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 |
|---|---|---|---|---|---|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
2,592
shares
|
$257,230
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
2,584
shares
|
$256,436
0.02% of portfolio
|
Q3 2025
Reduced 34.12%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
2,564
shares
|
$254,451
0.01% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
2,549
shares
|
$252,962
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
2,490
shares
|
$247,107
0.02% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,488
shares
|
$246,909
0.0% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,437
shares
|
$241,847
0.01% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
2,386
shares
|
$236,786
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
2,338
shares
|
$232,023
0.0% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
2,312
shares
|
$229,442
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
2,273
shares
|
$225,572
0.0% of portfolio
|
Q1 2025
Added 62.36%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Oct 23, 2025 Q3 2025 |
2,255
shares
|
$223,786
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
2,228
shares
|
$221,106
0.01% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
2,200
shares
|
$218,328
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,136
shares
|
$211,976
0.0% of portfolio
|
Q1 2024
Reduced 9.34%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
1,975
shares
|
$195,999
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,919
shares
|
$190,441
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,648
shares
|
$163,547
0.04% of portfolio
|
Q3 2024
Reduced 55.35%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
1,504
shares
|
$149,256
0.02% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,466
shares
|
$145,485
0.0% of portfolio
|
Q2 2025
Added 91.38%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
1,325
shares
|
$131,493
0.04% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,201
shares
|
$119,187
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
1,150
shares
|
$114,126
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
1,141
shares
|
$113,232
0.01% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
1,000
shares
|
$99,240
0.01% of portfolio
|
Q2 2025
Reduced 60.0%
|