IVOV

Vanguard S&p Mid-cap 400 Val

Latest period2026 - Q2Total superinvestors11

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 11 superinvestors own shares of Vanguard S&p Mid-cap 400 Val (IVOV), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Vanguard S&p Mid-cap 400 Val (IVOV), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Vanguard S&p Mid-cap 400 Val (IVOV) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Vanguard S&p Mid-cap 400 Val (IVOV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Shauna Haglof@Rockland Trust Co
Recent Activity
Increased 0.03%
3.65%
$93.025M
815,504 shares@ 114.08 avg price
LISA WOYCZIK@Trust Point Inc.
Recent Activity
Increased 3.58%
6.44%
$75.803M
664,535 shares@ 114.07 avg price
Julie Stordahl@Stordahl Capital Management, Inc.
Recent Activity
Increased 0.91%
3.68%
$20.079M
176,020 shares@ 114.08 avg price
Aryn Sands@Avior Wealth Management, Llc
Recent Activity
Increased 1.74%
0.49%
$18.398M
161,287 shares@ 114.07 avg price
Cherri Lamkin@Atlas Brown,inc.
Recent Activity
Decreased -3.85%
0.14%
$503,505
4,414 shares@ 114.08 avg price
Aryn Sands@Toptier Wealth Management, Llc
Recent Activity
Decreased -4.1%
0.3%
$493,425
4,326 shares@ 114.07 avg price
Thomas Hamilton@Hobart Private Capital, Llc
Recent Activity
0.08%
$428,447
3,756 shares@ 114.08 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
0.01%
$359,099
3,148 shares@ 114.08 avg price
Maxim Meyers@Octavia Wealth Advisors, Llc
Recent Activity
Decreased -20.48%
0.03%
$252,779
2,216 shares@ 114.07 avg price
Emma Seiler@Redhawk Wealth Advisors, Inc.
Recent Activity
Decreased -61.46%
0.03%
$217,359
1,905 shares@ 114.1 avg price

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