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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
9,176
shares
|
$907,231
0.0% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
7,660
shares
|
$757,344
0.01% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
6,906
shares
|
$682,796
0.0% of portfolio
|
Q3 2025
Reduced 56.12%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
6,851
shares
|
$677,358
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
6,850
shares
|
$677,259
0.0% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
6,753
shares
|
$667,669
0.0% of portfolio
|
Q3 2025
Reduced 18.52%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
6,725
shares
|
$664,900
0.0% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Nov 13, 2025 Q3 2025 |
5,956
shares
|
$588,869
0.59% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
5,938
shares
|
$587,090
0.06% of portfolio
|
Q3 2025
Added 12.76%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
5,852
shares
|
$578,587
0.0% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Goodman Financial Corp
Houston, TX |
Nov 10, 2025 Q3 2025 |
5,737
shares
|
$567,217
0.12% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
5,698
shares
|
$563,361
0.01% of portfolio
|
Q3 2025
Reduced 19.54%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
5,673
shares
|
$560,889
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
5,596
shares
|
$553,276
0.05% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
5,594
shares
|
$553,078
0.0% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
5,554
shares
|
$549,123
0.07% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
5,459
shares
|
$539,731
0.07% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Factorial Partners, LLC
|
Nov 10, 2025 Q3 2025 |
5,200
shares
|
$514,124
0.37% of portfolio
|
Q2 2025
Reduced 25.71%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
5,198
shares
|
$513,926
0.02% of portfolio
|
Q3 2025
Added 14.97%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
5,186
shares
|
$512,739
0.2% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
5,069
shares
|
$501,172
0.0% of portfolio
|
Q3 2025
Added 103.74%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
4,809
shares
|
$475,465
0.01% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Atlas Brown,Inc.
|
Oct 17, 2025 Q3 2025 |
4,691
shares
|
$463,799
0.14% of portfolio
|
Q2 2025
Added 9.07%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
4,625
shares
|
$457,273
0.02% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
4,613
shares
|
$456,087
0.22% of portfolio
|
Q3 2025
Reduced 0.32%
|
|