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 126 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 $404 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Factorial Partners, LLC
|
Aug 07, 2024 Q2 2024 |
7,000
shares
|
$650,650
0.42% of portfolio
|
Q1 2023
Added 100.0%
|
|
James Investment Research Inc
|
Jul 30, 2024 Q2 2024 |
6,489
shares
|
$603,152
0.07% of portfolio
|
Q2 2024
Added 12.79%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
6,469
shares
|
$601,293
0.0% of portfolio
|
Q2 2024
Reduced 37.61%
|
|
Shufro Rose & CO LLC
|
Aug 13, 2024 Q2 2024 |
6,260
shares
|
$581,867
0.05% of portfolio
|
Q1 2024
Added 84.93%
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 14, 2024 Q2 2024 |
6,021
shares
|
$559,651
0.23% of portfolio
|
Q2 2024
Reduced 23.39%
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 07, 2024 Q2 2024 |
5,864
shares
|
$545,058
0.0% of portfolio
|
Q4 2023
Reduced 15.8%
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 16, 2024 Q2 2024 |
5,575
shares
|
$518,196
0.08% of portfolio
|
Q2 2024
Added 3.84%
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 06, 2024 Q2 2024 |
5,002
shares
|
$464,935
0.07% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
4,808
shares
|
$446,903
0.0% of portfolio
|
Q4 2023
Added 0.82%
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
4,797
shares
|
$445,881
0.01% of portfolio
|
Q1 2024
Reduced 0.79%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
4,769
shares
|
$443,278
0.01% of portfolio
|
Q4 2023
Reduced 2.25%
|
|
Rodgers & Associates, LTD
|
Jul 17, 2024 Q2 2024 |
4,506
shares
|
$418,832
0.05% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
Bhk Investment Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
4,400
shares
|
$408,980
0.15% of portfolio
|
Q1 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
4,234
shares
|
$393,550
0.0% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
4,134
shares
|
$384,255
0.02% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
4,083
shares
|
$379,514
0.0% of portfolio
|
Q2 2024
Added 3.37%
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
4,000
shares
|
$371,800
0.13% of portfolio
|
Q1 2023
Added 100.0%
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 08, 2024 Q2 2024 |
4,000
shares
|
$371,800
0.04% of portfolio
|
Q2 2024
New holding
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,988
shares
|
$370,684
0.03% of portfolio
|
Q3 2023
Added 20.34%
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 08, 2024 Q2 2024 |
3,988
shares
|
$370,684
0.04% of portfolio
|
Q1 2023
Added 100.0%
|
|
Trail Ridge Investment Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
3,947
shares
|
$366,873
0.18% of portfolio
|
Q2 2024
Reduced 17.24%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
3,838
shares
|
$356,742
0.01% of portfolio
|
Q4 2023
Added 1.13%
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 30, 2024 Q2 2024 |
3,756
shares
|
$349,120
0.09% of portfolio
|
Q2 2024
New holding
|
|
Halpern Financial, Inc.
Ashburn, VA |
Jul 08, 2024 Q2 2024 |
3,691
shares
|
$343,078
0.09% of portfolio
|
Q2 2024
Added 111.16%
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 26, 2024 Q2 2024 |
3,530
shares
|
$328,113
0.05% of portfolio
|
Q1 2023
Added 100.0%
|