust
Kentucky
$326K
SWM
81
Spire Wealth Management
Virginia
$314K
IWM
82
IHT Wealth Management
Illinois
$310K
SFC
83
Summit Financial Consulting
Michigan
$309K
CFG
84
Citizens Financial Group
Rhode Island
$304K
USCWA
85
U.S. Capital Wealth Advisors
Texas
$300K
I2I
86
Insight 2811 Inc
Illinois
$292K
PFM
87
Phillips Financial Management
Indiana
$288K
W
88
WealthCollab
Washington
$283K
IA
89
IFG Advisors
Missouri
$279K
CFGA
90
Cambridge Financial Group (Arizona)
Arizona
$264K
TW
91
TritonPoint Wealth
Maryland
$261K
FTS
92
Fifth Third Securities
Ohio
$260K
WAP
93
Wealthcare Advisory Partners
Pennsylvania
$258K
NA
94
NewEdge Advisors
Louisiana
$255K
Lido Advisors
95
Lido Advisors
California
$252K
KFGK
96
Keystone Financial Group (Kentucky)
Kentucky
$251K
WWM
97
Western Wealth Management
Colorado
$246K
Cerity Partners
98
Cerity Partners
New York
$236K
JWCA
99
J.W. Cole Advisors
Florida
$233K
William Blair & Company
100
William Blair & Company
Illinois
$229K