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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
200
shares
|
$19,848
0.0% of portfolio
|
Q3 2025
Reduced 54.34%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
178
shares
|
$17,664
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
168
shares
|
$16,672
0.0% of portfolio
|
Q3 2025
Reduced 37.31%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
168
shares
|
$16,672
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
166
shares
|
$16,473
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
138
shares
|
$13,695
0.0% of portfolio
|
Q1 2020
Reduced 50.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
120
shares
|
$11,908
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
120
shares
|
$11,908
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
104
shares
|
$10,320
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
100
shares
|
$9,924
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
86
shares
|
$8,534
0.0% of portfolio
|
Q2 2025
Reduced 94.0%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
62
shares
|
$6,152
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
14
shares
|
$1,389
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
13
shares
|
$1,290
0.0% of portfolio
|
Q2 2025
Reduced 35.0%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
10
shares
|
$992
0.0% of portfolio
|
Q2 2025
Reduced 96.62%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
10
shares
|
$992
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
8
shares
|
$793
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|