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 10 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
SOWAS
101
Silver Oak Wealth Advisors Services
California
$227K
AFG
102
Atomi Financial Group
New York
$225K
TYCC
103
Texas Yale Capital Corp
Florida
$222K
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$215K
Fidelity Investments
105
Fidelity Investments
Massachusetts
$215K
JFG
106
JMG Financial Group
Illinois
$210K
TNBTD
107
Trustmark National Bank Trust Department
Mississippi
$208K
SF
108
Synovus Financial
Georgia
$206K
ACP
109
Argyle Capital Partners
California
$206K
PA
110
Parallel Advisors
California
$195K
HDIM
111
Hanson & Doremus Investment Management
Vermont
$152K
AG
112
AmeriFlex Group
Nevada
$147K
AAS
113
Ameritas Advisory Services
Nebraska
$137K
MCM
114
MAI Capital Management
Ohio
$121K
SL
115
Salomon & Ludwin
Virginia
$117K
HR
116
Howe & Rusling
New York
$115K
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$114K
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$113K
RWM
119
Rialto Wealth Management
New York
$107K
MCM
120
Manchester Capital Management
Vermont
$101K
LFG
121
Larson Financial Group
Missouri
$96.4K
WANY
122
Wealthspire Advisors (New York)
New York
$89.9K
GRP
123
Global Retirement Partners
California
$89.5K
TIAAOA
124
Teachers Insurance & Annuity Association of America
New York
$79.7K
FCMT
125
Founders Capital Management (Texas)
Texas
$77.6K