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 |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
730
shares
|
$72,321
0.01% of portfolio
|
Q1 2025
Reduced 67.03%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
722
shares
|
$71,528
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
707
shares
|
$70,042
0.05% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
600
shares
|
$59,441
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
600
shares
|
$59,441
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
593
shares
|
$58,748
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
578
shares
|
$57,262
0.02% of portfolio
|
Q4 2024
Added 803.13%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
550
shares
|
$54,488
0.0% of portfolio
|
Q1 2025
Added 643.24%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
454
shares
|
$44,977
0.0% of portfolio
|
Q1 2020
Reduced 11.89%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
450
shares
|
$44,581
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
444
shares
|
$43,987
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
438
shares
|
$43,392
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
396
shares
|
$39,231
0.0% of portfolio
|
Q1 2025
Added 34.69%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
392
shares
|
$38,835
0.0% of portfolio
|
Q3 2023
Reduced 34.23%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
383
shares
|
$37,943
0.02% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
381
shares
|
$37,745
0.01% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
343
shares
|
$33,981
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
328
shares
|
$32,494
0.0% of portfolio
|
Q1 2020
Reduced 50.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
325
shares
|
$32,197
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
296
shares
|
$29,324
0.0% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
268
shares
|
$26,550
0.0% of portfolio
|
Q2 2024
Added 59.52%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
226
shares
|
$22,389
0.01% of portfolio
|
Q1 2024
Reduced 47.93%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
224
shares
|
$22,191
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
208
shares
|
$20,606
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
206
shares
|
$20,408
0.0% of portfolio
|
Q4 2024
New holding
|