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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
4,380
shares
|
$434,671
0.01% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
4,287
shares
|
$425,441
0.11% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
4,026
shares
|
$399,540
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
4,000
shares
|
$396,960
0.13% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,988
shares
|
$395,769
0.03% of portfolio
|
Q3 2023
Added 20.34%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
3,928
shares
|
$389,814
0.01% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
3,782
shares
|
$375,325
0.08% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
3,530
shares
|
$350,317
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
3,480
shares
|
$345,355
0.01% of portfolio
|
Q4 2023
Reduced 10.54%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
3,409
shares
|
$338,309
0.01% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
3,233
shares
|
$320,842
0.02% of portfolio
|
Q2 2025
Added 18.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
3,150
shares
|
$312,606
0.0% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
3,118
shares
|
$309,430
0.01% of portfolio
|
Q2 2025
Reduced 34.62%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,080
shares
|
$305,659
0.01% of portfolio
|
Q1 2025
Reduced 21.85%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Oct 14, 2025 Q3 2025 |
3,070
shares
|
$304,666
0.25% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
3,022
shares
|
$299,903
0.0% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
2,980
shares
|
$295,735
0.01% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
2,860
shares
|
$283,826
0.02% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
2,828
shares
|
$280,650
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
2,808
shares
|
$278,665
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
2,770
shares
|
$274,894
0.05% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,733
shares
|
$271,222
0.12% of portfolio
|
Q2 2025
Added 19.08%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
2,690
shares
|
$266,955
0.0% of portfolio
|
Q2 2025
Reduced 68.82%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
2,678
shares
|
$265,764
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
2,617
shares
|
$259,711
0.08% of portfolio
|
Q1 2025
Reduced 34.39%
|