Vanguard S&P Mid-Cap 400 Value ETF
IVOV
154 hedge funds and large institutions have $428M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 48 reducing their positions, and 12 closing their positions.
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
8% more capital invested
Capital invested by funds: $396M → $428M (+$32M)
1.48% more ownership
Funds ownership: 44.49% → 45.97% (+1.5%)
1% more funds holding
Funds holding: 152 → 154 (+2)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
23% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$9.73M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$4.88M |
| 3 |
Morgan Stanley
New York
|
+$3.74M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.85M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3.55M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.22M |
| 3 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
-$1.53M |
| 4 |
PA
PFG Advisors
Phoenix,
Arizona
|
-$1.03M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$781K |
IVOV Hedge Fund Activity: Q2 2025 in Review
154 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q2 2025, worth a combined $428M — up 8.1% from $396M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IVOV positions and 12 closed out — a net gain of 2 holders — while 37 added to existing stakes and 48 trimmed.
The largest buyer was Avior Wealth Management, adding an estimated $9.73M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $3.55M.
- 154 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q2 2025, up from 152 in Q1 2025.
- Funds reported $428M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q2 2025, up 8.1% quarter-over-quarter.
- 14 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q2 2025 and 12 closed out, a net change of +2 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q2 2025 was Avior Wealth Management, an estimated $9.73M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q2 2025 was Northwestern Mutual Wealth Management, an estimated $3.55M sold.
Based on aggregated 13F filings for Q2 2025.