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 137 institutions that hold shares in the stock, with a total of 4.35 Million shares, which have been reported (via 13F filing form) to have a value of $434 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
22,852
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2024
Added 41.3%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
21,589
shares
|
$2.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
20,624
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
18,454
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
17,840
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
17,551
shares
|
$1.75 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,239
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2023
Added 1.74%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
15,007
shares
|
$1.5 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
13,741
shares
|
$1.37 Million
0.08% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
13,607
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
13,558
shares
|
$1.35 Million
0.1% of portfolio
|
Q3 2023
Added 5.13%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
12,723
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
12,167
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2024
Added 5.19%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
10,449
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.69%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
10,032
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
9,572
shares
|
$954,519
0.18% of portfolio
|
Q4 2023
Reduced 17.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
9,479
shares
|
$945,245
0.0% of portfolio
|
Q3 2024
Added 34.64%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
8,582
shares
|
$855,797
0.01% of portfolio
|
Q3 2024
Added 11.44%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
8,295
shares
|
$827,177
0.34% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Nov 06, 2024 Q3 2024 |
8,257
shares
|
$823,388
0.54% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
7,880
shares
|
$785,793
0.01% of portfolio
|
Q1 2024
Reduced 4.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
7,701
shares
|
$767,943
0.0% of portfolio
|
Q3 2024
Reduced 48.27%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
7,471
shares
|
$745,008
0.0% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
7,280
shares
|
$725,961
0.02% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Factorial Partners, LLC
|
Nov 08, 2024 Q3 2024 |
7,000
shares
|
$698,040
0.43% of portfolio
|
Q1 2023
Added 100.0%
|