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 125 institutions that hold shares in the stock, with a total of 4.35 Million shares, which have been reported (via 13F filing form) to have a value of $399 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
847,833
shares
|
$77.8 Million
0.15% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Rockland Trust CO
|
Jul 23, 2024 Q2 2024 |
799,804
shares
|
$73.4 Million
3.73% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
270,182
shares
|
$24.8 Million
0.0% of portfolio
|
Q2 2024
Added 7.97%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
249,118
shares
|
$22.9 Million
0.0% of portfolio
|
Q1 2024
Added 6.44%
|
|
|
Stordahl Capital Management, Inc.
|
Jul 15, 2024 Q2 2024 |
171,203
shares
|
$15.7 Million
3.75% of portfolio
|
Q2 2024
Added 3.45%
|
|
|
Octavia Wealth Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
167,682
shares
|
$15.4 Million
2.01% of portfolio
|
Q2 2024
Added 4.53%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
145,276
shares
|
$13.3 Million
0.02% of portfolio
|
Q2 2024
Reduced 4.99%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2024 Q2 2024 |
125,074
shares
|
$11.5 Million
0.95% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 02, 2024 Q2 2024 |
125,028
shares
|
$11.5 Million
7.52% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
105,556
shares
|
$9.69 Million
0.01% of portfolio
|
Q2 2024
Added 38.45%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
104,009
shares
|
$9.55 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
103,487
shares
|
$9.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 28.15%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
89,622
shares
|
$8.23 Million
0.02% of portfolio
|
Q2 2024
Reduced 4.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
80,599
shares
|
$7.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
75,154
shares
|
$6.9 Million
0.04% of portfolio
|
Q2 2024
Added 0.43%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
58,014
shares
|
$5.33 Million
1.49% of portfolio
|
Q2 2023
Reduced 1.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
54,514
shares
|
$5 Million
0.0% of portfolio
|
Q2 2024
Reduced 9.15%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
53,451
shares
|
$4.91 Million
0.01% of portfolio
|
Q2 2024
Added 7.47%
|
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
46,088
shares
|
$4.23 Million
0.04% of portfolio
|
Q2 2024
Reduced 4.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
40,825
shares
|
$3.75 Million
0.13% of portfolio
|
Q2 2024
Added 4.95%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Aug 14, 2024 Q2 2024 |
37,389
shares
|
$3.43 Million
0.62% of portfolio
|
Q2 2024
Added 3.83%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 14, 2024 Q2 2024 |
28,700
shares
|
$2.63 Million
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
24,529
shares
|
$2.25 Million
0.0% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
24,124
shares
|
$2.21 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
21,762
shares
|
$2 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.4%
|