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 |
|---|---|---|---|---|---|
|
Factorial Partners, LLC
|
Feb 05, 2025 Q4 2024 |
7,000
shares
|
$673,190
0.42% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
6,851
shares
|
$658,860
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
6,786
shares
|
$652,609
0.01% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
6,260
shares
|
$602,024
0.05% of portfolio
|
Q1 2024
Added 84.93%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
6,214
shares
|
$597,600
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
6,096
shares
|
$586,252
0.0% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
6,057
shares
|
$582,501
0.0% of portfolio
|
Q4 2024
Reduced 36.1%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
5,594
shares
|
$537,974
0.0% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
5,554
shares
|
$534,128
0.08% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
5,553
shares
|
$534,032
0.08% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
5,231
shares
|
$503,065
0.21% of portfolio
|
Q4 2024
Reduced 13.12%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
4,797
shares
|
$461,327
0.01% of portfolio
|
Q1 2024
Reduced 0.79%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
4,769
shares
|
$458,634
0.01% of portfolio
|
Q4 2023
Reduced 2.25%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
4,629
shares
|
$445,170
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
4,563
shares
|
$438,823
0.02% of portfolio
|
Q4 2024
Added 19.23%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
4,519
shares
|
$434,592
0.12% of portfolio
|
Q4 2024
Added 97.34%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
4,506
shares
|
$433,342
0.05% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,454
shares
|
$428,341
0.02% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
4,413
shares
|
$424,398
0.01% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Bhk Investment Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
4,400
shares
|
$423,148
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
4,311
shares
|
$414,588
0.0% of portfolio
|
Q4 2024
Reduced 11.31%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
4,301
shares
|
$413,627
0.14% of portfolio
|
Q3 2024
Reduced 42.69%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
4,075
shares
|
$391,892
0.0% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
4,000
shares
|
$384,680
0.13% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
3,988
shares
|
$383,525
0.05% of portfolio
|
Q1 2023
Added 100.0%
|