Vanguard S&P Mid-Cap 400 ValIVOVETF
13F holders, Q2 2026 (June 30)172holders +8
18new positions
10sold out
2famous investors
$113.99avg. 13F price*
At the end of Q2 2026, 172 institutions reported holding Vanguard S&P Mid-Cap 400 Val (IVOV) in their 13F filings, up 8 from Q1 2026. 18 opened new positions and 10 sold out. The largest holders were Vantagepoint Investment Advisers LLC ($126.0M), Mariner, LLC ($97.9M) and Rockland Trust Co. ($93.0M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management'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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $16.7M |
| Exits | 10 | $4.2M |
All 13F filers, Q1 2026 → Q2 2026: 329,940 shares bought and 219,286 shares sold, net +110,654 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 172 holders
| Vantagepoint Investment Advisers LLC | 0.94% | Add +4.7% | 1,104,927 | $126.0M |
| Mariner, LLC | 0.10% | Reduce -0.5% | 858,070 | $97.9M |
| Rockland Trust Co. | 3.65% | Add +0.0% | 815,504 | $93.0M |
| Trust Point Inc. | 6.43% | Add +3.6% | 664,535 | $75.8M |
| Morgan Stanley | 0.00% | Add +1.6% | 384,509 | $43.9M |
| Bank of America Corp. | 0.00% | Reduce -3.0% | 215,307 | $24.6M |
| Raymond James Financial Inc. | 0.01% | Add +0.8% | 212,075 | $24.2M |
| Stordahl Capital Management, Inc. | 3.68% | Add +0.9% | 176,020 | $20.1M |
| Avior Wealth Management, LLC | 0.48% | Add +1.7% | 161,287 | $18.4M |
| LPL Financial LLC | 0.00% | Add +27.1% | 154,602 | $17.6M |
| Lutz Financial Services LLC | 0.79% | Reduce -0.7% | 114,034 | $13.0M |
| UBS Group AG | 0.00% | Reduce -0.7% | 107,420 | $12.3M |
| Aberdeen Wealth Management LLC | 5.07% | Reduce -21.4% | 92,669 | $10.6M |
| Balanced Wealth Group LLC | 3.21% | New | 89,036 | $10.2M |
| MidFirst Bank | 0.68% | Add +0.6% | 84,562 | $9.6M |
| Wells Fargo & Company | 0.00% | Reduce -17.5% | 73,531 | $8.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.4% | 73,501 | $8.4M |
| Savant Capital, LLC | 0.02% | Add +98.2% | 72,486 | $7.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.8% | 53,795 | $6.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -35.6% | 52,837 | $6.0M |
| Truist Financial Corp. | 0.01% | Reduce -1.5% | 44,796 | $5.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -47.8% | 39,722 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +16.9% | 37,120 | $4.2M |
| &partners | 0.02% | Add +0.8% | 33,481 | $3.8M |
| EP Wealth Advisors, LLC | 0.01% | Add +11.2% | 32,947 | $3.8M |
| Allworth Financial LP | 0.02% | Reduce -3.4% | 32,704 | $3.7M |
| M1 Capital Management LLC | 1.32% | New | 31,403 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | Add +5.9% | 30,264 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -20.6% | 28,917 | $3.3M |
| Franklin Resources Inc. | 0.00% | No change | 28,700 | $3.3M |
| Composition Wealth, LLC | 0.03% | Reduce -0.9% | 24,718 | $2.8M |
| Jones Financial Companies LLLP | 0.00% | Add +44.3% | 19,782 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +1.6% | 19,507 | $2.2M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -1.9% | 17,993 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +1.4% | 15,999 | $1.8M |
| Cornerstone Financial Management LLC | 1.37% | Reduce -1.2% | 14,940 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Add +10.0% | 13,479 | $1.5M |
| Fifth Third Bancorp | 0.00% | Reduce -34.5% | 13,253 | $1.5M |
| Fortitude Family Office, LLC | 0.29% | No change | 13,160 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +0.7% | 12,485 | $1.4M |
| Shufro Rose & Co. LLC | 0.08% | Add +6.8% | 11,735 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +24.2% | 10,674 | $1.2M |
| AQR Capital Management | 0.00% | Add +4.6% | 10,443 | $1.2M |
| Keybank National Association | 0.00% | Reduce -1.9% | 10,187 | $1.2M |
| PFG Advisors | 0.06% | Add +5.7% | 10,124 | $1.2M |
| Heritage Investment Group, Inc. | 0.15% | No change | 9,572 | $1.1M |
| American Financial & Tax Strategies Inc. | 0.47% | Reduce -1.5% | 9,094 | $1.0M |
| Creative Planning | 0.00% | Reduce -32.4% | 8,884 | $1.0M |
| D.A. Davidson & Co. | 0.01% | No change | 8,349 | $952K |
| MML Investors Services, LLC | 0.00% | Add +14.4% | 7,821 | $892K |
| Susquehanna International Group, LLP | 0.00% | Reduce -75.0% | 7,158 | $817K |
| Naviter Wealth, LLC | 0.07% | No change | 6,851 | $781K |
| Captrust Financial Advisors | 0.00% | Add +1.1% | 6,659 | $760K |
| Royal Bank of Canada | 0.00% | Reduce -0.1% | 6,241 | $711K |
| Rodgers & Associates, LTD | 0.06% | Add +1.4% | 5,864 | $669K |
| Goodman Financial Corp | 0.10% | Add +1.1% | 5,793 | $661K |
| Mosaic Family Wealth Partners, LLC | 0.04% | No change | 5,609 | $640K |
| Merit Financial Group, LLC | 0.00% | No change | 5,584 | $637K |
| Corient Private Wealth LP | 0.00% | Reduce -42.3% | 5,429 | $619K |
| Sovran Advisors, LLC | 0.05% | Add +4.9% | 5,251 | $608K |
| Meridian Wealth Management, LLC | 0.02% | Add +0.3% | 5,312 | $606K |
| Hanover Advisors Inc. | 0.20% | Reduce -3.5% | 4,985 | $569K |
| Ofc Financial Planning, LLC | 0.50% | Reduce -21.6% | 4,946 | $564K |
| Bruce G. Allen Investments, LLC | 0.36% | Add +259.1% | 4,894 | $558K |
| Trail Ridge Investment Advisors, LLC | 0.24% | Add +7.7% | 4,886 | $557K |
| Cibc World Market Inc. | 0.00% | No change | 4,754 | $542K |
| GHP Investment Advisors, Inc. | 0.02% | No change | 4,708 | $537K |
| Two Sigma Investments, LP | 0.00% | New | 4,500 | $513K |
| Atlas Brown,Inc. | 0.14% | Reduce -3.9% | 4,414 | $504K |
| BHK Investment Advisors, LLC | 0.15% | No change | 4,400 | $502K |
| Harbour Investments, Inc. | 0.01% | Reduce -3.5% | 4,390 | $501K |
| TopTier Wealth Management, LLC | 0.30% | Reduce -4.1% | 4,326 | $493K |
| Ifrah Financial Services, Inc. | 0.11% | Reduce -0.3% | 4,126 | $471K |
| Summit Financial, LLC | 0.01% | Reduce -30.3% | 4,012 | $458K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.8% | 4,007 | $457K |
| Valmark Advisers, Inc. | 0.00% | No change | 3,802 | $434K |
| Hobart Private Capital, LLC | 0.07% | No change | 3,756 | $428K |
| AE Wealth Management LLC | 0.00% | No change | 3,756 | $428K |
| Passive Capital Management, LLC. | 0.13% | No change | 4,026 | $407K |
| FMR LLC | 0.00% | Add +2.3% | 3,546 | $404K |
| Wealthquest Corp | 0.03% | No change | 3,530 | $403K |
| AMG National Trust Bank | 0.01% | No change | 3,480 | $397K |
| Glenview Trust Co | 0.01% | No change | 3,234 | $369K |
| Arax Advisory Partners | 0.00% | New | 3,222 | $368K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 3,148 | $359K |
| IHT Wealth Management, LLC | 0.01% | No change | 3,136 | $358K |
| Spire Wealth Management | 0.01% | No change | 3,118 | $356K |
| Insight 2811, Inc. | 0.14% | Add +0.0% | 3,073 | $351K |
| Western Wealth Management, LLC | 0.01% | No change | 3,061 | $349K |
| Citizens Financial Group Inc. | 0.00% | No change | 3,028 | $345K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -1.6% | 3,009 | $343K |
| StoneX Group Inc. | 0.01% | Reduce -7.5% | 2,868 | $327K |
| NewEdge Advisors, LLC | 0.00% | Add +13.1% | 2,864 | $327K |
| Phillips Financial Management, LLC | 0.02% | No change | 2,860 | $326K |
| WealthCollab, LLC | 0.12% | No change | 2,808 | $320K |
| IFG Advisors, LLC | 0.04% | No change | 2,770 | $316K |
| Veratis Advisors, Inc. | 0.21% | — | 2,562 | $292K |
| Blair William & Co. | 0.00% | No change | 2,479 | $283K |
| Keystone Financial Group | 0.02% | Reduce -1.5% | 2,460 | $281K |
| Mutual Advisors, LLC | 0.01% | Reduce -7.8% | 2,435 | $278K |
| Silver Oak Wealth Advisors Services, LLC | 0.15% | No change | 2,255 | $257K |
| Compound Planning, Inc. | 0.01% | No change | 2,229 | $254K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.3% | 2,228 | $254K |
| Octavia Wealth Advisors, LLC | 0.02% | Reduce -20.5% | 2,216 | $253K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,200 | $251K |
| Horizon Investment Services, LLC | 0.07% | Reduce -3.7% | 2,174 | $248K |
| Argyle Capital Partners, LLC | 0.16% | Reduce -1.7% | 2,173 | $248K |
| Choreo, LLC | 0.00% | No change | 2,104 | $240K |
| JMG Financial Group, Ltd. | 0.01% | No change | 2,086 | $238K |
| Fifth Third Securities, Inc. | 0.01% | Reduce -7.2% | 2,082 | $237K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +0.1% | 2,050 | $234K |
| Genesis Financial Group, LLC | 0.15% | Add +0.2% | 2,050 | $234K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 1,984 | $226K |
| Cerity Partners LLC | 0.00% | Reduce -8.7% | 1,933 | $221K |
| BCS Private Wealth Management, Inc. | 0.07% | New | 1,930 | $220K |
| Jacobs Equity LLC | 0.15% | New | 1,926 | $220K |
| BDFS Capital LLC | 0.10% | New | 1,922 | $219K |
| Carnegie Lake Advisors LLC | 0.08% | New | 1,910 | $218K |
| Redhawk Wealth Advisors, Inc. | 0.02% | Reduce -61.5% | 1,905 | $217K |
| Northern Trust Corp. | 0.00% | New | 1,886 | $215K |
| Cary Street Partners Financial LLC | 0.00% | New | 1,829 | $209K |
| Gotham Asset Management | 0.00% | New | 1,812 | $207K |
| Rockbridge Investment Management, LCC | 0.02% | New | 1,767 | $202K |
| MAI Capital Management | 0.00% | Add +46.6% | 1,761 | $201K |
| Vanguard Advisers Inc. | 0.00% | Add +5.1% | 1,619 | $185K |
| Citigroup Inc. | 0.00% | New | 1,600 | $183K |
| Hanson & Doremus Investment Management | 0.02% | No change | 1,504 | $172K |
| Parallel Advisors, LLC | 0.00% | Reduce -28.5% | 1,381 | $158K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,114 | $126K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 1,084 | $124K |
| Rialto Wealth Management, LLC | 0.02% | No change | 1,059 | $121K |
| PlanVest Financial, Inc | 0.06% | Add +3.4% | 832 | $95K |
| Teachers Insurance & Annuity Association of America | 0.10% | No change | 831 | $95K |
| Founders Capital Management | 0.04% | No change | 770 | $88K |
| Archer Investment Corp | 0.02% | No change | 722 | $82K |
| Asset Dedication, LLC | 0.01% | Add +19.7% | 704 | $80K |
| VSM Wealth Advisory, LLC | 0.02% | No change | 600 | $68K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 593 | $68K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 572 | $65K |
| Ameriflex Group, Inc. | 0.02% | Reduce -31.9% | 526 | $60K |
| Farther Finance Advisors, LLC | 0.00% | No change | 472 | $54K |
| Private Trust Co. NA | 0.00% | No change | 450 | $51K |
| Geneos Wealth Management Inc. | 0.00% | No change | 448 | $51K |
| NFSG Corp | 0.01% | No change | 444 | $51K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 435 | $50K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 396 | $45K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 394 | $45K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 328 | $37K |
| WPG Advisers, LLC | 0.02% | No change | 325 | $37K |
| Smartleaf Asset Management LLC | 0.00% | No change | 325 | $37K |
| Guardian Partners Inc. | 0.00% | New | 312 | $36K |
| Regatta Research & Money Management | 0.03% | — | 300 | $34K |
| Global Retirement Partners, LLC | 0.00% | — | 258 | $29K |
| Larson Financial Group LLC | 0.00% | Reduce -66.8% | 220 | $25K |
| Bokf, NA | 0.00% | No change | 213 | $24K |
| Creative Financial Designs Inc. | 0.00% | No change | 208 | $24K |
| Assetmark, Inc. | 0.00% | No change | 202 | $23K |
| Heritage Wealth Advisors | 0.00% | No change | 198 | $23K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -79.7% | 190 | $22K |
| Institute for Wealth Management, LLC. | 0.00% | New | 182 | $21K |
| Markowski Investments | 0.00% | — | 174 | $20K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 168 | $19K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 162 | $18K |
| Anchor Investment Management, LLC | 0.00% | No change | 138 | $16K |
| NorthAvenue LLC | 0.01% | No change | 118 | $13K |
| First Bancorp, Inc | 0.00% | New | 100 | $11K |
| SYM FINANCIAL Corp | 0.00% | Reduce -62.4% | 67 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 56 | $6K |
| Eastern Bank | 0.00% | No change | 56 | $6K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -42.9% | 20 | $2K |
| Signaturefd, LLC | 0.00% | No change | 14 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 8 | $913 |
"% 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.