Who Owns Vanguard S&P Mid-Cap 400 Value Index ETF (IVOV)? -- Institutional Holders (2026-03-31)
173 institutions reported holding $646.9M of Vanguard S&P Mid-Cap 400 Value Index ETF (IVOV) in SEC 13F filings for 2026-03-31. Largest institutional holders: VANTAGEPOINT INVESTMENT ADVISERS LLC ($107.6M), Mariner, LLC ($87.9M), ROCKLAND TRUST CO ($83.1M), TRUST POINT INC. ($65.4M), MORGAN STANLEY ($38.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $107.6M | 1.1M | Trimmed |
| 2 | Mariner, LLC | $87.9M | 862,573 | Trimmed |
| 3 | ROCKLAND TRUST CO | $83.1M | 815,334 | Added |
| 4 | TRUST POINT INC. | $65.4M | 641,623 | New |
| 5 | MORGAN STANLEY | $38.6M | 378,657 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $22.6M | 221,988 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $21.5M | 210,498 | Trimmed |
| 8 | Stordahl Capital Management, Inc. | $17.8M | 174,434 | Added |
| 9 | Avior Wealth Management, LLC | $16.2M | 158,534 | Added |
| 10 | LPL Financial LLC | $12.4M | 121,596 | Added |
| 11 | Aberdeen Wealth Management LLC | $12.0M | 117,922 | Trimmed |
| 12 | Lutz Financial Services LLC | $11.7M | 114,826 | Trimmed |
| 13 | UBS Group AG | $11.0M | 108,223 | Added |
| 14 | WELLS FARGO & COMPANY/MN | $9.1M | 89,162 | Added |
| 15 | MidFirst Bank | $8.6M | 84,045 | Added |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.4M | 82,055 | Added |
| 17 | Kestra Advisory Services, LLC | $7.8M | 76,040 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $7.5M | 73,193 | Added |
| 19 | HighTower Advisors, LLC | $5.6M | 54,796 | Trimmed |
| 20 | TRUIST FINANCIAL CORP | $4.6M | 45,487 | Trimmed |
| 21 | Savant Capital, LLC | $3.7M | 36,576 | Trimmed |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $3.7M | 36,410 | Trimmed |
| 23 | Allworth Financial LP | $3.5M | 33,869 | Trimmed |
| 24 | &PARTNERS | $3.4M | 33,201 | Trimmed |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.3M | 31,742 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31