Who owns IVOV?
Vanguard S&P Mid-Cap 400 Value ETF · Vanguard
172 institutions reported holding IVOV, worth $734.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IVOV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Vantagepoint Investment Advisers LLC | Washington, DC | $126.0M | 1,104,927 | +49,837 shares |
| Mariner, LLC | Overland Park, KS | $97.9M | 858,070 | −4,503 shares |
| Rockland Trust Co | Hanover, MA | $93.0M | 815,504 | +170 shares |
| Trust Point Inc. | La Crosse, WI | $75.8M | 664,535 | +22,912 shares |
| Morgan Stanley | New York, NY | $43.9M | 384,509 | +5,852 shares |
| Bank of America Corp. | Charlotte, NC | $24.6M | 215,307 | −6,681 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $24.2M | 212,075 | +1,577 shares |
| Stordahl Capital Management, Inc. | Greenwood Village, CO | $20.1M | 176,020 | +1,586 shares |
| Avior Wealth Management, LLC | Omaha, NE | $18.4M | 161,287 | +2,753 shares |
| LPL Financial LLC | Fort Mill, SC | $17.6M | 154,602 | +33,006 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IVOV?
172 institutional managers reported holding IVOV in Form 13F filings for June 30, 2026, worth $734.8M in total. The largest reported position was held by Vantagepoint Investment Advisers LLC, at $126.0M.
Did institutions buy or sell IVOV last quarter?
Reported 13F value rose 13.9% from March 31, 2026, which includes price moves as well as buying and selling. 23 firms reported a new position and 11 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IVOV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.