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 151 institutions that hold shares in the stock, with a total of 4.66 Million shares, which have been reported (via 13F filing form) to have a value of $457 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
826,203
shares
|
$81 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
802,012
shares
|
$78.7 Million
3.93% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
288,261
shares
|
$28.3 Million
0.0% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
230,556
shares
|
$22.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
192,171
shares
|
$18.8 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
177,186
shares
|
$17.4 Million
2.06% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
165,024
shares
|
$16.2 Million
3.73% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
143,211
shares
|
$14 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
|
$12.1 Million
7.9% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
121,897
shares
|
$12 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
116,841
shares
|
$11.5 Million
0.01% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
103,598
shares
|
$10.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
91,865
shares
|
$9.01 Million
0.0% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
89,606
shares
|
$8.79 Million
0.02% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
85,619
shares
|
$8.4 Million
0.0% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
71,138
shares
|
$6.98 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
58,014
shares
|
$5.69 Million
1.49% of portfolio
|
Q2 2023
Reduced 1.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
50,909
shares
|
$4.99 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
49,613
shares
|
$4.87 Million
0.01% of portfolio
|
Q4 2024
Added 21.18%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
44,721
shares
|
$4.39 Million
1.72% of portfolio
|
Q4 2024
Added 203177.27%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
43,183
shares
|
$4.24 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
38,351
shares
|
$3.76 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
37,694
shares
|
$3.7 Million
0.65% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
34,425
shares
|
$3.38 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
31,231
shares
|
$3.06 Million
0.0% of portfolio
|
Q4 2024
Added 12.96%
|