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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
7,486
shares
|
$741,638
0.0% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
7,082
shares
|
$701,613
0.01% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Factorial Partners, LLC
|
May 09, 2025 Q1 2025 |
7,000
shares
|
$693,490
0.43% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
6,851
shares
|
$678,728
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
6,775
shares
|
$671,199
0.0% of portfolio
|
Q1 2025
Reduced 33.21%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
May 14, 2025 Q1 2025 |
6,067
shares
|
$601,057
0.63% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
5,699
shares
|
$564,599
0.0% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
5,698
shares
|
$564,500
0.06% of portfolio
|
Q2 2025
Added 16.88%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
5,594
shares
|
$554,197
0.0% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
5,554
shares
|
$550,234
0.07% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,384
shares
|
$533,392
0.0% of portfolio
|
Q1 2025
Added 1276.98%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
5,369
shares
|
$531,906
0.07% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
5,233
shares
|
$518,433
0.21% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
4,769
shares
|
$472,464
0.01% of portfolio
|
Q4 2023
Reduced 2.25%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
4,691
shares
|
$464,737
0.15% of portfolio
|
Q2 2025
Added 9.07%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
4,616
shares
|
$457,307
0.02% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
4,506
shares
|
$446,409
0.05% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
4,465
shares
|
$442,347
0.02% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,411
shares
|
$436,997
0.01% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Bhk Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
4,400
shares
|
$435,907
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
4,371
shares
|
$433,034
0.12% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
4,347
shares
|
$430,657
0.01% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
4,087
shares
|
$404,899
0.01% of portfolio
|
Q1 2025
Reduced 14.8%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
4,026
shares
|
$398,855
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
4,000
shares
|
$396,280
0.13% of portfolio
|
Q1 2023
Added 100.0%
|