Vanguard S&P Mid-Cap 400 Value ETF
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.
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
3% more funds holding
Funds holding: 147 → 152 (+5)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.63% less ownership
Funds ownership: 45.13% → 44.49% (-0.63%)
4% less capital invested
Capital invested by funds: $414M → $396M (-$17.8M)
7% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$3.46M |
| 2 |
Morgan Stanley
New York
|
+$2.32M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.2M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$1.15M |
| 5 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
+$913K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$7.19M |
| 2 |
CJH
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
-$4.16M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.5M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.76M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$1.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
151
Accredited Wealth Management
Louisville,
Kentucky
| $1.84K | – | – | – |
|
|
S
152
SignatureFD
Atlanta,
Georgia
| $1.29K | – | – | – |
|
|
SWA
153
SOA Wealth Advisors
New York
| $736 | +$96 | +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 |
|
IVOV Hedge Fund Activity: Q1 2025 in Review
152 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q1 2025, worth a combined $396M — down 4.3% from $414M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IVOV positions and 8 closed out — a net gain of 6 holders — while 39 added to existing stakes and 42 trimmed.
The largest buyer was Mariner, adding an estimated $3.46M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $7.19M.
- 152 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q1 2025, up from 147 in Q4 2024.
- Funds reported $396M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q1 2025, down 4.3% quarter-over-quarter.
- 14 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q1 2025 and 8 closed out, a net change of +6 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q1 2025 was Mariner, an estimated $3.46M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $7.19M sold.
Based on aggregated 13F filings for Q1 2025.