Vanguard S&P Mid-Cap 400 ValIVOVETF
13F holders, Q2 2025 (June 30)154holders +2
13new positions
12sold out
2famous investors
$95.50avg. 13F price*
At the end of Q2 2025, 154 institutions reported holding Vanguard S&P Mid-Cap 400 Val (IVOV) in their 13F filings, up 2 from Q1 2025. 13 opened new positions and 12 sold out. The largest holders were Mariner, LLC ($82.7M), Rockland Trust Co. ($77.6M) and Morgan Stanley ($28.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $5.5M |
| Exits | 12 | $3.4M |
All 13F filers, Q1 2025 → Q2 2025: 358,011 shares bought and 181,328 shares sold, net +176,683 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 154 holders
| Mariner, LLC | 0.12% | Add +0.5% | 866,336 | $82.7M |
| Rockland Trust Co. | 3.78% | Add +1.5% | 812,321 | $77.6M |
| Morgan Stanley | 0.00% | Add +16.2% | 296,014 | $28.3M |
| Bank of America Corp. | 0.00% | Reduce -12.5% | 248,317 | $23.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.9% | 192,201 | $18.3M |
| Octavia Wealth Advisors, LLC | 1.84% | Reduce -9.1% | 169,788 | $16.2M |
| Stordahl Capital Management, Inc. | 3.58% | Add +0.3% | 168,972 | $16.1M |
| LPL Financial LLC | 0.00% | Add +31.6% | 131,347 | $12.5M |
| Avior Wealth Management, LLC | 0.41% | Add +615.5% | 124,877 | $11.9M |
| Lutz Financial Services LLC | 0.88% | Add +0.8% | 119,380 | $11.4M |
| Aberdeen Wealth Management LLC | 7.55% | Reduce -1.6% | 118,977 | $11.4M |
| UBS Group AG | 0.00% | Add +3.8% | 107,148 | $10.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -30.3% | 90,120 | $8.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +4.3% | 73,517 | $7.0M |
| HighTower Advisors, LLC | 0.01% | Add +1572.5% | 57,366 | $5.5M |
| Wells Fargo & Company | 0.00% | Reduce -8.9% | 54,334 | $5.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.2% | 51,568 | $4.9M |
| Truist Financial Corp. | 0.01% | Add +1.6% | 43,911 | $4.2M |
| Savant Capital, LLC | 0.03% | Reduce -3.0% | 41,435 | $4.0M |
| Allworth Financial LP | 0.02% | Reduce -1.5% | 37,504 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +44.6% | 35,779 | $3.5M |
| &partners | 0.03% | Add +2.7% | 35,729 | $3.4M |
| EP Wealth Advisors, LLC | 0.02% | No change | 29,600 | $2.8M |
| Franklin Resources Inc. | 0.00% | No change | 28,700 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Add +2.5% | 24,404 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +36.6% | 24,367 | $2.3M |
| Composition Wealth, LLC | 0.03% | Reduce -1.2% | 21,466 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | New | 18,629 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Reduce -9.7% | 16,647 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 15,740 | $1.5M |
| American Financial & Tax Strategies Inc. | 0.67% | Add +0.2% | 13,491 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -40.1% | 12,901 | $1.2M |
| Horizon Investment Services, LLC | 0.48% | Reduce -4.5% | 11,456 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.3% | 11,320 | $1.1M |
| Comerica Bank | 0.00% | Add +109.3% | 11,271 | $1.1M |
| Spectrum Investment Advisors, Inc. | 0.56% | Add +10.2% | 10,101 | $964K |
| Creative Planning | 0.00% | Add +0.1% | 9,989 | $954K |
| Keybank National Association | 0.00% | Reduce -2.9% | 9,937 | $949K |
| Heritage Investment Group, Inc. | 0.16% | No change | 9,572 | $914K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.5% | 9,432 | $901K |
| Shufro Rose & Co. LLC | 0.07% | No change | 9,210 | $848K |
| MML Investors Services, LLC | 0.00% | Add +2.8% | 8,288 | $791K |
| D.A. Davidson & Co. | 0.01% | Reduce -0.1% | 7,846 | $749K |
| Flow Traders U.S. LLC | 0.03% | New | 7,387 | $705K |
| Jane Street Group, LLC | 0.00% | Add +169.0% | 7,264 | $693K |
| Merit Financial Group, LLC | 0.01% | Reduce -2.9% | 7,082 | $676K |
| Naviter Wealth, LLC | 0.08% | No change | 6,851 | $654K |
| Stifel Financial Corp. | 0.00% | Add +0.7% | 6,825 | $652K |
| Captrust Financial Advisors | 0.00% | Reduce -10.2% | 6,725 | $642K |
| Ofc Financial Planning, LLC | 0.61% | Reduce -0.5% | 6,034 | $576K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +57.8% | 6,015 | $574K |
| Virtu Financial LLC | 0.03% | Reduce -39.5% | 6,003 | $573K |
| Sovran Advisors, LLC | 0.06% | Add +16.9% | 5,698 | $560K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -52.6% | 5,732 | $547K |
| Royal Bank of Canada | 0.00% | Reduce -0.2% | 5,687 | $543K |
| Goodman Financial Corp | 0.11% | New | 5,639 | $538K |
| Cibc World Market Inc. | 0.00% | No change | 5,594 | $534K |
| Mosaic Family Wealth Partners, LLC | 0.07% | No change | 5,554 | $530K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Reduce -2.0% | 5,369 | $513K |
| Rodgers & Associates, LTD | 0.06% | Add +16.9% | 5,266 | $503K |
| Hanover Advisors Inc. | 0.20% | Reduce -0.1% | 5,228 | $499K |
| Mutual Advisors, LLC | 0.01% | Add +120.9% | 5,039 | $498K |
| Factorial Partners, LLC | 0.36% | Reduce -25.7% | 5,200 | $496K |
| Atlas Brown,Inc. | 0.14% | Add +9.1% | 4,691 | $448K |
| Trail Ridge Investment Advisors, LLC | 0.21% | Add +27.4% | 4,628 | $446K |
| Level Four Advisory Services, LLC | 0.02% | No change | 4,616 | $441K |
| Meridian Wealth Management, LLC | 0.02% | Add +1.3% | 4,521 | $432K |
| BHK Investment Advisors, LLC | 0.16% | No change | 4,400 | $420K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.7% | 4,380 | $418K |
| Ifrah Financial Services, Inc. | 0.11% | Reduce -1.2% | 4,317 | $412K |
| Passive Capital Management, LLC. | 0.12% | No change | 4,026 | $391K |
| Valmark Advisers, Inc. | 0.01% | Reduce -3.9% | 3,928 | $375K |
| Fifth Third Securities, Inc. | 0.03% | Add +18.3% | 3,922 | $374K |
| Hobart Private Capital, LLC | 0.08% | No change | 3,756 | $359K |
| Wealthquest Corp | 0.03% | No change | 3,530 | $337K |
| AMG National Trust Bank | 0.01% | No change | 3,480 | $332K |
| Glenview Trust Co | 0.01% | Reduce -6.8% | 3,409 | $325K |
| StoneX Group Inc. | 0.01% | Add +18.0% | 3,233 | $309K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.9% | 3,150 | $301K |
| Spire Wealth Management | 0.01% | Reduce -34.6% | 3,118 | $298K |
| IHT Wealth Management, LLC | 0.01% | No change | 3,080 | $294K |
| Summit Financial Consulting LLC | 0.26% | Reduce -1.2% | 3,077 | $294K |
| Citizens Financial Group Inc. | 0.00% | Reduce -1.6% | 3,022 | $288K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 2,980 | $285K |
| Phillips Financial Management, LLC | 0.02% | No change | 2,862 | $273K |
| Corient Private Wealth LP | 0.00% | Reduce -14.7% | 2,828 | $270K |
| WealthCollab, LLC | 0.15% | No change | 2,808 | $268K |
| IFG Advisors, LLC | 0.04% | No change | 2,770 | $264K |
| Insight 2811, Inc. | 0.12% | Add +19.1% | 2,733 | $261K |
| Citadel Advisors | 0.00% | Reduce -68.8% | 2,690 | $257K |
| Cambridge Financial Group, LLC | 0.09% | No change | 2,617 | $250K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.8% | 2,564 | $245K |
| AQR Capital Management | 0.00% | New | 2,549 | $243K |
| Jones Financial Companies LLLP | 0.00% | Reduce -7.3% | 2,488 | $238K |
| Keystone Financial Group | 0.02% | No change | 2,490 | $238K |
| Western Wealth Management, LLC | 0.01% | Reduce -5.6% | 2,437 | $233K |
| Lido Advisors, LLC | 0.00% | No change | 2,386 | $228K |
| Cerity Partners LLC | 0.00% | Reduce -0.9% | 2,338 | $223K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 2,312 | $221K |
| Blair William & Co. | 0.00% | No change | 2,273 | $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.