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Vanguard S&P Mid-Cap 400 Value ETF (IVOV) Institutional Ownership

Vanguard S&P Mid-Cap 400 Value ETF logo
$97.70 -0.26 (-0.27%)
As of 11:27 AM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard S&P Mid-Cap 400 Value ETF (NYSEARCA:IVOV)

Number of
Institutional Buyers
(last 12 months)
80
Total
Institutional Inflows
(last 12 months)
$132.92M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$26.84M
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IVOV Institutional Buying and Selling by Quarter

Vanguard S&P Mid-Cap 400 Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025Truist Financial Corp43,911$4.19M0.0%+1.6%0.452%
7/17/2025Fifth Third Securities Inc.3,922$374K0.0%+18.3%0.040%
7/17/2025Avior Wealth Management LLC124,877$11.92M0.4%+615.5%1.284%
7/16/2025 Octavia Wealth Advisors LLC169,788$16.21M1.8%-9.1%1.746%
7/10/2025 Rockland Trust Co.812,321$77.55M3.8%+1.5%8.353%
7/10/2025 Redhawk Wealth Advisors Inc.5,369$513K0.1%-2.0%0.055%
7/10/2025 Wealth Enhancement Advisory Services LLC35,779$3.53M0.0%+44.6%0.368%
7/10/2025 Sovran Advisors LLC5,698$560K0.1%+16.9%0.059%
7/8/2025 Atlas Brown Inc.4,691$448K0.1%+9.1%0.048%
7/8/2025 Parallel Advisors LLC1,466$140K0.0%+91.4%0.015%
6/17/2025Howe & Rusling Inc.1,141$105K0.0%-14.0%0.012%
5/20/2025Glenview Trust co3,659$337K0.0%-5.5%0.038%
5/19/2025Jane Street Group LLC2,700$249K0.0%N/A0.028%
5/16/2025Jones Financial Companies Lllp449,352$41.36M0.0%+18,756.6%4.609%
5/16/2025Aberdeen Wealth Management LLC120,957$11.13M7.6%-1.8%1.241%
5/15/2025Royal Bank of Canada5,699$525K0.0%-5.9%0.058%
5/15/2025WPG Advisers LLC325$30K0.0%N/A0.003%
5/14/2025Comerica Bank5,384$496K0.0%+1,277.0%0.055%
5/14/2025Northwestern Mutual Wealth Management Co.129,352$11.91M0.0%+10.7%1.327%
5/14/2025Kestra Advisory Services LLC70,516$6.49M0.0%-0.9%0.723%
5/14/2025OFC Financial Planning LLC6,067$558K0.6%-2.4%0.062%
5/14/2025Compound Planning Inc.2,360$217K0.0%N/A0.024%
5/13/2025Raymond James Financial Inc.193,943$17.85M0.0%+0.9%1.989%
5/12/2025Virtu Financial LLC9,916$913K0.0%+284.5%0.102%
5/9/2025Atria Wealth Solutions Inc.4,347$400K0.0%+6.7%0.045%
5/9/2025Blair William & Co. IL2,273$209K0.0%+62.4%0.023%
5/9/2025Manchester Capital Management LLC2,500$230K0.0%-37.3%0.026%
5/8/2025US Bancorp DE343$32K0.0%N/A0.004%
5/8/2025Shufro Rose & Co. LLC9,210$848K0.1%+50.7%0.094%
5/8/2025Eastern Bank1,005$93K0.0%-25.0%0.010%
5/7/2025Lutz Financial Services LLC118,395$10.90M0.9%-2.9%1.214%
5/7/2025Passive Capital Management LLC.4,026$371K0.1%N/A0.041%
5/7/2025LPL Financial LLC99,822$9.19M0.0%+8.7%1.024%
5/6/2025Cetera Investment Advisers21,529$1.98M0.0%+58.0%0.221%
5/6/2025American Financial & Tax Strategies Inc.13,469$1.24M0.7%-9.6%0.138%
5/6/2025Choreo LLC2,467$227K0.0%N/A0.025%
5/6/2025PFG Advisors11,163$1.03M0.1%-17.9%0.114%
5/5/2025Horizon Investment Services LLC11,993$1.10M0.5%+45.6%0.123%
5/5/2025Stordahl Capital Management Inc.168,447$15.50M3.7%+2.1%1.728%
5/5/2025Private Advisor Group LLC18,428$1.70M0.0%-8.5%0.189%
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5/2/2025Trail Ridge Investment Advisors LLC3,634$334K0.2%-3.2%0.038%
5/2/2025Sigma Planning Corp2,944$271K0.0%N/A0.031%
5/1/2025Asset Dedication LLC730$67K0.0%-67.0%0.008%
4/30/2025 Christopher J. Hasenberg Inc1,433$132K0.1%-96.8%0.015%
4/30/2025Allworth Financial LP38,090$3.36M0.0%-0.7%0.395%
4/29/2025Envestnet Asset Management Inc.17,840$1.64M0.0%+40.5%0.185%
4/29/2025Ifrah Financial Services Inc.4,371$402K0.1%-3.3%0.045%
4/29/2025 Summit Financial Consulting LLC3,113$287K0.3%N/A0.032%
4/28/2025Mutual Advisors LLC2,281$200K0.0%-13.9%0.024%
4/28/2025Private Trust Co. NA450$41K0.0%N/A0.005%
4/28/2025Keybank National Association OH10,232$942K0.0%-1.1%0.106%
4/25/2025 Sovran Advisors LLC4,875$416K0.1%+5.3%0.051%
4/23/2025Valmark Advisers Inc.4,087$376K0.0%-14.8%0.042%
4/23/2025Oppenheimer & Co. Inc.8,049$741K0.0%-10.3%0.083%
4/22/2025Cambridge Investment Research Advisors Inc.3,278$302K0.0%-16.1%0.034%
4/16/2025 Wealth Enhancement Advisory Services LLC24,749$2.28M0.0%-75.2%0.256%
4/16/2025 Rockland Trust Co.800,625$73.69M3.7%-0.2%8.297%
4/15/2025Wealthcare Advisory Partners LLC2,584$238K0.0%+12.9%0.027%
4/14/2025 Octavia Wealth Advisors LLC186,696$17.18M2.1%+5.4%1.935%
4/14/2025Miracle Mile Advisors LLC21,728$2M0.0%-2.3%0.225%
4/9/2025Merit Financial Group LLC7,290$671K0.0%+7.4%0.076%
4/8/2025 Parallel Advisors LLC766$71K0.0%N/A0.008%
3/17/2025 Wealth Enhancement Advisory Services LLC99,652$9.52M0.0%+11.2%1.033%
3/13/2025Silver Oak Wealth Advisors Services LLC2,255$215K0.2%N/A0.023%
2/25/2025Shufro Rose & Co. LLC6,110$584K0.0%-2.4%0.064%
2/24/2025Ameriflex Group Inc.385$38K0.0%N/A0.004%
2/18/2025Mosaic Family Wealth Partners LLC5,554$531K0.1%+2.8%0.057%
2/17/2025Cetera Investment Advisers13,629$1.30M0.0%+77.0%0.139%
2/17/2025Cary Street Partners Financial LLC3,466$331K0.0%N/A0.035%
2/17/2025Bank of America Corp DE288,261$27.55M0.0%+5.2%2.950%
2/14/2025Comerica Bank391$37K0.0%-27.7%0.004%
2/14/2025IHT Wealth Management LLC3,941$377K0.0%+2.7%0.040%
2/14/2025Stifel Financial Corp10,143$969K0.0%N/A0.104%
2/14/2025Tower Research Capital LLC TRC1,885$180K0.0%-57.7%0.019%
2/13/2025Mariner LLC826,203$78.95M0.1%-1.5%8.457%
2/13/2025Keystone Financial Group2,490$238K0.0%N/A0.025%
2/13/2025Synovus Financial Corp2,223$213K0.0%-49.9%0.023%
2/13/2025Raymond James Financial Inc.192,171$18.36M0.0%N/A1.967%
2/13/2025Envestnet Asset Management Inc.12,695$1.21M0.0%-6.7%0.130%
2/13/2025Wells Fargo & Company MN85,619$8.18M0.0%+4.9%0.876%
2/12/2025Level Four Advisory Services LLC4,563$436K0.0%+19.2%0.047%
2/12/2025Howe & Rusling Inc.1,326$127K0.0%N/A0.014%
2/12/2025JPMorgan Chase & Co.23,522$2.25M0.0%+2.9%0.241%
2/11/2025 Crowley Wealth Management Inc.600$57K0.1%N/A0.006%
2/11/2025LPL Financial LLC91,865$8.78M0.0%+1.0%0.940%
2/11/2025Virtu Financial LLC2,579$246K0.0%-85.6%0.026%
2/11/2025VSM Wealth Advisory LLC600$57K0.0%N/A0.006%
2/10/2025Harbour Investments Inc.4,413$422K0.0%-2.9%0.045%
2/10/2025Corient Private Wealth LLC4,311$412K0.0%-11.3%0.044%
2/10/2025Phillips Financial Management LLC2,862$273K0.0%-78.9%0.029%
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2/10/2025Commonwealth Equity Services LLC49,613$4.74M0.0%+21.2%0.508%
2/7/2025PFG Advisors13,589$1.30M0.1%-1.1%0.139%
2/7/2025Independent Advisor Alliance13,397$1.28M0.0%N/A0.137%
2/7/2025Naviter Wealth LLC6,851$655K0.1%N/A0.070%
2/7/2025Rialto Wealth Management LLC1,347$129K0.0%N/A0.014%
2/7/2025Larson Financial Group LLC976$93K0.0%+3,966.7%0.010%
2/6/2025Raymond James Financial Inc.192,171$18.36M0.0%N/A1.967%
2/6/2025Keybank National Association OH10,346$989K0.0%-1.0%0.106%
2/6/2025Jones Financial Companies Lllp2,383$228K0.0%+838.2%0.024%
2/5/2025Hanover Advisors Inc.5,231$500K0.2%-13.1%0.054%
(Data available from 1/1/2016 forward)

IVOV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVOV shares?

During the previous two years, 137 institutional investors and hedge funds held shares of Vanguard S&P Mid-Cap 400 Value ETF. The most heavily invested institutionals were Mariner LLC ($78.95M), Rockland Trust Co. ($77.55M), Jones Financial Companies Lllp ($41.36M), Bank of America Corp DE ($27.55M), Raymond James Financial Inc. ($17.85M), Octavia Wealth Advisors LLC ($16.21M), and Stordahl Capital Management Inc. ($15.50M).Learn more on Vanguard S&P Mid-Cap 400 Value ETF's institutional investors.

Which institutional investors have been buying Vanguard S&P Mid-Cap 400 Value ETF's stock?

Of the 111 institutional investors that purchased Vanguard S&P Mid-Cap 400 Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jones Financial Companies Lllp ($449.10K), Raymond James Financial Inc. ($386.11K), Avior Wealth Management LLC ($107.42K), Savant Capital LLC ($56.39K), Wells Fargo & Company MN ($50.25K), Rockland Trust Co. ($49.03K), and Christopher J. Hasenberg Inc ($44.70K).

How much institutional buying is happening at Vanguard S&P Mid-Cap 400 Value ETF?

Institutional investors have bought a total of 1,417,859 shares in the last 24 months. This purchase volume represents approximately $132.92M in transactions.

Which of Vanguard S&P Mid-Cap 400 Value ETF's major shareholders have been selling company stock?

Of the 49 institutional investors that sold Vanguard S&P Mid-Cap 400 Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealth Enhancement Advisory Services LLC ($74.90K), Christopher J. Hasenberg Inc ($43.29K), Harbour Investments Inc. ($36.41K), Octavia Wealth Advisors LLC ($17.13K), Virtu Financial LLC ($15.35K), Mariner LLC ($12.29K), and Phillips Financial Management LLC ($10.70K).

How much institutional selling is happening at Vanguard S&P Mid-Cap 400 Value ETF?

Institutional investors have sold a total of 287,760 shares in the last 24 months. This volume of shares sold represents approximately $26.84M in transactions.


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This page (NYSEARCA:IVOV) was last updated on 7/18/2025 by MarketBeat.com Staff
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