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 |
|---|---|---|---|---|---|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
175
shares
|
$15,956
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
168
shares
|
$15,318
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
166
shares
|
$15,135
0.0% of portfolio
|
Q2 2024
Reduced 41.75%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
138
shares
|
$12,582
0.0% of portfolio
|
Q1 2020
Reduced 50.0%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
104
shares
|
$9,482
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
100
shares
|
$9,118
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
20
shares
|
$1,823
0.0% of portfolio
|
Q1 2025
Reduced 76.47%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
20
shares
|
$1,823
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
14
shares
|
$1,276
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
8
shares
|
$729
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|