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 161 institutions that hold shares in the stock, with a total of 4.62 Million shares, which have been reported (via 13F filing form) to have a value of $425 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
862,239
shares
|
$79.3 Million
0.14% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Rockland Trust CO
|
Apr 16, 2025 Q1 2025 |
800,625
shares
|
$73.6 Million
3.76% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
283,870
shares
|
$26.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
254,718
shares
|
$23.4 Million
0.0% of portfolio
|
Q1 2025
Added 10.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
193,943
shares
|
$17.8 Million
0.01% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
186,696
shares
|
$17.2 Million
2.09% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
168,447
shares
|
$15.5 Million
3.68% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
143,211
shares
|
$13.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
129,352
shares
|
$11.9 Million
0.01% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
120,957
shares
|
$11.1 Million
7.97% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
118,395
shares
|
$10.9 Million
0.89% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
103,239
shares
|
$9.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
99,822
shares
|
$9.18 Million
0.0% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
70,516
shares
|
$6.49 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
59,623
shares
|
$5.48 Million
0.0% of portfolio
|
Q1 2025
Reduced 30.36%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
58,014
shares
|
$5.34 Million
1.49% of portfolio
|
Q2 2023
Reduced 1.52%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
54,409
shares
|
$5 Million
0.01% of portfolio
|
Q1 2025
Added 9.67%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
50,909
shares
|
$4.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
43,203
shares
|
$3.97 Million
0.01% of portfolio
|
Q1 2025
Added 38.33%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
42,730
shares
|
$3.93 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
38,090
shares
|
$3.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
37,694
shares
|
$3.47 Million
0.65% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
34,796
shares
|
$3.2 Million
0.04% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
29,600
shares
|
$2.72 Million
0.02% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
28,700
shares
|
$2.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.07%
|