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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
3,928
shares
|
$389,146
0.01% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
3,922
shares
|
$388,552
0.03% of portfolio
|
Q2 2025
Added 18.28%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
3,812
shares
|
$377,654
0.01% of portfolio
|
Q1 2025
Added 102.23%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
3,756
shares
|
$372,106
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
3,659
shares
|
$362,497
0.01% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
3,634
shares
|
$360,020
0.18% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
3,530
shares
|
$349,717
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
3,480
shares
|
$344,763
0.01% of portfolio
|
Q4 2023
Reduced 10.54%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
3,466
shares
|
$343,376
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
3,430
shares
|
$339,810
0.0% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
3,315
shares
|
$328,417
0.0% of portfolio
|
Q1 2025
Reduced 23.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
3,278
shares
|
$324,751
0.0% of portfolio
|
Q1 2025
Reduced 16.1%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,080
shares
|
$305,135
0.01% of portfolio
|
Q1 2025
Reduced 21.85%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
3,077
shares
|
$304,838
0.26% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
3,072
shares
|
$304,343
0.01% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
2,980
shares
|
$295,228
0.01% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
2,944
shares
|
$291,662
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,862
shares
|
$283,538
0.02% of portfolio
|
Q4 2024
Reduced 78.89%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
2,808
shares
|
$278,188
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
2,770
shares
|
$274,423
0.05% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
2,700
shares
|
$267,489
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,685
shares
|
$266,002
0.0% of portfolio
|
Q1 2025
Reduced 99.4%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
2,678
shares
|
$265,309
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
2,581
shares
|
$255,699
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
2,564
shares
|
$254,015
0.01% of portfolio
|
Q2 2025
Reduced 0.77%
|