VANGUARD S&P MID-CAP 400 VAL (IVOV) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $715.93M 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 $126.04M in its June 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 $121.41M, representing an estimated loss of -3.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% 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
166
Total Reported Value
$715.93M
Largest Holder
Vantagepoint Investment Advisers Llc
Largest Position
$126.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
130
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 | 0.94% | 1,104,927 | $126,039,023 | $121,409,379 | -$4,629,644 | -3.67% | |
| Mariner, Llc | 0.10% | 858,070 | $97,880,038 | $94,284,732 | -$3,595,306 | -3.67% | |
| Rockland Trust Co | 3.65% | 815,504 | $93,024,542 | $89,607,580 | -$3,416,962 | -3.67% | |
| Trust Point Inc. | 6.43% | 664,535 | $75,803,460 | $73,019,106 | -$2,784,354 | -3.67% | |
| Morgan Stanley | 0.00% | 384,509 | $43,861,041 | $42,249,849 | -$1,611,192 | -3.67% | |
| Bank Of America Corp | 0.00% | 215,307 | $24,560,097 | $23,657,933 | -$902,164 | -3.67% | |
| Raymond James Financial Inc | 0.01% | 212,075 | $24,191,326 | $23,302,801 | -$888,525 | -3.67% | |
| Stordahl Capital Management, Inc. | 3.68% | 176,020 | $20,078,614 | $19,341,078 | -$737,536 | -3.67% | |
| Avior Wealth Management, Llc | 0.48% | 161,287 | $18,397,971 | $17,722,216 | -$675,755 | -3.67% | |
| Lpl Financial Llc | 0.00% | 154,602 | $17,635,401 | $16,987,668 | -$647,733 | -3.67% | |
| Lutz Financial Services Llc | 0.79% | 114,034 | $13,007,905 | $12,530,056 | -$477,849 | -3.67% | |
| Ubs Group Ag | 0.00% | 107,420 | $12,253,399 | $11,803,310 | -$450,089 | -3.67% | |
| Aberdeen Wealth Management Llc | 5.48% | 91,419 | $10,428,211 | $10,045,120 | -$383,091 | -3.67% | |
| Balanced Wealth Group Llc | 3.21% | 89,036 | $10,156,322 | $9,783,276 | -$373,046 | -3.67% | |
| Midfirst Bank | 0.68% | 84,562 | $9,645,987 | $9,291,673 | -$354,314 | -3.67% | |
| Wells Fargo & Company/Mn | 0.00% | 73,531 | $8,387,673 | $8,079,586 | -$308,087 | -3.67% | |
| Commonwealth Equity Services, Llc | 0.01% | 73,501 | $8,384,280 | $8,076,290 | -$307,990 | -3.67% | |
| Savant Capital, Llc | 0.02% | 72,486 | $7,825,172 | $7,964,762 | +$139,590 | +1.78% | |
| Truist Financial Corp | 0.01% | 44,796 | $5,109,861 | $4,922,184 | -$187,677 | -3.67% | |
| Kestra Advisory Services, Llc | 0.01% | 39,722 | $4,531,105 | $4,364,653 | -$166,452 | -3.67% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 37,120 | $4,200,819 | $4,078,746 | -$122,073 | -2.91% | |
| &Partners | 0.02% | 33,481 | $3,819,137 | $3,678,892 | -$140,245 | -3.67% | |
| Ep Wealth Advisors, Llc | 0.01% | 32,947 | $3,758,314 | $3,620,216 | -$138,098 | -3.67% | |
| Allworth Financial Lp | 0.02% | 32,704 | $3,730,525 | $3,593,516 | -$137,009 | -3.67% | |
| M1 Capital Management Llc | 1.32% | 31,403 | $3,582,140 | $3,450,562 | -$131,578 | -3.67% | |
| Jpmorgan Chase & Co | 0.00% | 30,264 | $3,445,898 | $3,325,408 | -$120,490 | -3.50% | |
| Envestnet Asset Management Inc | 0.00% | 28,917 | $3,298,538 | $3,177,400 | -$121,138 | -3.67% | |
| Composition Wealth, Llc | 0.03% | 24,718 | $2,819,626 | $2,716,014 | -$103,612 | -3.67% | |
| Jones Financial Companies Lllp | 0.00% | 19,782 | $2,253,595 | $2,173,646 | -$79,949 | -3.55% | |
| Thrivent Financial For Lutherans | 0.00% | 19,507 | $2,225,000 | $2,143,429 | -$81,571 | -3.67% | |
| Moneta Group Investment Advisors Llc | 0.02% | 17,993 | $2,052,462 | $1,977,071 | -$75,391 | -3.67% | |
| Cetera Investment Advisers | 0.00% | 15,999 | $1,825,079 | $1,757,970 | -$67,109 | -3.68% | |
| Cornerstone Financial Management Llc | 1.37% | 14,940 | $1,704,228 | $1,641,607 | -$62,621 | -3.67% | |
| Ameriprise Financial Inc | 0.00% | 13,479 | $1,537,570 | $1,481,073 | -$56,497 | -3.67% | |
| Fifth Third Bancorp | 0.00% | 13,253 | $1,511,770 | $1,456,240 | -$55,530 | -3.67% | |
| Private Advisor Group, Llc | 0.01% | 12,485 | $1,424,138 | $1,371,852 | -$52,286 | -3.67% | |
| Shufro Rose & Co Llc | 0.08% | 11,735 | $1,338,612 | $1,289,442 | -$49,170 | -3.67% | |
| Osaic Holdings, Inc. | 0.00% | 10,674 | $1,217,939 | $1,172,859 | -$45,080 | -3.70% | |
| Aqr Capital Management Llc | 0.00% | 10,443 | $1,191,233 | $1,147,477 | -$43,756 | -3.67% | |
| Keybank National Association/Oh | 0.00% | 10,187 | $1,162,032 | $1,119,348 | -$42,684 | -3.67% | |
| Pfg Advisors | 0.06% | 10,124 | $1,154,845 | $1,112,425 | -$42,420 | -3.67% | |
| Heritage Investment Group, Inc. | 0.15% | 9,572 | $1,091,878 | $1,051,771 | -$40,107 | -3.67% | |
| American Financial & Tax Strategies Inc | 0.47% | 9,094 | $1,037,353 | $999,249 | -$38,104 | -3.67% | |
| D.A. Davidson & Co. | 0.01% | 8,349 | $952,370 | $917,388 | -$34,982 | -3.67% | |
| Mml Investors Services, Llc | 0.00% | 7,821 | $892,192 | $859,371 | -$32,821 | -3.68% | |
| Susquehanna International Group, Llp | 0.00% | 7,158 | $816,513 | $786,521 | -$29,992 | -3.67% | |
| Naviter Wealth, Llc | 0.07% | 6,851 | $781,494 | $752,788 | -$28,706 | -3.67% | |
| Captrust Financial Advisors | 0.00% | 6,659 | $759,644 | $731,691 | -$27,953 | -3.68% | |
| Royal Bank Of Canada | 0.00% | 6,241 | $711,000 | $685,761 | -$25,239 | -3.55% | |
| Rodgers & Associates, Ltd | 0.06% | 5,864 | $668,906 | $644,336 | -$24,570 | -3.67% |
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.