VANGUARD S&P MID-CAP 400 VAL IVOV
$113.36
-0.1% 52w: $91.69 – $114.07
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data91.69102.88114.07
Jun 20, 2025 Jul 2, 2026
Institutional holders
164
+3 QoQ
13F value
$646.5M
+11.1% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IVOV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 1.1M | $107.6M | 0.9% | -3.2% |
| Mariner, LLC | Diversified mechanical | 862.6K | $87.9M | 0.1% | -0.7% |
| ROCKLAND TRUST CO | Other | 815.3K | $83.1M | 3.3% | +0.5% |
| TRUST POINT INC. | Wealth advisor | 641.6K | $65.4M | 5.7% | New |
| MORGAN STANLEY | Bank broker | 378.7K | $38.6M | 0.0% | +14.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 222.0K | $22.6M | 0.0% | -3.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 210.5K | $21.5M | 0.0% | -3.7% |
| Stordahl Capital Management, Inc. | Wealth advisor | 174.4K | $17.8M | 3.7% | +1.2% |
| Avior Wealth Management, LLC | Wealth advisor | 158.5K | $16.2M | 0.5% | +5.1% |
| LPL Financial LLC | Bank broker | 121.6K | $12.4M | 0.0% | +4.5% |
| Aberdeen Wealth Management LLC | Wealth advisor | 117.9K | $12.0M | 5.5% | -0.6% |
| Lutz Financial Services LLC | Wealth advisor | 114.8K | $11.7M | 0.8% | -1.4% |
| UBS Group AG | Bank broker | 108.2K | $11.0M | 0.0% | +5.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 89.2K | $9.1M | 0.0% | +18.0% |
| MidFirst Bank | Other | 84.0K | $8.6M | 0.7% | +19.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 82.1K | $8.4M | 0.0% | +2.7% |
| Kestra Advisory Services, LLC | Wealth advisor | 76.0K | $7.8M | 0.0% | +2.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 73.2K | $7.5M | 0.0% | +45.4% |
| HighTower Advisors, LLC | Diversified mechanical | 54.8K | $5.6M | 0.0% | -1.2% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 45.5K | $4.6M | 0.0% | -1.0% |
| Savant Capital, LLC | Wealth advisor | 36.6K | $3.7M | 0.0% | -1.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 36.4K | $3.7M | 0.0% | -19.1% |
| Allworth Financial LP | Wealth advisor | 33.9K | $3.5M | 0.0% | -2.0% |
| &PARTNERS | Diversified mechanical | 33.2K | $3.4M | 0.0% | -5.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 31.7K | $3.3M | 0.0% | -17.9% |
| EP Wealth Advisors, LLC | Wealth advisor | 29.6K | $3.0M | 0.0% | -0.3% |
| FRANKLIN RESOURCES INC | Long only active | 28.7K | $2.9M | 0.0% | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 28.7K | $2.9M | 0.0% | New |
| JPMORGAN CHASE & CO | Bank broker | 28.6K | $2.8M | 0.0% | +3.8% |
| Composition Wealth, LLC | Wealth advisor | 24.9K | $2.5M | 0.0% | -0.3% |
| FIFTH THIRD BANCORP | Diversified mechanical | 20.2K | $2.1M | 0.0% | +978.3% |
| Thrivent Financial for Lutherans | Diversified mechanical | 19.2K | $2.0M | 0.0% | -1.4% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 18.3K | $1.9M | 0.0% | +11.5% |
| Cetera Investment Advisers | Wealth advisor | 15.8K | $1.6M | 0.0% | +2.9% |
| Cornerstone Financial Management LLC | Wealth advisor | 15.1K | $1.5M | 1.4% | +1.4% |
| Independent Advisor Alliance | Wealth advisor | 14.0K | $1.4M | 0.0% | New |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 13.7K | $1.4M | 0.0% | +44.9% |
| Fortitude Family Office, LLC | Wealth advisor | 13.2K | $1.3M | 0.3% | Held |
| Creative Planning | Wealth advisor | 13.1K | $1.3M | 0.0% | +5.4% |
| Private Advisor Group, LLC | Wealth advisor | 12.4K | $1.3M | 0.0% | -6.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 12.3K | $1.2M | 0.0% | -10.3% |
| SHUFRO ROSE & CO LLC | Wealth advisor | 11.0K | $1.1M | 0.1% | Held |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 10.4K | $1.1M | 0.0% | +4.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 10.4K | $1.1M | 0.0% | New |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 10.0K | $1.0M | 0.0% | Held |
| PFG Advisors | Wealth advisor | 9.6K | $977K | 0.0% | -9.6% |
| Heritage Investment Group, Inc. | Wealth advisor | 9.6K | $976K | 0.1% | Held |
| Corient Private Wealth LLC | Diversified mechanical | 9.4K | $959K | 0.0% | -19.7% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | Wealth advisor | 9.2K | $942K | 0.5% | -1.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 8.8K | $898K | 0.0% | -4.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.