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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
976
shares
|
$96,858
0.0% of portfolio
|
Q4 2024
Added 3966.67%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
931
shares
|
$92,392
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
888
shares
|
$88,125
0.0% of portfolio
|
Q4 2024
Added 244.19%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
845
shares
|
$83,857
0.0% of portfolio
|
Q2 2025
Reduced 15.92%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
770
shares
|
$76,414
0.04% of portfolio
|
Q4 2023
Reduced 19.62%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
731
shares
|
$72,544
0.01% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
722
shares
|
$71,651
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
707
shares
|
$70,162
0.05% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
600
shares
|
$59,544
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
600
shares
|
$59,544
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
593
shares
|
$58,849
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
578
shares
|
$57,360
0.02% of portfolio
|
Q4 2024
Added 803.13%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
454
shares
|
$45,054
0.0% of portfolio
|
Q1 2020
Reduced 11.89%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
450
shares
|
$44,658
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
448
shares
|
$44,459
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
444
shares
|
$44,062
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
435
shares
|
$43,169
0.0% of portfolio
|
Q2 2025
Reduced 20.91%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
396
shares
|
$39,299
0.0% of portfolio
|
Q1 2025
Added 34.69%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
392
shares
|
$38,902
0.0% of portfolio
|
Q3 2023
Reduced 34.23%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
387
shares
|
$38,405
0.01% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
383
shares
|
$38,008
0.02% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
328
shares
|
$32,550
0.0% of portfolio
|
Q1 2020
Reduced 50.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
325
shares
|
$32,253
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
226
shares
|
$22,428
0.01% of portfolio
|
Q1 2024
Reduced 47.93%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
208
shares
|
$20,641
0.0% of portfolio
|
Q2 2023
New holding
|