IVOV Institutional Ownership & Shareholders
VANGUARD S&P MID-CAP 400 VAL (IVOV) is currently held by 172 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $629.81M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Vantagepoint Investment Advisers Llc is currently the largest disclosed institutional shareholder of IVOV tracked by InsiderSet, reporting ownership valued at approximately $121.58M in its September 30, 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 $129.96M, representing an estimated gain of +6.89% 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
172
Total Reported Value
$629.81M
Largest Holder
Vantagepoint Investment Advisers Llc
Largest Position
$121.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
105
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 | 0.92% | 1,137,581 | $121,584,657 | $129,957,253 | +$8,372,596 | +6.89% | |
| Mariner, Llc | 0.10% | 858,070 | $97,880,038 | $98,025,917 | +$145,879 | +0.15% | |
| Rockland Trust Co | 3.30% | 807,516 | $86,307,310 | $92,250,628 | +$5,943,318 | +6.89% | |
| Morgan Stanley | 0.00% | 384,509 | $43,861,041 | $43,926,308 | +$65,267 | +0.15% | |
| Bank Of America Corp | 0.00% | 215,307 | $24,560,097 | $24,596,672 | +$36,575 | +0.15% | |
| Raymond James Financial Inc | 0.01% | 212,075 | $24,191,326 | $24,227,448 | +$36,122 | +0.15% | |
| Stordahl Capital Management, Inc. | 3.50% | 177,461 | $18,967,044 | $20,273,145 | +$1,306,101 | +6.89% | |
| Lpl Financial Llc | 0.00% | 154,602 | $17,635,401 | $17,661,732 | +$26,331 | +0.15% | |
| Avior Wealth Management, Llc | 0.46% | 164,519 | $17,583,756 | $18,794,651 | +$1,210,895 | +6.89% | |
| Lutz Financial Services Llc | 0.79% | 114,034 | $13,007,905 | $13,027,244 | +$19,339 | +0.15% | |
| Ubs Group Ag | 0.00% | 107,420 | $12,253,399 | $12,271,661 | +$18,262 | +0.15% | |
| Aberdeen Wealth Management Llc | 5.48% | 91,419 | $10,428,211 | $10,443,707 | +$15,496 | +0.15% | |
| Balanced Wealth Group Llc | 3.21% | 89,036 | $10,156,322 | $10,171,473 | +$15,151 | +0.15% | |
| Midfirst Bank | 0.68% | 84,562 | $9,645,987 | $9,660,363 | +$14,376 | +0.15% | |
| Commonwealth Equity Services, Llc | 0.01% | 84,220 | $9,001,482 | $9,621,293 | +$619,811 | +6.89% | |
| Wells Fargo & Company/Mn | 0.00% | 73,531 | $8,387,673 | $8,400,181 | +$12,508 | +0.15% | |
| Savant Capital, Llc | 0.02% | 72,486 | $7,825,172 | $8,280,801 | +$455,629 | +5.82% | |
| Truist Financial Corp | 0.01% | 43,551 | $4,654,714 | $4,975,266 | +$320,552 | +6.89% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 36,330 | $3,953,745 | $4,150,339 | +$196,594 | +4.97% | |
| &Partners | 0.02% | 33,481 | $3,819,137 | $3,824,869 | +$5,732 | +0.15% | |
| Ep Wealth Advisors, Llc | 0.01% | 32,947 | $3,758,314 | $3,763,865 | +$5,551 | +0.15% | |
| Allworth Financial Lp | 0.02% | 32,704 | $3,730,525 | $3,736,105 | +$5,580 | +0.15% | |
| M1 Capital Management Llc | 1.32% | 31,403 | $3,582,140 | $3,587,479 | +$5,339 | +0.15% | |
| Jpmorgan Chase & Co | 0.00% | 30,264 | $3,445,898 | $3,457,359 | +$11,461 | +0.33% | |
| Envestnet Asset Management Inc | 0.00% | 28,917 | $3,298,538 | $3,303,478 | +$4,940 | +0.15% | |
| Kestra Advisory Services, Llc | 0.01% | 30,663 | $3,277,270 | $3,502,941 | +$225,671 | +6.89% | |
| Composition Wealth, Llc | 0.03% | 24,718 | $2,819,626 | $2,823,784 | +$4,158 | +0.15% | |
| Jones Financial Companies Lllp | 0.00% | 19,782 | $2,253,595 | $2,259,896 | +$6,301 | +0.28% | |
| Thrivent Financial For Lutherans | 0.00% | 19,507 | $2,225,000 | $2,228,480 | +$3,480 | +0.16% | |
| Moneta Group Investment Advisors Llc | 0.02% | 17,993 | $2,052,462 | $2,055,520 | +$3,058 | +0.15% | |
| Cetera Investment Advisers | 0.00% | 15,999 | $1,825,079 | $1,827,726 | +$2,647 | +0.15% | |
| Cornerstone Financial Management Llc | 1.37% | 14,940 | $1,704,228 | $1,706,746 | +$2,518 | +0.15% | |
| Ameriprise Financial Inc | 0.00% | 13,479 | $1,537,570 | $1,539,841 | +$2,271 | +0.15% | |
| Fifth Third Bancorp | 0.00% | 13,253 | $1,511,770 | $1,514,023 | +$2,253 | +0.15% | |
| Trust Point Inc. | 0.11% | 13,966 | $1,492,687 | $1,595,476 | +$102,789 | +6.89% | |
| Private Advisor Group, Llc | 0.01% | 12,485 | $1,424,138 | $1,426,286 | +$2,148 | +0.15% | |
| Fortitude Family Office, Llc | 0.24% | 13,160 | $1,406,541 | $1,503,398 | +$96,857 | +6.89% | |
| Shufro Rose & Co Llc | 0.08% | 11,735 | $1,338,612 | $1,340,606 | +$1,994 | +0.15% | |
| Osaic Holdings, Inc. | 0.00% | 10,674 | $1,217,939 | $1,219,398 | +$1,459 | +0.12% | |
| Aqr Capital Management Llc | 0.00% | 10,443 | $1,191,233 | $1,193,008 | +$1,775 | +0.15% | |
| Keybank National Association/Oh | 0.00% | 10,187 | $1,162,032 | $1,163,763 | +$1,731 | +0.15% | |
| Heritage Investment Group, Inc. | 0.15% | 9,572 | $1,091,878 | $1,093,505 | +$1,627 | +0.15% | |
| Pfg Advisors | 0.05% | 10,077 | $1,077,075 | $1,151,196 | +$74,121 | +6.88% | |
| D.A. Davidson & Co. | 0.01% | 8,993 | $961,172 | $1,027,360 | +$66,188 | +6.89% | |
| American Financial & Tax Strategies Inc | 0.44% | 8,923 | $953,690 | $1,019,364 | +$65,674 | +6.89% | |
| Mml Investors Services, Llc | 0.00% | 7,821 | $892,192 | $893,471 | +$1,279 | +0.14% | |
| Creative Planning | 0.00% | 8,320 | $889,231 | $950,477 | +$61,246 | +6.89% | |
| Susquehanna International Group, Llp | 0.00% | 7,158 | $816,513 | $817,730 | +$1,217 | +0.15% | |
| Naviter Wealth, Llc | 0.07% | 6,851 | $781,494 | $782,658 | +$1,164 | +0.15% | |
| Captrust Financial Advisors | 0.00% | 6,659 | $759,644 | $760,724 | +$1,080 | +0.14% |
Frequently asked questions about IVOV
Who are the largest institutional holders of IVOV?
The largest institutional holders of IVOV reported in the latest SEC Form 13F filings include Vantagepoint Investment Advisers Llc, Mariner, Llc, Rockland Trust Co, Morgan Stanley, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported IVOV position.
What is IVOV institutional ownership?
This page tracks IVOV positions reported by institutional investment managers through SEC Form 13F. VANGUARD S&P MID-CAP 400 VAL (IVOV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IVOV?
InsiderSet currently tracks 172 institutional managers reporting IVOV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IVOV shareholders.
How much IVOV stock do institutions own?
Institutional investment managers disclosed approximately $629.81M in IVOV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IVOV institutional ownership last updated?
The latest IVOV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IVOV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IVOV position after the reporting date.
Are institutions buying or selling IVOV?
Institutional buying and selling can be analyzed by comparing IVOV positions across consecutive 13F reporting periods. InsiderSet's IVOV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IVOV ownership changes.
How has IVOV institutional ownership changed over time?
InsiderSet tracks IVOV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.