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Vanguard S&P Mid-Cap 400 VAL (IVOV)

CUSIP: 921932844 | NYSE | 387 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AInternational City Management Association Retirement Corp1,137,58110.0%New 5%+ stakeSep 15, 2026Not yet in a 13F
13G/AInternational City Management Association Retirement Corp1,137,581
10.0% of class · Sep 15, 2026New 5%+ stake
Not yet in a 13F

Institutional Holders — Q3 2026

Vantagepoint Investment Advisers LLC1,137,581
0.9% of portfolio›$121.6M
Rockland Trust Co807,516
3.3% of portfolio›$86.3M
Stordahl Capital Management, Inc.177,461
3.5% of portfolio›$19.0M
Avior Wealth Management, LLC164,519
0.5% of portfolio›$17.6M
Commonwealth Equity Services, LLC84,220
0.0% of portfolio›$9.0M
Truist Financial Corp43,551
0.0% of portfolio›$4.7M
Wealth Enhancement Advisory Services, LLC36,330
0.0% of portfolio›$4.0M
Kestra Advisory Services, LLC30,663
0.0% of portfolio›$3.3M
Thrivent Financial for Lutherans19,600
0.0% of portfolio›$2.1K
Trust Point Inc.13,966
0.1% of portfolio›$1.5M
Fortitude Family Office, LLC13,160
0.2% of portfolio›$1.4M
PFG Advisors10,077
0.1% of portfolio›$1.1M
Heritage Investment Group, Inc.9,572
0.1% of portfolio›$1.0M
D.A. Davidson & Co.8,993
0.0% of portfolio›$961.2K
American Financial & TAX Strategies Inc8,923
0.4% of portfolio›$953.7K
Creative Planning8,320
0.0% of portfolio›$889.2K
Keybank National Association6,523
0.0% of portfolio›$697.2K
Rodgers & Associates, LTD6,069
0.1% of portfolio›$648.7K
Meridian Wealth Management, LLC5,331
0.0% of portfolio›$569.7K
Sovran Advisors, LLC5,309
0.0% of portfolio›$601.8K
StoneX Group Inc.5,170
0.0% of portfolio›$561.6K
Trail Ridge Investment Advisors, LLC5,107
0.2% of portfolio›$545.8K
GHP Investment Advisors, Inc.4,708
0.0% of portfolio›$503.2K
Atlas Brown,Inc.4,414
0.1% of portfolio›$471.8K
TopTier Wealth Management, LLC4,326
0.3% of portfolio›$462.3K
Ifrah Financial Services, Inc.4,059
0.1% of portfolio›$433.8K
Cambridge Investment Research Advisors, Inc.3,770
0.0% of portfolio›$403
Hobart Private Capital, LLC3,756
0.1% of portfolio›$401.4K
AMG National Trust Bank3,480
0.0% of portfolio›$371.9K
Glenview Trust Co3,234
0.0% of portfolio›$345.6K
Wealthcare Advisory Partners LLC3,148
0.0% of portfolio›$336.5K
Argyle Capital Partners, LLC3,134
0.2% of portfolio›$335.0K
Spire Wealth Management3,118
0.0% of portfolio›$333.3K
Concurrent Investment Advisors, LLC3,118
0.0% of portfolio›$333.3K
Citizens Financial Group Inc3,028
0.0% of portfolio›$323.6K
Phillips Financial Management, LLC2,860
0.0% of portfolio›$305.7K
IFG Advisors, LLC2,770
0.0% of portfolio›$296.1K
Veratis Advisors, Inc.2,561
0.2% of portfolio›$273.8K
Fifth Third Securities, Inc.2,243
0.0% of portfolio›$239.7K
Strata Wealth Advisors, LLC2,233
0.1% of portfolio›$238.7K
Compound Planning, Inc.2,195
0.0% of portfolio›$234.5K
Procyon Advisors, LLC2,142
0.0% of portfolio›$228.9K
Choreo, LLC2,104
0.0% of portfolio›$224.9K
Corundum Group, Inc.2,097
0.1% of portfolio›$224.1K
Archer Investment Corp2,021
0.0% of portfolio›$216.0K
Bdfs Capital LLC1,993
0.1% of portfolio›$213.0K
Mlp3, LLC1,882
0.2% of portfolio›$201.1K
Asset Dedication, LLC1,687
0.0% of portfolio›$180.3K
Hanson & Doremus Investment Management1,504
0.0% of portfolio›$161
Parallel Advisors, LLC1,381
0.0% of portfolio›$147.6K
Salomon & Ludwin, LLC1,114
0.0% of portfolio›$119.1K
EverSource Wealth Advisors, LLC1,084
0.0% of portfolio›$115.9K
Pinnacle Bancorp, Inc.572
0.0% of portfolio›$61.1K
IFP Advisors, Inc500
0.0% of portfolio›$53.4K
Farther Finance Advisors, LLC472
0.0% of portfolio›$50.4K
Private Trust Co NA450
0.0% of portfolio›$48.1K
Nfsg Corp444
0.0% of portfolio›$47.5K
Glass Jacobson Investment Advisors llc394
0.0% of portfolio›$42.1K
WPG Advisers, LLC325
0.0% of portfolio›$34.7K
Guardian Partners Inc.312
0.0% of portfolio›$33.3K
Larson Financial Group LLC220
0.0% of portfolio›$23.6K
Creative Financial Designs Inc208
0.0% of portfolio›$22.2K
Assetmark, Inc206
0.0% of portfolio›$22.0K
Markowski Investments174
0.0% of portfolio›$18.6K
NorthAvenue LLC118
0.0% of portfolio›$12.6K
Carnegie Lake Advisors LLC107
0.1% of portfolio›$204.1K
First Bancorp, Inc100
0.0% of portfolio›$10.7K
SYM Financial Corp67
0.0% of portfolio›$7.2K
SBI Securities Co., Ltd.35
0.0% of portfolio›$3.7K
Abound Wealth Management25
0.0% of portfolio›$2.7K
Signaturefd, LLC14
0.0% of portfolio›$1.5K
Blue Trust, Inc.3
0.0% of portfolio›$303
StyleTurnoverLocationFiled
Vantagepoint Investment Advisers LLC
1,137,581$121.6M0.9%ETFVery LowWashington, DC2026-10-26
Rockland Trust Co
807,516$86.3M3.3%CoreLowHanover, MA2026-10-05
Stordahl Capital Management, Inc.
177,461$19.0M3.5%ETFVery LowGreenwood Village, CO2026-10-22
Avior Wealth Management, LLC
164,519$17.6M0.5%ETFMediumOmaha, NE2026-10-13
Commonwealth Equity Services, LLC
84,220$9.0M0.0%ETFLowWaltham, MA2026-11-02
Truist Financial Corp
43,551$4.7M0.0%CoreLowCharlotte, NC2026-10-30
Wealth Enhancement Advisory Services, LLC
36,330$4.0M0.0%CoreLowPlymouth, MN2026-10-13
Kestra Advisory Services, LLC
30,663$3.3M0.0%CoreLowAustin, TX2026-11-02
Thrivent Financial for Lutherans
19,600$2.1K0.0%GARPMediumMinneapolis, MN2026-11-05
Trust Point Inc.
13,966$1.5M0.1%CoreMediumLa Crosse, WI2026-10-27
Fortitude Family Office, LLC
13,160$1.4M0.2%ETFMediumScottsdale, AZ2026-10-14
PFG Advisors
10,077$1.1M0.1%ETFMediumPhoenix, AZ2026-10-16
Heritage Investment Group, Inc.
9,572$1.0M0.1%ETFVery LowPompano Beach, FL2026-11-03
D.A. Davidson & Co.
8,993$961.2K0.0%CoreLowGreat Falls, MT2026-10-28
American Financial & TAX Strategies Inc
8,923$953.7K0.4%ETFVery LowNew York, NY2026-10-16
Creative Planning
8,320$889.2K0.0%IndexVery LowOverland Park, KS2026-11-02
Keybank National Association
6,523$697.2K0.0%CoreLowBrooklyn, OH2026-11-04
Rodgers & Associates, LTD
6,069$648.7K0.1%ETFVery LowLancaster, PA2026-10-20
Meridian Wealth Management, LLC
5,331$569.7K0.0%GrowthLowLexington, KY2026-11-05
Sovran Advisors, LLC
5,309$601.8K0.0%ETFMediumSan Diego, CA2026-11-02
StoneX Group Inc.
5,170$561.6K0.0%ETFMediumNew York, NY2026-11-03
Trail Ridge Investment Advisors, LLC
5,107$545.8K0.2%CoreLowFort Collins, CO2026-10-16
GHP Investment Advisors, Inc.
4,708$503.2K0.0%CoreVery LowDenver, CO2026-10-15
Atlas Brown,Inc.
4,414$471.8K0.1%GrowthLowLouisville, KY2026-10-09
TopTier Wealth Management, LLC
4,326$462.3K0.3%ETFVery LowMuskego, WI2026-10-16
Ifrah Financial Services, Inc.
4,059$433.8K0.1%ETFLowLittle Rock, AR2026-10-13
Cambridge Investment Research Advisors, Inc.
3,770$4030.0%ETFLowFairfield, IA2026-11-02
Hobart Private Capital, LLC
3,756$401.4K0.1%ETFMediumCharlotte, NC2026-10-19
AMG National Trust Bank
3,480$371.9K0.0%ETFLowGreenwood Village, CO2026-11-05
Glenview Trust Co
3,234$345.6K0.0%GrowthVery LowLouisville, KY2026-10-28
Wealthcare Advisory Partners LLC
3,148$336.5K0.0%ETFLowWest Chester, PA2026-10-21
Argyle Capital Partners, LLC
3,134$335.0K0.2%CoreLowLos Angeles, CA2026-10-23
Spire Wealth Management
3,118$333.3K0.0%GrowthMediumMclean, VA2026-10-30
Concurrent Investment Advisors, LLC
3,118$333.3K0.0%GrowthMediumTampa, FL2026-10-16
Citizens Financial Group Inc
3,028$323.6K0.0%GrowthLowProvidence, RI2026-10-23
Phillips Financial Management, LLC
2,860$305.7K0.0%ETFVery LowFort Wayne, IN2026-10-19
IFG Advisors, LLC
2,770$296.1K0.0%ETFVery LowSt. Louis, MO2026-10-15
Veratis Advisors, Inc.
2,561$273.8K0.2%ETFN/ACary, NC2026-11-03
Fifth Third Securities, Inc.
2,243$239.7K0.0%ETFLowCincinnati, OH2026-10-21
Strata Wealth Advisors, LLC
2,233$238.7K0.1%ETFLowDallas, TX2026-10-16
Compound Planning, Inc.
2,195$234.5K0.0%CoreLowNew York, NY2026-11-05
Procyon Advisors, LLC
2,142$228.9K0.0%CoreVery LowShelton, CT2026-10-21
Choreo, LLC
2,104$224.9K0.0%IndexLowRockford, IL2026-10-28
Corundum Group, Inc.
2,097$224.1K0.1%CoreLowColorado Springs, CO2026-10-28
Archer Investment Corp
2,021$216.0K0.0%CoreMediumCarmel, IN2026-11-05
Bdfs Capital LLC
1,993$213.0K0.1%ETFLowRehoboth Beach, DE2026-10-14
Mlp3, LLC
1,882$201.1K0.2%CoreVery LowLinwood, NJ2026-10-22
Asset Dedication, LLC
1,687$180.3K0.0%ETFLowSan Francisco, CA2026-11-03
Hanson & Doremus Investment Management
1,504$1610.0%CoreVery LowBurlington, VT2026-10-16
Parallel Advisors, LLC
1,381$147.6K0.0%IndexLowSan Francisco, CA2026-11-03
Salomon & Ludwin, LLC
1,114$119.1K0.0%ETFVery LowRichmond, VA2026-10-29
EverSource Wealth Advisors, LLC
1,084$115.9K0.0%CoreMediumBirmingham, AL2026-11-04
Pinnacle Bancorp, Inc.
572$61.1K0.0%CoreVery LowBeatrice, NE2026-10-21
IFP Advisors, Inc
500$53.4K0.0%GrowthLowTampa, FL2026-10-16
Farther Finance Advisors, LLC
472$50.4K0.0%IndexLowSan Francisco, CA2026-10-08
Private Trust Co NA
450$48.1K0.0%CoreLowCleveland, OH2026-10-20
Nfsg Corp
444$47.5K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Glass Jacobson Investment Advisors llc
394$42.1K0.0%ETFLowOwings Mills, MD2026-10-26
WPG Advisers, LLC
325$34.7K0.0%CoreLowBaltimore, MD2026-10-27
Guardian Partners Inc.
312$33.3K0.0%ValueMediumToronto, South Africa2026-10-21
Larson Financial Group LLC
220$23.6K0.0%GrowthLowSt Louis, MO2026-11-05
Creative Financial Designs Inc
208$22.2K0.0%ETFMediumKokomo, IN2026-11-04
Assetmark, Inc
206$22.0K0.0%ETFLowConcord, CA2026-10-21
Markowski Investments
174$18.6K0.0%ETFN/ATampa, FL2026-10-30
NorthAvenue LLC
118$12.6K0.0%ETFVery LowColumbus, OH2026-10-29
Carnegie Lake Advisors LLC
107$204.1K0.1%ValueLowPrinceton, NJ2026-11-03
First Bancorp, Inc
100$10.7K0.0%ValueVery LowDamariscotta, ME2026-10-26
SYM Financial Corp
67$7.2K0.0%ETFVery LowWinona Lake, IN2026-10-26
SBI Securities Co., Ltd.
35$3.7K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Abound Wealth Management
25$2.7K0.0%ETFVery LowFranklin, TN2026-10-26
Signaturefd, LLC
14$1.5K0.0%IndexLowAtlanta, GA2026-10-23
Blue Trust, Inc.
3$3030.0%ETFLowBrentwood, TN2026-10-15