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 151 institutions that hold shares in the stock, with a total of 4.62 Million shares, which have been reported (via 13F filing form) to have a value of $445 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
29,600
shares
|
$2.85 Million
0.02% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
28,720
shares
|
$2.76 Million
0.0% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
23,522
shares
|
$2.26 Million
0.0% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
22,236
shares
|
$2.14 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
20,148
shares
|
$1.94 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
18,377
shares
|
$1.77 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
17,525
shares
|
$1.69 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,239
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2023
Added 1.74%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
14,904
shares
|
$1.43 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
13,629
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
Added 76.98%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
13,589
shares
|
$1.31 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
13,397
shares
|
$1.29 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
12,695
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
12,633
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
12,087
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
10,346
shares
|
$994,974
0.0% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
10,143
shares
|
$975,452
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
9,979
shares
|
$959,680
0.0% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
9,572
shares
|
$920,539
0.17% of portfolio
|
Q4 2023
Reduced 17.04%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
8,971
shares
|
$862,741
0.01% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jan 28, 2025 Q4 2024 |
8,826
shares
|
$848,796
0.56% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Feb 12, 2025 Q4 2024 |
8,235
shares
|
$791,959
0.34% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
7,906
shares
|
$760,320
0.0% of portfolio
|
Q4 2024
Reduced 55.68%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
7,833
shares
|
$753,299
0.01% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
7,480
shares
|
$719,351
0.0% of portfolio
|
Q4 2024
Added 0.12%
|