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

$93.30

+1.50 (+1.63%)

(As of 07/26/2024 ET)

Stock Analysis Chart Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 49
Total Institutional Inflows (last 12 months): $25.88M

Number of Institutional Sellers (last 12 months): 35
Total Institutional Outflows (last 12 months): $15.84M

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IVOV Institutional Buying and Selling by Quarter

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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
7/26/2024	Harbour Investments Inc.	40,825	$3.58M	0.1%	+5.0%	0.418%
7/24/2024	&PARTNERS	20,438	$1.79M	0.1%	N/A	0.209%
7/23/2024	Atlas Brown Inc.	7,505	$657K	0.2%	N/A	0.077%
7/23/2024	Rockland Trust Co.	799,804	$70.04M	3.7%	+0.5%	8.186%
7/20/2024	Raymond James Financial Services Advisors Inc.	145,276	$12.72M	0.0%	-5.0%	1.487%
7/19/2024	Western Wealth Management LLC	2,596	$227K	0.0%	-8.1%	0.027%
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7/19/2024	Raymond James & Associates	54,514	$4.77M	0.0%	-9.1%	0.558%
7/17/2024	Redhawk Wealth Advisors Inc.	5,575	$488K	0.1%	+3.8%	0.057%
7/16/2024	Wealth Enhancement Advisory Services LLC	89,622	$7.85M	0.0%	-4.3%	0.917%
7/15/2024	Fifth Third Securities Inc.	3,191	$279K	0.0%	+11.9%	0.033%
7/15/2024	Stordahl Capital Management Inc.	171,203	$14.99M	3.8%	+3.5%	1.752%
7/9/2024	Halpern Financial Inc.	3,691	$323K	0.1%	+111.2%	0.038%
5/24/2024	Cetera Advisors LLC	2,929	$266K	0.0%	N/A	0.030%
5/20/2024	Virtu Financial LLC	2,412	$219K	0.0%	N/A	0.025%
5/10/2024	Rodgers & Associates LTD	4,556	$414K	0.1%	-10.8%	0.046%
5/9/2024	Kingsview Wealth Management LLC	2,571	$233K	0.0%	-5.5%	0.026%
5/9/2024	BHK Investment Advisors LLC	4,400	$400K	0.2%	N/A	0.045%
5/7/2024	PFG Advisors	12,517	$1.14M	0.1%	-3.2%	0.127%
5/7/2024	Spectrum Investment Advisors Inc.	7,545	$685K	0.5%	+4.4%	0.076%
5/3/2024	Lutz Financial Services LLC	126,368	$11.47M	1.0%	-5.7%	1.280%
5/2/2024	Salomon & Ludwin LLC	1,150	$104K	0.0%	N/A	0.012%
4/30/2024	Private Advisor Group LLC	22,764	$2.07M	0.0%	-3.5%	0.231%
4/29/2024	Commonwealth Equity Services LLC	49,737	$4.52M	0.0%	+46.9%	0.504%
4/23/2024	Raymond James Financial Services Advisors Inc.	152,909	$13.88M	0.0%	-1.9%	1.552%
4/22/2024	Raymond James & Associates	60,002	$5.45M	0.0%	-16.1%	0.609%
4/18/2024	Stordahl Capital Management Inc.	165,486	$15.03M	3.8%	+4.7%	1.680%
4/16/2024	Wealth Enhancement Advisory Services LLC	93,617	$8.50M	0.0%	-5.6%	0.950%
4/11/2024	Cooper Financial Group	2,618	$238K	0.0%	-59.8%	0.027%
4/11/2024	Rockland Trust Co.	795,874	$72.27M	3.8%	-0.6%	8.080%
4/10/2024	Bruce G. Allen Investments LLC	695	$63K	0.1%	N/A	0.007%
4/9/2024	Mather Group LLC.	285	$25K	0.0%	N/A	0.003%
3/22/2024	PNC Financial Services Group Inc.	2,356	$205K	0.0%	+10.5%	0.024%
3/15/2024	B. Riley Wealth Advisors Inc.	2,728	$238K	0.0%	N/A	0.028%
2/16/2024	Trail Ridge Investment Advisors LLC	4,805	$419K	0.3%	+3.4%	0.049%
2/9/2024	Keystone Financial Group	2,499	$218K	0.0%	N/A	0.025%
2/9/2024	D.A. Davidson & CO.	8,236	$718K	0.0%	-7.8%	0.084%
2/9/2024	Wells Fargo & Company MN	119,146	$10.39M	0.0%	+63.4%	1.210%
2/9/2024	UBS Group AG	108,631	$9.47M	0.0%	+2.2%	1.103%
2/8/2024	AMG National Trust Bank	3,480	$303K	0.0%	-10.5%	0.035%
2/8/2024	Level Four Advisory Services LLC	4,194	$366K	0.0%	-10.4%	0.043%
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2/8/2024	Kingsview Wealth Management LLC	2,721	$237K	0.0%	N/A	0.028%
2/8/2024	Meridian Wealth Management LLC	3,778	$329K	0.0%	+8.8%	0.038%
2/8/2024	Lutz Financial Services LLC	133,982	$11.68M	1.1%	-0.7%	1.360%
2/7/2024	Spectrum Investment Advisors Inc.	7,224	$630K	0.5%	N/A	0.073%
2/7/2024	Gateway Advisory LLC	35,508	$3.10M	0.6%	+48.0%	0.360%
2/6/2024	Private Advisor Group LLC	23,589	$2.06M	0.0%	+1.6%	0.239%
2/6/2024	Merit Financial Group LLC	7,599	$662K	0.0%	-4.2%	0.077%
2/6/2024	Essex Financial Services Inc.	2,522	$220K	0.0%	N/A	0.026%
2/5/2024	Savant Capital LLC	54,283	$4.73M	0.1%	-3.7%	0.551%
2/2/2024	Valmark Advisers Inc.	4,835	$422K	0.0%	+2.6%	0.049%
2/2/2024	Truist Financial Corp	16,399	$1.43M	0.0%	+10.1%	0.166%
2/1/2024	Heritage Investment Group Inc.	9,572	$834K	0.2%	-17.0%	0.097%
1/31/2024	Western Wealth Management LLC	3,027	$264K	0.0%	+7.2%	0.031%
1/30/2024	Avior Wealth Management LLC	18,991	$1.66M	0.1%	-10.7%	0.193%
1/26/2024	Cerity Partners LLC	2,366	$206K	0.0%	N/A	0.024%
1/24/2024	Tritonpoint Wealth LLC	3,142	$274K	0.0%	N/A	0.032%
1/22/2024	Miracle Mile Advisors LLC	24,126	$2.10M	0.1%	-14.1%	0.245%
1/19/2024	PFG Advisors	12,932	$1.13M	0.1%	+1.5%	0.131%
1/17/2024	Stordahl Capital Management Inc.	157,996	$13.77M	3.7%	+0.6%	1.604%
1/16/2024	Raymond James Financial Services Advisors Inc.	155,881	$13.59M	0.0%	-15.1%	1.583%
1/16/2024	Raymond James & Associates	71,548	$6.24M	0.0%	-15.3%	0.726%
1/16/2024	Cooper Financial Group	6,505	$567K	0.1%	+4.9%	0.066%
1/12/2024	Redhawk Wealth Advisors Inc.	4,845	$422K	0.1%	N/A	0.049%
1/11/2024	Rockland Trust Co.	800,934	$69.83M	3.8%	+0.5%	8.131%
1/8/2024	Founders Capital Management	770	$67K	0.0%	-19.6%	0.008%
11/24/2023	EP Wealth Advisors LLC	4,769	$372K	0.0%	+21.9%	0.048%
11/16/2023	Harbour Investments Inc.	36,779	$2.87M	0.1%	+6.1%	0.373%
11/14/2023	Gateway Advisory LLC	23,996	$1.87M	0.4%	+2.5%	0.244%
11/14/2023	Tower Research Capital LLC TRC	4,813	$375K	0.0%	+11.8%	0.049%
11/13/2023	Asset Dedication LLC	3,360	$263K	0.0%	-5.6%	0.034%
11/13/2023	Cary Street Partners Investment Advisory LLC	4,051	$316K	0.0%	+44.2%	0.041%
11/13/2023	Mariner LLC	856,742	$66.75M	0.2%	-1.5%	8.698%
11/13/2023	LPL Financial LLC	91,578	$7.14M	0.0%	-1.0%	0.930%
11/13/2023	Kestra Advisory Services LLC	78,081	$6.08M	0.1%	-0.8%	0.793%
11/13/2023	PNC Financial Services Group Inc.	2,133	$166K	0.0%	+57.1%	0.022%
11/9/2023	Phillips Financial Management LLC	13,558	$1.06M	0.1%	+5.1%	0.138%
11/9/2023	UBS Group AG	106,244	$8.28M	0.0%	+0.2%	1.079%
11/8/2023	J.P. Morgan Private Wealth Advisors LLC	17,239	$1.34M	0.0%	+1.7%	0.175%
11/8/2023	Valmark Advisers Inc.	4,714	$367K	0.0%	+12.9%	0.048%
11/8/2023	Keybank National Association OH	18,339	$1.43M	0.0%	+11.8%	0.186%
11/7/2023	Savant Capital LLC	56,390	$4.39M	0.1%	N/A	0.572%
11/3/2023	Lutz Financial Services LLC	134,957	$10.52M	1.1%	-2.9%	1.370%
11/3/2023	Private Advisor Group LLC	23,221	$1.81M	0.0%	-1.2%	0.236%
10/31/2023	James Investment Research Inc.	4,216	$328K	0.0%	+14.4%	0.043%
10/31/2023	Fifth Third Bancorp	392	$31K	0.0%	-34.2%	0.004%
10/27/2023	Assetmark Inc.	840	$65K	0.0%	+382.8%	0.009%
10/26/2023	Rockland Trust Co.	796,703	$62.07M	3.7%	+1.3%	8.088%
10/26/2023	Shufro Rose & Co. LLC	3,385	$264K	0.0%	+8.8%	0.034%
10/25/2023	Miracle Mile Advisors LLC	28,074	$2.19M	0.1%	-13.3%	0.285%
10/24/2023	Raymond James Financial Services Advisors Inc.	183,516	$14.30M	0.0%	-0.6%	1.863%
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10/24/2023	Raymond James & Associates	84,451	$6.58M	0.0%	-16.4%	0.857%
10/24/2023	Cambridge Investment Research Advisors Inc.	4,468	$348K	0.0%	-36.4%	0.045%
10/23/2023	Commonwealth Equity Services LLC	25,157	$1.96M	0.0%	+11.2%	0.255%
10/17/2023	Avior Wealth Management LLC	21,277	$1.66M	0.1%	-0.8%	0.216%
10/13/2023	Cooper Financial Group	6,203	$483K	0.1%	N/A	0.063%
10/13/2023	PFG Advisors	12,742	$993K	0.1%	-1.0%	0.129%
10/13/2023	Stordahl Capital Management Inc.	157,052	$12.24M	3.7%	-4.3%	1.594%
10/10/2023	Founders Capital Management	958	$75K	0.1%	-17.6%	0.010%
8/22/2023	Asset Dedication LLC	3,561	$293K	0.0%	-7.4%	0.036%
8/14/2023	Retirement Investment Advisors Inc.	2,468	$203K	0.0%	N/A	0.025%

(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, 106 institutional investors and hedge funds held shares of Vanguard S&P Mid-Cap 400 Value ETF. The most heavily invested institutionals were Rockland Trust Co. ($70.04M), Mariner LLC ($66.75M), Stordahl Capital Management Inc. ($14.99M), Raymond James Financial Services Advisors Inc. ($12.72M), Lutz Financial Services LLC ($11.47M), Wells Fargo & Company MN ($10.39M), and Aberdeen Wealth Management LLC ($10.34M).Learn more on IVOV's institutional investors.
Which institutional investors have been buying Vanguard S&P Mid-Cap 400 Value ETF stock?: Of the 95 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 ($1.82M), Rockland Trust Co. ($431.10K), Raymond James Financial Services Advisors Inc. ($112.98K), Stordahl Capital Management Inc. ($101.51K), Lutz Financial Services LLC ($69.09K), Aberdeen Wealth Management LLC ($63.65K), and Savant Capital LLC ($56.39K).
How much institutional buying is happening at Vanguard S&P Mid-Cap 400 Value ETF?: Institutional investors have bought a total of 3,257,020 shares in the last 24 months. This purchase volume represents approximately $257.16M in transactions.

Which Vanguard S&P Mid-Cap 400 Value ETF major shareholders have been selling company stock?: Of the 48 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: Raymond James Financial Services Advisors Inc. ($74.47K), Raymond James & Associates ($70.76K), 360 Financial Inc. ($41.44K), D.A. Davidson & CO. ($19.37K), Envestnet Asset Management Inc. ($18.61K), Lutz Financial Services LLC ($16.49K), and Mariner LLC ($13.01K).
How much institutional selling is happening at Vanguard S&P Mid-Cap 400 Value ETF?: Institutional investors have sold a total of 343,337 shares in the last 24 months. This volume of shares sold represents approximately $27.61M in transactions.