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

Vanguard S&P Mid-Cap 400 Value ETF logo
$113.36 0.00 (0.00%)
As of 07/2/2026 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)
86
Total
Institutional Inflows
(last 12 months)
$56.87M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$26.93M
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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
6/18/2026Western Wealth Management LLC3,061$312K0.0%+25.6%0.026%
5/29/2026Asset Dedication LLC588$60K0.0%-19.6%0.005%
5/19/2026Western Wealth Management LLC3,061$312K0.0%+25.6%0.026%
5/19/2026Bank of America Corp DE221,988$22.63M0.0%-3.2%1.905%
5/19/2026Genesis Financial Group LLC2,045$208K0.1%N/A0.018%
5/19/2026Claris Financial LLC2,000$204K0.1%N/A0.017%
5/13/2026Cetera Investment Advisers15,786$1.61M0.0%+2.9%0.136%
5/5/2026D.A. Davidson & CO.8,349$851K0.0%+9.2%0.072%
5/4/2026Lutz Financial Services LLC114,826$11.71M0.8%-1.4%0.986%
5/1/2026Fifth Third Bancorp20,228$2.06M0.0%+978.3%0.174%
4/30/2026Kestra Advisory Services LLC76,040$7.75M0.0%+2.1%0.653%
4/27/2026Private Advisor Group LLC12,398$1.26M0.0%-6.3%0.106%
4/25/2026Keybank National Association OH10,380$1.06M0.0%+4.4%0.089%
4/21/2026GHP Investment Advisors Inc.4,708$480K0.0%N/A0.040%
4/17/2026Atlas Brown Inc.4,591$468K0.1%-2.1%0.039%
3/17/2026Rockefeller Capital Management L.P.936$95K0.0%-17.1%0.008%
3/9/2026Corient Private Wealth LLC5,855$591K0.0%-41.0%0.053%
2/25/2026MidFirst Bank70,333$7.10M0.6%N/A0.634%
2/19/2026Corient Private Wealth LLC5,855$591K0.0%-41.0%0.053%
2/18/2026Ameriflex Group Inc.789$80K0.0%-45.7%0.007%
2/18/2026EP Wealth Advisors LLC29,725$3.00M0.0%N/A0.268%
2/18/2026Veratis Advisors Inc.2,561$279K0.2%N/A0.023%
2/17/2026AQR Capital Management LLC9,983$1.01M0.0%-8.9%0.090%
2/17/2026Cetera Investment Advisers15,344$1.55M0.0%+1.1%0.138%
2/17/2026Osaic Holdings Inc.10,915$1.10M0.0%+19.0%0.098%
2/17/2026Captrust Financial Advisors6,584$665K0.0%-2.1%0.059%
2/17/2026&PARTNERS35,296$3.56M0.0%-1.1%0.318%
2/17/2026Royal Bank of Canada6,256$632K0.0%+6.9%0.056%
2/17/2026Blair William & Co. IL2,515$254K0.0%+10.6%0.023%
2/16/2026MML Investors Services LLC7,403$748K0.0%+9.6%0.067%
2/16/2026Mariner LLC868,738$87.75M0.1%+0.9%7.826%
2/16/2026Horizon Investment Services LLC11,641$1.18M0.4%+1.1%0.105%
2/16/2026Cornerstone Financial Management LLC14,905$1.51M1.4%N/A0.134%
2/13/2026Kestra Advisory Services LLC74,468$7.52M0.0%+3.1%0.671%
2/13/2026Stifel Financial Corp9,210$930K0.0%+34.5%0.083%
2/13/2026Smartleaf Asset Management LLC335$34K0.0%N/A0.003%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,136$115K0.0%N/A0.010%
2/13/2026Wells Fargo & Company MN75,546$7.63M0.0%+36.8%0.681%
2/12/2026TopTier Wealth Management LLC4,511$456K0.3%N/A0.041%
2/12/2026Commonwealth Equity Services LLC50,342$5.09M0.0%-4.2%0.454%
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2/12/2026StoneX Group Inc.2,718$275K0.0%-17.6%0.024%
2/12/2026Aberdeen Wealth Management LLC118,603$11.98M5.5%+0.1%1.068%
2/12/2026Moneta Group Investment Advisors LLC16,446$1.66M0.0%+41.1%0.148%
2/11/2026Rise Advisors LLC3,042$307K0.1%N/A0.027%
2/11/2026LPL Financial LLC116,347$11.75M0.0%-1.6%1.048%
2/10/2026Northwestern Mutual Wealth Management Co.79,893$8.07M0.0%+0.4%0.720%
2/10/2026Savant Capital LLC36,962$3.73M0.0%-3.8%0.333%
2/9/2026Kingsview Wealth Management LLC1,984$200K0.0%N/A0.018%
2/9/2026Wealthquest Corp3,530$357K0.0%N/A0.032%
2/6/2026Larson Financial Group LLC663$67K0.0%-30.6%0.006%
2/6/2026HighTower Advisors LLC55,488$5.61M0.0%-0.5%0.500%
2/6/2026Lutz Financial Services LLC116,480$11.77M0.8%-1.1%1.049%
2/5/2026Northwestern Mutual Wealth Management Co.26,233$2.65M0.0%-67.0%0.236%
2/5/2026Thrivent Financial for Lutherans19,467$1.97M0.0%N/A0.175%
2/5/2026Allworth Financial LP34,575$3.49M0.0%-5.9%0.311%
2/4/2026OFC Financial Planning LLC6,310$637K0.6%+5.9%0.057%
2/4/2026Meridian Wealth Management LLC5,292$535K0.0%+1.8%0.048%
2/2/2026Truist Financial Corp45,932$4.64M0.0%+1.2%0.414%
2/2/2026Composition Wealth LLC25,009$2.53M0.0%+16.5%0.225%
2/2/2026Fifth Third Bancorp1,876$189K0.0%+67.8%0.017%
1/30/2026American Financial & Tax Strategies Inc.9,419$951K0.5%-27.8%0.085%
1/29/2026Comerica Bank18,352$1.85M0.0%+20.1%0.165%
1/27/2026PFG Advisors10,598$1.07M0.1%+2.8%0.095%
1/27/2026Stordahl Capital Management Inc.172,306$17.41M3.6%+0.3%1.552%
1/27/2026HCR Wealth Advisors2,507$231K0.0%N/A0.023%
1/26/2026Valmark Advisers Inc.3,725$376K0.0%-5.2%0.034%
1/23/2026Octavia Wealth Advisors LLC158,928$16.05M1.5%-9.5%1.432%
1/23/2026Assetmark Inc.346$35K0.0%+65.6%0.003%
1/23/2026Fifth Third Securities Inc.2,356$238K0.0%-8.8%0.021%
1/21/2026Flagship Harbor Advisors LLC1,104$112K0.0%N/A0.010%
1/21/2026Sound Income Strategies LLC345$37K0.0%N/A0.003%
1/20/2026Sovran Advisors LLC5,030$538K0.0%-10.1%0.045%
1/15/2026Rockland Trust Co.811,105$81.93M3.2%+0.7%7.307%
1/14/2026Redhawk Wealth Advisors Inc.4,970$502K0.1%-9.0%0.045%
1/14/2026Wealthcare Advisory Partners LLC3,148$318K0.0%+22.8%0.028%
1/9/2026Cambridge Financial Group LLC4,013$392K0.1%+53.3%0.036%
1/8/2026Wealth Enhancement Advisory Services LLC38,656$4.05M0.0%+15.0%0.348%
1/6/2026Avior Wealth Management LLC150,771$15.23M0.5%+8.2%1.356%
1/1/2026JPMorgan Chase & Co.24,515$2.47M0.0%+0.5%0.228%
12/2/2025Allworth Financial LP36,749$3.70M0.0%-2.0%0.342%
11/17/2025NewEdge Advisors LLC2,533$255K0.0%N/A0.024%
11/17/2025Susquehanna International Group LLP6,906$696K0.0%-56.1%0.064%
11/17/2025Northwestern Mutual Wealth Management Co.79,549$8.02M0.0%-11.7%0.741%
11/17/2025Mariner LLC861,123$86.78M0.1%-0.6%8.025%
11/17/2025Moneta Group Investment Advisors LLC11,652$1.17M0.0%+103.3%0.109%
11/17/2025Lido Advisors LLC2,502$252K0.0%+4.9%0.023%
11/17/2025Bank of America Corp DE260,556$26.26M0.0%+4.9%2.428%
11/17/2025Argyle Capital Partners LLC2,044$206K0.1%N/A0.019%
11/14/2025Creative Planning13,182$1.33M0.0%+32.0%0.123%
11/14/2025Raymond James Financial Inc.194,647$19.62M0.0%+1.3%1.814%
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11/14/2025Comerica Bank15,285$1.54M0.0%+35.6%0.142%
11/13/2025UBS Group AG102,835$10.36M0.0%-4.0%0.958%
11/13/2025BNP Paribas Financial Markets20,000$2.02M0.0%N/A0.186%
11/13/2025Private Advisor Group LLC14,977$1.51M0.0%-10.0%0.140%
11/13/2025PFG Advisors10,307$1.04M0.0%N/A0.096%
11/13/2025Parallel Advisors LLC1,931$195K0.0%+31.7%0.018%
11/13/2025Ameriflex Group Inc.1,454$147K0.1%+279.6%0.014%
11/12/2025Trustmark Bank Trust Department2,060$208K0.0%N/A0.019%
11/12/2025JMG Financial Group Ltd.2,086$210K0.0%N/A0.019%
11/12/2025Accredited Wealth Management LLC1,735$175K0.1%+17,250.0%0.016%


IVOV Institutional Ownership - Frequently Asked Questions

During the previous two years, 156 institutional investors and hedge funds held shares of Vanguard S&P Mid-Cap 400 Value ETF. The most heavily invested institutionals were Mariner LLC ($87.75M), Rockland Trust Co. ($81.93M), Bank of America Corp DE ($22.63M), Raymond James Financial Inc. ($19.62M), Stordahl Capital Management Inc. ($17.41M), Octavia Wealth Advisors LLC ($16.05M), and Avior Wealth Management LLC ($15.23M).Learn more on Vanguard S&P Mid-Cap 400 Value ETF's institutional investors.

Of the 135 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 ($451.68K), Raymond James Financial Inc. ($388.56K), Avior Wealth Management LLC ($118.87K), MidFirst Bank ($70.33K), EP Wealth Advisors LLC ($54.43K), Christopher J. Hasenberg Inc ($44.70K), and Northwestern Mutual Wealth Management Co. ($42.17K).

Institutional investors have bought a total of 573,470 shares in the last 24 months. This purchase volume represents approximately $56.87M in transactions.

Of the 48 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: Northwestern Mutual Wealth Management Co. ($103.12K), Bank of America Corp DE ($42.92K), Octavia Wealth Advisors LLC ($33.59K), Susquehanna International Group LLP ($8.83K), Cetera Investment Advisers ($8.63K), Corient Private Wealth LLC ($8.63K), and Rockland Trust Co. ($6.91K).

Institutional investors have sold a total of 272,914 shares in the last 24 months. This volume of shares sold represents approximately $26.93M in transactions.


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This page (NYSEARCA:IVOV) was last updated on 7/5/2026 by MarketBeat.com Staff.
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