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 |
|---|---|---|---|---|---|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
325
shares
|
$32,132
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
226
shares
|
$22,344
0.01% of portfolio
|
Q1 2024
Reduced 47.93%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
209
shares
|
$20,663
0.0% of portfolio
|
Q3 2025
Added 1990.0%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
208
shares
|
$20,564
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
200
shares
|
$19,774
0.0% of portfolio
|
Q3 2025
Reduced 54.34%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
198
shares
|
$19,576
0.0% of portfolio
|
Q3 2025
Reduced 89.97%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
178
shares
|
$17,598
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
168
shares
|
$16,610
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
168
shares
|
$16,610
0.0% of portfolio
|
Q3 2025
Reduced 37.31%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
166
shares
|
$16,412
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
138
shares
|
$13,644
0.0% of portfolio
|
Q1 2020
Reduced 50.0%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
100
shares
|
$9,887
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
87
shares
|
$8,601
0.0% of portfolio
|
Q3 2025
Added 40.32%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
86
shares
|
$8,502
0.0% of portfolio
|
Q2 2025
Reduced 94.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
19
shares
|
$1,878
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
14
shares
|
$1,384
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
13
shares
|
$1,285
0.0% of portfolio
|
Q2 2025
Reduced 35.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
8
shares
|
$790
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|