VANGUARD S&P MID-CAP 400 VAL (IVOV) Institutional Ownership Changes & 13F Activity
VANGUARD S&P MID-CAP 400 VAL (IVOV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Aberdeen Wealth Management Llc, Susquehanna International Group, Llp, Wells Fargo & Company/Mn, Ameriprise Financial Inc, and Envestnet Asset Management Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -7,493 | -20.6% | 28,917 | $3.30M | Q2 2026 | Sep 23, 2026 |
| Cornerstone Financial Management Llc | Sell | -181 | -1.2% | 14,940 | $1.70M | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -3,975 | -42.3% | 5,429 | $619.26K | Q2 2026 | Aug 27, 2026 |
| Jacobs Equity Llc | Buy | +1,926 | — | 1,926 | $219.70K | Q2 2026 | Aug 17, 2026 |
| Susquehanna International Group, Llp | Sell | -21,508 | -75.0% | 7,158 | $816.51K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -15,631 | -17.5% | 73,531 | $8.39M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +13,479 | — | 13,479 | $1.54M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -6,681 | -3.0% | 215,307 | $24.56M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +6,074 | +44.3% | 19,782 | $2.25M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +4,500 | — | 4,500 | $513.32K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2,079 | +24.2% | 10,674 | $1.22M | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, Llc | Buy | +1,812 | — | 1,812 | $206.69K | Q2 2026 | Aug 14, 2026 |
| Rockbridge Investment Management, Lcc | Buy | +1,767 | — | 1,767 | $201.56K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +1,577 | +0.7% | 212,075 | $24.19M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +560 | +46.6% | 1,761 | $200.86K | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +460 | +4.6% | 10,443 | $1.19M | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Sell | -443 | -66.8% | 220 | $25.15K | Q2 2026 | Aug 14, 2026 |
| Moneta Group Investment Advisors Llc | Sell | -350 | -1.9% | 17,993 | $2.05M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +305 | +1.6% | 19,507 | $2.23M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +280 | +0.8% | 33,481 | $3.82M | Q2 2026 | Aug 14, 2026 |
| Ameriflex Group, Inc. | Sell | -246 | -31.9% | 526 | $59.96K | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Sell | -207 | -7.8% | 2,435 | $277.73K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -184 | -8.7% | 1,933 | $220.52K | Q2 2026 | Aug 14, 2026 |
| Genesis Financial Group, Llc | Buy | +5 | +0.2% | 2,050 | $233.84K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -3 | -0.0% | 6,241 | $711.00K | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | Buy | +1 | +0.0% | 2,050 | $233.86K | Q2 2026 | Aug 14, 2026 |
| Aberdeen Wealth Management Llc | Sell | -26,503 | -22.5% | 91,419 | $10.43M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +5,852 | +1.5% | 384,509 | $43.86M | Q2 2026 | Aug 13, 2026 |
| Huntington National Bank | Sell | -5,142 | -51.2% | 4,895 | $558.37K | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Sell | -4,503 | -0.5% | 858,070 | $97.88M | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about IVOV activity
Which institutional owners are buying IVOV?
Institutional owners buying IVOV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IVOV activity?
"Buy" means an investor increased their reported position in IVOV compared to the prior reporting period. This reflects growing exposure to VANGUARD S&P MID-CAP 400 VAL (IVOV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IVOV increasing?
Institutional interest in IVOV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.