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 162 institutions that hold shares in the stock, with a total of 4.73 Million shares, which have been reported (via 13F filing form) to have a value of $469 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
|
$85.4 Million
0.14% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
812,321
shares
|
$80.5 Million
3.85% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
283,870
shares
|
$28.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
254,718
shares
|
$25.2 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
|
$19.2 Million
0.01% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
169,788
shares
|
$16.8 Million
1.86% of portfolio
|
Q2 2025
Reduced 9.06%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
168,447
shares
|
$16.7 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
|
$14.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
129,352
shares
|
$12.8 Million
0.01% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
124,877
shares
|
$12.4 Million
0.43% of portfolio
|
Q2 2025
Added 615.5%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
120,957
shares
|
$12 Million
7.97% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
118,395
shares
|
$11.7 Million
0.89% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
103,239
shares
|
$10.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
99,822
shares
|
$9.89 Million
0.0% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
70,516
shares
|
$6.99 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
59,623
shares
|
$5.91 Million
0.0% of portfolio
|
Q1 2025
Reduced 30.36%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
58,014
shares
|
$5.75 Million
1.49% of portfolio
|
Q2 2023
Reduced 1.52%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
54,409
shares
|
$5.39 Million
0.01% of portfolio
|
Q1 2025
Added 9.67%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
50,909
shares
|
$5.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
43,911
shares
|
$4.35 Million
0.01% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
42,730
shares
|
$4.23 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
38,090
shares
|
$3.77 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
37,694
shares
|
$3.73 Million
0.65% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
35,779
shares
|
$3.54 Million
0.01% of portfolio
|
Q2 2025
Added 44.57%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
34,796
shares
|
$3.45 Million
0.04% of portfolio
|
Q1 2025
Added 1.08%
|