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

$108.54 0.00 (0.00%)

As of 05/22/2026 04:10 PM Eastern

Number of Institutional Buyers (last 12 months): 86
Total Institutional Inflows (last 12 months): $56.81M

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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/19/2026	Western Wealth Management LLC	3,061	$312K	0.0%	+25.6%	0.026%
5/19/2026	Bank of America Corp DE	221,988	$22.63M	0.0%	-3.2%	1.905%
5/19/2026	Genesis Financial Group LLC	2,045	$208K	0.1%	N/A	0.018%
5/19/2026	Claris Financial LLC	2,000	$204K	0.1%	N/A	0.017%
5/13/2026	Cetera Investment Advisers	15,786	$1.61M	0.0%	+2.9%	0.136%
5/5/2026	D.A. Davidson & CO.	8,349	$851K	0.0%	+9.2%	0.072%
5/4/2026	Lutz Financial Services LLC	114,826	$11.71M	0.8%	-1.4%	0.986%
5/1/2026	Fifth Third Bancorp	20,228	$2.06M	0.0%	+978.3%	0.174%
4/30/2026	Kestra Advisory Services LLC	76,040	$7.75M	0.0%	+2.1%	0.653%
4/27/2026	Private Advisor Group LLC	12,398	$1.26M	0.0%	-6.3%	0.106%
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4/25/2026	Keybank National Association OH	10,380	$1.06M	0.0%	+4.4%	0.089%
4/21/2026	GHP Investment Advisors Inc.	4,708	$480K	0.0%	N/A	0.040%
4/17/2026	Atlas Brown Inc.	4,591	$468K	0.1%	-2.1%	0.039%
3/17/2026	Rockefeller Capital Management L.P.	936	$95K	0.0%	-17.1%	0.008%
3/9/2026	Corient Private Wealth LLC	5,855	$591K	0.0%	-41.0%	0.053%
2/25/2026	MidFirst Bank	70,333	$7.10M	0.6%	N/A	0.634%
2/19/2026	Corient Private Wealth LLC	5,855	$591K	0.0%	-41.0%	0.053%
2/18/2026	Ameriflex Group Inc.	789	$80K	0.0%	-45.7%	0.007%
2/18/2026	EP Wealth Advisors LLC	29,725	$3.00M	0.0%	N/A	0.268%
2/18/2026	Veratis Advisors Inc.	2,561	$279K	0.2%	N/A	0.023%
2/17/2026	AQR Capital Management LLC	9,983	$1.01M	0.0%	-8.9%	0.090%
2/17/2026	Cetera Investment Advisers	15,344	$1.55M	0.0%	+1.1%	0.138%
2/17/2026	Osaic Holdings Inc.	10,915	$1.10M	0.0%	+19.0%	0.098%
2/17/2026	Captrust Financial Advisors	6,584	$665K	0.0%	-2.1%	0.059%
2/17/2026	&PARTNERS	35,296	$3.56M	0.0%	-1.1%	0.318%
2/17/2026	Royal Bank of Canada	6,256	$632K	0.0%	+6.9%	0.056%
2/17/2026	Blair William & Co. IL	2,515	$254K	0.0%	+10.6%	0.023%
2/16/2026	MML Investors Services LLC	7,403	$748K	0.0%	+9.6%	0.067%
2/16/2026	Mariner LLC	868,738	$87.75M	0.1%	+0.9%	7.826%
2/16/2026	Horizon Investment Services LLC	11,641	$1.18M	0.4%	+1.1%	0.105%
2/16/2026	Cornerstone Financial Management LLC	14,905	$1.51M	1.4%	N/A	0.134%
2/13/2026	Kestra Advisory Services LLC	74,468	$7.52M	0.0%	+3.1%	0.671%
2/13/2026	Stifel Financial Corp	9,210	$930K	0.0%	+34.5%	0.083%
2/13/2026	Smartleaf Asset Management LLC	335	$34K	0.0%	N/A	0.003%
2/13/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	1,136	$115K	0.0%	N/A	0.010%
2/13/2026	Wells Fargo & Company MN	75,546	$7.63M	0.0%	+36.8%	0.681%
2/12/2026	TopTier Wealth Management LLC	4,511	$456K	0.3%	N/A	0.041%
2/12/2026	Commonwealth Equity Services LLC	50,342	$5.09M	0.0%	-4.2%	0.454%
2/12/2026	StoneX Group Inc.	2,718	$275K	0.0%	-17.6%	0.024%
2/12/2026	Aberdeen Wealth Management LLC	118,603	$11.98M	5.5%	+0.1%	1.068%
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2/12/2026	Moneta Group Investment Advisors LLC	16,446	$1.66M	0.0%	+41.1%	0.148%
2/11/2026	Rise Advisors LLC	3,042	$307K	0.1%	N/A	0.027%
2/11/2026	LPL Financial LLC	116,347	$11.75M	0.0%	-1.6%	1.048%
2/10/2026	Northwestern Mutual Wealth Management Co.	79,893	$8.07M	0.0%	+0.4%	0.720%
2/10/2026	Savant Capital LLC	36,962	$3.73M	0.0%	-3.8%	0.333%
2/9/2026	Kingsview Wealth Management LLC	1,984	$200K	0.0%	N/A	0.018%
2/9/2026	Wealthquest Corp	3,530	$357K	0.0%	N/A	0.032%
2/6/2026	Larson Financial Group LLC	663	$67K	0.0%	-30.6%	0.006%
2/6/2026	HighTower Advisors LLC	55,488	$5.61M	0.0%	-0.5%	0.500%
2/6/2026	Lutz Financial Services LLC	116,480	$11.77M	0.8%	-1.1%	1.049%
2/5/2026	Northwestern Mutual Wealth Management Co.	26,233	$2.65M	0.0%	-67.0%	0.236%
2/5/2026	Thrivent Financial for Lutherans	19,467	$1.97M	0.0%	N/A	0.175%
2/5/2026	Allworth Financial LP	34,575	$3.49M	0.0%	-5.9%	0.311%
2/4/2026	OFC Financial Planning LLC	6,310	$637K	0.6%	+5.9%	0.057%
2/4/2026	Meridian Wealth Management LLC	5,292	$535K	0.0%	+1.8%	0.048%
2/2/2026	Truist Financial Corp	45,932	$4.64M	0.0%	+1.2%	0.414%
2/2/2026	Composition Wealth LLC	25,009	$2.53M	0.0%	+16.5%	0.225%
2/2/2026	Fifth Third Bancorp	1,876	$189K	0.0%	+67.8%	0.017%
1/30/2026	American Financial & Tax Strategies Inc.	9,419	$951K	0.5%	-27.8%	0.085%
1/29/2026	Comerica Bank	18,352	$1.85M	0.0%	+20.1%	0.165%
1/27/2026	PFG Advisors	10,598	$1.07M	0.1%	+2.8%	0.095%
1/27/2026	Stordahl Capital Management Inc.	172,306	$17.41M	3.6%	+0.3%	1.552%
1/27/2026	HCR Wealth Advisors	2,507	$231K	0.0%	N/A	0.023%
1/26/2026	Valmark Advisers Inc.	3,725	$376K	0.0%	-5.2%	0.034%
1/23/2026	Octavia Wealth Advisors LLC	158,928	$16.05M	1.5%	-9.5%	1.432%
1/23/2026	Assetmark Inc.	346	$35K	0.0%	+65.6%	0.003%
1/23/2026	Fifth Third Securities Inc.	2,356	$238K	0.0%	-8.8%	0.021%
1/21/2026	Flagship Harbor Advisors LLC	1,104	$112K	0.0%	N/A	0.010%
1/21/2026	Sound Income Strategies LLC	345	$37K	0.0%	N/A	0.003%
1/20/2026	Sovran Advisors LLC	5,030	$538K	0.0%	-10.1%	0.045%
1/15/2026	Rockland Trust Co.	811,105	$81.93M	3.2%	+0.7%	7.307%
1/14/2026	Redhawk Wealth Advisors Inc.	4,970	$502K	0.1%	-9.0%	0.045%
1/14/2026	Wealthcare Advisory Partners LLC	3,148	$318K	0.0%	+22.8%	0.028%
1/9/2026	Cambridge Financial Group LLC	4,013	$392K	0.1%	+53.3%	0.036%
1/8/2026	Wealth Enhancement Advisory Services LLC	38,656	$4.05M	0.0%	+15.0%	0.348%
1/6/2026	Avior Wealth Management LLC	150,771	$15.23M	0.5%	+8.2%	1.356%
1/1/2026	JPMorgan Chase & Co.	24,515	$2.47M	0.0%	+0.5%	0.228%
12/2/2025	Allworth Financial LP	36,749	$3.70M	0.0%	-2.0%	0.342%
11/17/2025	NewEdge Advisors LLC	2,533	$255K	0.0%	N/A	0.024%
11/17/2025	Susquehanna International Group LLP	6,906	$696K	0.0%	-56.1%	0.064%
11/17/2025	Northwestern Mutual Wealth Management Co.	79,549	$8.02M	0.0%	-11.7%	0.741%
11/17/2025	Mariner LLC	861,123	$86.78M	0.1%	-0.6%	8.025%
11/17/2025	Moneta Group Investment Advisors LLC	11,652	$1.17M	0.0%	+103.3%	0.109%
11/17/2025	Lido Advisors LLC	2,502	$252K	0.0%	+4.9%	0.023%
11/17/2025	Bank of America Corp DE	260,556	$26.26M	0.0%	+4.9%	2.428%
11/17/2025	Argyle Capital Partners LLC	2,044	$206K	0.1%	N/A	0.019%
11/14/2025	Creative Planning	13,182	$1.33M	0.0%	+32.0%	0.123%
11/14/2025	Raymond James Financial Inc.	194,647	$19.62M	0.0%	+1.3%	1.814%
11/14/2025	Comerica Bank	15,285	$1.54M	0.0%	+35.6%	0.142%
11/13/2025	UBS Group AG	102,835	$10.36M	0.0%	-4.0%	0.958%
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11/13/2025	BNP Paribas Financial Markets	20,000	$2.02M	0.0%	N/A	0.186%
11/13/2025	Private Advisor Group LLC	14,977	$1.51M	0.0%	-10.0%	0.140%
11/13/2025	PFG Advisors	10,307	$1.04M	0.0%	N/A	0.096%
11/13/2025	Parallel Advisors LLC	1,931	$195K	0.0%	+31.7%	0.018%
11/13/2025	Ameriflex Group Inc.	1,454	$147K	0.1%	+279.6%	0.014%
11/12/2025	Trustmark Bank Trust Department	2,060	$208K	0.0%	N/A	0.019%
11/12/2025	JMG Financial Group Ltd.	2,086	$210K	0.0%	N/A	0.019%
11/12/2025	Accredited Wealth Management LLC	1,735	$175K	0.1%	+17,250.0%	0.016%
11/10/2025	Lutz Financial Services LLC	117,735	$11.86M	0.9%	-1.4%	1.097%
11/7/2025	Synovus Financial Corp	2,047	$206K	0.0%	N/A	0.019%

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 572,846 shares in the last 24 months. This purchase volume represents approximately $56.81M 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 272,956 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 5/25/2026 by MarketBeat.com Staff.

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

IVOV Institutional Buying and Selling by Quarter

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

IVOV Institutional Ownership - Frequently Asked Questions

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

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

IVOV Institutional Buying and Selling by Quarter

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

IVOV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVOV shares?

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

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

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

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

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