Go Pro
→ Ready to give options a try? Your first trade (Ticker included) -INSIDE (From Base Camp Trading) (Ad)tc pixel Free IVOV Stock Alerts

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

Vanguard S&P Mid-Cap 400 Value ETF logo
$114.43 +1.01 (+0.89%)
As of 07/24/2026 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)
81
Total
Institutional Inflows
(last 12 months)
$44.20M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$25.64M
Get IVOV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Vanguard S&P Mid-Cap 400 Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Redhawk Wealth Advisors Inc.1,905$217K0.0%-61.5%0.016%
7/9/2026 Atlas Brown Inc.4,414$504K0.1%-3.9%0.038%
7/8/2026 Rockland Trust Co.815,504$93.03M3.6%+0.0%6.952%
7/7/2026 Avior Wealth Management LLC161,287$18.40M0.5%+1.7%1.380%
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%
4/21/2026 GHP Investment Advisors Inc.4,708$480K0.0%N/A0.040%
4/17/2026 Atlas 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%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
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%
2/12/2026 TopTier Wealth Management LLC4,511$456K0.3%N/A0.041%
2/12/2026Commonwealth Equity Services LLC50,342$5.09M0.0%-4.2%0.454%
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%
2/11/2026 Rise 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%
2/9/2026 Wealthquest 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%
2/2/2026 Composition 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%
1/27/2026 PFG Advisors10,598$1.07M0.1%+2.8%0.095%
1/27/2026 Stordahl Capital Management Inc.172,306$17.41M3.6%+0.3%1.552%
1/27/2026 HCR Wealth Advisors2,507$231K0.0%N/A0.023%
1/26/2026Valmark Advisers Inc.3,725$376K0.0%-5.2%0.034%
1/23/2026 Octavia Wealth Advisors LLC158,928$16.05M1.5%-9.5%1.432%
1/23/2026Assetmark Inc.346$35K0.0%+65.6%0.003%
1/23/2026 Fifth Third Securities Inc.2,356$238K0.0%-8.8%0.021%
1/21/2026 Flagship Harbor Advisors LLC1,104$112K0.0%N/A0.010%
1/21/2026 Sound Income Strategies LLC345$37K0.0%N/A0.003%
1/20/2026Sovran Advisors LLC5,030$538K0.0%-10.1%0.045%
1/15/2026 Rockland Trust Co.811,105$81.93M3.2%+0.7%7.307%
1/14/2026 Redhawk Wealth Advisors Inc.4,970$502K0.1%-9.0%0.045%
1/14/2026 Wealthcare Advisory Partners LLC3,148$318K0.0%+22.8%0.028%
1/9/2026 Cambridge Financial Group LLC4,013$392K0.1%+53.3%0.036%
1/8/2026 Wealth Enhancement Advisory Services LLC38,656$4.05M0.0%+15.0%0.348%
1/6/2026 Avior 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%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
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%
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%
11/13/2025 PFG Advisors10,307$1.04M0.0%N/A0.096%
11/13/2025Parallel Advisors LLC1,931$195K0.0%+31.7%0.018%


IVOV Institutional Ownership - Frequently Asked Questions

During the previous two years, 155 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. ($93.03M), Mariner LLC ($87.75M), Bank of America Corp DE ($22.63M), Raymond James Financial Inc. ($19.62M), Avior Wealth Management LLC ($18.40M), Stordahl Capital Management Inc. ($17.41M), and Octavia Wealth Advisors LLC ($16.05M).Learn more on Vanguard S&P Mid-Cap 400 Value ETF's institutional investors.

Of the 132 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 ($121.62K), 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 440,166 shares in the last 24 months. This purchase volume represents approximately $44.20M in transactions.

Of the 47 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 ($16.69K), 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 258,794 shares in the last 24 months. This volume of shares sold represents approximately $25.64M in transactions.


Related Companies

This page (NYSEARCA:IVOV) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Three oil giants buried the same discovery for 50 years
In 1976, Chevron tapped an energy source with no fuel costs, no carbon, and no supply chain - then killed the ...
Behind the Markets | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel