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

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -3

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
ROCKLAND TRUST CONew Position+811K+$81.9B
Stordahl Capital Management, Inc.New Position+172K+$17.4B
Octavia Wealth Advisors, LLCNew Position+159K+$16.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+50K+$5.0B
WELLS FARGO & COMPANY/MNIncreased+20K+$1.4B
RAYMOND JAMES FINANCIAL INCIncreased+24K+$1.4B
Fortitude Family Office, LLCNew Position+13K+$1.3B
KEYBANK NATIONAL ASSOCIATION/OHNew Position+10K+$1.0B
Horizon Investment Services, LLCNew Position+12K+$1.0B
Heritage Investment Group, Inc.New Position+10K+$966.0M
AMERICAN FINANCIAL & TAX STRATEGIES INCNew Position+9K+$951.0M
D.A. DAVIDSON & CO.New Position+8K+$772.0M
Naviter Wealth, LLCNew Position+7K+$692.0M
Rodgers & Associates, LTDNew Position+6K+$599.0M
Sovran Advisors, LLCNew Position+5K+$537.0M

IVOV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-2K-$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
Creative PlanningDecreased-708-$1.3B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-7K-$695.9M
CAPTRUST FINANCIAL ADVISORSDecreased-141-$677.6M
Private Advisor Group, LLCDecreased-2K-$509.3M
HARBOUR INVESTMENTS, INC.Decreased-47-$411.2M
StoneX Group Inc.Decreased-580-$332.3M
Summit Financial Consulting LLCClosed Position-3K-$309.4M
FIFTH THIRD SECURITIES, INC.Decreased-228-$260.2M
TRUSTMARK BANK TRUST DEPARTMENTDecreased-60-$207.6M
SYNOVUS FINANCIAL CORPClosed Position-2K-$206.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ROCKLAND TRUST CO810,664$81.9B3.22%Share
2Stordahl Capital Management, Inc.172,306$17.4B3.58%Share
3Octavia Wealth Advisors, LLC158,928$16.1B1.53%Share
4RAYMOND JAMES FINANCIAL INC151,118$15.0B0.00%Share
5BANK OF AMERICA CORP /DE/130,593$13.0B0.00%Share
6Lutz Financial Services LLC116,480$11.8B0.80%Share
7Aberdeen Wealth Management LLC118,603$11.0B5.09%Share
8UBS Group AG102,864$10.4B0.00%Share
9BANK OF AMERICA CORP /DE/90,554$9.0B0.00%Share
10RAYMOND JAMES FINANCIAL INC64,640$6.0B0.00%Share
11COMMONWEALTH EQUITY SERVICES, LLC50,342$5.0B0.01%Share
12WELLS FARGO & COMPANY/MN54,661$5.0B0.00%Share
13WELLS FARGO & COMPANY/MN20,858$2.0B0.00%Share
14FRANKLIN RESOURCES INC28,700$2.0B0.00%Share
15JPMORGAN CHASE & CO27,477$2.0B0.00%Share
16COMERICA BANK18,352$1.9B0.01%Share
17Fortitude Family Office, LLC13,160$1.3B0.31%Share
18SHUFRO ROSE & CO LLC10,985$1.1B0.08%Share
19PFG Advisors10,598$1.1B0.05%Share
20KEYBANK NATIONAL ASSOCIATION/OH9,947$1.0B0.00%Share
21AQR CAPITAL MANAGEMENT LLC9,983$1.0B0.00%Share
22HUNTINGTON NATIONAL BANK10,037$1.0B0.01%Share
23Horizon Investment Services, LLC11,641$1.0B0.36%Share
24AMERIPRISE FINANCIAL INC12,683$1.0B0.00%Share
25Private Advisor Group, LLC13,228$1.0B0.00%Share
26Heritage Investment Group, Inc.9,572$966.0M0.15%Share
27AMERICAN FINANCIAL & TAX STRATEGIES INC9,419$951.0M0.47%Share
28D.A. DAVIDSON & CO.7,649$772.0M0.00%Share
29Naviter Wealth, LLC6,851$692.0M0.09%Share
30Rodgers & Associates, LTD5,933$599.0M0.06%Share
31MOSAIC FAMILY WEALTH PARTNERS, LLC5,609$566.0M0.06%Share
32Sovran Advisors, LLC5,030$537.0M0.05%Share
33Factorial Partners, LLC5,200$525.0M0.35%Share
34HANOVER ADVISORS INC5,186$523.0M0.20%Share
35Mutual Advisors, LLC4,848$489.0M0.01%Share
36Atlas Brown,Inc.4,691$473.0M0.14%Share
37Trail Ridge Investment Advisors, LLC4,588$463.0M0.20%Share
38BHK Investment Advisors, LLC4,400$444.0M0.15%Share
39Ifrah Financial Services, Inc.4,204$424.0M0.11%Share
40Passive Capital Management, LLC.4,026$406.0M0.13%Share
41Cambridge Financial Group, LLC4,013$392.0M0.14%Share
42Hobart Private Capital, LLC3,756$379.0M0.07%Share
43Valmark Advisers, Inc.3,725$376.0M0.00%Share
44Wealthquest Corp3,530$356.0M0.03%Share
45AMG National Trust Bank3,480$351.0M0.01%Share
46Wealthcare Advisory Partners LLC3,148$317.0M0.01%Share
47Spire Wealth Management3,118$314.0M0.01%Share
48CITIZENS FINANCIAL GROUP INC/RI3,076$310.0M0.00%Share
49Rise Advisors, LLC3,042$307.0M0.11%Share
50INSIGHT 2811, INC.2,953$298.0M0.13%Share

IVOV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025160$234.9B+60
Q3 2025100$226.2B-44
Q2 2025144$375.1B-5
Q1 2025149$419.9B+18
Q4 2024131$5.1T+30
Q3 2024101$15.6T+7
Q2 202494$12.2T+4
Q1 202490$5.1T—

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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 ROCKLAND TRUST CO with $81.9B in shares. This quarter, 13 institutions opened new positions and 3 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 ROCKLAND TRUST CO with $81.9B in shares.

Is institutional ownership of IVOV increasing or decreasing?

This quarter, 13 institutions opened new positions in IVOV and 3 closed their positions.