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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
147
Holders Change
+9
Holders Change %
+6.52%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
38
Reduced
46
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CJH
Christopher J. Hasenberg
Wisconsin
+$4.42M
2
AF
Allworth Financial
California
+$3.79M
3
Bank of America
Bank of America
North Carolina
+$1.4M
4
IAA
Independent Advisor Alliance
North Carolina
+$1.32M
5
Stifel Financial
Stifel Financial
Missouri
+$1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.97M
2
VF
Virtu Financial
New York
-$1.52M
3
Mariner
Mariner
Kansas
-$1.21M
4
Morgan Stanley
Morgan Stanley
New York
-$1.2M
5
PFM
Phillips Financial Management
Indiana
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
1
Mariner
Kansas
$78.9M -$1.21M -12,286 -1%
RT
2
Rockland Trust
Massachusetts
$76.6M -$264K -2,669 -0.3%
Bank of America
3
Bank of America
North Carolina
$27.5M +$1.4M +14,197 +5%
Morgan Stanley
4
Morgan Stanley
New York
$22M -$1.2M -12,108 -5%
Raymond James Financial
5
Raymond James Financial
Florida
$18.4M +$19M +192,171 New
OWA
6
Octavia Wealth Advisors
Ohio
$16.9M -$21.9K -221 -0.1%
SCM
7
Stordahl Capital Management
Colorado
$15.8M -$523K -5,284 -3%
AWM
8
Aberdeen Wealth Management
Illinois
$11.8M -$8.5K -86 -0.1%
LFS
9
Lutz Financial Services
Nebraska
$11.6M -$88.8K -898 -0.7%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$11.2M +$158K +1,593 +1%
UBS Group
11
UBS Group
Switzerland
$9.9M -$379K -3,831 -4%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$9.52M +$993K +10,047 +11%
LPL Financial
13
LPL Financial
California
$8.78M +$87.2K +882 +1%
Wells Fargo
14
Wells Fargo
California
$8.18M +$397K +4,011 +5%
KAS
15
Kestra Advisory Services
Texas
$6.8M -$168K -1,698 -2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.74M +$858K +8,672 +21%
CJH
17
Christopher J. Hasenberg
Wisconsin
$4.27M +$4.42M +44,699 +203,177%
SC
18
Savant Capital
Illinois
$4.13M -$107K -1,086 -2%
AF
19
Allworth Financial
California
$3.82M +$3.79M +38,351 New
P
20
&Partners
Tennessee
$3.31M -$8.7K -88 -0.3%
Truist Financial
21
Truist Financial
North Carolina
$2.98M +$354K +3,584 +13%
EWA
22
EP Wealth Advisors
California
$2.83M +$8.8K +89 +0.3%
Franklin Resources
23
Franklin Resources
California
$2.74M – – –
JP Morgan Chase
24
JP Morgan Chase
New York
$2.25M +$66.3K +670 +3%
MMA
25
Miracle Mile Advisors
California
$2.12M -$187K -1,888 -8%
1
2 3 4 5

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.