Free Trial

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

Vanguard S&P Mid-Cap 400 Value ETF logo
$91.18 -0.25 (-0.27%)
As of 05/23/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$120.91M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$25.54M
Get IVOV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Vanguard S&P Mid-Cap 400 Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IVOV Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Glenview Trust co3,659$337K0.0%-5.5%0.038%
5/19/2025 Jane Street Group LLC2,700$249K0.0%N/A0.028%
5/16/2025 Jones Financial Companies Lllp449,352$41.36M0.0%+18,756.6%4.609%
5/16/2025 Aberdeen Wealth Management LLC120,957$11.13M7.6%-1.8%1.241%
5/15/2025 Royal Bank of Canada5,699$525K0.0%-5.9%0.058%
5/15/2025 WPG Advisers LLC325$30K0.0%N/A0.003%
5/14/2025 Comerica Bank5,384$496K0.0%+1,277.0%0.055%
5/14/2025 Northwestern Mutual Wealth Management Co.129,352$11.91M0.0%+10.7%1.327%
5/14/2025 Kestra Advisory Services LLC70,516$6.49M0.0%-0.9%0.723%
5/14/2025 OFC Financial Planning LLC6,067$558K0.6%-2.4%0.062%
5/14/2025 Compound Planning Inc.2,360$217K0.0%N/A0.024%
5/13/2025 Raymond James Financial Inc.193,943$17.85M0.0%+0.9%1.989%
5/12/2025 Virtu Financial LLC9,916$913K0.0%+284.5%0.102%
5/9/2025 Atria Wealth Solutions Inc.4,347$400K0.0%+6.7%0.045%
5/9/2025 Blair William & Co. IL2,273$209K0.0%+62.4%0.023%
5/9/2025 Manchester Capital Management LLC2,500$230K0.0%-37.3%0.026%
5/8/2025 US Bancorp DE343$32K0.0%N/A0.004%
5/8/2025 Shufro Rose & Co. LLC9,210$848K0.1%+50.7%0.094%
5/8/2025 Eastern Bank1,005$93K0.0%-25.0%0.010%
5/7/2025 Lutz Financial Services LLC118,395$10.90M0.9%-2.9%1.214%
5/7/2025 Passive Capital Management LLC.4,026$371K0.1%N/A0.041%
5/7/2025 LPL Financial LLC99,822$9.19M0.0%+8.7%1.024%
5/6/2025 Cetera Investment Advisers21,529$1.98M0.0%+58.0%0.221%
5/6/2025 American Financial & Tax Strategies Inc.13,469$1.24M0.7%-9.6%0.138%
5/6/2025 Choreo LLC2,467$227K0.0%N/A0.025%
5/6/2025 PFG Advisors11,163$1.03M0.1%-17.9%0.114%
5/5/2025 Horizon Investment Services LLC11,993$1.10M0.5%+45.6%0.123%
5/5/2025 Stordahl Capital Management Inc.168,447$15.50M3.7%+2.1%1.728%
5/5/2025 Private Advisor Group LLC18,428$1.70M0.0%-8.5%0.189%
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%
Gold Hits New Highs as Global Markets Spiral (Ad)

When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. Now… as new tariffs take effect, gold is breaking records again. You've hopefully already seen this in action… but gold is surpassing $3,000 per ounce for the first time EVER.

Go Here to Learn What's Happening and How to Prepare >>
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%
2/25/2025 Shufro Rose & Co. LLC6,110$584K0.0%-2.4%0.064%
2/24/2025 Ameriflex Group Inc.385$38K0.0%N/A0.004%
2/18/2025 Mosaic Family Wealth Partners LLC5,554$531K0.1%+2.8%0.057%
2/17/2025 Cetera Investment Advisers13,629$1.30M0.0%+77.0%0.139%
2/17/2025 Cary Street Partners Financial LLC3,466$331K0.0%N/A0.035%
2/17/2025 Bank of America Corp DE288,261$27.55M0.0%+5.2%2.950%
2/14/2025 Comerica Bank391$37K0.0%-27.7%0.004%
2/14/2025 IHT Wealth Management LLC3,941$377K0.0%+2.7%0.040%
2/14/2025 Stifel Financial Corp10,143$969K0.0%N/A0.104%
2/14/2025 Tower Research Capital LLC TRC1,885$180K0.0%-57.7%0.019%
2/13/2025 Mariner LLC826,203$78.95M0.1%-1.5%8.457%
2/13/2025 Keystone Financial Group2,490$238K0.0%N/A0.025%
2/13/2025 Synovus Financial Corp2,223$213K0.0%-49.9%0.023%
2/13/2025 Raymond 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%
2/13/2025 Wells Fargo & Company MN85,619$8.18M0.0%+4.9%0.876%
2/12/2025 Level Four Advisory Services LLC4,563$436K0.0%+19.2%0.047%
2/12/2025Howe & Rusling Inc.1,326$127K0.0%N/A0.014%
2/12/2025 JPMorgan Chase & Co.23,522$2.25M0.0%+2.9%0.241%
2/11/2025 Crowley Wealth Management Inc.600$57K0.1%N/A0.006%
2/11/2025 LPL Financial LLC91,865$8.78M0.0%+1.0%0.940%
2/11/2025 Virtu Financial LLC2,579$246K0.0%-85.6%0.026%
2/11/2025 VSM Wealth Advisory LLC600$57K0.0%N/A0.006%
2/10/2025 Harbour Investments Inc.4,413$422K0.0%-2.9%0.045%
2/10/2025 Corient Private Wealth LLC4,311$412K0.0%-11.3%0.044%
2/10/2025 Phillips Financial Management LLC2,862$273K0.0%-78.9%0.029%
2/10/2025 Commonwealth Equity Services LLC49,613$4.74M0.0%+21.2%0.508%
2/7/2025 PFG Advisors13,589$1.30M0.1%-1.1%0.139%
2/7/2025 Independent 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%
2/6/2025 Raymond 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%
2/6/2025 Jones Financial Companies Lllp2,383$228K0.0%+838.2%0.024%
2/5/2025 Hanover Advisors Inc.5,231$500K0.2%-13.1%0.054%
2/5/2025 Oppenheimer & Co. Inc.8,971$857K0.0%+4.5%0.092%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
2/4/2025 Lutz Financial Services LLC121,897$11.65M0.9%-0.7%1.248%
2/3/2025 Private 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%
1/29/2025 Savant Capital LLC43,183$4.13M0.0%-2.5%0.442%
1/28/2025 Newbridge Financial Services Group Inc.444$42K0.0%N/A0.005%
1/28/2025 Kingsview Wealth Management LLC2,301$220K0.0%-10.2%0.024%
(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, 138 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), Jones Financial Companies Lllp ($41.36M), Bank of America Corp DE ($27.55M), Raymond James Financial Inc. ($17.85M), Octavia Wealth Advisors LLC ($17.18M), and Stordahl Capital Management Inc. ($15.50M).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: Jones Financial Companies Lllp ($449.10K), Raymond James Financial Inc. ($386.11K), Savant Capital LLC ($56.39K), Wells Fargo & Company MN ($50.25K), Christopher J. Hasenberg Inc ($44.70K), Northwestern Mutual Wealth Management Co. ($41.83K), and Allworth Financial LP ($38.35K).

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

Institutional investors have bought a total of 1,573,634 shares in the last 24 months. This purchase volume represents approximately $144.39M in transactions.

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

Of the 63 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 ($21.82K).

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

Institutional investors have sold a total of 485,875 shares in the last 24 months. This volume of shares sold represents approximately $43.30M in transactions.



This page (NYSEARCA:IVOV) was last updated on 5/25/2025 by MarketBeat.com Staff
From Our Partners