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Vanguard S&P Mid-Cap 400 Value ETF

161 hedge funds and large institutions have $583M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 31

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

3% more funds holding

Funds holding: 157161 (+4)

5% more capital invested

Capital invested by funds: $556M → $583M (+$26.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.19% less ownership

Funds ownership: 51.96%51.77% (-0.19%)

Holders
161
Holders Change
+4
Holders Change %
+2.55%
% of All Funds
1.96%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
55
Reduced
31
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
151
SYM Financial Corp
Indiana
$18K
BCWM
152
Bartlett & Co Wealth Management
Ohio
$17K
AIM
153
Anchor Investment Management
South Carolina
$13.9K
SAG
154
SageView Advisory Group
California
$13.2K +$13.1K +130 New
NL
155
NorthAvenue LLC
Ohio
$11.9K +$11.9K +118 New
Russell Investments Group
156
Russell Investments Group
United Kingdom
$10.1K
HFS
157
Hantz Financial Services
Michigan
$2K +$2.32K +23 New
LWMI
158
Legacy Wealth Management (Idaho)
Idaho
$1.92K +$1.92K +19 New
SS
159
SBI Securities
Japan
$1.62K +$303 +3 +23%
S
160
SignatureFD
Georgia
$1.41K
SWA
161
SOA Wealth Advisors
New York
$808
GGI
162
Godsey & Gibb Inc
Virginia
$77 +$101 +1 New
BNP Paribas Financial Markets
163
BNP Paribas Financial Markets
France
-$2.02M -20,000 Closed
SIA
164
Spectrum Investment Advisors
Wisconsin
-$1.01M -10,027 Closed
Susquehanna International Group
165
Susquehanna International Group
Pennsylvania
-$696K -6,906 Closed
SFC
166
Summit Financial Consulting
Michigan
-$309K -3,070 Closed
JWCA
167
J.W. Cole Advisors
Florida
-$233K -2,312 Closed
AAS
168
Ameritas Advisory Services
Nebraska
-$137K -1,358 Closed
HR
169
Howe & Rusling
New York
-$115K -1,141 Closed
MCM
170
Manchester Capital Management
Vermont
-$101K -1,000 Closed
WANY
171
Wealthspire Advisors (New York)
New York
-$89.9K -892 Closed
CWM
172
Crowley Wealth Management
Delaware
-$60.5K -600 Closed
TRCT
173
Tower Research Capital (TRC)
New York
-$40.8K -405 Closed
MG
174
Mather Group
Illinois
-$16.7K -166 Closed
PPA
175
Painted Porch Advisors
California
-$8.78K -87 Closed

IVOV Hedge Fund Activity: Q4 2025 in Review

161 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q4 2025, worth a combined $583M — up 4.8% from $556M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IVOV positions and 14 closed out — a net gain of 6 holders — while 55 added to existing stakes and 31 trimmed.

The largest buyer was Vantagepoint Investment Advisers, adding an estimated $5.04M. The largest seller was Bank of America, cutting an estimated $3.15M.

  • 161 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q4 2025, up from 157 in Q3 2025.
  • Funds reported $583M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q4 2025, up 4.8% quarter-over-quarter.
  • 20 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q4 2025 and 14 closed out, a net change of +6 holders.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q4 2025 was Vantagepoint Investment Advisers, an estimated $5.04M added.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q4 2025 was Bank of America, an estimated $3.15M sold.

Based on aggregated 13F filings for Q4 2025.