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 138 institutions that hold shares in the stock, with a total of 4.41 Million shares, which have been reported (via 13F filing form) to have a value of $440 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,827
shares
|
$381,666
0.02% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
3,826
shares
|
$381,566
0.0% of portfolio
|
Q3 2024
Reduced 9.64%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,814
shares
|
$380,370
0.18% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
3,756
shares
|
$374,585
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
3,530
shares
|
$352,046
0.04% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
3,480
shares
|
$347,060
0.01% of portfolio
|
Q4 2023
Reduced 10.54%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
3,466
shares
|
$345,664
0.01% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,430
shares
|
$342,073
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
3,316
shares
|
$330,704
0.03% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
3,142
shares
|
$313,351
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
3,020
shares
|
$301,184
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
3,000
shares
|
$299,190
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
2,980
shares
|
$297,195
0.01% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
2,808
shares
|
$280,041
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
2,776
shares
|
$276,850
0.03% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
2,770
shares
|
$276,252
0.06% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
2,678
shares
|
$267,076
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
2,648
shares
|
$264,085
0.01% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,596
shares
|
$258,899
0.01% of portfolio
|
Q2 2024
Reduced 8.07%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
2,561
shares
|
$255,408
0.01% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,386
shares
|
$237,955
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,320
shares
|
$231,373
0.0% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
2,290
shares
|
$228,381
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
2,289
shares
|
$228,281
0.01% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,214
shares
|
$220,802
0.02% of portfolio
|
Q3 2024
Reduced 9.41%
|