Institutional Ownership Vanguard S&P Mid Cap 400 Value (IVOV)
This table provides information about the institutional ownership of Vanguard S&P Mid Cap 400 Value (IVOV). We have compiled data on the 138 institutions that hold shares in the stock, with a total of 4.37 Million shares, which have been reported (via 13F filing form) to have a value of $437 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
838,489
shares
|
$83.9 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
804,681
shares
|
$80.5 Million
3.83% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
274,064
shares
|
$27.4 Million
0.0% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
242,664
shares
|
$24.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
177,407
shares
|
$17.8 Million
2.11% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
170,308
shares
|
$17 Million
3.85% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
143,211
shares
|
$14.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
123,208
shares
|
$12.3 Million
7.9% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
122,795
shares
|
$12.3 Million
0.95% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
115,248
shares
|
$11.5 Million
0.01% of portfolio
|
Q3 2024
Added 9.18%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
107,429
shares
|
$10.7 Million
0.0% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
90,983
shares
|
$9.1 Million
0.0% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
89,605
shares
|
$8.97 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
81,608
shares
|
$8.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.14%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
72,836
shares
|
$7.29 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
58,014
shares
|
$5.8 Million
1.49% of portfolio
|
Q2 2023
Reduced 1.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
50,909
shares
|
$5.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
44,269
shares
|
$4.43 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
40,941
shares
|
$4.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 23.4%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
37,694
shares
|
$3.77 Million
0.65% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
34,513
shares
|
$3.45 Million
0.07% of portfolio
|
Q3 2024
Added 68.87%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
29,511
shares
|
$2.95 Million
0.03% of portfolio
|
Q3 2024
Added 513.79%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
28,720
shares
|
$2.87 Million
0.0% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
27,647
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2024
Added 12.71%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
24,124
shares
|
$2.41 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.01%
|