Vanguard S&P Mid-Cap 400 Value ETF
IVOV
172 hedge funds and large institutions have $735M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2026 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 46 reducing their positions, and 11 closing their positions.
109% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 11
14% more capital invested
Capital invested by funds: $647M → $735M (+$87.6M)
5% more funds holding
Funds holding: 164 → 172 (+8)
0.23% more ownership
Funds ownership: 54.9% → 55.13% (+0.23%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
9% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWG
Balanced Wealth Group
Westlake,
Ohio
|
+$9.71M |
| 2 |
VIA
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
+$5.43M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$3.92M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.6M |
| 5 |
MCM
M1 Capital Management
Bloomfield Hills,
Michigan
|
+$3.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.96M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3.19M |
| 3 |
AWM
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
-$2.75M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.35M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.7M |
IVOV Hedge Fund Activity: Q2 2026 in Review
172 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q2 2026, worth a combined $735M — up 14% from $647M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IVOV positions and 11 closed out — a net gain of 12 holders — while 42 added to existing stakes and 46 trimmed.
The largest buyer was Balanced Wealth Group, opening a new position worth an estimated $9.71M. The largest seller was Kestra Advisory Services, cutting an estimated $3.96M.
- 172 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q2 2026, up from 164 in Q1 2026.
- Funds reported $735M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q2 2026, up 14% quarter-over-quarter.
- 23 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q2 2026 and 11 closed out, a net change of +12 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q2 2026 was Balanced Wealth Group, an estimated $9.71M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q2 2026 was Kestra Advisory Services, an estimated $3.96M sold.
Based on aggregated 13F filings for Q2 2026.