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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-7,493-20.6%28,917$3.30MQ2 2026Sep 23, 2026
Cornerstone Financial Management LlcSell-181-1.2%14,940$1.70MQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-3,975-42.3%5,429$619.26KQ2 2026Aug 27, 2026
Jacobs Equity LlcBuy+1,926—1,926$219.70KQ2 2026Aug 17, 2026
Susquehanna International Group, LlpSell-21,508-75.0%7,158$816.51KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-15,631-17.5%73,531$8.39MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+13,479—13,479$1.54MQ2 2026Aug 14, 2026
Bank Of America CorpSell-6,681-3.0%215,307$24.56MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+6,074+44.3%19,782$2.25MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+4,500—4,500$513.32KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+2,079+24.2%10,674$1.22MQ2 2026Aug 14, 2026
Gotham Asset Management, LlcBuy+1,812—1,812$206.69KQ2 2026Aug 14, 2026
Rockbridge Investment Management, LccBuy+1,767—1,767$201.56KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+1,577+0.7%212,075$24.19MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+560+46.6%1,761$200.86KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+460+4.6%10,443$1.19MQ2 2026Aug 14, 2026
Larson Financial Group LlcSell-443-66.8%220$25.15KQ2 2026Aug 14, 2026
Moneta Group Investment Advisors LlcSell-350-1.9%17,993$2.05MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+305+1.6%19,507$2.23MQ2 2026Aug 14, 2026
&PartnersBuy+280+0.8%33,481$3.82MQ2 2026Aug 14, 2026
Ameriflex Group, Inc.Sell-246-31.9%526$59.96KQ2 2026Aug 14, 2026
Mutual Advisors, LlcSell-207-7.8%2,435$277.73KQ2 2026Aug 14, 2026
Cerity Partners LlcSell-184-8.7%1,933$220.52KQ2 2026Aug 14, 2026
Genesis Financial Group, LlcBuy+5+0.2%2,050$233.84KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-3-0.0%6,241$711.00KQ2 2026Aug 14, 2026
Pinnacle Financial Partners, Inc.Buy+1+0.0%2,050$233.86KQ2 2026Aug 14, 2026
Aberdeen Wealth Management LlcSell-26,503-22.5%91,419$10.43MQ2 2026Aug 13, 2026
Morgan StanleyBuy+5,852+1.5%384,509$43.86MQ2 2026Aug 13, 2026
Huntington National BankSell-5,142-51.2%4,895$558.37KQ2 2026Aug 13, 2026
Mariner, LlcSell-4,503-0.5%858,070$97.88MQ2 2026Aug 13, 2026
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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.

IVOV Institutional Ownership Changes and 13F Activity Q2 2026 | InsiderSet