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 |
|---|---|---|---|---|---|
|
Bhk Investment Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,400
shares
|
$435,028
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
4,287
shares
|
$423,855
0.11% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
4,085
shares
|
$403,883
0.01% of portfolio
|
Q3 2025
Reduced 6.74%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
4,026
shares
|
$398,050
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
4,000
shares
|
$395,480
0.13% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,988
shares
|
$394,293
0.03% of portfolio
|
Q3 2023
Added 20.34%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
3,928
shares
|
$388,361
0.01% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
3,842
shares
|
$379,858
0.0% of portfolio
|
Q3 2025
Added 21.97%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
3,782
shares
|
$373,926
0.08% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
3,480
shares
|
$344,067
0.01% of portfolio
|
Q4 2023
Reduced 10.54%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
3,298
shares
|
$326,073
0.01% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
3,234
shares
|
$319,745
0.01% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
3,118
shares
|
$308,276
0.01% of portfolio
|
Q2 2025
Reduced 34.62%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,080
shares
|
$304,519
0.01% of portfolio
|
Q1 2025
Reduced 21.85%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Oct 14, 2025 Q3 2025 |
3,070
shares
|
$303,530
0.25% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
3,022
shares
|
$298,785
0.0% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
2,980
shares
|
$294,632
0.01% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2025 Q3 2025 |
2,898
shares
|
$286,525
0.13% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
2,860
shares
|
$282,768
0.02% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
2,808
shares
|
$277,626
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,770
shares
|
$273,869
0.05% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
2,678
shares
|
$264,773
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
2,617
shares
|
$258,742
0.08% of portfolio
|
Q1 2025
Reduced 34.39%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
2,592
shares
|
$256,271
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
2,584
shares
|
$255,480
0.02% of portfolio
|
Q3 2025
Reduced 34.12%
|
|