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Vanguard S&P Mid-Cap 400 Value ETF

157 hedge funds and large institutions have $556M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

30% more capital invested

Capital invested by funds: $428M → $556M (+$128M)

5.99% more ownership

Funds ownership: 45.97%51.96% (+6%)

2% more funds holding

Funds holding: 154157 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

12% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 43

Holders
157
Holders Change
+3
Holders Change %
+1.95%
% 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
15
Increased
38
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
151
BlackRock
New York
$13.1K
Russell Investments Group
152
Russell Investments Group
United Kingdom
$10.1K
PPA
153
Painted Porch Advisors
California
$8.78K +$2.48K +25 +40%
PS
154
Principal Securities
Iowa
$1.92K +$1.88K +19 New
S
155
SignatureFD
Georgia
$1.41K
SS
156
SBI Securities
Japan
$1.31K
AWM
157
Accredited Wealth Management
Kentucky
$1.01K +$171K +1,725 +17,250%
SWA
158
SOA Wealth Advisors
New York
$806
Thrivent Financial for Lutherans
159
Thrivent Financial for Lutherans
Minnesota
-$1.78M -18,629 Closed
FTUS
160
Flow Traders U.S.
New York
-$705K -7,387 Closed
Jane Street
161
Jane Street
New York
-$693K -7,264 Closed
VF
162
Virtu Financial
New York
-$573K -6,003 Closed
W
163
Wealthquest
Ohio
-$337K -3,530 Closed
Citadel Advisors
164
Citadel Advisors
Florida
-$257K -2,690 Closed
EK
165
Evensky & Katz
Florida
-$89K -931 Closed
CIA
166
Cape Investment Advisory
Georgia
-$21.6K -226 Closed
BF
167
BOK Financial
Oklahoma
-$11.5K -120 Closed
PMFA
168
Plante Moran Financial Advisors
Michigan
-$11.5K -120 Closed

IVOV Hedge Fund Activity: Q3 2025 in Review

157 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q3 2025, worth a combined $556M — up 30% from $428M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IVOV positions and 10 closed out — a net gain of 5 holders — while 38 added to existing stakes and 43 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $103M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $1.78M sold.

  • 157 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q3 2025, up from 154 in Q2 2025.
  • Funds reported $556M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q3 2025, up 30% quarter-over-quarter.
  • 15 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q3 2025 and 10 closed out, a net change of +5 holders.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $103M added.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $1.78M sold.

Based on aggregated 13F filings for Q3 2025.