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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
36,749
shares
|
$3.63 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
35,672
shares
|
$3.53 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
33,624
shares
|
$3.32 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
29,600
shares
|
$2.93 Million
0.02% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
28,700
shares
|
$2.84 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
24,515
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
21,464
shares
|
$2.12 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,239
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2023
Added 1.74%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
15,285
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2025
Added 35.61%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
15,179
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2025
Added 17.66%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
14,977
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.03%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
13,182
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Added 31.97%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
13,160
shares
|
$1.3 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
13,050
shares
|
$1.29 Million
0.68% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
11,652
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2025
Added 103.28%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
11,516
shares
|
$1.14 Million
0.44% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
11,219
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
10,958
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Added 329.89%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
10,307
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
10,037
shares
|
$992,358
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Nov 05, 2025 Q3 2025 |
10,027
shares
|
$991,369
0.55% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
9,947
shares
|
$983,459
0.0% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
9,924
shares
|
$981,185
0.0% of portfolio
|
Q3 2025
Added 250.92%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
9,572
shares
|
$946,383
0.16% of portfolio
|
Q4 2023
Reduced 17.04%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
9,210
shares
|
$910,592
0.08% of portfolio
|
Q1 2025
Added 50.74%
|
|