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 164 institutions that hold shares in the stock, with a total of 4.8 Million shares, which have been reported (via 13F filing form) to have a value of $458 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
866,336
shares
|
$82.8 Million
0.12% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
812,321
shares
|
$77.6 Million
3.85% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
296,014
shares
|
$28.3 Million
0.0% of portfolio
|
Q2 2025
Added 16.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
248,317
shares
|
$23.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.52%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
192,201
shares
|
$18.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
169,788
shares
|
$16.2 Million
1.86% of portfolio
|
Q2 2025
Reduced 9.06%
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
168,972
shares
|
$16.1 Million
3.59% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
143,211
shares
|
$13.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
131,347
shares
|
$12.5 Million
0.0% of portfolio
|
Q2 2025
Added 31.58%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
124,877
shares
|
$11.9 Million
0.43% of portfolio
|
Q2 2025
Added 615.5%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
119,380
shares
|
$11.4 Million
0.89% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
118,977
shares
|
$11.4 Million
7.89% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
107,148
shares
|
$10.2 Million
0.0% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
90,120
shares
|
$8.61 Million
0.01% of portfolio
|
Q2 2025
Reduced 30.33%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
73,517
shares
|
$7.02 Million
0.04% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
58,014
shares
|
$5.54 Million
1.49% of portfolio
|
Q2 2023
Reduced 1.52%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
57,366
shares
|
$5.48 Million
0.01% of portfolio
|
Q2 2025
Added 1572.48%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
54,334
shares
|
$5.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
51,568
shares
|
$4.93 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
50,909
shares
|
$4.86 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
43,911
shares
|
$4.19 Million
0.01% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
41,954
shares
|
$4.01 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
37,694
shares
|
$3.6 Million
0.65% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
37,504
shares
|
$3.58 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
35,779
shares
|
$3.42 Million
0.01% of portfolio
|
Q2 2025
Added 44.57%
|