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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
2,564
shares
|
$253,502
0.01% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
2,533
shares
|
$250,437
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
2,502
shares
|
$247,372
0.0% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
2,490
shares
|
$246,186
0.02% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,437
shares
|
$240,946
0.01% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
2,338
shares
|
$231,158
0.0% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
2,312
shares
|
$228,587
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,273
shares
|
$224,731
0.0% of portfolio
|
Q1 2025
Added 62.36%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Oct 23, 2025 Q3 2025 |
2,255
shares
|
$222,951
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
2,228
shares
|
$220,282
0.01% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
2,200
shares
|
$217,514
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,136
shares
|
$211,186
0.0% of portfolio
|
Q1 2024
Reduced 9.34%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
2,086
shares
|
$206,242
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
2,060
shares
|
$203,672
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
2,047
shares
|
$202,386
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
2,044
shares
|
$202,090
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,931
shares
|
$190,917
0.0% of portfolio
|
Q3 2025
Added 31.72%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
1,735
shares
|
$171,539
0.0% of portfolio
|
Q3 2025
Added 17250.0%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,648
shares
|
$162,937
0.04% of portfolio
|
Q3 2024
Reduced 55.35%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
1,504
shares
|
$148,700
0.02% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
1,454
shares
|
$143,756
0.05% of portfolio
|
Q3 2025
Added 279.63%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,358
shares
|
$134,265
0.01% of portfolio
|
Q3 2025
Reduced 29.23%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,201
shares
|
$118,742
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
1,150
shares
|
$113,700
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
1,141
shares
|
$112,810
0.01% of portfolio
|
Q1 2025
Reduced 13.95%
|
|