VANGUARD GROUP INC - IVOV

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

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Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$735.3M
QoQ value delta ($000)
+$88.18M (+13.63%)
Implied price effect (QoQ)
+11.8%
Shares
Total shares
6,451,687
QoQ shares delta
+103,606 (+1.63%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (IVOV)

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Top holders (Q2 2026)

Top 25 only Full list
Partial Q2 2026 data: 173 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
VANTAGEPOINT INVESTMENT ADVISERS LLC 126,039 1,104,927 0.94%
Mariner, LLC 97,880 858,070 0.1%
ROCKLAND TRUST CO 93,024 815,504 3.65%
Trust Point Inc. 75,803 664,535 6.43%
MORGAN STANLEY 43,861 384,509 0.0%
BANK OF AMERICA CORP /DE/ 24,560 215,307 0.0%
RAYMOND JAMES FINANCIAL INC 24,191 212,075 0.01%
Stordahl Capital Management, Inc. 20,078 176,020 3.68%
Avior Wealth Management, LLC 18,397 161,287 0.48%
LPL Financial LLC 17,635 154,602 0.0%
Lutz Financial Services LLC 13,007 114,034 0.79%
UBS Group AG 12,253 107,420 0.0%
Aberdeen Wealth Management LLC 10,570 92,669 5.07%
BALANCED WEALTH GROUP LLC 10,156 89,036 3.21%
MidFirst Bank 9,645 84,562 0.68%
WELLS FARGO & COMPANY/MN 8,387 73,531 0.0%
COMMONWEALTH EQUITY SERVICES, LLC 8,384 73,501 0.01%
Savant Capital, LLC 7,825 72,486 0.02%
HighTower Advisors, LLC 6,136 53,795 0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,027 52,837 0.0%
TRUIST FINANCIAL CORP 5,109 44,796 0.01%
Kestra Advisory Services, LLC 4,531 39,722 0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,200 37,120 0.01%
&PARTNERS 3,819 33,481 0.02%
EP Wealth Advisors, LLC 3,758 32,947 0.01%