Vanguard S&P Mid-Cap 400 ValIVOVETF
13F holders, Q1 2025 (March 31)152holders +5
13new positions
7sold out
1famous investor
$92.00avg. 13F price*
At the end of Q1 2025, 152 institutions reported holding Vanguard S&P Mid-Cap 400 Val (IVOV) in their 13F filings, up 5 from Q4 2024. 13 opened new positions and 7 sold out. The largest holders were Mariner, LLC ($79.4M), Rockland Trust Co. ($73.7M) and Bank of America Corp. ($26.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard S&P Mid-Cap 400 Val
- CUSIP
- 921932844
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $2.5M |
| Exits | 7 | $3.8M |
All 13F filers, Q4 2024 → Q1 2025: 181,537 shares bought and 217,271 shares sold, net −35,734 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 152 holders
| Mariner, LLC | 0.13% | Add +4.4% | 862,239 | $79.4M |
| Rockland Trust Co. | 3.70% | Reduce -0.2% | 800,625 | $73.7M |
| Bank of America Corp. | 0.00% | Reduce -1.5% | 283,870 | $26.1M |
| Morgan Stanley | 0.00% | Add +10.5% | 254,718 | $23.4M |
| Raymond James Financial Inc. | 0.01% | Add +0.9% | 193,943 | $17.9M |
| Octavia Wealth Advisors, LLC | 2.09% | Add +5.4% | 186,696 | $17.2M |
| Stordahl Capital Management, Inc. | 3.68% | Add +2.1% | 168,447 | $15.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +10.7% | 129,352 | $11.9M |
| Aberdeen Wealth Management LLC | 7.68% | Reduce -1.8% | 120,957 | $11.1M |
| Lutz Financial Services LLC | 0.89% | Reduce -2.9% | 118,395 | $10.9M |
| UBS Group AG | 0.00% | Reduce -0.3% | 103,239 | $9.5M |
| LPL Financial LLC | 0.00% | Add +8.7% | 99,822 | $9.2M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -0.9% | 70,516 | $6.5M |
| Wells Fargo & Company | 0.00% | Reduce -30.4% | 59,623 | $5.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +9.7% | 54,409 | $5.0M |
| Truist Financial Corp. | 0.01% | Add +38.3% | 43,203 | $4.0M |
| Savant Capital, LLC | 0.03% | Reduce -1.1% | 42,730 | $3.9M |
| Allworth Financial LP | 0.02% | Reduce -0.7% | 38,090 | $3.4M |
| &partners | 0.03% | Add +1.1% | 34,796 | $3.2M |
| EP Wealth Advisors, LLC | 0.02% | No change | 29,600 | $2.7M |
| Franklin Resources Inc. | 0.00% | Reduce -0.1% | 28,700 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -75.2% | 24,749 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Add +1.2% | 23,814 | $2.2M |
| Composition Wealth, LLC | 0.04% | Reduce -2.3% | 21,728 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +58.0% | 21,529 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -8.5% | 18,428 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +40.5% | 17,840 | $1.6M |
| Avior Wealth Management, LLC | 0.06% | Reduce -0.4% | 17,453 | $1.6M |
| American Financial & Tax Strategies Inc. | 0.67% | Reduce -9.6% | 13,469 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.3% | 12,349 | $1.1M |
| Moneta Group Investment Advisors LLC | 0.02% | No change | 12,087 | $1.1M |
| Horizon Investment Services, LLC | 0.54% | Add +45.6% | 11,993 | $1.1M |
| PFG Advisors | 0.06% | Reduce -17.9% | 11,163 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +32.9% | 10,305 | $949K |
| Keybank National Association | 0.00% | Reduce -1.1% | 10,232 | $942K |
| Creative Planning | 0.00% | No change | 9,979 | $919K |
| Virtu Financial LLC | 0.05% | Add +284.5% | 9,916 | $913K |
| Heritage Investment Group, Inc. | 0.17% | No change | 9,572 | $881K |
| Shufro Rose & Co. LLC | 0.07% | Add +50.7% | 9,210 | $848K |
| Spectrum Investment Advisors, Inc. | 0.54% | Add +3.8% | 9,163 | $843K |
| Citadel Advisors | 0.00% | New | 8,626 | $794K |
| MML Investors Services, LLC | 0.00% | Add +1.9% | 8,060 | $742K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -10.3% | 8,049 | $741K |
| D.A. Davidson & Co. | 0.01% | Add +0.3% | 7,854 | $723K |
| Captrust Financial Advisors | 0.00% | Add +0.1% | 7,486 | $689K |
| Merit Financial Group, LLC | 0.01% | Add +7.4% | 7,290 | $671K |
| Factorial Partners, LLC | 0.40% | No change | 7,000 | $644K |
| Naviter Wealth, LLC | 0.08% | No change | 6,851 | $628K |
| Stifel Financial Corp. | 0.00% | Reduce -33.2% | 6,775 | $624K |
| Ofc Financial Planning, LLC | 0.63% | Reduce -2.4% | 6,067 | $558K |
| Royal Bank of Canada | 0.00% | Reduce -5.9% | 5,699 | $525K |
| Cibc World Market Inc. | 0.00% | No change | 5,594 | $515K |
| Mosaic Family Wealth Partners, LLC | 0.07% | No change | 5,554 | $511K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Reduce -1.4% | 5,477 | $504K |
| Comerica Bank | 0.00% | Add +1277.0% | 5,384 | $496K |
| Hanover Advisors Inc. | 0.21% | Add +0.0% | 5,233 | $482K |
| Spire Wealth Management | 0.01% | No change | 4,769 | $439K |
| Level Four Advisory Services, LLC | 0.02% | Add +1.2% | 4,616 | $425K |
| Sovran Advisors, LLC | 0.05% | Add +5.3% | 4,875 | $416K |
| Rodgers & Associates, LTD | 0.05% | No change | 4,506 | $415K |
| Meridian Wealth Management, LLC | 0.02% | Add +0.3% | 4,465 | $411K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.1% | 4,411 | $406K |
| BHK Investment Advisors, LLC | 0.17% | No change | 4,400 | $405K |
| Ifrah Financial Services, Inc. | 0.12% | Reduce -3.3% | 4,371 | $402K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +6.7% | 4,347 | $400K |
| Atlas Brown,Inc. | 0.14% | No change | 4,301 | $396K |
| Valmark Advisers, Inc. | 0.01% | Reduce -14.8% | 4,087 | $376K |
| Passive Capital Management, LLC. | 0.12% | New | 4,026 | $371K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +102.2% | 3,812 | $351K |
| Hobart Private Capital, LLC | 0.09% | No change | 3,756 | $346K |
| Glenview Trust Co | 0.01% | Reduce -5.5% | 3,659 | $337K |
| Trail Ridge Investment Advisors, LLC | 0.17% | Reduce -3.2% | 3,634 | $334K |
| Wealthquest Corp | 0.03% | No change | 3,530 | $325K |
| AMG National Trust Bank | 0.01% | No change | 3,480 | $320K |
| Cary Street Partners Financial LLC | 0.01% | No change | 3,466 | $319K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.0% | 3,430 | $316K |
| Fifth Third Securities, Inc. | 0.03% | No change | 3,316 | $305K |
| Corient Private Wealth LP | 0.00% | Reduce -23.1% | 3,315 | $305K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.1% | 3,278 | $302K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 3,142 | $289K |
| Summit Financial Consulting LLC | 0.27% | — | 3,113 | $287K |
| IHT Wealth Management, LLC | 0.01% | Reduce -21.9% | 3,080 | $284K |
| Citizens Financial Group Inc. | 0.01% | No change | 3,072 | $283K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 2,980 | $274K |
| Sigma Planning Corp | 0.01% | New | 2,944 | $271K |
| Phillips Financial Management, LLC | 0.02% | No change | 2,862 | $263K |
| WealthCollab, LLC | 0.16% | No change | 2,808 | $258K |
| IFG Advisors, LLC | 0.05% | No change | 2,770 | $255K |
| StoneX Group Inc. | 0.01% | Add +20.8% | 2,739 | $252K |
| Jane Street Group, LLC | 0.00% | New | 2,700 | $249K |
| Jones Financial Companies LLLP | 0.00% | Add +12.7% | 2,685 | $246K |
| Cambridge Financial Group, LLC | 0.10% | Reduce -34.4% | 2,617 | $240K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +12.9% | 2,584 | $238K |
| Western Wealth Management, LLC | 0.02% | No change | 2,581 | $238K |
| Manchester Capital Management LLC | 0.03% | Reduce -37.3% | 2,500 | $230K |
| Keystone Financial Group | 0.02% | No change | 2,490 | $229K |
| Choreo, LLC | 0.00% | New | 2,467 | $227K |
| Lido Advisors, LLC | 0.00% | No change | 2,386 | $220K |
| Compound Planning, Inc. | 0.01% | New | 2,360 | $217K |
| Cerity Partners LLC | 0.00% | No change | 2,360 | $217K |
"% of holder's portfolio" is IVOV's weight in each manager's 13F, not the share of Vanguard S&P Mid-Cap 400 Val the manager owns.