§ EQUITY
USDIVOV
VANGUARD S&P MID-CAP 400 VAL
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
71 increased/new, 46 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 1.1M | 0.9% | −3% |
| Mariner, LLC | 863K | 0.1% | −1% |
| ROCKLAND TRUST CO | 815K | 3.3% | +1% |
| TRUST POINT INC. | 642K | 5.7% | n/a |
| Morgan Stanley | 379K | 0.0% | −43% |
| Bank of America Corp | 222K | 0.0% | −3% |
◇ AC INTELLIGENCE
Top institutional owners for IVOV as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER81.8% · 138 holders
DEALER / BANK16.2% · 18 holders
INCOME / DEFENSIVE1.3% · 2 holders
QUALITY / COMPOUNDER0.7% · 5 holders
TACTICAL / MACRO0.0% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IVOV in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention IVOV yet.