Who Owns Vanguard S&P Mid-Cap 400 Value ETF (IVOV)?Hedge Fund & Institutional Holders

$100.32-0.14 (-0.14%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.1009087000818852e+202T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$79.85$87.48$95.11$102.75$110.38Sep 24Jun 25Mar 26

IVOV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
VANTAGEPOINT INVESTMENT ADVISERS LLCNew Position+1.1M+$110.1M
ROCKLAND TRUST CONew Position+811K+$81.9M
Stordahl Capital Management, Inc.New Position+172K+$17.4M
Octavia Wealth Advisors, LLCNew Position+159K+$16.1M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+50K+$5.0M
TRUIST FINANCIAL CORPNew Position+46K+$4.6M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+39K+$4.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+45K+$4.0M
Savant Capital, LLCNew Position+37K+$3.0M
EP Wealth Advisors, LLCNew Position+30K+$3.0M
Composition Wealth, LLCNew Position+25K+$2.5M
Cornerstone Financial Management LLCNew Position+15K+$1.5M
Fortitude Family Office, LLCNew Position+13K+$1.3M
KEYBANK NATIONAL ASSOCIATION/OHNew Position+10K+$1.0M
Horizon Investment Services, LLCNew Position+12K+$1.0M

IVOV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BANK OF AMERICA CORP /DE/Decreased-31K-$26.2B
LPL Financial LLCDecreased-2K-$11.9B
Lutz Financial Services LLCDecreased-1K-$11.9B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-53K-$8.0B
HighTower Advisors, LLCDecreased-302-$5.6B
Allworth Financial LPDecreased-2K-$3.7B
&PARTNERSDecreased-376-$3.6B
BNP PARIBAS FINANCIAL MARKETSClosed Position-20K-$2.0B
Private Advisor Group, LLCDecreased-2K-$1.5B
Creative PlanningDecreased-708-$1.3B
AQR CAPITAL MANAGEMENT LLCDecreased-975-$1.1B
Corient Private Wealth LLCDecreased-4K-$999.4M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-7K-$695.9M
CAPTRUST FINANCIAL ADVISORSDecreased-141-$677.6M
Goodman Financial CorpDecreased-12-$577.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1VANTAGEPOINT INVESTMENT ADVISERS LLC1,089,894$110.1M0.89%Share
2Mariner, LLC868,738$87.0M0.10%Share
3ROCKLAND TRUST CO810,664$81.9M3.22%Share
4MORGAN STANLEY329,276$33.0M0.00%Share
5Stordahl Capital Management, Inc.172,306$17.4M3.58%Share
6Octavia Wealth Advisors, LLC158,928$16.1M1.53%Share
7Avior Wealth Management, LLC150,771$15.2M0.47%Share
8RAYMOND JAMES FINANCIAL INC151,118$15.0M0.00%Share
9Anchor Investment Management, LLC138$13.9M0.00%Share
10BANK OF AMERICA CORP /DE/130,593$13.0M0.00%Share
11Lutz Financial Services LLC116,480$11.8M0.80%Share
12LPL Financial LLC116,347$11.0M0.00%Share
13Aberdeen Wealth Management LLC118,603$11.0M5.09%Share
14UBS Group AG102,864$10.4M0.00%Share
15BANK OF AMERICA CORP /DE/90,554$9.0M0.00%Share
16Kestra Advisory Services, LLC74,468$7.0M0.03%Share
17RAYMOND JAMES FINANCIAL INC64,640$6.0M0.00%Share
18WELLS FARGO & COMPANY/MN54,661$5.0M0.00%Share
19COMMONWEALTH EQUITY SERVICES, LLC50,342$5.0M0.01%Share
20HighTower Advisors, LLC55,488$5.0M0.01%Share
21TRUIST FINANCIAL CORP45,932$4.6M0.01%Share
22WEALTH ENHANCEMENT ADVISORY SERVICES, LLC38,656$4.0M0.01%Share
23ENVESTNET ASSET MANAGEMENT INC44,993$4.0M0.00%Share
24Allworth Financial LP34,575$3.5M0.01%Share
25EP Wealth Advisors, LLC29,725$3.0M0.02%Share
26Savant Capital, LLC36,962$3.0M0.02%Share
27&PARTNERS35,296$3.0M0.02%Share
28Composition Wealth, LLC25,009$2.5M0.04%Share
29WELLS FARGO & COMPANY/MN20,858$2.0M0.00%Share
30FRANKLIN RESOURCES INC28,700$2.0M0.00%Share
31JPMORGAN CHASE & CO27,477$2.0M0.00%Share
32COMERICA BANK18,352$1.9M0.01%Share
33Cornerstone Financial Management LLC14,905$1.5M1.41%Share
34Fortitude Family Office, LLC13,160$1.3M0.31%Share
35SHUFRO ROSE & CO LLC10,985$1.1M0.08%Share
36PFG Advisors10,598$1.1M0.05%Share
37NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO26,233$1.0M0.00%Share
38KEYBANK NATIONAL ASSOCIATION/OH9,947$1.0M0.00%Share
39AQR CAPITAL MANAGEMENT LLC9,983$1.0M0.00%Share
40Cetera Investment Advisers15,344$1.0M0.00%Share
41Private Advisor Group, LLC13,228$1.0M0.00%Share
42HUNTINGTON NATIONAL BANK10,037$1.0M0.01%Share
43Creative Planning12,474$1.0M0.00%Share
44THRIVENT FINANCIAL FOR LUTHERANS19,467$1.0M0.00%Share
45MONETA GROUP INVESTMENT ADVISORS LLC16,446$1.0M0.01%Share
46Horizon Investment Services, LLC11,641$1.0M0.36%Share
47AMERIPRISE FINANCIAL INC12,683$1.0M0.00%Share
48Heritage Investment Group, Inc.9,572$966K0.15%Share
49AMERICAN FINANCIAL & TAX STRATEGIES INC9,419$951K0.47%Share
50D.A. DAVIDSON & CO.7,649$772K0.00%Share

IVOV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025160$556.9M+60
Q3 2025100$293.7B-44
Q2 2025144$379.1B-5
Q1 2025149$425.1B+18
Q4 2024131$84.2T+30
Q3 2024101$190.8T+7
Q2 202494$179.8T+4
Q1 202490$181.4T—

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As of Q4 2025, 50 institutional investors hold IVOV (Vanguard S&P Mid-Cap 400 Value ETF). The largest holder is VANTAGEPOINT INVESTMENT ADVISERS LLC with $110.1M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own IVOV?

As of Q4 2025, 50 institutional investors report holding IVOV (Vanguard S&P Mid-Cap 400 Value ETF) in their 13F filings.

Who is the largest institutional holder of IVOV?

The largest institutional holder of IVOV is VANTAGEPOINT INVESTMENT ADVISERS LLC with $110.1M in shares.

Is institutional ownership of IVOV increasing or decreasing?

This quarter, 15 institutions opened new positions in IVOV and 2 closed their positions.