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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
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 +$65.7K +664 +45%
JFG
106
JMG Financial Group
Illinois
$210K +$207K +2,086 New
TNBTD
107
Trustmark National Bank Trust Department
Mississippi
$208K +$204K +2,060 New
SF
108
Synovus Financial
Georgia
$206K +$203K +2,047 New
ACP
109
Argyle Capital Partners
California
$206K +$202K +2,044 New
PA
110
Parallel Advisors
California
$195K +$46K +465 +32%
HDIM
111
Hanson & Doremus Investment Management
Vermont
$152K
AG
112
AmeriFlex Group
Nevada
$147K +$106K +1,071 +280%
AAS
113
Ameritas Advisory Services
Nebraska
$137K -$55.5K -561 -29%
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 +$112K +1,129 New
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$113K +$71.9K +726 +185%
RWM
119
Rialto Wealth Management
New York
$107K -$26.2K -265 -20%
MCM
120
Manchester Capital Management
Vermont
$101K
LFG
121
Larson Financial Group
Missouri
$96.4K -$1.98K -20 -2%
WANY
122
Wealthspire Advisors (New York)
New York
$89.9K +$88.3K +892 New
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

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.