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Vanguard S&P Mid-Cap 400 Value ETF

161 hedge funds and large institutions have $583M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 31

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

3% more funds holding

Funds holding: 157161 (+4)

5% more capital invested

Capital invested by funds: $556M → $583M (+$26.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.19% less ownership

Funds ownership: 51.96%51.77% (-0.19%)

Holders
161
Holders Change
+4
Holders Change %
+2.55%
% of All Funds
1.96%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
55
Reduced
31
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
76
Passive Capital Management
Maryland
$407K
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$406K +$17.9K +177 +5%
CFGA
78
Cambridge Financial Group (Arizona)
Arizona
$392K +$141K +1,396 +53%
HPC
79
Hobart Private Capital
North Carolina
$379K -$2.63K -26 -0.7%
VA
80
Valmark Advisers
Ohio
$376K -$20.5K -203 -5%
W
81
Wealthquest
Ohio
$357K +$356K +3,530 New
ANTB
82
AMG National Trust Bank
Colorado
$352K
GT
83
Glenview Trust
Kentucky
$327K
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$318K +$59K +584 +23%
IWM
85
IHT Wealth Management
Illinois
$317K +$5.65K +56 +2%
SWM
86
Spire Wealth Management
Virginia
$315K
CFG
87
Citizens Financial Group
Rhode Island
$311K +$5.45K +54 +2%
RA
88
Rise Advisors
New York
$307K +$307K +3,042 New
USCWA
89
U.S. Capital Wealth Advisors
Texas
$301K
I2I
90
Insight 2811 Inc
Illinois
$298K +$5.55K +55 +2%
PFM
91
Phillips Financial Management
Indiana
$289K
W
92
WealthCollab
Washington
$284K
IA
93
IFG Advisors
Missouri
$280K
VA
94
Veratis Advisors
North Carolina
$279K +$259K +2,561 New
SG
95
StoneX Group
New York
$275K -$58.6K -580 -18%
TW
96
TritonPoint Wealth
Maryland
$262K
NA
97
NewEdge Advisors
Louisiana
$256K
Fidelity Investments
98
Fidelity Investments
Massachusetts
$255K +$39.3K +389 +18%
William Blair & Company
99
William Blair & Company
Illinois
$254K +$24.4K +242 +11%
KFGK
100
Keystone Financial Group (Kentucky)
Kentucky
$252K +$808 +8 +0.3%

IVOV Hedge Fund Activity: Q4 2025 in Review

161 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q4 2025, worth a combined $583M — up 4.8% from $556M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IVOV positions and 14 closed out — a net gain of 6 holders — while 55 added to existing stakes and 31 trimmed.

The largest buyer was Vantagepoint Investment Advisers, adding an estimated $5.04M. The largest seller was Bank of America, cutting an estimated $3.15M.

  • 161 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q4 2025, up from 157 in Q3 2025.
  • Funds reported $583M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q4 2025, up 4.8% quarter-over-quarter.
  • 20 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q4 2025 and 14 closed out, a net change of +6 holders.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q4 2025 was Vantagepoint Investment Advisers, an estimated $5.04M added.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q4 2025 was Bank of America, an estimated $3.15M sold.

Based on aggregated 13F filings for Q4 2025.