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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
454
shares
|
$43,661
0.0% of portfolio
|
Q1 2020
Reduced 11.89%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
444
shares
|
$42,699
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
438
shares
|
$42,122
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
400
shares
|
$38,468
0.0% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
392
shares
|
$37,698
0.0% of portfolio
|
Q3 2023
Reduced 34.23%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
391
shares
|
$37,602
0.0% of portfolio
|
Q4 2024
Reduced 27.73%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
385
shares
|
$37,025
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
381
shares
|
$36,640
0.01% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
328
shares
|
$31,543
0.0% of portfolio
|
Q1 2020
Reduced 50.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
294
shares
|
$28,273
0.0% of portfolio
|
Q3 2024
Reduced 20.54%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
274
shares
|
$26,350
0.0% of portfolio
|
Q4 2024
Added 12.3%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
268
shares
|
$25,773
0.0% of portfolio
|
Q2 2024
Added 59.52%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
226
shares
|
$21,734
0.01% of portfolio
|
Q1 2024
Reduced 47.93%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
224
shares
|
$21,542
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
208
shares
|
$20,003
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
206
shares
|
$19,811
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
168
shares
|
$16,156
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
166
shares
|
$15,964
0.0% of portfolio
|
Q2 2024
Reduced 41.75%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
138
shares
|
$13,271
0.0% of portfolio
|
Q1 2020
Reduced 50.0%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
100
shares
|
$9,617
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
85
shares
|
$8,174
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
74
shares
|
$7,116
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
22
shares
|
$2,115
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
20
shares
|
$1,923
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
14
shares
|
$1,346
0.0% of portfolio
|
Q1 2024
New holding
|