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S&P 500   4,975.51
DOW   38,563.80
QQQ   427.32
Higher VIX just made Realty Income’s 6% dividend better
My wife was skeptical... until I showed her my account balance. (Ad)
Super Micro Computer: Overbought, undervalued or mispriced?
Booking stock is the discounted growth story in travel stocks
My wife was skeptical... until I showed her my account balance. (Ad)
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Capital One's bid for Discover carries expectation that Americans won't slow credit card use
AI Stock Caught Trading Under Secret Name (Ad)
Walmart’s uptrend is intact; buy it when it dips
XPeng stock just got a target boost, analysts say it could double
S&P 500   4,975.51
DOW   38,563.80
QQQ   427.32
Higher VIX just made Realty Income’s 6% dividend better
My wife was skeptical... until I showed her my account balance. (Ad)
Super Micro Computer: Overbought, undervalued or mispriced?
Booking stock is the discounted growth story in travel stocks
My wife was skeptical... until I showed her my account balance. (Ad)
3 E-VTOL stocks: Which ones can fly higher in 2024?
Capital One's bid for Discover carries expectation that Americans won't slow credit card use
AI Stock Caught Trading Under Secret Name (Ad)
Walmart’s uptrend is intact; buy it when it dips
XPeng stock just got a target boost, analysts say it could double
S&P 500   4,975.51
DOW   38,563.80
QQQ   427.32
Higher VIX just made Realty Income’s 6% dividend better
My wife was skeptical... until I showed her my account balance. (Ad)
Super Micro Computer: Overbought, undervalued or mispriced?
Booking stock is the discounted growth story in travel stocks
My wife was skeptical... until I showed her my account balance. (Ad)
3 E-VTOL stocks: Which ones can fly higher in 2024?
Capital One's bid for Discover carries expectation that Americans won't slow credit card use
AI Stock Caught Trading Under Secret Name (Ad)
Walmart’s uptrend is intact; buy it when it dips
XPeng stock just got a target boost, analysts say it could double

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

$84.99
-0.56 (-0.65%)
(As of 02/20/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
98
Total
Institutional Inflows
(last 12 months)
$282.73 M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$20.97 M
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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
2/16/2024Trail Ridge Investment Advisors LLC4,805$0.42M0.3%+3.4%0.049%
2/15/2024Moneta Group Investment Advisors LLC11,567$1.01M0.0%N/A0.117%
2/15/2024Citadel Advisors LLC15,472$1.35M0.0%-27.4%0.157%
2/15/2024Comerica Bank458$40K0.0%-96.1%0.005%
2/14/2024Royal Bank of Canada8,341$0.73M0.0%-46.7%0.085%
2/14/2024Kestra Advisory Services LLC76,800$6.70M0.1%-1.6%0.780%
2/14/2024Creative Planning14,020$1.22M0.0%-19.2%0.142%
2/13/2024Envestnet Asset Management Inc.14,475$1.26M0.0%-53.8%0.147%
2/13/2024Tower Research Capital LLC TRC 1,643$0.14M0.0%-65.9%0.017%
2/12/2024Stifel Financial Corp2,594$0.23M0.0%-70.7%0.026%
2/9/2024Keystone Financial Group2,499$0.22M0.0%N/A0.025%
2/9/2024D.A. Davidson & CO.8,236$0.72M0.0%-7.8%0.084%
2/9/2024Wells Fargo & Company MN119,146$10.39M0.0%+63.4%1.210%
2/9/2024UBS Group AG108,631$9.47M0.0%+2.2%1.103%
2/9/2024PNC Financial Services Group Inc.2,356$0.21M0.0%+10.5%0.024%
2/8/2024AMG National Trust Bank3,480$0.30M0.0%-10.5%0.035%
2/8/2024Level Four Advisory Services LLC4,194$0.37M0.0%-10.4%0.043%
2/8/2024Kingsview Wealth Management LLC2,721$0.24M0.0%N/A0.028%
2/8/2024Meridian Wealth Management LLC3,778$0.33M0.0%+8.8%0.038%
2/8/2024Lutz Financial Services LLC133,982$11.68M1.1%-0.7%1.360%
2/7/2024Spectrum Investment Advisors Inc.7,224$0.63M0.5%N/A0.073%
2/7/2024Gateway Advisory LLC35,508$3.10M0.6%+48.0%0.360%
2/6/2024Private Advisor Group LLC23,589$2.06M0.0%+1.6%0.239%
2/6/2024Merit Financial Group LLC7,599$0.66M0.0%-4.2%0.077%
2/6/2024Essex Financial Services Inc.2,522$0.22M0.0%N/A0.026%
2/5/2024Savant Capital LLC54,283$4.73M0.1%-3.7%0.551%
2/2/2024Valmark Advisers Inc.4,835$0.42M0.0%+2.6%0.049%
2/2/2024Truist Financial Corp16,399$1.43M0.0%+10.1%0.166%
2/1/2024Heritage Investment Group Inc.9,572$0.83M0.2%-17.0%0.097%
1/31/2024Western Wealth Management LLC3,027$0.26M0.0%+7.2%0.031%
1/30/2024Avior Wealth Management LLC18,991$1.66M0.1%-10.7%0.193%
1/26/2024Cerity Partners LLC2,366$0.21M0.0%N/A0.024%
1/24/2024Tritonpoint Wealth LLC3,142$0.27M0.0%N/A0.032%
1/22/2024Miracle Mile Advisors LLC24,126$2.10M0.1%-14.1%0.245%
1/19/2024PFG Advisors12,932$1.13M0.1%+1.5%0.131%
1/17/2024Stordahl Capital Management Inc.157,996$13.77M3.7%+0.6%1.604%
1/16/2024Raymond James Financial Services Advisors Inc.155,881$13.59M0.0%-15.1%1.583%
1/16/2024Raymond James & Associates71,548$6.24M0.0%-15.3%0.726%
1/16/2024Cooper Financial Group6,505$0.57M0.1%+4.9%0.066%
1/12/2024Redhawk Wealth Advisors Inc.4,845$0.42M0.1%N/A0.049%
1/11/2024Rockland Trust Co.800,934$69.83M3.8%+0.5%8.131%
1/8/2024Founders Capital Management770$67K0.0%-19.6%0.008%
11/24/2023EP Wealth Advisors LLC4,769$0.37M0.0%+21.9%0.048%
11/21/2023Comerica Bank11,806$0.92M0.0%N/A0.120%
11/16/2023Creative Planning17,354$1.35M0.0%+23.2%0.176%
11/16/2023Harbour Investments Inc.36,779$2.87M0.1%+6.1%0.373%
11/16/2023Morgan Stanley226,031$17.61M0.0%+2.8%2.295%
11/15/2023Royal Bank of Canada15,635$1.22M0.0%-28.3%0.159%
11/15/2023Glenmede Trust Co. NA1,300$0.10M0.0%-33.3%0.013%
11/14/2023Gateway Advisory LLC23,996$1.87M0.4%+2.5%0.244%
11/14/2023Tower Research Capital LLC TRC 4,813$0.38M0.0%+11.8%0.049%
11/14/2023Qube Research & Technologies Ltd762$59K0.0%N/A0.008%
11/13/2023Asset Dedication LLC3,360$0.26M0.0%-5.6%0.034%
11/13/2023Cary Street Partners Investment Advisory LLC4,051$0.32M0.0%+44.2%0.041%
11/13/2023Stifel Financial Corp8,845$0.69M0.0%-8.3%0.090%
11/13/2023Mariner LLC856,742$66.75M0.2%-1.5%8.698%
11/13/2023LPL Financial LLC91,578$7.14M0.0%-1.0%0.930%
11/13/2023Envestnet Asset Management Inc.31,306$2.44M0.0%+9.0%0.318%
11/13/2023Kestra Advisory Services LLC78,081$6.08M0.1%-0.8%0.793%
11/13/2023PNC Financial Services Group Inc.2,133$0.17M0.0%+57.1%0.022%
11/9/2023Phillips Financial Management LLC13,558$1.06M0.1%+5.1%0.138%
11/9/2023UBS Group AG106,244$8.28M0.0%+0.2%1.079%
11/8/2023J.P. Morgan Private Wealth Advisors LLC17,239$1.34M0.0%+1.7%0.175%
11/8/2023Valmark Advisers Inc.4,714$0.37M0.0%+12.9%0.048%
11/8/2023Keybank National Association OH18,339$1.43M0.0%+11.8%0.186%
11/7/2023Savant Capital LLC56,390$4.39M0.1%N/A0.572%
11/3/2023Lutz Financial Services LLC134,957$10.52M1.1%-2.9%1.370%
11/3/2023Private Advisor Group LLC23,221$1.81M0.0%-1.2%0.236%
10/31/2023James Investment Research Inc.4,216$0.33M0.0%+14.4%0.043%
10/31/2023Fifth Third Bancorp392$31K0.0%-34.2%0.004%
10/27/2023Assetmark Inc.840$65K0.0%+382.8%0.009%
10/26/2023Rockland Trust Co.796,703$62.07M3.7%+1.3%8.088%
10/26/2023Shufro Rose & Co. LLC3,385$0.26M0.0%+8.8%0.034%
10/25/2023Miracle Mile Advisors LLC28,074$2.19M0.1%-13.3%0.285%
10/24/2023Raymond James Financial Services Advisors Inc.183,516$14.30M0.0%-0.6%1.863%
10/24/2023Raymond James & Associates84,451$6.58M0.0%-16.4%0.857%
10/24/2023Cambridge Investment Research Advisors Inc.4,468$0.35M0.0%-36.4%0.045%
10/23/2023Commonwealth Equity Services LLC25,157$1.96M0.0%+11.2%0.255%
10/17/2023Avior Wealth Management LLC21,277$1.66M0.1%-0.8%0.216%
10/13/2023Cooper Financial Group6,203$0.48M0.1%N/A0.063%
10/13/2023PFG Advisors12,742$0.99M0.1%-1.0%0.129%
10/13/2023Stordahl Capital Management Inc.157,052$12.24M3.7%-4.3%1.594%
10/10/2023Founders Capital Management958$75K0.1%-17.6%0.010%
8/22/2023Asset Dedication LLC3,561$0.29M0.0%-7.4%0.036%
8/15/2023Wells Fargo & Company MN72,596$5.98M0.0%+39.1%0.737%
8/15/2023Trail Ridge Investment Advisors LLC4,794$0.40M0.2%-3.3%0.049%
8/15/2023Harbour Investments Inc.34,656$2.85M0.1%+2.8%0.352%
8/15/2023Royal Bank of Canada21,806$1.80M0.0%+8.1%0.221%
8/15/2023Citadel Advisors LLC14,040$1.16M0.0%-17.3%0.143%
8/14/2023Retirement Investment Advisors Inc.2,468$0.20M0.0%N/A0.025%
8/14/2023MML Investors Services LLC17,583$1.45M0.0%-36.8%0.179%
8/11/2023Kestra Advisory Services LLC78,741$6.48M0.1%-1.4%0.799%
8/11/2023JPMorgan Chase & Co.5,804$0.48M0.0%-21.6%0.059%
8/10/2023Osaic Holdings Inc.13,909$1.15M0.0%-4.0%0.141%
8/10/2023Gateway Advisory LLC23,415$1.93M0.4%+2.4%0.238%
8/10/2023Cary Street Partners Investment Advisory LLC2,810$0.23M0.0%-44.3%0.029%
8/10/2023Private Advisor Group LLC23,507$1.94M0.0%-1.7%0.239%
8/9/2023Flow Traders U.S. LLC17,166$1.41M0.1%N/A0.174%
8/9/2023Essex Financial Services Inc.2,522$0.21M0.0%N/A0.026%
8/8/2023Mosaic Family Wealth Partners LLC4,967$0.41M0.1%-3.0%0.050%
(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, 130 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. ($69.83M), Mariner LLC ($66.75M), Bank of America Corp DE ($32.80M), Morgan Stanley ($17.61M), Stordahl Capital Management Inc. ($13.77M), Raymond James Financial Services Advisors Inc. ($13.59M), and Lutz Financial Services LLC ($11.68M).Learn more on IVOV's institutional investors.

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

Of the 119 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. ($0.45M), Bank of America Corp DE ($0.26M), Raymond James Financial Services Advisors Inc. ($0.12M), Stordahl Capital Management Inc. ($90.48K), Lutz Financial Services LLC ($69.09K), and Wells Fargo & Company MN ($66.65K).

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

Institutional investors have bought a total of 3,908,779 shares in the last 24 months. This purchase volume represents approximately $308.27M in transactions.

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

Of the 64 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. ($63.87K), Raymond James & Associates ($54.57K), 360 Financial Inc. ($41.44K), Envestnet Asset Management Inc. ($35.44K), Susquehanna International Group LLP ($21.89K), Mariner LLC ($21.26K), and D.A. Davidson & CO. ($19.37K).

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

Institutional investors have sold a total of 441,229 shares in the last 24 months. This volume of shares sold represents approximately $35.12M in transactions.


This page (NYSEARCA:IVOV) was last updated on 2/21/2024 by MarketBeat.com Staff