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

Vanguard S&P Mid-Cap 400 Value ETF logo
$98.76 -0.49 (-0.49%)
As of 09:49 AM 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)
88
Total
Institutional Inflows
(last 12 months)
$129.49M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$34.02M
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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
10/10/2025 Fifth Third Securities Inc.2,584$260K0.0%-34.1%0.024%
9/26/2025Corient Private Wealth LLC2,828$270K0.0%-14.7%0.029%
9/4/2025Osaic Holdings Inc.9,432$901K0.0%-8.5%0.097%
8/26/2025Thrivent Financial for Lutherans18,629$1.78M0.0%N/A0.191%
8/18/2025Geneos Wealth Management Inc.448$43K0.0%+100.0%0.005%
8/15/2025Tower Research Capital LLC TRC 6,015$574K0.0%+57.8%0.062%
8/15/2025Corient Private Wealth LLC5,656$540K0.0%+70.6%0.058%
8/15/2025Captrust Financial Advisors6,725$642K0.0%-10.2%0.069%
8/15/2025MML Investors Services LLC8,288$791K0.0%+2.8%0.085%
8/15/2025Bank of America Corp DE248,317$23.71M0.0%-12.5%2.552%
8/15/2025Ameriprise Financial Inc.11,320$1.08M0.0%-8.3%0.116%
8/15/2025Aberdeen Wealth Management LLC118,977$11.36M7.5%-1.6%1.223%
8/14/2025Jane Street Group LLC7,264$693K0.0%+169.0%0.075%
8/14/2025Raymond James Financial Inc.192,201$18.35M0.0%-0.9%1.975%
8/14/2025Glenview Trust co3,409$325K0.0%-6.8%0.035%
8/13/2025StoneX Group Inc.3,233$309K0.0%+18.0%0.033%
8/13/2025Flow Traders U.S. LLC7,387$705K0.0%N/A0.076%
8/13/2025Northwestern Mutual Wealth Management Co.90,120$8.60M0.0%-30.3%0.926%
8/12/2025J.W. Cole Advisors Inc.2,312$221K0.0%N/A0.024%
8/12/2025Manchester Capital Management LLC1,000$95K0.0%-60.0%0.010%
8/12/2025JPMorgan Chase & Co.24,404$2.33M0.0%+2.5%0.251%
8/11/2025Heritage Wealth Advisors1,975$189K0.0%N/A0.020%
8/11/2025Factorial Partners LLC5,200$496K0.4%-25.7%0.054%
8/11/2025Western Wealth Management LLC2,437$233K0.0%-5.6%0.025%
8/8/2025Cetera Investment Advisers12,901$1.23M0.0%-40.1%0.133%
8/7/2025Allworth Financial LP37,504$3.58M0.0%-1.5%0.387%
8/6/2025Savant Capital LLC41,954$4.01M0.0%-1.8%0.433%
8/6/2025Horizon Investment Services LLC11,456$1.09M0.5%-4.5%0.118%
8/5/2025Trail Ridge Investment Advisors LLC4,628$446K0.2%+27.4%0.048%
8/4/2025Keybank National Association OH9,937$949K0.0%-2.9%0.103%
8/4/2025Spire Wealth Management3,118$298K0.0%-34.6%0.032%
8/1/2025Envestnet Asset Management Inc.24,367$2.33M0.0%+36.6%0.252%
7/29/2025Lutz Financial Services LLC119,380$11.40M0.9%+0.8%1.233%
7/29/2025Rodgers & Associates LTD5,266$503K0.1%+16.9%0.054%
7/29/2025Stordahl Capital Management Inc.168,972$16.13M3.6%+0.3%1.745%
7/29/2025Spectrum Investment Advisors Inc.10,101$964K0.6%+10.2%0.104%
7/28/2025Mutual Advisors LLC5,039$498K0.0%+120.9%0.052%
7/24/2025Eastern Bank845$81K0.0%-15.9%0.009%
7/23/2025Valmark Advisers Inc.3,928$375K0.0%-3.9%0.041%
7/22/2025Evensky & Katz LLC931$89K0.0%N/A0.010%
7/21/2025Ameritas Advisory Services LLC1,919$183K0.0%N/A0.020%
7/18/2025Truist Financial Corp43,911$4.19M0.0%+1.6%0.452%
7/17/2025 Fifth 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%
7/16/2025Octavia Wealth Advisors LLC169,788$16.21M1.8%-9.1%1.746%
7/10/2025Rockland 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%
7/10/2025Wealth Enhancement Advisory Services LLC35,779$3.53M0.0%+44.6%0.368%
7/10/2025Sovran Advisors LLC5,698$560K0.1%+16.9%0.059%
7/8/2025Atlas Brown Inc.4,691$448K0.1%+9.1%0.048%
7/8/2025Parallel 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%
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%
4/30/2025Christopher 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%
4/29/2025Summit 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%
4/25/2025Sovran 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%
4/16/2025Wealth Enhancement Advisory Services LLC24,749$2.28M0.0%-75.2%0.256%
4/16/2025Rockland Trust Co.800,625$73.69M3.7%-0.2%8.297%
4/15/2025Wealthcare Advisory Partners LLC2,584$238K0.0%+12.9%0.027%
4/14/2025Octavia Wealth Advisors LLC186,696$17.18M2.1%+5.4%1.935%
(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, 142 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 ($23.71M), Raymond James Financial Inc. ($18.35M), Octavia Wealth Advisors LLC ($16.21M), and Stordahl Capital Management Inc. ($16.13M).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 118 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), Christopher J. Hasenberg Inc ($44.70K), and Northwestern Mutual Wealth Management Co. ($41.83K).

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

Institutional investors have bought a total of 1,374,839 shares in the last 24 months. This purchase volume represents approximately $129.49M in transactions.

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

Of the 56 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), Northwestern Mutual Wealth Management Co. ($39.23K), Harbour Investments Inc. ($36.41K), Bank of America Corp DE ($35.55K), Octavia Wealth Advisors LLC ($17.13K), and Virtu Financial LLC ($15.35K).

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

Institutional investors have sold a total of 361,111 shares in the last 24 months. This volume of shares sold represents approximately $34.02M in transactions.


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This page (NYSEARCA:IVOV) was last updated on 10/14/2025 by MarketBeat.com Staff
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