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 127 institutions that hold shares in the stock, with a total of 4.33 Million shares, which have been reported (via 13F filing form) to have a value of $415 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
20,438
shares
|
$1.96 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
18,719
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2024
Added 0.67%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
17,908
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2024
Added 3.13%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
17,558
shares
|
$1.68 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,239
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2023
Added 1.74%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
16,173
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.8%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
15,371
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2024
Added 34.27%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
15,007
shares
|
$1.44 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
14,886
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2024
Added 8.7%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
14,161
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2024
Added 2.91%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
13,787
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.46%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
13,741
shares
|
$1.32 Million
0.08% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
13,558
shares
|
$1.3 Million
0.1% of portfolio
|
Q3 2023
Added 5.13%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
12,167
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2024
Added 5.19%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
10,449
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.69%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
10,032
shares
|
$962,269
0.0% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Heritage Investment Group, Inc.
|
Jul 22, 2024 Q2 2024 |
9,572
shares
|
$918,146
0.12% of portfolio
|
Q4 2023
Reduced 17.04%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 05, 2024 Q2 2024 |
8,281
shares
|
$794,313
0.34% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jul 31, 2024 Q2 2024 |
7,910
shares
|
$758,727
0.51% of portfolio
|
Q2 2024
Added 4.84%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
7,880
shares
|
$755,849
0.01% of portfolio
|
Q1 2024
Reduced 4.32%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
7,701
shares
|
$738,679
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
7,471
shares
|
$716,618
0.0% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
7,280
shares
|
$698,297
0.02% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
7,040
shares
|
$675,276
0.0% of portfolio
|
Q2 2024
Reduced 74.13%
|
|
|
Factorial Partners, LLC
|
Aug 07, 2024 Q2 2024 |
7,000
shares
|
$671,440
0.42% of portfolio
|
Q1 2023
Added 100.0%
|