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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,129
shares
|
$111,624
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,118
shares
|
$110,536
0.0% of portfolio
|
Q3 2025
Added 185.2%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
1,060
shares
|
$104,802
0.03% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$98,870
0.01% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
956
shares
|
$94,519
0.0% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
892
shares
|
$88,192
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
888
shares
|
$87,796
0.0% of portfolio
|
Q4 2024
Added 244.19%
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
770
shares
|
$76,129
0.04% of portfolio
|
Q4 2023
Reduced 19.62%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
756
shares
|
$74,745
0.0% of portfolio
|
Q3 2025
Reduced 10.53%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
731
shares
|
$72,273
0.01% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
722
shares
|
$71,384
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
707
shares
|
$69,901
0.05% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
600
shares
|
$59,322
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
600
shares
|
$59,322
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
593
shares
|
$58,629
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
578
shares
|
$57,146
0.02% of portfolio
|
Q4 2024
Added 803.13%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
454
shares
|
$44,886
0.0% of portfolio
|
Q1 2020
Reduced 11.89%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
450
shares
|
$44,491
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
448
shares
|
$44,293
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
444
shares
|
$43,898
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
435
shares
|
$43,008
0.0% of portfolio
|
Q2 2025
Reduced 20.91%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
405
shares
|
$40,042
0.0% of portfolio
|
Q3 2025
Reduced 93.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
396
shares
|
$39,152
0.0% of portfolio
|
Q1 2025
Added 34.69%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
387
shares
|
$38,262
0.01% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
328
shares
|
$32,429
0.0% of portfolio
|
Q1 2020
Reduced 50.0%
|
|