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 168 institutions that hold shares in the stock, with a total of 4.81 Million shares, which have been reported (via 13F filing form) to have a value of $478 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
35,729
shares
|
$3.55 Million
0.03% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
29,600
shares
|
$2.94 Million
0.02% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
28,700
shares
|
$2.85 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
24,367
shares
|
$2.42 Million
0.0% of portfolio
|
Q2 2025
Added 36.59%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
23,814
shares
|
$2.36 Million
0.0% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
21,464
shares
|
$2.13 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
18,629
shares
|
$1.85 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,239
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2023
Added 1.74%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
16,647
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
15,740
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
13,160
shares
|
$1.31 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
13,050
shares
|
$1.3 Million
0.68% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
12,901
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 40.08%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
11,456
shares
|
$1.14 Million
0.48% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
11,320
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
11,271
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Added 109.34%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jul 29, 2025 Q2 2025 |
10,101
shares
|
$1 Million
0.56% of portfolio
|
Q2 2025
Added 10.24%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
10,037
shares
|
$996,071
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
9,989
shares
|
$991,308
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
9,937
shares
|
$986,147
0.0% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
9,572
shares
|
$949,925
0.16% of portfolio
|
Q4 2023
Reduced 17.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
9,432
shares
|
$936,031
0.0% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
9,210
shares
|
$914,000
0.08% of portfolio
|
Q1 2025
Added 50.74%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
8,288
shares
|
$822,501
0.0% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
7,660
shares
|
$760,178
0.01% of portfolio
|
Q3 2025
Reduced 2.37%
|