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

Vanguard S&P Mid-Cap 400 Value ETF logo
$90.16 +1.79 (+2.03%)
As of 05/2/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Vanguard S&P Mid-Cap 400 Value ETF (NYSEARCA:IVOV)

Number of
Institutional Buyers
(last 12 months)
72
Total
Institutional Inflows
(last 12 months)
$74.60M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$24.32M
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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
5/2/2025 Trail Ridge Investment Advisors LLC3,634$334K0.2%-3.2%0.038%
5/2/2025 Sigma Planning Corp2,944$271K0.0%N/A0.031%
5/1/2025 Asset Dedication LLC730$67K0.0%-67.0%0.008%
4/30/2025 Christopher J. Hasenberg Inc1,433$132K0.1%-96.8%0.015%
4/30/2025 Allworth Financial LP38,090$3.36M0.0%-0.7%0.395%
4/29/2025 Envestnet Asset Management Inc.17,840$1.64M0.0%+40.5%0.185%
4/29/2025 Ifrah Financial Services Inc.4,371$402K0.1%-3.3%0.045%
4/29/2025 Summit Financial Consulting LLC3,113$287K0.3%N/A0.032%
4/28/2025 Mutual Advisors LLC2,281$200K0.0%-13.9%0.024%
4/28/2025 Private Trust Co. NA450$41K0.0%N/A0.005%
4/28/2025 Keybank National Association OH10,232$942K0.0%-1.1%0.106%
4/25/2025 Sovran Advisors LLC4,875$416K0.1%+5.3%0.051%
4/23/2025 Valmark Advisers Inc.4,087$376K0.0%-14.8%0.042%
4/23/2025 Oppenheimer & Co. Inc.8,049$741K0.0%-10.3%0.083%
4/22/2025 Cambridge 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%
4/15/2025 Wealthcare 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%
4/14/2025 Miracle Mile Advisors LLC21,728$2M0.0%-2.3%0.225%
4/9/2025 Merit 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%
3/13/2025 Silver 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%
2/18/2025 Mosaic 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 TRC 1,885$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%
2/13/2025 Envestnet 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%
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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%
2/10/2025 Phillips Financial Management LLC2,862$273K0.0%-78.9%0.029%
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%
2/7/2025 Naviter Wealth LLC6,851$655K0.1%N/A0.070%
2/7/2025 Rialto Wealth Management LLC1,347$129K0.0%N/A0.014%
2/7/2025 Larson Financial Group LLC976$93K0.0%+3,966.7%0.010%
2/6/2025Raymond James Financial Inc.192,171$18.36M0.0%N/A1.967%
2/6/2025 Keybank 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%
2/5/2025 Oppenheimer & Co. Inc.8,971$857K0.0%+4.5%0.092%
2/4/2025Lutz Financial Services LLC121,897$11.65M0.9%-0.7%1.248%
2/3/2025Private Advisor Group LLC20,148$1.93M0.0%-6.7%0.206%
1/31/2025Global Retirement Partners LLC888$85K0.0%+244.2%0.009%
1/31/2025 Truist Financial Corp31,231$2.98M0.0%+13.0%0.320%
1/31/2025 Ifrah Financial Services Inc.4,519$432K0.1%+97.3%0.046%
1/30/2025 Allworth Financial LP38,351$3.82M0.0%N/A0.393%
1/29/2025 Sovran Advisors LLC4,629$448K0.1%N/A0.047%
1/29/2025Savant Capital LLC43,183$4.13M0.0%-2.5%0.442%
1/28/2025Newbridge Financial Services Group Inc.444$42K0.0%N/A0.005%
1/28/2025 Kingsview Wealth Management LLC2,301$220K0.0%-10.2%0.024%
1/28/2025 Spectrum Investment Advisors Inc.8,826$843K0.6%+6.9%0.090%
1/28/2025Archer Investment Corp722$69K0.0%N/A0.007%
1/28/2025American Financial & Tax Strategies Inc.14,904$1.42M0.7%-0.7%0.153%
1/24/2025OFC Financial Planning LLC6,214$594K0.6%N/A0.064%
1/23/2025Stordahl Capital Management Inc.165,024$15.77M3.7%-3.1%1.689%
1/17/2025 Octavia Wealth Advisors LLC177,186$16.93M2.1%-0.1%1.814%
1/15/2025 Merit Financial Group LLC6,786$648K0.0%-6.8%0.069%
1/14/2025 Pinnacle Bancorp Inc.578$55K0.0%+803.1%0.006%
1/14/2025 Christopher J. Hasenberg Inc44,721$4.27M1.7%+203,177.3%0.458%
1/14/2025 Rockland Trust Co.802,012$76.64M3.9%-0.3%8.209%
1/13/2025 Miracle Mile Advisors LLC22,236$2.13M0.0%-7.8%0.228%
1/13/2025Eastern Bank1,340$128K0.0%+109.4%0.014%
1/13/2025Cooper Financial Group2,776$265K0.0%+4.3%0.028%
12/26/2024JPMorgan Chase & Co.22,852$2.19M0.0%+41.3%0.234%
11/25/2024Synovus Financial Corp4,440$425K0.0%N/A0.045%
11/20/2024Virtu Financial LLC17,924$1.72M0.1%N/A0.183%
11/15/2024EP Wealth Advisors LLC29,511$2.83M0.0%+513.8%0.302%
11/15/2024HighTower Advisors LLC3,430$329K0.0%N/A0.035%
11/14/2024Teachers Insurance & Annuity Association of America822$79K0.1%N/A0.008%
URGENT: Someone's Moving Gold Out of London... (Ad)

People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong… They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold.

Go here to learn about my Top Four picks for the coming bull mania.
11/13/2024FMR LLC1,379$132K0.0%+52.4%0.014%
11/12/2024Meridian Wealth Management LLC4,379$419K0.0%N/A0.045%
11/8/2024Aberdeen Wealth Management LLC123,208$11.80M7.7%-1.5%1.261%
11/7/2024Thrivent Financial for Lutherans18,454$1.77M0.0%-1.4%0.189%
11/6/2024 Spectrum Investment Advisors Inc.8,257$790K0.5%+4.4%0.085%
11/6/2024 Schrum Private Wealth Management LLC3,000$287K0.1%N/A0.031%
11/6/2024 Oppenheimer & Co. Inc.8,582$822K0.0%+11.4%0.088%
11/5/2024Aptus Capital Advisors LLC593$57K0.0%N/A0.006%
11/5/2024Harbour Investments Inc.4,546$435K0.0%-88.9%0.047%
11/1/2024Capital Performance Advisors LLP340$33K0.0%N/A0.003%
(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, 133 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. ($73.69M), Bank of America Corp DE ($27.55M), Raymond James Financial Inc. ($18.36M), Octavia Wealth Advisors LLC ($17.18M), Stordahl Capital Management Inc. ($15.77M), and Raymond James Financial Services Advisors Inc. ($12.72M).Learn more on IVOV's institutional investors.

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

Of the 112 institutional investors that purchased Vanguard S&P Mid-Cap 400 Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gateway Advisory LLC ($1.81M), Raymond James Financial Inc. ($384.34K), Stordahl Capital Management Inc. ($100.05K), Aberdeen Wealth Management LLC ($63.65K), Savant Capital LLC ($56.39K), Wells Fargo & Company MN ($50.25K), and LPL Financial LLC ($47.44K).

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

Institutional investors have bought a total of 3,143,200 shares in the last 24 months. This purchase volume represents approximately $260.99M in transactions.

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

Of the 58 institutional investors that sold Vanguard S&P Mid-Cap 400 Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealth Enhancement Advisory Services LLC ($84.40K), Raymond James & Associates ($70.07K), Raymond James Financial Services Advisors Inc. ($59.76K), Christopher J. Hasenberg Inc ($43.29K), Harbour Investments Inc. ($36.41K), Mariner LLC ($25.30K), and Lutz Financial Services LLC ($18.32K).

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

Institutional investors have sold a total of 471,466 shares in the last 24 months. This volume of shares sold represents approximately $41.97M in transactions.


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This page (NYSEARCA:IVOV) was last updated on 5/4/2025 by MarketBeat.com Staff
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