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 |
|---|---|---|---|---|---|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
7,387
shares
|
$733,085
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,264
shares
|
$720,879
0.0% of portfolio
|
Q2 2025
Added 169.04%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
6,851
shares
|
$679,893
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
6,825
shares
|
$677,313
0.0% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
6,725
shares
|
$667,389
0.0% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Aug 13, 2025 Q2 2025 |
6,034
shares
|
$598,814
0.61% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
6,015
shares
|
$596,928
0.02% of portfolio
|
Q2 2025
Added 57.79%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
6,003
shares
|
$595,737
0.03% of portfolio
|
Q2 2025
Reduced 39.46%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
5,732
shares
|
$568,843
0.01% of portfolio
|
Q2 2025
Reduced 52.58%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
5,698
shares
|
$565,469
0.01% of portfolio
|
Q3 2025
Reduced 19.54%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
5,698
shares
|
$565,469
0.06% of portfolio
|
Q2 2025
Added 16.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
5,687
shares
|
$564,377
0.0% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Goodman Financial Corp
Houston, TX |
Aug 11, 2025 Q2 2025 |
5,639
shares
|
$559,614
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
5,594
shares
|
$555,148
0.0% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
5,554
shares
|
$551,178
0.07% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
5,459
shares
|
$541,751
0.07% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
5,266
shares
|
$522,597
0.06% of portfolio
|
Q2 2025
Added 16.87%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 12, 2025 Q2 2025 |
5,228
shares
|
$518,826
0.2% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Factorial Partners, LLC
|
Aug 11, 2025 Q2 2025 |
5,200
shares
|
$516,048
0.39% of portfolio
|
Q2 2025
Reduced 25.71%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
5,039
shares
|
$500,070
0.01% of portfolio
|
Q2 2025
Added 120.91%
|
|
|
Atlas Brown,Inc.
|
Oct 17, 2025 Q3 2025 |
4,691
shares
|
$465,534
0.14% of portfolio
|
Q2 2025
Added 9.07%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
4,616
shares
|
$458,091
0.02% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
4,613
shares
|
$457,794
0.22% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,521
shares
|
$448,664
0.02% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Bhk Investment Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
4,400
shares
|
$436,656
0.16% of portfolio
|
Q1 2024
New holding
|