Vanguard S&P Mid-Cap 400 Value

IVOV • ARCA

Vanguard S&P Mid-Cap 400 Value is an exchange-traded fund on ARCA. As of Q3 2025, 156 institutional investors hold shares in this ETF, with total holdings valued at $555.5M. VANTAGEPOINT INVESTMENT ADVISERS LLC is the largest holder with a position valued at $104.8M.

Overview

Overview of institutional ownership in IVOV as of Q3 2025

All Institutions

Institutions: 156
Value Held: $555.5M
Shares Held: 5.5M
Avg Position: $3.6M
Median Position: $341.5K

Hedge Funds

Hedge Funds: 2
Value Held: $1.6M
Shares Held: 16.2K
Avg Position: $814.1K
Median Position: $814.1K

Biggest Investors

Institutions with the largest positions in IVOV as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	-	$104.8M 0.86% of portfolio	1.0M shares	Q3 2025 Held for 2 months	$12.2B
Mariner Wealth Advisors, LLC RIA/Wealth	Martin Christopher Bicknell CEO	$86.8M 0.11% of portfolio	861.1K shares	Q2 2019 Held for 6y 5m	$77.3B
ROCKLAND TRUST CO Private Equity	Nolena Lynn Meche CFO	$81.2M 3.33% of portfolio	805.4K shares	Q4 2018 Held for 6y 11m	$2.4B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$28.6M 0.00% of portfolio	284.2K shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$26.3M 0.00% of portfolio	260.6K shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$19.6M 0.01% of portfolio	194.6K shares	Q4 2024 Held for 11 months	$310.43B
Octavia Wealth Advisors, LLC RIA/Wealth	Maxim Ian Meyers CEO	$17.7M 1.76% of portfolio	175.6K shares	Q1 2024 Held for 1y 8m	$1.0B
Stordahl Capital Management, Inc. RIA/Wealth	William Jason Stordahl Managing Partner	$17.3M 3.64% of portfolio	171.9K shares	Q4 2017 Held for 7y 11m	$476.1M
Nelson, Van Denburg & Campbell Wealth Management Group, LLC RIA/Wealth	Britt Edward Campbell CEO	$14.0M 0.45% of portfolio	139.3K shares	Q4 2015 Held for 9y 11m	$3.1B
Aberdeen Wealth Management LLC RIA/Wealth	Roberta Bear Ferguson Managing Partner	$11.9M 7.50% of portfolio	118.5K shares	Q4 2021 Held for 3y 11m	$159.2M

Net Capital Flow

Institutional buying and selling activity for IVOV in Q3 2025

Traded: +$108.2M
Buyers: 53
Sellers: 53
Total Bought: +$121.0M
Total Sold: −$12.9M
Avg Position: $3.3M

Biggest Buyers

Institution	Net Bought	Current Position
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	+$104.8M +1.0M shares	$104.8M 1.0M shares
B BNP PARIBAS ARBITRAGE, SA Institution	+$2.0M +20.0K shares	$2.0M 20.0K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$1.7M +17.1K shares	$4.2M 41.5K shares
Nelson, Van Denburg & Campbell Wealth Management Group, LLC RIA/Wealth	+$1.5M +14.5K shares	$14.0M 139.3K shares
Fortitude Family Office, LLC Family Office	+$1.3M +13.2K shares	$1.3M 13.2K shares
BANK OF AMERICA CORP /DE/ Institution	+$1.2M +12.2K shares	$26.3M 260.6K shares
PFG Advisors RIA/Wealth	+$1.0M +10.3K shares	$1.0M 10.3K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$847.4K +8.4K shares	$1.1M 11.0K shares
C CI Private Wealth, LLC RIA/Wealth	+$715.0K +7.1K shares	$1.0M 9.9K shares
MONETA GROUP INVESTMENT ADVISORS LLC RIA/Wealth	+$596.6K +5.9K shares	$1.2M 11.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	−$1.8M −18.6K shares	Sold Off 0 shares
L LPL Financial LLC Institution	−$1.3M −13.1K shares	$11.9M 118.3K shares
MORGAN STANLEY RIA/Wealth	−$1.2M −11.8K shares	$28.6M 284.2K shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	−$1.1M −10.6K shares	$8.0M 79.5K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$890.2K −8.8K shares	$695.9K 6.9K shares
F FLOW TRADERS U.S. LLC Institution	−$705.2K −7.4K shares	Sold Off 0 shares
ROCKLAND TRUST CO Private Equity	−$695.8K −6.9K shares	$81.2M 805.4K shares
J JANE STREET GROUP, LLC Institution	−$693.5K −7.3K shares	Sold Off 0 shares
V Virtu Financial LLC Institution	−$573.1K −6.0K shares	Sold Off 0 shares
Mariner Wealth Advisors, LLC RIA/Wealth	−$525.3K −5.2K shares	$86.8M 861.1K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IVOV in Q3 2025

New Positions: 9
New Value: $109.2M
Exited Positions: 10
Exited Value: $4.5M

New Positions

Institution	Position Value
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	$104.8M 1.0M shares
B BNP PARIBAS ARBITRAGE, SA Institution	$2.0M 20.0K shares
Fortitude Family Office, LLC Family Office	$1.3M 13.2K shares
Summit Financial, LLC RIA/Wealth	$571.7K 5.7K shares
JMG Financial Group, Ltd. RIA/Wealth	$210.2K 2.1K shares
T TRUSTMARK NATIONAL BANK TRUST DEPARTMENT Institution	$207.6K 2.1K shares
Sontag Advisory, LLC RIA/Wealth	$89.9K 892.0 shares
B BRYN MAWR TRUST CO/PA Institution	$3.3K 33.0 shares
PRINCIPAL SECURITIES, INC. RIA/Wealth	$1.9K 19.0 shares

Exited Positions

Institution	Previous Position
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	$1.8M 18.6K shares
F FLOW TRADERS U.S. LLC Institution	$705.2K 7.4K shares
J JANE STREET GROUP, LLC Institution	$693.5K 7.3K shares
V Virtu Financial LLC Institution	$573.1K 6.0K shares
Wealthquest Corp RIA/Wealth	$337.0K 3.5K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$256.8K 2.7K shares
Evensky & Katz LLC RIA/Wealth	$88.9K 931.0 shares
B BOKF, NA Institution	$11.5K 120.0 shares
Plante Moran Financial Advisors, LLC RIA/Wealth	$11.5K 120.0 shares
NorthRock Partners, LLC RIA/Wealth	$9.9K 104.0 shares

Options Activity

Institutions with the largest Call and Put options positions in IVOV as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IVOV as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Aberdeen Wealth Management LLC RIA/Wealth	Roberta Bear Ferguson Managing Partner	7.50% $11.9M	118.5K shares	Q4 2021 Held for 3y 11m	$159.2M
Stordahl Capital Management, Inc. RIA/Wealth	William Jason Stordahl Managing Partner	3.64% $17.3M	171.9K shares	Q4 2017 Held for 7y 11m	$476.1M
ROCKLAND TRUST CO Private Equity	Nolena Lynn Meche CFO	3.33% $81.2M	805.4K shares	Q4 2018 Held for 6y 11m	$2.4B
Octavia Wealth Advisors, LLC RIA/Wealth	Maxim Ian Meyers CEO	1.76% $17.7M	175.6K shares	Q1 2024 Held for 1y 8m	$1.0B
Lutz Financial Services LLC RIA/Wealth	Joshua R Jenkins CIO	0.86% $11.9M	117.7K shares	Q4 2017 Held for 7y 11m	$1.4B
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	-	0.86% $104.8M	1.0M shares	Q3 2025 Held for 2 months	$12.2B
A AMERICAN FINANCIAL & TAX STRATEGIES INC RIA/Wealth	Robert James Braglia President	0.66% $1.3M	13.1K shares	Q4 2023 Held for 1y 11m	$200.0M
Spectrum Investment Advisors, Inc. RIA/Wealth	James Francis Marshall Founder	0.60% $1.0M	10.0K shares	Q4 2023 Held for 1y 11m	$167.9M
OFC FINANCIAL PLANNING, LLC Private Equity	Andrew David Lindner Managing Partner	0.60% $600.2K	6.0K shares	Q4 2024 Held for 11 months	$100.8M
Nelson, Van Denburg & Campbell Wealth Management Group, LLC RIA/Wealth	Britt Edward Campbell CEO	0.45% $14.0M	139.3K shares	Q4 2015 Held for 9y 11m	$3.1B

Hedge Fund Spotlight

Discover hedge funds investing in IVOV

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Gary Kabiller

Portfolio Value: $156.17B
Positions: 3,453
Last Reported: Q3 2025

Sector Allocation

Position in Vanguard S&P Mid-Cap 400 Value

Market Value: $1.1M
Shares Held: 11.0K
Portfolio Weight: 0.00%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$4.1B	2.62%
2 Microsoft MSFT	Software - Infrastructure Technology	$3.2B	2.05%
3 Apple AAPL	Consumer Electronics Technology	$2.8B	1.76%