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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
EB
126
Eastern Bank
Massachusetts
$76.2K -$8.81K -89 -11%
ADL
127
Asset Dedication LLC
California
$73.7K
AIC
128
Archer Investment Corporation
Indiana
$72.8K
BGAI
129
Bruce G. Allen Investments
Colorado
$71.2K
CWM
130
Crowley Wealth Management
Delaware
$60.5K
VWA
131
VSM Wealth Advisory
Maryland
$60.5K
ACA
132
Aptus Capital Advisors
Alabama
$59.8K
PB
133
Pinnacle Bancorp
Nebraska
$58.2K
PTC
134
Private Trust Company
Ohio
$45.3K
GWM
135
Geneos Wealth Management
Colorado
$45.1K
NFSG
136
Newbridge Financial Services Group
Florida
$44.7K
OSAM
137
O'Shaughnessy Asset Management
Connecticut
$43.8K
TRCT
138
Tower Research Capital (TRC)
New York
$40.8K -$556K -5,610 -93%
SPIA
139
Steward Partners Investment Advisory
New York
$39.9K
GJIA
140
Glass Jacobson Investment Advisors
Maryland
$39K
FDCDDQ
141
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.1K
WA
142
WPG Advisers
Maryland
$32.8K
AssetMark Inc
143
AssetMark Inc
California
$21.1K +$19.7K +199 +1,990%
CFD
144
Creative Financial Designs
Indiana
$21K
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$20K -$23.6K -238 -54%
HWA
146
Heritage Wealth Advisors
Virginia
$20K -$176K -1,777 -90%
SFC
147
SYM Financial Corp
Indiana
$17.9K
BCWM
148
Bartlett & Co Wealth Management
Ohio
$16.9K -$9.9K -100 -37%
MG
149
Mather Group
Illinois
$16.7K +$16.4K +166 New
AIM
150
Anchor Investment Management
South Carolina
$13.9K

IVOV Hedge Fund Activity: Q3 2025 in Review

157 of the 7,621 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.