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Vanguard S&P Mid-Cap 400 Value ETF

161 hedge funds and large institutions have $583M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 31

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

3% more funds holding

Funds holding: 157161 (+4)

5% more capital invested

Capital invested by funds: $556M → $583M (+$26.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.19% less ownership

Funds ownership: 51.96%51.77% (-0.19%)

Holders
161
Holders Change
+4
Holders Change %
+2.55%
% of All Funds
1.96%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
55
Reduced
31
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
126
AmeriFlex Group
Nevada
$79.7K -$67.1K -665 -46%
FCMT
127
Founders Capital Management (Texas)
Texas
$77.8K
EB
128
Eastern Bank
Massachusetts
$76.4K
ADL
129
Asset Dedication LLC
California
$73.8K
AIC
130
Archer Investment Corporation
Indiana
$72.9K
BGAI
131
Bruce G. Allen Investments
Colorado
$72.7K +$1.31K +13 +2%
LFG
132
Larson Financial Group
Missouri
$67K -$29.6K -293 -31%
VWA
133
VSM Wealth Advisory
Maryland
$60.6K
ACA
134
Aptus Capital Advisors
Alabama
$59.9K
PB
135
Pinnacle Bancorp
Nebraska
$58.4K
PTC
136
Private Trust Company
Ohio
$45.5K
GWM
137
Geneos Wealth Management
Colorado
$45.3K
NFSG
138
Newbridge Financial Services Group
Florida
$44.8K
OSAM
139
O'Shaughnessy Asset Management
Connecticut
$43.9K
SPIA
140
Steward Partners Investment Advisory
New York
$40K
GJIA
141
Glass Jacobson Investment Advisors
Maryland
$39.8K +$707 +7 +2%
SIS
142
Sound Income Strategies
Florida
$36.7K +$34.8K +345 New
AssetMark Inc
143
AssetMark Inc
California
$34.9K +$13.8K +137 +66%
SAM
144
Smartleaf Asset Management
Massachusetts
$34.1K +$33.8K +335 New
FDCDDQ
145
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.1K
WA
146
WPG Advisers
Maryland
$32.8K
BF
147
BOK Financial
Oklahoma
$21.5K +$21.5K +213 New
CFD
148
Creative Financial Designs
Indiana
$21K
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$20K
HWA
150
Heritage Wealth Advisors
Virginia
$20K

IVOV Hedge Fund Activity: Q4 2025 in Review

161 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q4 2025, worth a combined $583M — up 4.8% from $556M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IVOV positions and 14 closed out — a net gain of 6 holders — while 55 added to existing stakes and 31 trimmed.

The largest buyer was Vantagepoint Investment Advisers, adding an estimated $5.04M. The largest seller was Bank of America, cutting an estimated $3.15M.

  • 161 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q4 2025, up from 157 in Q3 2025.
  • Funds reported $583M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q4 2025, up 4.8% quarter-over-quarter.
  • 20 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q4 2025 and 14 closed out, a net change of +6 holders.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q4 2025 was Vantagepoint Investment Advisers, an estimated $5.04M added.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q4 2025 was Bank of America, an estimated $3.15M sold.

Based on aggregated 13F filings for Q4 2025.