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 152 institutions that hold shares in the stock, with a total of 4.64 Million shares, which have been reported (via 13F filing form) to have a value of $428 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
2,301
shares
|
$212,474
0.0% of portfolio
|
Q4 2024
Reduced 10.15%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
2,289
shares
|
$211,366
0.01% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Mar 13, 2025 Q4 2024 |
2,255
shares
|
$208,226
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
2,223
shares
|
$205,271
0.0% of portfolio
|
Q4 2024
Reduced 49.93%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,214
shares
|
$204,440
0.02% of portfolio
|
Q3 2024
Reduced 9.41%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
2,200
shares
|
$203,148
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,136
shares
|
$197,238
0.0% of portfolio
|
Q1 2024
Reduced 9.34%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1,885
shares
|
$174,060
0.0% of portfolio
|
Q4 2024
Reduced 57.66%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,648
shares
|
$152,176
0.04% of portfolio
|
Q3 2024
Reduced 55.35%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
1,504
shares
|
$138,879
0.02% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,400
shares
|
$129,276
0.0% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
1,347
shares
|
$124,381
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,340
shares
|
$123,735
0.0% of portfolio
|
Q4 2024
Added 109.38%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
1,326
shares
|
$122,442
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,201
shares
|
$110,900
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
1,150
shares
|
$106,191
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,026
shares
|
$94,740
0.01% of portfolio
|
Q2 2023
Reduced 11.7%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
976
shares
|
$90,123
0.0% of portfolio
|
Q4 2024
Added 3966.67%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
888
shares
|
$81,997
0.0% of portfolio
|
Q4 2024
Added 244.19%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
770
shares
|
$71,101
0.05% of portfolio
|
Q4 2023
Reduced 19.62%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
722
shares
|
$66,669
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
707
shares
|
$65,284
0.05% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
600
shares
|
$55,404
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
600
shares
|
$55,404
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
593
shares
|
$54,757
0.0% of portfolio
|
Q3 2024
New holding
|