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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
Lido Advisors
101
Lido Advisors
California
$252K
WWM
102
Western Wealth Management
Colorado
$246K
Cerity Partners
103
Cerity Partners
New York
$240K +$3.74K +37 +2%
FTS
104
Fifth Third Securities
Ohio
$238K -$23K -228 -9%
SOWAS
105
Silver Oak Wealth Advisors Services
California
$228K
AFG
106
Atomi Financial Group
New York
$225K +$101 +1 +0%
TYCC
107
Texas Yale Capital Corp
Florida
$222K
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$216K
ACP
109
Argyle Capital Partners
California
$214K +$7.27K +72 +4%
JFG
110
JMG Financial Group
Illinois
$211K
PFPG
111
Pinnacle Financial Partners (Georgia)
Georgia
$207K +$207K +2,049 New
TNBTD
112
Trustmark National Bank Trust Department
Mississippi
$202K -$6.06K -60 -3%
KWM
113
Kingsview Wealth Management
Oregon
$200K +$200K +1,984 New
PA
114
Parallel Advisors
California
$195K
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$189K +$76.5K +758 +68%
HDIM
116
Hanson & Doremus Investment Management
Vermont
$152K
MCM
117
MAI Capital Management
Ohio
$121K
SL
118
Salomon & Ludwin
Virginia
$119K
UBS AM
119
UBS AM
Illinois
$115K +$115K +1,136 New
FHA
120
Flagship Harbor Advisors
Massachusetts
$112K +$111K +1,104 New
RWM
121
Rialto Wealth Management
New York
$107K
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$94.6K -$19.5K -193 -17%
GRP
123
Global Retirement Partners
California
$90.8K +$1.11K +11 +1%
BlackRock
124
BlackRock
New York
$88.6K +$75.5K +748 +575%
TIAAOA
125
Teachers Insurance & Annuity Association of America
New York
$83.9K +$4.04K +40 +5%

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.