Vanguard S&P Mid-Cap 400 Value ETF
IVOV
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.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
11% more capital invested
Capital invested by funds: $583M → $647M (+$64.3M)
3.13% more ownership
Funds ownership: 51.77% → 54.9% (+3.1%)
2% more funds holding
Funds holding: 161 → 164 (+3)
33% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 51
Top Buyers
| 1 |
TPI
Trust Point Inc
La Crosse,
Wisconsin
|
+$67.5M |
| 2 |
Morgan Stanley
New York
|
+$5.08M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.02M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.4M |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$1.93M |
Top Sellers
IVOV Hedge Fund Activity: Q1 2026 in Review
164 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q1 2026, worth a combined $647M — up 11% from $583M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IVOV positions and 8 closed out — a net gain of 7 holders — while 34 added to existing stakes and 51 trimmed.
The largest buyer was Trust Point Inc, opening a new position worth an estimated $67.5M. The largest seller was Octavia Wealth Advisors, cutting an estimated $16.4M.
- 164 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q1 2026, up from 161 in Q4 2025.
- Funds reported $647M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q1 2026, up 11% quarter-over-quarter.
- 15 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q1 2026 and 8 closed out, a net change of +7 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q1 2026 was Trust Point Inc, an estimated $67.5M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q1 2026 was Octavia Wealth Advisors, an estimated $16.4M sold.
Based on aggregated 13F filings for Q1 2026.