IVOV icon

Vanguard S&P Mid-Cap 400 Value ETF

152 hedge funds and large institutions have $396M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+5
Holders Change %
+3.4%
% 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
14
Increased
39
Reduced
42
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
126
Aptus Capital Advisors
Alabama
$54.6K
PB
127
Pinnacle Bancorp
Nebraska
$53.2K
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$50.6K +$43.8K +476 +643%
PTC
129
Private Trust Company
Ohio
$41.4K +$41.4K +450 New
NFSG
130
Newbridge Financial Services Group
Florida
$40.9K
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$40K
SPIA
132
Steward Partners Investment Advisory
New York
$36.4K +$9.39K +102 +35%
GJIA
133
Glass Jacobson Investment Advisors
Maryland
$36.4K
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$36.1K
AG
135
AmeriFlex Group
Nevada
$35.2K -$184 -2 -0.5%
US Bancorp
136
US Bancorp
Minnesota
$31.6K +$31.6K +343 New
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.2K
WA
138
WPG Advisers
Maryland
$29.9K +$29.9K +325 New
AssetMark Inc
139
AssetMark Inc
California
$27.2K +$2.03K +22 +8%
BCWM
140
Bartlett & Co Wealth Management
Ohio
$24.7K
CIA
141
Cape Investment Advisory
Georgia
$20.8K
CFD
142
Creative Financial Designs
Indiana
$19.1K
SAM
143
Smartleaf Asset Management
Massachusetts
$19K
HFS
144
Hantz Financial Services
Michigan
$16K +$16K +175 New
MG
145
Mather Group
Illinois
$15.3K
AIM
146
Anchor Investment Management
South Carolina
$12.7K
NP
147
NorthRock Partners
Minnesota
$9.57K +$9.57K +104 New
Russell Investments Group
148
Russell Investments Group
United Kingdom
$9.2K
PPA
149
Painted Porch Advisors
California
$5.72K
SS
150
SBI Securities
Japan
$1.84K -$5.98K -65 -76%