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 |
|---|---|---|---|---|---|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
640
shares
|
$61,388
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
558
shares
|
$53,523
0.0% of portfolio
|
Q1 2024
Added 21.83%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
454
shares
|
$43,547
0.0% of portfolio
|
Q1 2020
Reduced 11.89%
|
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
444
shares
|
$42,588
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
400
shares
|
$38,368
0.0% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
392
shares
|
$37,600
0.0% of portfolio
|
Q3 2023
Reduced 34.23%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
375
shares
|
$35,970
0.01% of portfolio
|
Q1 2024
Reduced 61.42%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
370
shares
|
$35,490
0.0% of portfolio
|
Q2 2024
Added 13.5%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
340
shares
|
$32,612
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
328
shares
|
$31,461
0.0% of portfolio
|
Q1 2020
Reduced 50.0%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
268
shares
|
$25,706
0.0% of portfolio
|
Q2 2024
Added 59.52%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
258
shares
|
$24,747
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
244
shares
|
$23,404
0.0% of portfolio
|
Q3 2024
Reduced 74.56%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 14, 2024 Q2 2024 |
226
shares
|
$21,677
0.01% of portfolio
|
Q1 2024
Reduced 47.93%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
224
shares
|
$21,486
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
208
shares
|
$19,951
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
178
shares
|
$17,073
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
168
shares
|
$16,114
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
166
shares
|
$15,922
0.0% of portfolio
|
Q2 2024
Reduced 41.75%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
138
shares
|
$13,236
0.0% of portfolio
|
Q1 2020
Reduced 50.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
74
shares
|
$7,098
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
64
shares
|
$6,138
0.0% of portfolio
|
Q3 2024
Reduced 9.86%
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
24
shares
|
$2,302
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
22
shares
|
$2,110
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
22
shares
|
$2,110
0.0% of portfolio
|
Q4 2023
New holding
|