IVOV icon

Vanguard S&P Mid-Cap 400 Value ETF

164 hedge funds and large institutions have $647M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
RWM
126
Rialto Wealth Management
New York
$108K
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$95.5K
TIAAOA
128
Teachers Insurance & Annuity Association of America
New York
$84.7K
PF
129
PlanVest Financial
Maryland
$82.1K
AG
130
AmeriFlex Group
Nevada
$78.7K
FCMT
131
Founders Capital Management (Texas)
Texas
$78.5K
AIC
132
Archer Investment Corporation
Indiana
$73.6K
LFG
133
Larson Financial Group
Missouri
$67.6K
VWA
134
VSM Wealth Advisory
Maryland
$61.2K
ACA
135
Aptus Capital Advisors
Alabama
$60.5K
ADL
136
Asset Dedication LLC
California
$59.9K
PB
137
Pinnacle Bancorp
Nebraska
$58.3K
FFA
138
Farther Finance Advisors
California
$48.4K
PTC
139
Private Trust Company
Ohio
$45.9K
GWM
140
Geneos Wealth Management
Colorado
$45.7K
NFSG
141
Newbridge Financial Services Group
Florida
$45.3K
OSAM
142
O'Shaughnessy Asset Management
Connecticut
$44.3K
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$42.6K
SPIA
144
Steward Partners Investment Advisory
New York
$40.4K
GJIA
145
Glass Jacobson Investment Advisors
Maryland
$40.2K
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.4K
WA
147
WPG Advisers
Maryland
$33.1K
SAM
148
Smartleaf Asset Management
Massachusetts
$32.4K
BF
149
BOK Financial
Oklahoma
$21.7K
CFD
150
Creative Financial Designs
Indiana
$21.2K