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Vanguard S&P Mid-Cap 400 Value ETF
IVOV

147 hedge funds and large institutions have $414M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 46 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

7% more funds holding

Funds holding: 138 → 147 (+9)

0.87% more ownership

Funds ownership: 44.25% → 45.13% (+0.87%)

1% more capital invested

Capital invested by funds: $411M → $414M (+$2.55M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

17% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 46

Holders
147
Holders Change
+9
Holders Change %
+6.52%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
38
Reduced
46
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CJH
Christopher J. Hasenberg
Wisconsin
+$4.42M
2
AF
Allworth Financial
California
+$3.79M
3
Bank of America
Bank of America
North Carolina
+$1.4M
4
IAA
Independent Advisor Alliance
North Carolina
+$1.32M
5
Stifel Financial
Stifel Financial
Missouri
+$1M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.97M
2
VF
Virtu Financial
New York
-$1.52M
3
Mariner
Mariner
Kansas
-$1.21M
4
Morgan Stanley
Morgan Stanley
New York
-$1.2M
5
PFM
Phillips Financial Management
Indiana
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
126
Sandy Spring Bank
Maryland
$38.2K – – –
Fifth Third Bancorp
127
Fifth Third Bancorp
Ohio
$37.5K – – –
Comerica Bank
128
Comerica Bank
Texas
$37.4K -$14.8K -150 -28%
GJIA
129
Glass Jacobson Investment Advisors
Maryland
$36.4K +$593 +6 +2%
FDCDDQ
130
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.3K – – –
SPIA
131
Steward Partners Investment Advisory
New York
$28.1K – – –
AssetMark Inc
132
AssetMark Inc
California
$26.2K +$2.97K +30 +12%
BCWM
133
Bartlett & Co Wealth Management
Ohio
$25.6K – – –
CIA
134
Cape Investment Advisory
Georgia
$21.6K – – –
GWM
135
Geneos Wealth Management
Colorado
$21.4K – – –
CFD
136
Creative Financial Designs
Indiana
$19.9K – – –
SAM
137
Smartleaf Asset Management
Massachusetts
$19.7K +$20.4K +206 New
MG
138
Mather Group
Illinois
$15.9K – – –
AIM
139
Anchor Investment Management
South Carolina
$13.2K – – –
Russell Investments Group
140
Russell Investments Group
United Kingdom
$9.56K – – –
SS
141
SBI Securities
Japan
$8.12K +$8.4K +85 New
OSAM
142
O'Shaughnessy Asset Management
Connecticut
$7.07K – – –
PPA
143
Painted Porch Advisors
California
$5.94K – – –
CFO
144
CVA Family Office
Colorado
$2.1K – – –
AWM
145
Accredited Wealth Management
Kentucky
$1.91K +$1.98K +20 New
S
146
SignatureFD
Georgia
$1.34K – – –
SWA
147
SOA Wealth Advisors
New York
$669 -$99 -1 -13%
Citadel Advisors
148
Citadel Advisors
Florida
– -$1.97M -20,624 Closed
CSPIA
149
Cary Street Partners Investment Advisory
Virginia
– -$332K -3,466 Closed
SPWM
150
Schrum Private Wealth Management
Florida
– -$287K -3,000 Closed
3 4 5
6
7

IVOV Hedge Fund Activity: Q4 2024 in Review

147 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q4 2024, worth a combined $414M — up 0.62% from $411M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IVOV positions and 7 closed out — a net gain of 14 holders — while 38 added to existing stakes and 46 trimmed.

The largest buyer was Christopher J. Hasenberg, adding an estimated $4.42M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.97M sold.

  • 147 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q4 2024, up from 138 in Q3 2024.
  • Funds reported $414M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q4 2024, up 0.62% quarter-over-quarter.
  • 21 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q4 2024 and 7 closed out, a net change of +14 holders.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q4 2024 was Christopher J. Hasenberg, an estimated $4.42M added.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q4 2024 was Citadel Advisors, an estimated $1.97M sold.

Based on aggregated 13F filings for Q4 2024.