IVOV icon

Vanguard S&P Mid-Cap 400 Value ETF

155 hedge funds and large institutions have $428M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

27% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 49

Holders
155
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
Crowley Wealth Management
Delaware
$57.3K
ACA
127
Aptus Capital Advisors
Alabama
$56.6K
PB
128
Pinnacle Bancorp
Nebraska
$55.2K
PTC
129
Private Trust Company
Ohio
$43K
GWM
130
Geneos Wealth Management
Colorado
$42.8K
NFSG
131
Newbridge Financial Services Group
Florida
$42.4K
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$42K
OSAM
133
O'Shaughnessy Asset Management
Connecticut
$41.5K
SPIA
134
Steward Partners Investment Advisory
New York
$37.8K
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$37.4K
GJIA
136
Glass Jacobson Investment Advisors
Maryland
$37K
AG
137
AmeriFlex Group
Nevada
$36.5K
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.3K
WA
139
WPG Advisers
Maryland
$31K
BCWM
140
Bartlett & Co Wealth Management
Ohio
$25.6K
CIA
141
Cape Investment Advisory
Georgia
$21.6K
CFD
142
Creative Financial Designs
Indiana
$19.9K
SFC
143
SYM Financial Corp
Indiana
$17K
AIM
144
Anchor Investment Management
South Carolina
$13.2K
BlackRock
145
BlackRock
New York
$12.4K
BF
146
BOK Financial
Oklahoma
$11.5K
PMFA
147
Plante Moran Financial Advisors
Michigan
$11.5K
NP
148
NorthRock Partners
Minnesota
$9.93K
Russell Investments Group
149
Russell Investments Group
United Kingdom
$9.55K
CJH
150
Christopher J. Hasenberg
Wisconsin
$8.21K