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 169 institutions that hold shares in the stock, with a total of 5.85 Million shares, which have been reported (via 13F filing form) to have a value of $578 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vantagepoint Investment Advisers LLC
|
Oct 31, 2025 Q3 2025 |
1,039,953
shares
|
$103 Million
0.89% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
861,123
shares
|
$85.1 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
805,416
shares
|
$79.6 Million
3.39% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
284,209
shares
|
$28.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
260,556
shares
|
$25.8 Million
0.0% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
194,647
shares
|
$19.2 Million
0.01% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
175,614
shares
|
$17.4 Million
1.79% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
171,850
shares
|
$17 Million
3.64% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
143,211
shares
|
$14.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
139,328
shares
|
$13.8 Million
0.48% of portfolio
|
Q3 2025
Added 11.57%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
118,492
shares
|
$11.7 Million
7.84% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
118,266
shares
|
$11.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.96%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
117,735
shares
|
$11.6 Million
0.86% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
102,835
shares
|
$10.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
79,549
shares
|
$7.87 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.73%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
72,236
shares
|
$7.14 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
58,014
shares
|
$5.74 Million
1.49% of portfolio
|
Q2 2023
Reduced 1.52%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
55,790
shares
|
$5.52 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
55,231
shares
|
$5.46 Million
0.0% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
52,566
shares
|
$5.2 Million
0.01% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
50,909
shares
|
$5.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
45,392
shares
|
$4.49 Million
0.01% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
41,465
shares
|
$4.1 Million
0.0% of portfolio
|
Q3 2025
Added 70.17%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
38,436
shares
|
$3.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.39%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
37,694
shares
|
$3.73 Million
0.65% of portfolio
|
Q3 2024
Added 0.82%
|
|