IVOV

Vanguard S&p Mid-cap 400 Val

Latest period2026 - Q1Total superinvestors165

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 165 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
Chris Davis@Vantagepoint Investment Advisers Llc
Recent Activity
Decreased -3.19%
0.92%
$107.566M
1.055M shares@ 101.96 avg price
Anne Dorian@Mariner, Llc
Recent Activity
Decreased -0.7%
0.11%
$87.939M
862,573 shares@ 101.95 avg price
Shauna Haglof@Rockland Trust Co
Recent Activity
Increased 0.53%
3.33%
$83.123M
815,334 shares@ 101.95 avg price
LISA WOYCZIK@Trust Point Inc.
Recent Activity
New Position
5.69%
$65.414M
641,623 shares@ 101.96 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Increased 14.64%
0.01%
$38.604M
378,657 shares@ 101.96 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Decreased -3.21%
0.01%
$22.632M
221,988 shares@ 101.96 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Decreased -3.74%
0.01%
$21.46M
210,498 shares@ 101.95 avg price
Julie Stordahl@Stordahl Capital Management, Inc.
Recent Activity
Increased 1.24%
3.67%
$17.784M
174,434 shares@ 101.96 avg price
Aryn Sands@Avior Wealth Management, Llc
Recent Activity
Increased 5.15%
0.46%
$16.163M
158,534 shares@ 101.95 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 4.52%
0.01%
$12.397M
121,596 shares@ 101.96 avg price

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