Vanguard S&P Mid-Cap 400 ValIVOVETF
13F holders, Q1 2026 (March 31)164holders +3
13new positions
9sold out
2famous investors
$101.95avg. 13F price*
At the end of Q1 2026, 164 institutions reported holding Vanguard S&P Mid-Cap 400 Val (IVOV) in their 13F filings, up 3 from Q4 2025. 13 opened new positions and 9 sold out. The largest holders were Vantagepoint Investment Advisers LLC ($107.6M), Mariner, LLC ($87.9M) and Rockland Trust Co. ($83.1M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $72.9M |
| Exits | 9 | $1.4M |
All 13F filers, Q4 2025 → Q1 2026: 877,041 shares bought and 272,590 shares sold, net +604,451 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 164 holders
| Vantagepoint Investment Advisers LLC | 0.91% | Reduce -3.2% | 1,055,090 | $107.6M |
| Mariner, LLC | 0.10% | Reduce -0.7% | 862,573 | $87.9M |
| Rockland Trust Co. | 3.33% | Add +0.5% | 815,334 | $83.1M |
| Trust Point Inc. | 5.68% | New | 641,623 | $65.4M |
| Morgan Stanley | 0.00% | Add +14.6% | 378,657 | $38.6M |
| Bank of America Corp. | 0.00% | Reduce -3.2% | 221,988 | $22.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -3.7% | 210,498 | $21.5M |
| Stordahl Capital Management, Inc. | 3.66% | Add +1.2% | 174,434 | $17.8M |
| Avior Wealth Management, LLC | 0.46% | Add +5.2% | 158,534 | $16.2M |
| LPL Financial LLC | 0.00% | Add +4.5% | 121,596 | $12.4M |
| Aberdeen Wealth Management LLC | 5.48% | Reduce -0.6% | 117,922 | $12.0M |
| Lutz Financial Services LLC | 0.79% | Reduce -1.4% | 114,826 | $11.7M |
| UBS Group AG | 0.00% | Add +5.2% | 108,223 | $11.0M |
| Wells Fargo & Company | 0.00% | Add +18.0% | 89,162 | $9.1M |
| MidFirst Bank | 0.71% | Add +19.5% | 84,045 | $8.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.7% | 82,055 | $8.4M |
| Kestra Advisory Services, LLC | 0.03% | Add +2.1% | 76,040 | $7.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +45.4% | 73,193 | $7.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.3% | 54,796 | $5.6M |
| Truist Financial Corp. | 0.01% | Reduce -1.0% | 45,487 | $4.6M |
| Savant Capital, LLC | 0.02% | Reduce -1.0% | 36,576 | $3.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -19.1% | 36,410 | $3.7M |
| Allworth Financial LP | 0.01% | Reduce -2.0% | 33,869 | $3.5M |
| &partners | 0.02% | Reduce -5.9% | 33,201 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -17.9% | 31,742 | $3.3M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -0.3% | 29,635 | $3.0M |
| Franklin Resources Inc. | 0.00% | No change | 28,700 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | New | 28,666 | $2.9M |
| JPMorgan Chase & Co. | 0.00% | Add +3.8% | 28,568 | $2.8M |
| Composition Wealth, LLC | 0.03% | Reduce -0.3% | 24,933 | $2.5M |
| Fifth Third Bancorp | 0.00% | Add +978.3% | 20,228 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.4% | 19,202 | $2.0M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +11.5% | 18,343 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +2.9% | 15,786 | $1.6M |
| Cornerstone Financial Management LLC | 1.41% | Add +1.4% | 15,121 | $1.5M |
| Independent Advisor Alliance | 0.02% | New | 14,047 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +44.9% | 13,708 | $1.4M |
| Fortitude Family Office, LLC | 0.30% | No change | 13,160 | $1.3M |
| Creative Planning | 0.00% | Add +5.4% | 13,149 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -6.3% | 12,398 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.3% | 12,251 | $1.2M |
| Shufro Rose & Co. LLC | 0.08% | No change | 10,985 | $1.1M |
| Keybank National Association | 0.00% | Add +4.3% | 10,380 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 10,379 | $1.1M |
| AQR Capital Management | 0.00% | No change | 9,983 | $1.0M |
| PFG Advisors | 0.05% | Reduce -9.6% | 9,582 | $977K |
| Heritage Investment Group, Inc. | 0.15% | No change | 9,572 | $976K |
| Corient Private Wealth LP | 0.00% | Add +60.6% | 9,404 | $959K |
| American Financial & Tax Strategies Inc. | 0.46% | Reduce -1.9% | 9,236 | $942K |
| Stifel Financial Corp. | 0.00% | Reduce -4.4% | 8,804 | $898K |
| Osaic Holdings, Inc. | 0.00% | Reduce -21.3% | 8,595 | $876K |
| D.A. Davidson & Co. | 0.01% | Add +9.2% | 8,349 | $851K |
| Naviter Wealth, LLC | 0.09% | No change | 6,851 | $698K |
| MML Investors Services, LLC | 0.00% | Reduce -7.7% | 6,837 | $697K |
| Captrust Financial Advisors | 0.00% | No change | 6,584 | $671K |
| Ofc Financial Planning, LLC | 0.63% | No change | 6,310 | $643K |
| Royal Bank of Canada | 0.00% | Reduce -0.2% | 6,244 | $636K |
| Rodgers & Associates, LTD | 0.06% | Reduce -2.5% | 5,784 | $590K |
| Summit Financial, LLC | 0.01% | Add +2.4% | 5,757 | $587K |
| Goodman Financial Corp | 0.10% | Add +0.1% | 5,732 | $584K |
| Mosaic Family Wealth Partners, LLC | 0.06% | No change | 5,609 | $572K |
| Merit Financial Group, LLC | 0.00% | Reduce -2.0% | 5,584 | $569K |
| Sovran Advisors, LLC | 0.04% | Reduce -0.5% | 5,007 | $549K |
| Meridian Wealth Management, LLC | 0.02% | Add +0.1% | 5,299 | $540K |
| Factorial Partners, LLC | 0.38% | No change | 5,200 | $530K |
| Hanover Advisors Inc. | 0.21% | Reduce -0.4% | 5,163 | $526K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Reduce -0.5% | 4,943 | $504K |
| Cibc World Market Inc. | 0.00% | Reduce -15.0% | 4,754 | $485K |
| GHP Investment Advisors, Inc. | 0.02% | New | 4,708 | $480K |
| Atlas Brown,Inc. | 0.14% | Reduce -2.1% | 4,591 | $468K |
| Harbour Investments, Inc. | 0.01% | Add +12.6% | 4,547 | $464K |
| Trail Ridge Investment Advisors, LLC | 0.20% | Reduce -1.2% | 4,535 | $462K |
| TopTier Wealth Management, LLC | 0.28% | No change | 4,511 | $460K |
| BHK Investment Advisors, LLC | 0.15% | No change | 4,400 | $449K |
| Ifrah Financial Services, Inc. | 0.11% | Reduce -1.5% | 4,140 | $422K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.5% | 4,081 | $416K |
| Passive Capital Management, LLC. | 0.12% | No change | 4,026 | $410K |
| Valmark Advisers, Inc. | 0.00% | Add +2.1% | 3,802 | $388K |
| Hobart Private Capital, LLC | 0.08% | No change | 3,756 | $383K |
| AE Wealth Management LLC | 0.00% | New | 3,756 | $383K |
| Wealthquest Corp | 0.03% | No change | 3,530 | $360K |
| AMG National Trust Bank | 0.01% | No change | 3,480 | $355K |
| FMR LLC | 0.00% | Add +37.4% | 3,465 | $353K |
| Glenview Trust Co | 0.01% | No change | 3,234 | $330K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 3,148 | $321K |
| IHT Wealth Management, LLC | 0.01% | No change | 3,136 | $320K |
| Spire Wealth Management | 0.01% | No change | 3,118 | $318K |
| StoneX Group Inc. | 0.02% | Add +14.1% | 3,102 | $316K |
| Insight 2811, Inc. | 0.14% | Add +4.0% | 3,072 | $313K |
| Western Wealth Management, LLC | 0.01% | Add +25.6% | 3,061 | $312K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -34.5% | 3,059 | $312K |
| Citizens Financial Group Inc. | 0.00% | Reduce -1.6% | 3,028 | $309K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 2,980 | $304K |
| Phillips Financial Management, LLC | 0.02% | No change | 2,860 | $292K |
| WealthCollab, LLC | 0.12% | No change | 2,808 | $286K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -98.3% | 2,787 | $284K |
| IFG Advisors, LLC | 0.05% | No change | 2,770 | $282K |
| Mutual Advisors, LLC | 0.01% | Reduce -45.5% | 2,642 | $269K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,533 | $258K |
| Citadel Advisors | 0.00% | New | 2,528 | $258K |
| Keystone Financial Group | 0.02% | No change | 2,498 | $255K |
| Blair William & Co. | 0.00% | Reduce -1.4% | 2,479 | $253K |
| Horizon Investment Services, LLC | 0.08% | Reduce -80.6% | 2,258 | $230K |
| Silver Oak Wealth Advisors Services, LLC | 0.15% | No change | 2,255 | $230K |
| Fifth Third Securities, Inc. | 0.01% | Reduce -4.8% | 2,243 | $229K |
| Compound Planning, Inc. | 0.01% | No change | 2,229 | $227K |
| Argyle Capital Partners, LLC | 0.16% | Add +4.4% | 2,210 | $225K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,200 | $224K |
| Regal Investment Advisors LLC | 0.01% | New | 2,178 | $222K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,136 | $218K |
| Cerity Partners LLC | 0.00% | Reduce -10.9% | 2,117 | $216K |
| Choreo, LLC | 0.00% | New | 2,104 | $215K |
| JMG Financial Group, Ltd. | 0.01% | No change | 2,086 | $213K |
| Pinnacle Financial Partners, Inc. | 0.00% | No change | 2,049 | $209K |
| Genesis Financial Group, LLC | 0.14% | New | 2,045 | $208K |
| Claris Financial LLC | 0.11% | New | 2,000 | $204K |
| Trustmark Bank Trust Department | 0.01% | No change | 2,000 | $204K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 1,984 | $202K |
| Parallel Advisors, LLC | 0.00% | No change | 1,931 | $197K |
| Vanguard Advisers Inc. | 0.00% | — | 1,541 | $157K |
| Hanson & Doremus Investment Management | 0.02% | No change | 1,504 | $153K |
| Bruce G. Allen Investments, LLC | 0.09% | Add +89.3% | 1,363 | $139K |
| MAI Capital Management | 0.00% | No change | 1,201 | $122K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 1,136 | $116K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -3.1% | 1,114 | $114K |
| Rialto Wealth Management, LLC | 0.02% | Reduce -0.1% | 1,059 | $108K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 936 | $95K |
| Teachers Insurance & Annuity Association of America | 0.11% | No change | 831 | $85K |
| PlanVest Financial, Inc | 0.06% | — | 805 | $82K |
| Ameriflex Group, Inc. | 0.04% | Reduce -2.1% | 772 | $79K |
| Founders Capital Management | 0.04% | No change | 770 | $79K |
| Archer Investment Corp | 0.02% | No change | 722 | $74K |
| Larson Financial Group LLC | 0.00% | No change | 663 | $68K |
| VSM Wealth Advisory, LLC | 0.02% | No change | 600 | $61K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 593 | $60K |
| Asset Dedication, LLC | 0.00% | Reduce -19.6% | 588 | $60K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -1.0% | 572 | $58K |
| Farther Finance Advisors, LLC | 0.00% | New | 472 | $48K |
| Private Trust Co. NA | 0.00% | No change | 450 | $46K |
| Geneos Wealth Management Inc. | 0.00% | No change | 448 | $46K |
| NFSG Corp | 0.01% | No change | 444 | $45K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 435 | $44K |
| Cwm, LLC | 0.00% | Add +109.0% | 418 | $43K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 396 | $40K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 394 | $40K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 328 | $33K |
| WPG Advisers, LLC | 0.02% | No change | 325 | $33K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -3.0% | 325 | $32K |
| Bokf, NA | 0.00% | No change | 213 | $22K |
| Creative Financial Designs Inc. | 0.00% | No change | 208 | $21K |
| Assetmark, Inc. | 0.00% | Reduce -41.6% | 202 | $21K |
| Heritage Wealth Advisors | 0.00% | No change | 198 | $20K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 168 | $18K |
| SYM FINANCIAL Corp | 0.00% | No change | 178 | $18K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 162 | $17K |
| Anchor Investment Management, LLC | 0.00% | No change | 138 | $14K |
| BlackRock, Inc. | 0.00% | Reduce -85.2% | 130 | $13K |
| NorthAvenue LLC | 0.01% | No change | 118 | $12K |
| Russell Investments Group, Ltd. | 0.00% | No change | 100 | $10K |
| Eastern Bank | 0.00% | Reduce -92.6% | 56 | $6K |
| SBI Securities Co., Ltd. | 0.00% | Add +118.8% | 35 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 19 | $2K |
| Signaturefd, LLC | 0.00% | No change | 14 | $1K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 8 | $816 |
"% 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.