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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
VIA
1
Vantagepoint Investment Advisers
District of Columbia
$105M +$103M +1,039,953 New
Mariner
2
Mariner
Kansas
$86.8M -$516K -5,213 -0.6%
RT
3
Rockland Trust
Massachusetts
$81.2M -$684K -6,905 -0.9%
Morgan Stanley
4
Morgan Stanley
New York
$28.6M -$1.17M -11,805 -4%
Bank of America
5
Bank of America
North Carolina
$26.3M +$1.21M +12,239 +5%
Raymond James Financial
6
Raymond James Financial
Florida
$19.6M +$242K +2,446 +1%
OWA
7
Octavia Wealth Advisors
Ohio
$17.7M +$577K +5,826 +3%
SCM
8
Stordahl Capital Management
Colorado
$17.3M +$285K +2,878 +2%
AWM
9
Avior Wealth Management
Nebraska
$14M +$1.43M +14,451 +12%
AWM
10
Aberdeen Wealth Management
Illinois
$11.9M -$48K -485 -0.4%
LPL Financial
11
LPL Financial
California
$11.9M -$1.3M -13,081 -10%
LFS
12
Lutz Financial Services
Nebraska
$11.9M -$163K -1,645 -1%
UBS Group
13
UBS Group
Switzerland
$10.4M -$427K -4,313 -4%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$8.02M -$1.05M -10,571 -12%
KAS
15
Kestra Advisory Services
Texas
$7.28M -$127K -1,281 -2%
HighTower Advisors
16
HighTower Advisors
Illinois
$5.62M -$156K -1,576 -3%
Wells Fargo
17
Wells Fargo
California
$5.57M +$88.8K +897 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$5.3M +$98.8K +998 +2%
Truist Financial
19
Truist Financial
North Carolina
$4.57M +$147K +1,481 +3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$4.18M +$1.69M +17,098 +70%
SC
21
Savant Capital
Illinois
$3.87M -$297K -2,999 -7%
AF
22
Allworth Financial
California
$3.7M -$74.8K -755 -2%
P
23
&Partners
Tennessee
$3.59M -$5.64K -57 -0.2%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$3.39M -$213K -2,155 -6%
Franklin Resources
25
Franklin Resources
California
$2.89M

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.