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 127 institutions that hold shares in the stock, with a total of 4.33 Million shares, which have been reported (via 13F filing form) to have a value of $415 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
3,345
shares
|
$320,852
0.01% of portfolio
|
Q2 2024
Reduced 24.95%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
3,142
shares
|
$301,380
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
3,078
shares
|
$295,241
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Citizens Financial Group Inc
|
Aug 09, 2024 Q2 2024 |
3,020
shares
|
$289,678
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
2,980
shares
|
$285,841
0.01% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 13, 2024 Q2 2024 |
2,808
shares
|
$269,343
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
2,770
shares
|
$265,698
0.06% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
2,678
shares
|
$256,873
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
2,596
shares
|
$249,008
0.02% of portfolio
|
Q2 2024
Reduced 8.07%
|
|
|
Cooper Financial Group
|
Jul 15, 2024 Q2 2024 |
2,594
shares
|
$248,816
0.03% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
2,561
shares
|
$245,651
0.01% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
2,558
shares
|
$245,363
0.01% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
2,366
shares
|
$226,946
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
2,307
shares
|
$221,287
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
2,290
shares
|
$219,656
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
2,214
shares
|
$212,366
0.01% of portfolio
|
Q3 2024
Reduced 9.41%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
2,136
shares
|
$204,885
0.0% of portfolio
|
Q1 2024
Reduced 9.34%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,648
shares
|
$158,076
0.04% of portfolio
|
Q3 2024
Reduced 55.35%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
1,504
shares
|
$144,263
0.02% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
1,422
shares
|
$136,398
0.0% of portfolio
|
Q2 2024
Reduced 5.01%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
1,150
shares
|
$110,308
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,026
shares
|
$98,413
0.01% of portfolio
|
Q2 2023
Reduced 11.7%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
770
shares
|
$73,858
0.04% of portfolio
|
Q4 2023
Reduced 19.62%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
695
shares
|
$66,664
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
650
shares
|
$62,348
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|