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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
VIA
1
Vantagepoint Investment Advisers
District of Columbia
$110M +$5.04M +49,941 +5%
Mariner
2
Mariner
Kansas
$87.8M +$769K +7,615 +0.9%
RT
3
Rockland Trust
Massachusetts
$81.9M +$574K +5,689 +0.7%
Morgan Stanley
4
Morgan Stanley
New York
$33.4M +$4.66M +46,119 +16%
Bank of America
5
Bank of America
North Carolina
$23.2M -$3.15M -31,205 -12%
Raymond James Financial
6
Raymond James Financial
Florida
$22.1M +$2.43M +24,036 +12%
SCM
7
Stordahl Capital Management
Colorado
$17.4M +$46K +456 +0.3%
OWA
8
Octavia Wealth Advisors
Ohio
$16.1M -$1.68M -16,686 -10%
AWM
9
Avior Wealth Management
Nebraska
$15.2M +$1.16M +11,443 +8%
AWM
10
Aberdeen Wealth Management
Illinois
$12M +$11.2K +111 +0.1%
LFS
11
Lutz Financial Services
Nebraska
$11.8M -$127K -1,255 -1%
LPL Financial
12
LPL Financial
California
$11.8M -$194K -1,919 -2%
UBS Group
13
UBS Group
Switzerland
$10.4M +$2.93K +29 +0%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$8.07M +$34.7K +344 +0.4%
Wells Fargo
15
Wells Fargo
California
$7.63M +$2.05M +20,315 +37%
KAS
16
Kestra Advisory Services
Texas
$7.52M +$225K +2,232 +3%
MB
17
MidFirst Bank
Oklahoma
$7.1M +$7.1M +70,333 New
HighTower Advisors
18
HighTower Advisors
Illinois
$5.6M -$30.5K -302 -0.5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.09M -$225K -2,224 -4%
Truist Financial
20
Truist Financial
North Carolina
$4.64M +$54.5K +540 +1%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.54M +$356K +3,528 +9%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$4.05M +$508K +5,032 +15%
SC
23
Savant Capital
Illinois
$3.73M -$149K -1,474 -4%
P
24
&Partners
Tennessee
$3.56M -$38K -376 -1%
AF
25
Allworth Financial
California
$3.49M -$220K -2,174 -6%

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.