Vanguard S&P Mid-Cap 400 Value ETF
IVOV
147 hedge funds and large institutions have $414M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 46 reducing their positions, and 7 closing their positions.
200% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 7
7% more funds holding
Funds holding: 138 → 147 (+9)
0.87% more ownership
Funds ownership: 44.25% → 45.13% (+0.87%)
1% more capital invested
Capital invested by funds: $411M → $414M (+$2.55M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
17% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CJH
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
+$4.42M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$3.79M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.4M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$1.32M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.97M |
| 2 |
VF
Virtu Financial
New York
|
-$1.52M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$1.21M |
| 4 |
Morgan Stanley
New York
|
-$1.2M |
| 5 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
-$1.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Two Sigma Investments
New York
| – | -$211K | -2,200 | Closed |
|
|
GT
152
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$62.2K | -650 | Closed |
|
|
CPA
153
Capital Performance Advisors
Walnut Creek,
California
| – | -$32.5K | -340 | Closed |
|
|
NS
154
NBC Securities
Birmingham,
Alabama
| – | -$17K | -178 | Closed |
|
IVOV Hedge Fund Activity: Q4 2024 in Review
147 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q4 2024, worth a combined $414M — up 0.62% from $411M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IVOV positions and 7 closed out — a net gain of 14 holders — while 38 added to existing stakes and 46 trimmed.
The largest buyer was Christopher J. Hasenberg, adding an estimated $4.42M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.97M sold.
- 147 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q4 2024, up from 138 in Q3 2024.
- Funds reported $414M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q4 2024, up 0.62% quarter-over-quarter.
- 21 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q4 2024 and 7 closed out, a net change of +14 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q4 2024 was Christopher J. Hasenberg, an estimated $4.42M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q4 2024 was Citadel Advisors, an estimated $1.97M sold.
Based on aggregated 13F filings for Q4 2024.