Vault-13

VANGUARD ADMIRAL FDS INC IVOV

MIDCP 400 VAL · ETP · CUSIP 921932844

165 institutional holders +2 vs Q4 2025
6,336,6826.3m shares reported held*
$647.0mreported value*
13 new 35 added 51 reduced 9 sold out net bought ≈ $61.1m (+599.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($498.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $102.11.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 99Q4 22: 98Q1 23: 106Q2 23: 110Q3 23: 107Q4 23: 117Q1 24: 122Q2 24: 123Q3 24: 138Q4 24: 147Q1 25: 154Q2 25: 156Q3 25: 158Q4 25: 163Q1 26: 165165Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202299
Q4 202298
Q1 2023106
Q2 2023110
Q3 2023107
Q4 2023117
Q1 2024122
Q2 2024123
Q3 2024138
Q4 2024147
Q1 2025154
Q2 2025156
Q3 2025158
Q4 2025163
Q1 2026165

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 24: 38 bought or addedQ2 24: 49 cut or sold outQ3 24: 43 bought or addedQ3 24: 51 cut or sold outQ3 24Q4 24: 47 bought or addedQ4 24: 54 cut or sold outQ1 25: 52 bought or addedQ1 25: 50 cut or sold outQ1 25Q2 25: 50 bought or addedQ2 25: 59 cut or sold outQ3 25: 52 bought or addedQ3 25: 54 cut or sold outQ3 25Q4 25: 67 bought or addedQ4 25: 46 cut or sold outQ1 26: 48 bought or addedQ1 26: 60 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243849
Q3 20244351
Q4 20244754
Q1 20255250
Q2 20255059
Q3 20255254
Q4 20256746
Q1 20264860

Biggest buyers

TRUST POINT INC. New +641,623+641.6k
MORGAN STANLEY Added +48,329+48.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +28,666+28.7k
COMMONWEALTH EQUITY SERVICES, LLC Added +22,851+22.9k
FIFTH THIRD BANCORP Added +18,352+18.4k
Independent Advisor Alliance New +14,047+14.0k
MidFirst Bank Added +13,712+13.7k
WELLS FARGO & COMPANY/MN Added +13,616+13.6k
GOLDMAN SACHS GROUP INC New +10,379+10.4k
Avior Wealth Management, LLC Added +7,763+7.8k

Biggest sellers

Octavia Wealth Advisors, LLC Reduced -156,141-156.1k
VANTAGEPOINT INVESTMENT ADVISERS LLC Reduced -34,804-34.8k
Horizon Investment Services, LLC Reduced -9,383-9.4k
ENVESTNET ASSET MANAGEMENT INC Reduced -8,583-8.6k
RAYMOND JAMES FINANCIAL INC Reduced -8,185-8.2k
BANK OF AMERICA CORP /DE/ Reduced -7,363-7.4k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -6,914-6.9k
Mariner, LLC Reduced -6,165-6.2k
Cambridge Financial Group, LLC Sold out -4,013-4.0k
Rise Advisors, LLC Sold out -3,042-3.0k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
International City Management Association Retirement Corp 13G · institution no change · filed 2026-10-07 10.0% no change 1.1m≈ $129.8m 2026-10-07

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANTAGEPOINT INVESTMENT ADVISERS LLC 0.91% of their portfolio WASHINGTON, DC 1,055,0901.1m $107.6m $107.6m 0.91% Reduced -34.8k -34,804
2 Mariner, LLC 0.10% of their portfolio Overland Park, KS 862,573862.6k $87.9m $87.9m 0.10% Reduced -6.2k -6,165
3 ROCKLAND TRUST CO 3.33% of their portfolio HANOVER, MA 815,334815.3k $83.1m $83.1m 3.33% Added +4.2k +4,229
4 TRUST POINT INC. 5.68% of their portfolio LA CROSSE, WI 641,623641.6k $65.4m $65.4m 5.68% New
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 378,657378.7k $38.6m $38.6m 0.00% Added +48.3k +48,329
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 221,988222.0k $22.6m $22.6m 0.00% Reduced -7.4k -7,363
7 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 210,498210.5k $21.5m $21.5m 0.01% Reduced -8.2k -8,185
8 Stordahl Capital Management, Inc. 3.66% of their portfolio GREENWOOD VILLAGE, CO 174,434174.4k $17.8m $17.8m 3.66% Added +2.1k +2,128
9 Avior Wealth Management, LLC 0.46% of their portfolio OMAHA, NE 158,534158.5k $16.2m $16.2m 0.46% Added +7.8k +7,763
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 121,596121.6k $12.4m $12.4m 0.00% Added +5.2k +5,249
11 Aberdeen Wealth Management LLC 5.48% of their portfolio LAKE BLUFF, IL 117,922117.9k $12.0m $12.0m 5.48% Reduced -681 -681
12 Lutz Financial Services LLC 0.79% of their portfolio OMAHA, NE 114,826114.8k $11.7m $11.7m 0.79% Reduced -1.7k -1,654
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 108,223108.2k $11.0m $11.0m 0.00% Added +5.4k +5,359
14 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 89,16289.2k $9.1m $9.1m 0.00% Added +13.6k +13,616
15 MidFirst Bank 0.71% of their portfolio DENVER, CO 84,04584.0k $8.6m $8.6m 0.71% Added +13.7k +13,712
16 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 82,05582.1k $8.4m $8.4m 0.01% Added +2.2k +2,162
17 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 76,04076.0k $7.8m $7.8m 0.03% Added +1.6k +1,572
18 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 73,19373.2k $7.5m $7.5m 0.01% Added +22.9k +22,851
19 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 54,79654.8k $5.6m $5.6m 0.01% Reduced -692 -692
20 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 45,48745.5k $4.6m $4.6m 0.01% Reduced -445 -445
21 Savant Capital, LLC 0.02% of their portfolio ROCKFORD, IL 36,57636.6k $3.7m $3.7m 0.02% Reduced -386 -386
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 36,41036.4k $3.7m $3.7m 0.00% Reduced -8.6k -8,583
23 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 33,86933.9k $3.5m $3.5m 0.01% Reduced -706 -706
24 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 33,20133.2k $3.4m $3.4m 0.02% Reduced -2.1k -2,095
25 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 31,74231.7k $3.3m $3.3m 0.01% Reduced -6.9k -6,914
26 EP Wealth Advisors, LLC 0.01% of their portfolio TORRANCE, CA 29,63529.6k $3.0m $3.0m 0.01% Reduced -90 -90
27 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 28,70028.7k $2.9m $2.9m 0.00% Unchanged
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 28,66628.7k $2.9m $2.9m 0.00% New
29 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 28,56828.6k $2.8m $2.8m 0.00% Added +1.1k +1,051
30 Composition Wealth, LLC 0.03% of their portfolio LOS ANGELES, CA 24,93324.9k $2.5m $2.5m 0.03% Reduced -76 -76
31 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 20,22820.2k $2.1m $2.1m 0.00% Added +18.4k +18,352
32 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 19,20219.2k $2.0m $2.0m 0.00% Reduced -265 -265
33 MONETA GROUP INVESTMENT ADVISORS LLC 0.01% of their portfolio ST LOUIS, MO 18,34318.3k $1.9m $1.9m 0.01% Added +1.9k +1,897
34 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 15,78615.8k $1.6m $1.6m 0.00% Added +442 +442
35 Cornerstone Financial Management LLC 1.41% of their portfolio BURLINGTON, MA 15,12115.1k $1.5m $1.5m 1.41% Added +216 +216
36 Independent Advisor Alliance 0.02% of their portfolio CHARLOTTE, NC 14,04714.0k $1.4m $1.4m 0.02% New
37 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 13,70813.7k $1.4m $1.4m 0.00% Added +4.2k +4,246
38 Fortitude Family Office, LLC 0.30% of their portfolio SCOTTSDALE, AZ 13,16013.2k $1.3m $1.3m 0.30% Unchanged
39 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 13,14913.1k $1.3m $1.3m 0.00% Added +675 +675
40 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 12,39812.4k $1.3m $1.3m 0.01% Reduced -830 -830
41 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 12,25112.3k $1.2m $1.2m 0.00% Reduced -1.4k -1,410
42 SHUFRO ROSE & CO LLC 0.08% of their portfolio NEW YORK, NY 10,98511.0k $1.1m $1.1m 0.08% Unchanged
43 KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio BROOKLYN, OH 10,38010.4k $1.1m $1.1m 0.00% Added +433 +433
44 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 10,37910.4k $1.1m $1.1m 0.00% New
45 HUNTINGTON NATIONAL BANK 0.01% of their portfolio COLUMBUS, OH 10,03710.0k $1.0m $1.0m 0.01% Unchanged
46 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 9,98310.0k $1.0m $1.0m 0.00% Unchanged
47 PFG Advisors 0.05% of their portfolio Phoenix, AZ 9,5829.6k $976.9k $976.9k 0.05% Reduced -1.0k -1,016
48 Heritage Investment Group, Inc. 0.15% of their portfolio POMPANO BEACH, FL 9,5729.6k $975.9k $975.9k 0.15% Unchanged
49 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 9,4049.4k $958.7k $958.7k 0.00% Reduced -2.3k -2,306
50 AMERICAN FINANCIAL & TAX STRATEGIES INC 0.46% of their portfolio NEW YORK, NY 9,2369.2k $941.6k $941.6k 0.46% Reduced -183 -183
51 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 8,8048.8k $897.5k $897.5k 0.00% Reduced -406 -406
52 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8,5958.6k $876.5k $876.5k 0.00% Reduced -2.3k -2,320
53 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 8,3498.3k $851.2k $851.2k 0.01% Added +700 +700
54 Wealthquest Corp 0.03% of their portfolio CINCINNATI, OH 7,0607.1k $716.4k $716.4k 0.03% Added +3.5k +3,530
55 Naviter Wealth, LLC 0.09% of their portfolio LITTLE ROCK, AR 6,8516.9k $698.5k $698.5k 0.09% Unchanged
56 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,8376.8k $697.0k $697.0k 0.00% Reduced -566 -566
57 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 6,5846.6k $671.2k $671.2k 0.00% Unchanged
58 OFC FINANCIAL PLANNING, LLC 0.63% of their portfolio SHORT HILLS, NJ 6,3106.3k $643.3k $643.3k 0.63% Unchanged
59 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6,2446.2k $636.0k $636.0k 0.00% Reduced -12 -12
60 Rodgers & Associates, LTD 0.06% of their portfolio Lancaster, PA 5,7845.8k $589.7k $589.7k 0.06% Reduced -149 -149
61 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 5,7575.8k $586.9k $586.9k 0.01% Added +136 +136
62 Goodman Financial Corp 0.10% of their portfolio HOUSTON, TX 5,7325.7k $584.3k $584.3k 0.10% Added +7 +7
63 MOSAIC FAMILY WEALTH PARTNERS, LLC 0.06% of their portfolio ST. LOUIS, MO 5,6095.6k $571.9k $571.9k 0.06% Unchanged
64 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 5,5845.6k $569.3k $569.3k 0.00% Reduced -114 -114
65 Meridian Wealth Management, LLC 0.02% of their portfolio LEXINGTON, KY 5,2995.3k $540.2k $540.2k 0.02% Added +7 +7
66 Factorial Partners, LLC 0.38% of their portfolio MT. KISCO, NY 5,2005.2k $530.1k $530.1k 0.38% Unchanged
67 HANOVER ADVISORS INC 0.21% of their portfolio SENECA, SC 5,1635.2k $526.4k $526.4k 0.21% Reduced -23 -23
68 Sovran Advisors, LLC 0.04% of their portfolio SAN DIEGO, CA 5,0075.0k $548.6k $548.6k 0.04% Reduced -23 -23
69 Redhawk Wealth Advisors, Inc. 0.06% of their portfolio MINNEAPOLIS, MN 4,9434.9k $504.0k $504.0k 0.06% Reduced -27 -27
70 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 4,7544.8k $484.7k $484.7k 0.00% Reduced -840 -840
71 GHP Investment Advisors, Inc. 0.02% of their portfolio Denver, CO 4,7084.7k $480.0k $480.0k 0.02% New
72 Atlas Brown,Inc. 0.14% of their portfolio LOUISVILLE, KY 4,5914.6k $468.1k $468.1k 0.14% Reduced -100 -100
73 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 4,5474.5k $463.6k $463.6k 0.01% Added +509 +509
74 Trail Ridge Investment Advisors, LLC 0.20% of their portfolio FORT COLLINS, CO 4,5354.5k $462.3k $462.3k 0.20% Reduced -53 -53
75 TopTier Wealth Management, LLC 0.28% of their portfolio MUSKEGO, WI 4,5114.5k $459.9k $459.9k 0.28% Unchanged
76 BHK Investment Advisors, LLC 0.15% of their portfolio BIRMINGHAM, AL 4,4004.4k $448.6k $448.6k 0.15% Unchanged
77 Ifrah Financial Services, Inc. 0.11% of their portfolio Little Rock, AR 4,1404.1k $422.1k $422.1k 0.11% Reduced -64 -64
78 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 4,0814.1k $416.0k $416.0k 0.00% Added +62 +62
79 Passive Capital Management, LLC. 0.12% of their portfolio BALTIMORE, MD 4,0264.0k $410.5k $410.5k 0.12% Unchanged
80 Valmark Advisers, Inc. 0.00% of their portfolio AKRON, OH 3,8023.8k $387.6k $387.6k 0.00% Added +77 +77
81 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 3,7563.8k $382.9k $382.9k 0.00% New
82 Hobart Private Capital, LLC 0.08% of their portfolio CHARLOTTE, NC 3,7563.8k $382.9k $382.9k 0.08% Unchanged
83 AMG National Trust Bank 0.01% of their portfolio GREENWOOD VILLAGE, CO 3,4803.5k $354.8k $354.8k 0.01% Unchanged
84 FMR LLC 0.00% of their portfolio BOSTON, MA 3,4653.5k $353.3k $353.3k 0.00% Added +943 +943
85 Glenview Trust Co 0.01% of their portfolio Louisville, KY 3,2343.2k $329.7k $329.7k 0.01% Unchanged
86 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 3,1483.1k $320.9k $320.9k 0.01% Unchanged
87 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 3,1363.1k $319.7k $319.7k 0.01% Unchanged
88 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 3,1183.1k $317.9k $317.9k 0.01% Unchanged
89 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 3,1023.1k $316.2k $316.2k 0.02% Added +384 +384
90 INSIGHT 2811, INC. 0.14% of their portfolio CHICAGO, IL 3,0723.1k $313.2k $313.2k 0.14% Added +119 +119
91 Western Wealth Management, LLC 0.01% of their portfolio GOLDEN, CO 3,0613.1k $312.1k $312.1k 0.01% Added +624 +624
92 LEVEL FOUR ADVISORY SERVICES, LLC 0.01% of their portfolio DALLAS, TX 3,0593.1k $311.9k $311.9k 0.01% Reduced -1.6k -1,608
93 CITIZENS FINANCIAL GROUP INC/RI 0.00% of their portfolio PROVIDENCE, RI 3,0283.0k $308.7k $308.7k 0.00% Reduced -48 -48
94 U.S. Capital Wealth Advisors, LLC 0.01% of their portfolio AUSTIN, TX 2,9803.0k $303.8k $303.8k 0.01% Unchanged
95 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.02% of their portfolio FORT WAYNE, IN 2,8602.9k $291.6k $291.6k 0.02% Unchanged
96 WealthCollab, LLC 0.12% of their portfolio BELLEVUE, WA 2,8082.8k $286.3k $286.3k 0.12% Unchanged
97 Octavia Wealth Advisors, LLC 0.03% of their portfolio CINCINNATI, OH 2,7872.8k $284.1k $284.1k 0.03% Reduced -156.1k -156,141
98 IFG Advisors, LLC 0.05% of their portfolio ST. LOUIS, MO 2,7702.8k $282.4k $282.4k 0.05% Unchanged
99 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 2,6422.6k $269.3k $269.3k 0.01% Reduced -2.2k -2,206
100 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 2,5332.5k $258.2k $258.2k 0.00% Unchanged