IVOV institutional holders

VANGUARD S&P MID-CAP 400 VALUE ETF · 13F, 2026Q2

Managers holding172
Shares held6,446,205
Reported value$734.8m
Quarter flows23 new, 44 added, 46 trimmed, 15 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
VANTAGEPOINT INVESTMENT ADVISERS LLC1,104,927$126.0m0.9%
Mariner, LLC858,070$97.9m0.1%
ROCKLAND TRUST CO815,504$93.0m3.6%
TRUST POINT INC.664,535$75.8m6.4%
MORGAN STANLEY384,509$43.9m0.0%
BANK OF AMERICA CORP /DE/215,307$24.6m0.0%
RAYMOND JAMES FINANCIAL INC212,075$24.2m0.0%
Stordahl Capital Management, Inc.176,020$20.1m3.7%
Avior Wealth Management, LLC161,287$18.4m0.5%
LPL Financial LLC154,602$17.6m0.0%
Lutz Financial Services LLC114,034$13.0m0.8%
UBS Group AG107,420$12.3m0.0%
Aberdeen Wealth Management LLC92,669$10.6m5.1%
BALANCED WEALTH GROUP LLC89,036$10.2m3.2%
MidFirst Bank84,562$9.6m0.7%
WELLS FARGO & COMPANY/MN73,531$8.4m0.0%
COMMONWEALTH EQUITY SERVICES, LLC73,501$8.4m0.0%
Savant Capital, LLC72,486$7.8m0.0%
HighTower Advisors, LLC53,795$6.1m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO52,837$6.0m0.0%
TRUIST FINANCIAL CORP44,796$5.1m0.0%
Kestra Advisory Services, LLC39,722$4.5m0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC37,120$4.2m0.0%
&PARTNERS33,481$3.8m0.0%
EP Wealth Advisors, LLC32,947$3.8m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IVOV"). IVOV price history · All 13F data

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