IVOV · VANGUARD S&P MID-CAP 400 VALUE INDEX FUND ETF
$114.51
+0.28 (+0.25%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $2,323,491
Total Shares: 20,369
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
73.3%
+56.7 pts
Top 5
100.0%
+40.9 pts
Top 10
100.0%
+26.9 pts
HHI
6,090
Highly concentrated+5,263
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
0
Decreased
2
Sold Out
163
Unchanged
0
Holder count:
-163
Institutional value:
-99.6%
Shares held:
-99.7%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | −3,975 | 5,429 | |
| Small Cornerstone Financial Management LLC | −181 | 14,940 |
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small VANTAGEPOINT INVESTMENT ADVISERS LLC | 1,055,090 | $107,566,425 | |
| Large Mariner, LLC | 862,573 | $87,939,317 | |
| Mid ROCKLAND TRUST CO | 815,334 | $83,123,300 | |
| Small TRUST POINT INC. | 641,623 | $65,413,463 | |
| Mega MORGAN STANLEY | 378,657 | $38,604,081 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Cornerstone Financial Management LLC IVOV | $1,704,205 | 73.35% | 14,940 | Shares | 2026-08-28 | |
| Large Corient Private Wealth LLC IVOV | $619,286 | 26.65% | 5,429 | Shares | 2026-08-27 |