Who owns Vanguard S&P Mid-Cap 400 Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IVOV from SEC Form 13F filings across 173 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 173 institutions disclosed 6.4M shares of Vanguard S&P Mid-Cap 400 Value ETF worth $734.8M — about 49.5% of shares outstanding; the largest disclosed holder is VANTAGEPOINT INVESTMENT ADVISERS LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
173
13F holders
$734.8M
value, 2026 filers
49.5%
of shares outstanding (6.4M sh)
22
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IVOV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 1.1M | $126.0M | 0.9% | 8.5% | +4.7% |
| 2 | Mariner, LLC | 858,070 | $97.9M | 0.1% | 6.6% | -0.5% |
| 3 | ROCKLAND TRUST CO | 815,504 | $93.0M | 3.6% | 6.3% | 0.0% |
| 4 | TRUST POINT INC. | 664,535 | $75.8M | 6.4% | 5.1% | +3.6% |
| 5 | MORGAN STANLEY | 384,509 | $43.9M | 0.0% | 3% | +1.5% |
| 6 | BANK OF AMERICA CORP /DE/ | 215,307 | $24.6M | 0.0% | 1.7% | -3.0% |
| 7 | RAYMOND JAMES FINANCIAL INC | 212,075 | $24.2M | 0.0% | 1.6% | +0.7% |
| 8 | Stordahl Capital Management, Inc. | 176,020 | $20.1M | 3.7% | 1.4% | +0.9% |
| 9 | Avior Wealth Management, LLC | 161,287 | $18.4M | 0.5% | 1.2% | +1.7% |
| 10 | LPL Financial LLC | 154,602 | $17.6M | 0.0% | 1.2% | +27.1% |
| 11 | Lutz Financial Services LLC | 114,034 | $13.0M | 0.8% | 0.9% | -0.7% |
| 12 | UBS Group AG | 107,420 | $12.3M | 0.0% | 0.8% | -0.7% |
| 13 | Aberdeen Wealth Management LLC | 92,669 | $10.6M | 5.1% | 0.7% | -21.4% |
| 14 | BALANCED WEALTH GROUP LLCNEW | 89,036 | $10.2M | 3.2% | 0.7% | new |
| 15 | MidFirst Bank | 84,562 | $9.6M | 0.7% | 0.6% | +0.6% |
| 16 | WELLS FARGO & COMPANY/MN | 73,531 | $8.4M | 0.0% | 0.6% | -17.5% |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 73,501 | $8.4M | 0.0% | 0.6% | +0.4% |
| 18 | Savant Capital, LLC | 72,486 | $7.8M | 0.0% | 0.6% | +98.2% |
| 19 | HighTower Advisors, LLC | 53,795 | $6.1M | 0.0% | 0.4% | -1.8% |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 52,837 | $6.0M | 0.0% | 0.4% | -35.6% |
| 21 | TRUIST FINANCIAL CORP | 44,796 | $5.1M | 0.0% | 0.3% | -1.5% |
| 22 | Kestra Advisory Services, LLC | 39,722 | $4.5M | 0.0% | 0.3% | -47.8% |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 37,120 | $4.2M | 0.0% | 0.3% | +16.9% |
| 24 | &PARTNERS | 33,481 | $3.8M | 0.0% | 0.3% | +0.8% |
| 25 | EP Wealth Advisors, LLC | 32,947 | $3.8M | 0.0% | 0.3% | +11.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.