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 152 institutions that hold shares in the stock, with a total of 4.64 Million shares, which have been reported (via 13F filing form) to have a value of $425 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
3,988
shares
|
$365,819
0.05% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,941
shares
|
$361,507
0.01% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
3,907
shares
|
$358,389
0.0% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
3,870
shares
|
$354,995
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
3,756
shares
|
$344,537
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,754
shares
|
$344,354
0.17% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
3,530
shares
|
$323,806
0.04% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
3,480
shares
|
$319,220
0.01% of portfolio
|
Q4 2023
Reduced 10.54%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
3,466
shares
|
$317,936
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
3,431
shares
|
$314,725
0.0% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
3,316
shares
|
$304,176
0.03% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
3,142
shares
|
$288,215
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
3,072
shares
|
$281,794
0.01% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
2,980
shares
|
$273,355
0.01% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,862
shares
|
$262,531
0.02% of portfolio
|
Q4 2024
Reduced 78.89%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
2,808
shares
|
$257,577
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
2,776
shares
|
$254,642
0.03% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
2,770
shares
|
$254,092
0.05% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
2,678
shares
|
$245,652
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
2,648
shares
|
$242,901
0.01% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
2,579
shares
|
$236,571
0.01% of portfolio
|
Q4 2024
Reduced 85.61%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
2,490
shares
|
$228,407
0.02% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
2,386
shares
|
$218,867
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,383
shares
|
$218,592
0.0% of portfolio
|
Q4 2024
Added 838.19%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,360
shares
|
$216,482
0.0% of portfolio
|
Q4 2024
Added 1.72%
|