Vanguard S&P Mid-Cap 400 Value ETF
IVOV
IVOV
152 hedge funds and large institutions have $396M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
39
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Mariner
Overland Park,
Kansas
|
+$3.32M |
| 2 |
Morgan Stanley
New York
|
+$2.22M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.15M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$1.1M |
| 5 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
+$875K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AWM
151
Accredited Wealth Management
Louisville,
Kentucky
| $1.84K | – | – | – |
|
|
S
152
SignatureFD
Atlanta,
Georgia
| $1.29K | – | – | – |
|
|
SWA
153
SOA Wealth Advisors
New York
| $736 | +$92 | +1 | +14% |
|
154
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$1.76M | -18,377 | Closed |
|
|
IAA
155
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$1.28M | -13,397 | Closed |
|
|
CFG
156
Cooper Financial Group
Irvine,
California
| – | -$265K | -2,776 | Closed |
|
|
KWM
157
Kingsview Wealth Management
Grants Pass,
Oregon
| – | -$220K | -2,301 | Closed |
|
|
SF
158
Synovus Financial
Columbus,
Georgia
| – | -$213K | -2,223 | Closed |
|
|
CFGS
159
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$102K | -1,026 | Closed |
|
|
SSB
160
Sandy Spring Bank
Olney,
Maryland
| – | -$38.2K | -400 | Closed |
|
|
CFO
161
CVA Family Office
Denver,
Colorado
| – | -$2.1K | -22 | Closed |
|