Vanguard S&P Mid-Cap 400 ValIVOVETF
13F holders, Q3 2025 (September 30)157holders +3
15new positions
10sold out
1famous investor
$100.72avg. 13F price*
At the end of Q3 2025, 157 institutions reported holding Vanguard S&P Mid-Cap 400 Val (IVOV) in their 13F filings, up 3 from Q2 2025. 15 opened new positions and 10 sold out. The largest holders were Vantagepoint Investment Advisers LLC ($104.8M), Mariner, LLC ($86.8M) and Rockland Trust Co. ($81.2M). One famous investor held it 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $111.3M |
| Exits | 10 | $4.5M |
All 13F filers, Q2 2025 → Q3 2025: 1,204,322 shares bought and 135,198 shares sold, net +1,069,124 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 157 holders
| Vantagepoint Investment Advisers LLC | 0.86% | New | 1,039,953 | $104.8M |
| Mariner, LLC | 0.11% | Reduce -0.6% | 861,123 | $86.8M |
| Rockland Trust Co. | 3.33% | Reduce -0.8% | 805,416 | $81.2M |
| Morgan Stanley | 0.00% | Reduce -4.0% | 284,209 | $28.6M |
| Bank of America Corp. | 0.00% | Add +4.9% | 260,556 | $26.3M |
| Raymond James Financial Inc. | 0.01% | Add +1.3% | 194,647 | $19.6M |
| Octavia Wealth Advisors, LLC | 1.76% | Add +3.4% | 175,614 | $17.7M |
| Stordahl Capital Management, Inc. | 3.64% | Add +1.7% | 171,850 | $17.3M |
| Avior Wealth Management, LLC | 0.45% | Add +11.6% | 139,328 | $14.0M |
| Aberdeen Wealth Management LLC | 7.50% | Reduce -0.4% | 118,492 | $11.9M |
| LPL Financial LLC | 0.00% | Reduce -10.0% | 118,266 | $11.9M |
| Lutz Financial Services LLC | 0.86% | Reduce -1.4% | 117,735 | $11.9M |
| UBS Group AG | 0.00% | Reduce -4.0% | 102,835 | $10.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -11.7% | 79,549 | $8.0M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -1.7% | 72,236 | $7.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.8% | 55,790 | $5.6M |
| Wells Fargo & Company | 0.00% | Add +1.6% | 55,231 | $5.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.9% | 52,566 | $5.3M |
| Truist Financial Corp. | 0.01% | Add +3.4% | 45,392 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +70.2% | 41,465 | $4.2M |
| Savant Capital, LLC | 0.02% | Reduce -7.2% | 38,436 | $3.9M |
| Allworth Financial LP | 0.02% | Reduce -2.0% | 36,749 | $3.7M |
| &partners | 0.02% | Reduce -0.2% | 35,672 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -6.0% | 33,624 | $3.4M |
| Franklin Resources Inc. | 0.00% | No change | 28,700 | $2.9M |
| JPMorgan Chase & Co. | 0.00% | Add +0.5% | 24,515 | $2.5M |
| Composition Wealth, LLC | 0.03% | Reduce -0.0% | 21,464 | $2.2M |
| BNP Paribas Financial Markets | 0.00% | New | 20,000 | $2.0M |
| Comerica Bank | 0.01% | Add +35.6% | 15,285 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +17.7% | 15,179 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -10.0% | 14,977 | $1.5M |
| Creative Planning | 0.00% | Add +32.0% | 13,182 | $1.3M |
| Fortitude Family Office, LLC | 0.36% | New | 13,160 | $1.3M |
| American Financial & Tax Strategies Inc. | 0.66% | Reduce -3.3% | 13,050 | $1.3M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +103.3% | 11,652 | $1.2M |
| Horizon Investment Services, LLC | 0.44% | Add +0.5% | 11,516 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.9% | 11,219 | $1.1M |
| AQR Capital Management | 0.00% | Add +329.9% | 10,958 | $1.1M |
| PFG Advisors | 0.04% | New | 10,307 | $1.0M |
| Spectrum Investment Advisors, Inc. | 0.55% | Reduce -0.7% | 10,027 | $1.0M |
| Keybank National Association | 0.00% | Add +0.1% | 9,947 | $1.0M |
| Corient Private Wealth LP | 0.00% | Add +250.9% | 9,924 | $1000K |
| Heritage Investment Group, Inc. | 0.15% | No change | 9,572 | $965K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.7% | 9,176 | $924K |
| Shufro Rose & Co. LLC | 0.07% | No change | 9,210 | $848K |
| D.A. Davidson & Co. | 0.00% | Reduce -2.4% | 7,660 | $772K |
| Susquehanna International Group, LLP | 0.00% | Reduce -56.1% | 6,906 | $696K |
| Naviter Wealth, LLC | 0.08% | No change | 6,851 | $690K |
| Stifel Financial Corp. | 0.00% | Add +0.4% | 6,850 | $690K |
| MML Investors Services, LLC | 0.00% | Reduce -18.5% | 6,753 | $680K |
| Captrust Financial Advisors | 0.00% | No change | 6,725 | $678K |
| Ofc Financial Planning, LLC | 0.59% | Reduce -1.3% | 5,956 | $600K |
| Rodgers & Associates, LTD | 0.06% | Add +12.8% | 5,938 | $598K |
| Royal Bank of Canada | 0.00% | Add +2.9% | 5,852 | $590K |
| Goodman Financial Corp | 0.11% | Add +1.7% | 5,737 | $578K |
| Merit Financial Group, LLC | 0.01% | Reduce -19.5% | 5,698 | $574K |
| Summit Financial, LLC | 0.01% | New | 5,673 | $572K |
| Cibc World Market Inc. | 0.00% | No change | 5,594 | $564K |
| Mosaic Family Wealth Partners, LLC | 0.07% | No change | 5,554 | $558K |
| Sovran Advisors, LLC | 0.05% | Reduce -1.8% | 5,596 | $553K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Add +1.7% | 5,459 | $550K |
| Factorial Partners, LLC | 0.36% | No change | 5,200 | $524K |
| Meridian Wealth Management, LLC | 0.02% | Add +15.0% | 5,198 | $524K |
| Hanover Advisors Inc. | 0.20% | Reduce -0.8% | 5,186 | $523K |
| Jones Financial Companies LLLP | 0.00% | Add +103.7% | 5,069 | $511K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.6% | 4,809 | $486K |
| Atlas Brown,Inc. | 0.14% | No change | 4,691 | $473K |
| Level Four Advisory Services, LLC | 0.02% | Add +0.2% | 4,625 | $466K |
| Trail Ridge Investment Advisors, LLC | 0.21% | Reduce -0.3% | 4,613 | $465K |
| BHK Investment Advisors, LLC | 0.17% | No change | 4,400 | $443K |
| Ifrah Financial Services, Inc. | 0.11% | Reduce -0.7% | 4,287 | $432K |
| Harbour Investments, Inc. | 0.01% | Reduce -6.7% | 4,085 | $412K |
| Passive Capital Management, LLC. | 0.13% | No change | 4,026 | $406K |
| Valmark Advisers, Inc. | 0.01% | No change | 3,928 | $396K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +22.0% | 3,842 | $387K |
| Hobart Private Capital, LLC | 0.08% | Add +0.7% | 3,782 | $381K |
| AMG National Trust Bank | 0.01% | No change | 3,480 | $351K |
| StoneX Group Inc. | 0.01% | Add +2.0% | 3,298 | $332K |
| Glenview Trust Co | 0.01% | Reduce -5.1% | 3,234 | $326K |
| Spire Wealth Management | 0.01% | No change | 3,118 | $314K |
| IHT Wealth Management, LLC | 0.01% | No change | 3,080 | $310K |
| Summit Financial Consulting LLC | 0.25% | Reduce -0.2% | 3,070 | $309K |
| Citizens Financial Group Inc. | 0.00% | No change | 3,022 | $304K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 2,980 | $300K |
| Insight 2811, Inc. | 0.13% | Add +6.0% | 2,898 | $292K |
| Phillips Financial Management, LLC | 0.02% | Reduce -0.1% | 2,860 | $288K |
| WealthCollab, LLC | 0.13% | No change | 2,808 | $283K |
| IFG Advisors, LLC | 0.05% | No change | 2,770 | $279K |
| Cambridge Financial Group, LLC | 0.08% | No change | 2,617 | $264K |
| Tritonpoint Wealth, LLC | 0.02% | New | 2,592 | $261K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -34.1% | 2,584 | $260K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 2,564 | $258K |
| NewEdge Advisors, LLC | 0.00% | New | 2,533 | $255K |
| Lido Advisors, LLC | 0.00% | Add +4.9% | 2,502 | $252K |
| Keystone Financial Group | 0.02% | No change | 2,490 | $251K |
| Western Wealth Management, LLC | 0.01% | No change | 2,437 | $246K |
| Cerity Partners LLC | 0.00% | No change | 2,338 | $236K |
| J.W. Cole Advisors, Inc. | 0.00% | No change | 2,312 | $233K |
| Blair William & Co. | 0.00% | No change | 2,273 | $229K |
| Silver Oak Wealth Advisors Services, LLC | 0.15% | No change | 2,255 | $227K |
"% 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.