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 $463 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
29,600
shares
|
$2.93 Million
0.02% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
28,700
shares
|
$2.84 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
23,814
shares
|
$2.36 Million
0.0% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
21,529
shares
|
$2.13 Million
0.0% of portfolio
|
Q1 2025
Added 57.96%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
21,466
shares
|
$2.13 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
18,428
shares
|
$1.83 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
17,840
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2025
Added 40.53%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,239
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2023
Added 1.74%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
13,469
shares
|
$1.33 Million
0.68% of portfolio
|
Q1 2025
Reduced 9.63%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
12,349
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
12,087
shares
|
$1.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
May 05, 2025 Q1 2025 |
11,993
shares
|
$1.19 Million
0.55% of portfolio
|
Q1 2025
Added 45.63%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
11,163
shares
|
$1.11 Million
0.06% of portfolio
|
Q1 2025
Reduced 17.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
10,305
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 24.75%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
10,232
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
10,037
shares
|
$994,365
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
9,979
shares
|
$988,619
0.0% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
9,916
shares
|
$982,378
0.05% of portfolio
|
Q1 2025
Added 284.49%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
9,572
shares
|
$948,298
0.16% of portfolio
|
Q4 2023
Reduced 17.04%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
9,210
shares
|
$912,434
0.08% of portfolio
|
Q1 2025
Added 50.74%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Apr 23, 2025 Q1 2025 |
9,163
shares
|
$907,778
0.54% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
8,626
shares
|
$854,577
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
8,060
shares
|
$798,504
0.0% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
8,049
shares
|
$797,414
0.01% of portfolio
|
Q1 2025
Reduced 10.28%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
7,854
shares
|
$778,095
0.01% of portfolio
|
Q1 2025
Added 0.27%
|