VANGUARD S&P MID-CAP 400 VAL (IVOV) Top Institutional Shareholders
VANGUARD S&P MID-CAP 400 VAL (IVOV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $641.43M in IVOV holdings during the latest filing period.
Vantagepoint Investment Advisers Llc is currently the largest disclosed institutional shareholder of IVOV tracked by InsiderSet, reporting ownership valued at approximately $107.57M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $117.24M, representing an estimated gain of +8.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed IVOV value among the investors covered in this analysis. Major shareholders include Vantagepoint Investment Advisers Llc, Mariner, Llc, Rockland Trust Co, and several other long-term asset managers with concentrated positions in VANGUARD S&P MID-CAP 400 VAL (IVOV).
This page ranks the largest institutional IVOV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
163
Total Reported Value
$641.43M
Largest Holder
Vantagepoint Investment Advisers Llc
Largest Position
$107.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
172
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Vantagepoint Investment Advisers Llc | 0.91% | 1,055,090 | $107,566,426 | $117,241,601 | +$9,675,175 | +8.99% | |
| Mariner, Llc | 0.10% | 862,573 | $87,939,284 | $95,849,112 | +$7,909,828 | +8.99% | |
| Rockland Trust Co | 3.33% | 815,334 | $83,123,301 | $90,599,914 | +$7,476,613 | +8.99% | |
| Trust Point Inc. | 5.68% | 641,623 | $65,413,601 | $71,297,148 | +$5,883,547 | +8.99% | |
| Morgan Stanley | 0.00% | 378,657 | $38,604,101 | $42,076,366 | +$3,472,265 | +8.99% | |
| Bank Of America Corp | 0.00% | 221,988 | $22,631,702 | $24,667,307 | +$2,035,605 | +8.99% | |
| Raymond James Financial Inc | 0.01% | 210,498 | $21,460,270 | $23,390,538 | +$1,930,268 | +8.99% | |
| Stordahl Capital Management, Inc. | 3.66% | 174,434 | $17,783,558 | $19,383,106 | +$1,599,548 | +8.99% | |
| Avior Wealth Management, Llc | 0.46% | 158,534 | $16,162,509 | $17,616,298 | +$1,453,789 | +8.99% | |
| Lpl Financial Llc | 0.00% | 121,596 | $12,396,730 | $13,511,748 | +$1,115,018 | +8.99% | |
| Aberdeen Wealth Management Llc | 5.48% | 117,922 | $12,022,183 | $13,103,493 | +$1,081,310 | +8.99% | |
| Lutz Financial Services Llc | 0.79% | 114,826 | $11,706,464 | $12,759,465 | +$1,053,001 | +9.00% | |
| Ubs Group Ag | 0.00% | 108,223 | $11,033,335 | $12,025,740 | +$992,405 | +8.99% | |
| Wells Fargo & Company/Mn | 0.00% | 89,162 | $9,090,100 | $9,907,681 | +$817,581 | +8.99% | |
| Midfirst Bank | 0.71% | 84,045 | $8,568,388 | $9,339,080 | +$770,692 | +8.99% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 82,055 | $8,365,459 | $9,117,952 | +$752,493 | +9.00% | |
| Kestra Advisory Services, Llc | 0.03% | 76,040 | $7,752,307 | $8,449,565 | +$697,258 | +8.99% | |
| Commonwealth Equity Services, Llc | 0.01% | 73,193 | $7,462,063 | $8,133,206 | +$671,143 | +8.99% | |
| Hightower Advisors, Llc | 0.01% | 54,796 | $5,586,430 | $6,088,932 | +$502,502 | +9.00% | |
| Truist Financial Corp | 0.01% | 45,487 | $4,637,395 | $5,054,515 | +$417,120 | +8.99% | |
| Savant Capital, Llc | 0.02% | 36,576 | $3,728,921 | $4,064,325 | +$335,404 | +8.99% | |
| Envestnet Asset Management Inc | 0.00% | 36,410 | $3,712,022 | $4,045,879 | +$333,857 | +8.99% | |
| Allworth Financial Lp | 0.01% | 33,869 | $3,452,955 | $3,763,523 | +$310,568 | +8.99% | |
| &Partners | 0.02% | 33,201 | $3,392,604 | $3,689,295 | +$296,691 | +8.75% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 31,742 | $3,257,952 | $3,527,171 | +$269,219 | +8.26% | |
| Ep Wealth Advisors, Llc | 0.01% | 29,635 | $3,021,333 | $3,293,041 | +$271,708 | +8.99% | |
| Franklin Resources Inc | 0.00% | 28,700 | $2,925,965 | $3,189,144 | +$263,179 | +8.99% | |
| Susquehanna International Group, Llp | 0.00% | 28,666 | $2,922,499 | $3,185,366 | +$262,867 | +8.99% | |
| Composition Wealth, Llc | 0.03% | 24,933 | $2,541,959 | $2,770,555 | +$228,596 | +8.99% | |
| Fifth Third Bancorp | 0.00% | 20,228 | $2,062,245 | $2,247,735 | +$185,490 | +8.99% | |
| Moneta Group Investment Advisors Llc | 0.01% | 18,343 | $1,870,069 | $2,038,274 | +$168,205 | +8.99% | |
| Cetera Investment Advisers | 0.00% | 15,786 | $1,609,418 | $1,754,140 | +$144,722 | +8.99% | |
| Cornerstone Financial Management Llc | 1.41% | 15,121 | $1,541,606 | $1,680,246 | +$138,640 | +8.99% | |
| Independent Advisor Alliance | 0.02% | 14,047 | $1,432,045 | $1,560,903 | +$128,858 | +9.00% | |
| Jones Financial Companies Lllp | 0.00% | 13,708 | $1,369,729 | $1,523,233 | +$153,504 | +11.21% | |
| Fortitude Family Office, Llc | 0.30% | 13,160 | $1,341,662 | $1,462,339 | +$120,677 | +8.99% | |
| Creative Planning | 0.00% | 13,149 | $1,340,570 | $1,461,117 | +$120,547 | +8.99% | |
| Private Advisor Group, Llc | 0.01% | 12,398 | $1,264,031 | $1,377,666 | +$113,635 | +8.99% | |
| Ameriprise Financial Inc | 0.00% | 12,251 | $1,249,007 | $1,361,331 | +$112,324 | +8.99% | |
| Shufro Rose & Co Llc | 0.08% | 10,985 | $1,119,921 | $1,220,653 | +$100,732 | +8.99% | |
| Keybank National Association/Oh | 0.00% | 10,380 | $1,058,241 | $1,153,426 | +$95,185 | +8.99% | |
| Goldman Sachs Group Inc | 0.00% | 10,379 | $1,058,139 | $1,153,314 | +$95,175 | +8.99% | |
| Huntington National Bank | 0.01% | 10,037 | $1,023,272 | $1,115,311 | +$92,039 | +8.99% | |
| Aqr Capital Management Llc | 0.00% | 9,983 | $1,017,767 | $1,109,311 | +$91,544 | +8.99% | |
| Pfg Advisors | 0.05% | 9,582 | $976,885 | $1,064,752 | +$87,867 | +8.99% | |
| Heritage Investment Group, Inc. | 0.15% | 9,572 | $975,865 | $1,063,641 | +$87,776 | +8.99% | |
| Corient Private Wealth Llc | 0.00% | 9,404 | $958,652 | $1,044,972 | +$86,320 | +9.00% | |
| American Financial & Tax Strategies Inc | 0.46% | 9,236 | $941,567 | $1,026,304 | +$84,737 | +9.00% | |
| Stifel Financial Corp | 0.00% | 8,804 | $897,526 | $978,300 | +$80,774 | +9.00% | |
| Osaic Holdings, Inc. | 0.00% | 8,595 | $876,460 | $955,076 | +$78,616 | +8.97% |
Frequently asked questions about IVOV
Who owns the most IVOV stock?
The largest holders of IVOV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD S&P MID-CAP 400 VAL (IVOV).
Is IVOV widely held by superinvestors?
Many widely followed stocks like IVOV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IVOV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.