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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 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

30% more capital invested

Capital invested by funds: $428M → $556M (+$128M)

5.99% more ownership

Funds ownership: 45.97%51.96% (+6%)

2% more funds holding

Funds holding: 154157 (+3)

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
+3
Holders Change %
+1.95%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
38
Reduced
43
Closed
10
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 +$68.5K +692 +22%
HPC
77
Hobart Private Capital
North Carolina
$381K +$2.58K +26 +0.7%
ANTB
78
AMG National Trust Bank
Colorado
$351K
SG
79
StoneX Group
New York
$332K +$6.44K +65 +2%
GT
80
Glenview Trust
Kentucky
$326K -$17.3K -175 -5%
SWM
81
Spire Wealth Management
Virginia
$314K
IWM
82
IHT Wealth Management
Illinois
$310K
SFC
83
Summit Financial Consulting
Michigan
$309K -$693 -7 -0.2%
CFG
84
Citizens Financial Group
Rhode Island
$304K
USCWA
85
U.S. Capital Wealth Advisors
Texas
$300K
I2I
86
Insight 2811 Inc
Illinois
$292K +$16.3K +165 +6%
PFM
87
Phillips Financial Management
Indiana
$288K -$198 -2 -0.1%
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 +$257K +2,592 New
FTS
92
Fifth Third Securities
Ohio
$260K -$132K -1,338 -34%
WAP
93
Wealthcare Advisory Partners
Pennsylvania
$258K
NA
94
NewEdge Advisors
Louisiana
$255K +$251K +2,533 New
Lido Advisors
95
Lido Advisors
California
$252K +$11.5K +116 +5%
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

IVOV Hedge Fund Activity: Q3 2025 in Review

157 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q3 2025, worth a combined $556M — up 30% from $428M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IVOV positions and 10 closed out — a net gain of 5 holders — while 38 added to existing stakes and 43 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $103M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $1.78M sold.

  • 157 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q3 2025, up from 154 in Q2 2025.
  • Funds reported $556M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q3 2025, up 30% quarter-over-quarter.
  • 15 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q3 2025 and 10 closed out, a net change of +5 holders.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $103M added.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $1.78M sold.

Based on aggregated 13F filings for Q3 2025.