Vanguard S&P Mid-Cap 400 ValIVOVETF
13F holders, Q4 2025 (December 31)161holders +4
13new positions
13sold out
1famous investor
$101.04avg. 13F price*
At the end of Q4 2025, 161 institutions reported holding Vanguard S&P Mid-Cap 400 Val (IVOV) in their 13F filings, up 4 from Q3 2025. 13 opened new positions and 13 sold out. The largest holders were Vantagepoint Investment Advisers LLC ($110.1M), Mariner, LLC ($87.8M) and Rockland Trust Co. ($81.9M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $3.2M |
| Exits | 13 | $4.8M |
All 13F filers, Q3 2025 → Q4 2025: 242,883 shares bought and 119,809 shares sold, net +123,074 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 161 holders
| Vantagepoint Investment Advisers LLC | 0.89% | Add +4.8% | 1,089,894 | $110.1M |
| Mariner, LLC | 0.10% | Add +0.9% | 868,738 | $87.8M |
| Rockland Trust Co. | 3.23% | Add +0.7% | 811,105 | $81.9M |
| Morgan Stanley | 0.00% | Add +16.2% | 330,328 | $33.4M |
| Bank of America Corp. | 0.00% | Reduce -12.0% | 229,351 | $23.2M |
| Raymond James Financial Inc. | 0.01% | Add +12.3% | 218,683 | $22.1M |
| Stordahl Capital Management, Inc. | 3.58% | Add +0.3% | 172,306 | $17.4M |
| Octavia Wealth Advisors, LLC | 1.53% | Reduce -9.5% | 158,928 | $16.1M |
| Avior Wealth Management, LLC | 0.47% | Add +8.2% | 150,771 | $15.2M |
| Aberdeen Wealth Management LLC | 5.55% | Add +0.1% | 118,603 | $12.0M |
| Lutz Financial Services LLC | 0.80% | Reduce -1.1% | 116,480 | $11.8M |
| LPL Financial LLC | 0.00% | Reduce -1.6% | 116,347 | $11.8M |
| UBS Group AG | 0.00% | Add +0.0% | 102,864 | $10.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.4% | 79,893 | $8.1M |
| Wells Fargo & Company | 0.00% | Add +36.8% | 75,546 | $7.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +3.1% | 74,468 | $7.5M |
| MidFirst Bank | 0.57% | — | 70,333 | $7.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.5% | 55,488 | $5.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.2% | 50,342 | $5.1M |
| Truist Financial Corp. | 0.01% | Add +1.2% | 45,932 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.5% | 44,993 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +15.0% | 38,656 | $4.1M |
| Savant Capital, LLC | 0.02% | Reduce -3.8% | 36,962 | $3.7M |
| &partners | 0.02% | Reduce -1.1% | 35,296 | $3.6M |
| Allworth Financial LP | 0.01% | Reduce -5.9% | 34,575 | $3.5M |
| EP Wealth Advisors, LLC | 0.02% | — | 29,725 | $3.0M |
| Franklin Resources Inc. | 0.00% | No change | 28,700 | $2.9M |
| JPMorgan Chase & Co. | 0.00% | Add +12.3% | 27,517 | $2.8M |
| Composition Wealth, LLC | 0.04% | Add +16.5% | 25,009 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | New | 19,467 | $2.0M |
| Comerica Bank | 0.01% | Add +20.1% | 18,352 | $1.9M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +41.1% | 16,446 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +1.1% | 15,344 | $1.5M |
| Cornerstone Financial Management LLC | 1.41% | — | 14,905 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Add +21.8% | 13,661 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -11.7% | 13,228 | $1.3M |
| Fortitude Family Office, LLC | 0.31% | No change | 13,160 | $1.3M |
| Creative Planning | 0.00% | Reduce -5.4% | 12,474 | $1.3M |
| Horizon Investment Services, LLC | 0.42% | Add +1.1% | 11,641 | $1.2M |
| Shufro Rose & Co. LLC | 0.08% | Add +19.3% | 10,985 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +18.9% | 10,915 | $1.1M |
| PFG Advisors | 0.05% | Add +2.8% | 10,598 | $1.1M |
| AQR Capital Management | 0.00% | Reduce -8.9% | 9,983 | $1.0M |
| Keybank National Association | 0.00% | No change | 9,947 | $1.0M |
| Heritage Investment Group, Inc. | 0.15% | No change | 9,572 | $967K |
| Jones Financial Companies LLLP | 0.00% | Add +86.7% | 9,462 | $956K |
| American Financial & Tax Strategies Inc. | 0.47% | Reduce -27.8% | 9,419 | $951K |
| Stifel Financial Corp. | 0.00% | Add +34.5% | 9,210 | $930K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.1% | 7,649 | $773K |
| MML Investors Services, LLC | 0.00% | Add +9.6% | 7,403 | $748K |
| Naviter Wealth, LLC | 0.09% | No change | 6,851 | $692K |
| Captrust Financial Advisors | 0.00% | Reduce -2.1% | 6,584 | $665K |
| Ofc Financial Planning, LLC | 0.61% | Add +5.9% | 6,310 | $637K |
| Royal Bank of Canada | 0.00% | Add +6.9% | 6,256 | $632K |
| Rodgers & Associates, LTD | 0.06% | Reduce -0.1% | 5,933 | $599K |
| Corient Private Wealth LP | 0.00% | Reduce -41.0% | 5,855 | $591K |
| Goodman Financial Corp | 0.11% | Reduce -0.2% | 5,725 | $578K |
| Merit Financial Group, LLC | 0.00% | No change | 5,698 | $576K |
| Summit Financial, LLC | 0.01% | Reduce -0.9% | 5,621 | $568K |
| Mosaic Family Wealth Partners, LLC | 0.06% | Add +1.0% | 5,609 | $567K |
| Cibc World Market Inc. | 0.00% | No change | 5,594 | $565K |
| Sovran Advisors, LLC | 0.05% | Reduce -10.1% | 5,030 | $538K |
| Meridian Wealth Management, LLC | 0.02% | Add +1.8% | 5,292 | $535K |
| Factorial Partners, LLC | 0.35% | No change | 5,200 | $525K |
| Hanover Advisors Inc. | 0.20% | No change | 5,186 | $524K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Reduce -9.0% | 4,970 | $502K |
| Mutual Advisors, LLC | 0.01% | Add +0.8% | 4,848 | $490K |
| Atlas Brown,Inc. | 0.14% | No change | 4,691 | $474K |
| Level Four Advisory Services, LLC | 0.02% | Add +0.9% | 4,667 | $471K |
| Trail Ridge Investment Advisors, LLC | 0.20% | Reduce -0.5% | 4,588 | $463K |
| TopTier Wealth Management, LLC | 0.31% | — | 4,511 | $456K |
| BHK Investment Advisors, LLC | 0.15% | No change | 4,400 | $444K |
| Ifrah Financial Services, Inc. | 0.11% | Reduce -1.9% | 4,204 | $425K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.1% | 4,038 | $408K |
| Passive Capital Management, LLC. | 0.13% | No change | 4,026 | $407K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.6% | 4,019 | $406K |
| Cambridge Financial Group, LLC | 0.14% | Add +53.3% | 4,013 | $392K |
| Hobart Private Capital, LLC | 0.07% | Reduce -0.7% | 3,756 | $379K |
| Valmark Advisers, Inc. | 0.00% | Reduce -5.2% | 3,725 | $376K |
| Wealthquest Corp | 0.03% | New | 3,530 | $357K |
| AMG National Trust Bank | 0.01% | No change | 3,480 | $352K |
| Glenview Trust Co | 0.01% | No change | 3,234 | $327K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +22.8% | 3,148 | $318K |
| IHT Wealth Management, LLC | 0.01% | Add +1.8% | 3,136 | $317K |
| Spire Wealth Management | 0.01% | No change | 3,118 | $315K |
| Citizens Financial Group Inc. | 0.00% | Add +1.8% | 3,076 | $311K |
| Rise Advisors, LLC | 0.11% | New | 3,042 | $307K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 2,980 | $301K |
| Insight 2811, Inc. | 0.13% | Add +1.9% | 2,953 | $298K |
| Phillips Financial Management, LLC | 0.02% | No change | 2,860 | $289K |
| WealthCollab, LLC | 0.12% | No change | 2,808 | $284K |
| IFG Advisors, LLC | 0.05% | No change | 2,770 | $280K |
| Veratis Advisors, Inc. | 0.22% | — | 2,561 | $279K |
| StoneX Group Inc. | 0.01% | Reduce -17.6% | 2,718 | $275K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 2,592 | $262K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,533 | $256K |
| FMR LLC | 0.00% | Add +18.2% | 2,522 | $255K |
| Blair William & Co. | 0.00% | Add +10.7% | 2,515 | $254K |
| Keystone Financial Group | 0.02% | Add +0.3% | 2,498 | $252K |
| Lido Advisors, LLC | 0.00% | No change | 2,502 | $252K |
"% 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.