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 161 institutions that hold shares in the stock, with a total of 5.06 Million shares, which have been reported (via 13F filing form) to have a value of $462 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
2,581
shares
|
$235,335
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
2,500
shares
|
$227,950
0.03% of portfolio
|
Q1 2025
Reduced 37.31%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
2,490
shares
|
$227,038
0.02% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
2,467
shares
|
$224,941
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
2,386
shares
|
$217,555
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
2,360
shares
|
$215,184
0.0% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
2,360
shares
|
$215,184
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Insight 2811, Inc.
Chicago, IL |
May 12, 2025 Q1 2025 |
2,295
shares
|
$209,258
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
2,281
shares
|
$207,981
0.01% of portfolio
|
Q1 2025
Reduced 13.86%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
2,273
shares
|
$207,252
0.0% of portfolio
|
Q1 2025
Added 62.36%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
2,255
shares
|
$205,610
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
2,200
shares
|
$200,596
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,136
shares
|
$194,760
0.0% of portfolio
|
Q1 2024
Reduced 9.34%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,648
shares
|
$150,264
0.04% of portfolio
|
Q3 2024
Reduced 55.35%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
1,504
shares
|
$137,134
0.02% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 30, 2025 Q1 2025 |
1,433
shares
|
$130,660
0.05% of portfolio
|
Q1 2025
Reduced 96.8%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
1,326
shares
|
$120,904
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,325
shares
|
$120,813
0.04% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,201
shares
|
$109,507
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
1,150
shares
|
$104,857
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
1,005
shares
|
$91,635
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
976
shares
|
$88,991
0.0% of portfolio
|
Q4 2024
Added 3966.67%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
888
shares
|
$80,967
0.0% of portfolio
|
Q4 2024
Added 244.19%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
770
shares
|
$70,208
0.05% of portfolio
|
Q4 2023
Reduced 19.62%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
766
shares
|
$69,843
0.0% of portfolio
|
Q1 2025
New holding
|