Vanguard S&P Mid-Cap 400 Value ETF
IVOV
IVOV
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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
4% less capital invested
Capital invested by funds: $414M → $396M (-$17.8M)
7% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 42
Holders
152
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$3.32M | |
| 2 | +$2.22M | |
| 3 | +$1.15M | |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$1.1M |
| 5 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
+$875K |
Top Sellers
| 1 | -$6.89M | |
| 2 | -$4M | |
| 3 | -$2.39M | |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.76M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$1.28M |
