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 |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,648
shares
|
$164,338
0.04% of portfolio
|
Q3 2024
Reduced 55.35%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
1,504
shares
|
$149,978
0.02% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,400
shares
|
$139,608
0.0% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
1,150
shares
|
$114,678
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,026
shares
|
$102,312
0.01% of portfolio
|
Q2 2023
Reduced 11.7%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
770
shares
|
$76,784
0.04% of portfolio
|
Q4 2023
Reduced 19.62%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
695
shares
|
$69,305
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
650
shares
|
$64,818
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
640
shares
|
$63,820
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
593
shares
|
$59,133
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
541
shares
|
$53,948
0.0% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
454
shares
|
$45,272
0.0% of portfolio
|
Q1 2020
Reduced 11.89%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
400
shares
|
$39,888
0.0% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
392
shares
|
$39,090
0.0% of portfolio
|
Q3 2023
Reduced 34.23%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
375
shares
|
$37,395
0.01% of portfolio
|
Q1 2024
Reduced 61.42%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
340
shares
|
$33,904
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
328
shares
|
$32,708
0.0% of portfolio
|
Q1 2020
Reduced 50.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
294
shares
|
$29,317
0.0% of portfolio
|
Q3 2024
Reduced 20.54%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
268
shares
|
$26,724
0.0% of portfolio
|
Q2 2024
Added 59.52%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
258
shares
|
$25,727
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
254
shares
|
$25,328
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
244
shares
|
$24,331
0.0% of portfolio
|
Q3 2024
Reduced 74.56%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
226
shares
|
$22,536
0.01% of portfolio
|
Q1 2024
Reduced 47.93%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
224
shares
|
$22,337
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
208
shares
|
$20,741
0.0% of portfolio
|
Q2 2023
New holding
|