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 138 institutions that hold shares in the stock, with a total of 4.37 Million shares, which have been reported (via 13F filing form) to have a value of $437 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,814
shares
|
$381,628
0.18% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
3,756
shares
|
$375,825
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
3,530
shares
|
$353,211
0.04% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
3,480
shares
|
$348,208
0.01% of portfolio
|
Q4 2023
Reduced 10.54%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
3,466
shares
|
$346,807
0.01% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,430
shares
|
$343,205
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
3,361
shares
|
$336,301
0.03% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
3,142
shares
|
$314,388
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
3,020
shares
|
$302,181
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
3,000
shares
|
$300,180
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
2,980
shares
|
$298,178
0.01% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
2,808
shares
|
$280,968
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
2,770
shares
|
$277,166
0.06% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
2,678
shares
|
$267,960
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
2,662
shares
|
$266,359
0.03% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,596
shares
|
$259,755
0.01% of portfolio
|
Q2 2024
Reduced 8.07%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
2,561
shares
|
$256,253
0.01% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
2,558
shares
|
$255,953
0.01% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,386
shares
|
$238,743
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,320
shares
|
$232,139
0.0% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
2,290
shares
|
$229,137
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
2,271
shares
|
$227,236
0.01% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
2,214
shares
|
$221,532
0.01% of portfolio
|
Q3 2024
Reduced 9.41%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
2,200
shares
|
$220,132
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
2,200
shares
|
$220,132
0.0% of portfolio
|
Q3 2024
New holding
|