Wealthspire Advisors, LLC Vanguard S&P Mid Cap 400 Value Transaction History

Wealthspire Advisors, LLC

$18.8 Billion
Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 892 shares of IVOV stock, worth $88,192. This represents 0.0% of its overall portfolio holdings.

Number of Shares

892

Holding current value

$88,192

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 13, 2025	BUY	$94.73 - $102.36 $84,499 - $91,305	892 New	892 $89,000

Others Institutions Holding IVOV

# of Institutions

166

Shares Held

5.87M

Call Options Held

Put Options Held

Vantagepoint Investment Advisers LLC

1.04M
Shares

$103 Million
0.89% of portfolio
Mariner, LLC Overland Park, KS

861K
Shares

$85.1 Million
0.11% of portfolio
Rockland Trust CO

811K
Shares

$80.2 Million
3.26% of portfolio
Morgan Stanley New York, NY

284K
Shares

$28.1 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

261K
Shares

$25.8 Million
0.0% of portfolio

View Full List

About VANGUARD S&P MID CAP 400 VALUE

Ticker IVOV
Sector ETFs
Industry ETFs

More about IVOV

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Wealthspire Advisors, LLC Vanguard S&P Mid Cap 400 Value Transaction History