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

Vanguard S&P Mid-Cap 400 Value ETF logo
$98.78 +0.45 (+0.46%)
As of 07/3/2025 05:00 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)
$120.91M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$25.56M
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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
6/17/2025Howe & Rusling Inc.1,141$105K0.0%-14.0%0.012%
5/20/2025Glenview Trust co3,659$337K0.0%-5.5%0.038%
5/19/2025Jane Street Group LLC2,700$249K0.0%N/A0.028%
5/16/2025Jones Financial Companies Lllp449,352$41.36M0.0%+18,756.6%4.609%
5/16/2025Aberdeen Wealth Management LLC120,957$11.13M7.6%-1.8%1.241%
5/15/2025Royal Bank of Canada5,699$525K0.0%-5.9%0.058%
5/15/2025WPG Advisers LLC325$30K0.0%N/A0.003%
5/14/2025Comerica Bank5,384$496K0.0%+1,277.0%0.055%
5/14/2025Northwestern Mutual Wealth Management Co.129,352$11.91M0.0%+10.7%1.327%
5/14/2025Kestra Advisory Services LLC70,516$6.49M0.0%-0.9%0.723%
5/14/2025OFC Financial Planning LLC6,067$558K0.6%-2.4%0.062%
5/14/2025Compound Planning Inc.2,360$217K0.0%N/A0.024%
5/13/2025Raymond James Financial Inc.193,943$17.85M0.0%+0.9%1.989%
5/12/2025Virtu Financial LLC9,916$913K0.0%+284.5%0.102%
5/9/2025Atria Wealth Solutions Inc.4,347$400K0.0%+6.7%0.045%
5/9/2025Blair William & Co. IL2,273$209K0.0%+62.4%0.023%
5/9/2025Manchester Capital Management LLC2,500$230K0.0%-37.3%0.026%
5/8/2025US Bancorp DE343$32K0.0%N/A0.004%
5/8/2025Shufro Rose & Co. LLC9,210$848K0.1%+50.7%0.094%
5/8/2025Eastern Bank1,005$93K0.0%-25.0%0.010%
5/7/2025Lutz Financial Services LLC118,395$10.90M0.9%-2.9%1.214%
5/7/2025Passive Capital Management LLC.4,026$371K0.1%N/A0.041%
5/7/2025LPL Financial LLC99,822$9.19M0.0%+8.7%1.024%
5/6/2025Cetera Investment Advisers21,529$1.98M0.0%+58.0%0.221%
5/6/2025American Financial & Tax Strategies Inc.13,469$1.24M0.7%-9.6%0.138%
5/6/2025Choreo LLC2,467$227K0.0%N/A0.025%
5/6/2025PFG Advisors11,163$1.03M0.1%-17.9%0.114%
5/5/2025Horizon Investment Services LLC11,993$1.10M0.5%+45.6%0.123%
5/5/2025Stordahl Capital Management Inc.168,447$15.50M3.7%+2.1%1.728%
5/5/2025Private Advisor Group LLC18,428$1.70M0.0%-8.5%0.189%
5/2/2025Trail Ridge Investment Advisors LLC3,634$334K0.2%-3.2%0.038%
5/2/2025Sigma Planning Corp2,944$271K0.0%N/A0.031%
5/1/2025Asset Dedication LLC730$67K0.0%-67.0%0.008%
4/30/2025Christopher J. Hasenberg Inc1,433$132K0.1%-96.8%0.015%
4/30/2025Allworth Financial LP38,090$3.36M0.0%-0.7%0.395%
4/29/2025Envestnet Asset Management Inc.17,840$1.64M0.0%+40.5%0.185%
4/29/2025Ifrah Financial Services Inc.4,371$402K0.1%-3.3%0.045%
4/29/2025Summit Financial Consulting LLC3,113$287K0.3%N/A0.032%
4/28/2025Mutual Advisors LLC2,281$200K0.0%-13.9%0.024%
4/28/2025Private Trust Co. NA450$41K0.0%N/A0.005%
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4/28/2025Keybank National Association OH10,232$942K0.0%-1.1%0.106%
4/25/2025Sovran Advisors LLC4,875$416K0.1%+5.3%0.051%
4/23/2025Valmark Advisers Inc.4,087$376K0.0%-14.8%0.042%
4/23/2025Oppenheimer & Co. Inc.8,049$741K0.0%-10.3%0.083%
4/22/2025Cambridge Investment Research Advisors Inc.3,278$302K0.0%-16.1%0.034%
4/16/2025Wealth Enhancement Advisory Services LLC24,749$2.28M0.0%-75.2%0.256%
4/16/2025Rockland Trust Co.800,625$73.69M3.7%-0.2%8.297%
4/15/2025Wealthcare Advisory Partners LLC2,584$238K0.0%+12.9%0.027%
4/14/2025Octavia Wealth Advisors LLC186,696$17.18M2.1%+5.4%1.935%
4/14/2025Miracle Mile Advisors LLC21,728$2M0.0%-2.3%0.225%
4/9/2025Merit Financial Group LLC7,290$671K0.0%+7.4%0.076%
4/8/2025Parallel Advisors LLC766$71K0.0%N/A0.008%
3/17/2025Wealth Enhancement Advisory Services LLC99,652$9.52M0.0%+11.2%1.033%
3/13/2025Silver Oak Wealth Advisors Services LLC2,255$215K0.2%N/A0.023%
2/25/2025Shufro Rose & Co. LLC6,110$584K0.0%-2.4%0.064%
2/24/2025Ameriflex Group Inc.385$38K0.0%N/A0.004%
2/18/2025Mosaic Family Wealth Partners LLC5,554$531K0.1%+2.8%0.057%
2/17/2025Cetera Investment Advisers13,629$1.30M0.0%+77.0%0.139%
2/17/2025Cary Street Partners Financial LLC3,466$331K0.0%N/A0.035%
2/17/2025Bank of America Corp DE288,261$27.55M0.0%+5.2%2.950%
2/14/2025Comerica Bank391$37K0.0%-27.7%0.004%
2/14/2025IHT Wealth Management LLC3,941$377K0.0%+2.7%0.040%
2/14/2025Stifel Financial Corp10,143$969K0.0%N/A0.104%
2/14/2025Tower Research Capital LLC TRC1,885$180K0.0%-57.7%0.019%
2/13/2025Mariner LLC826,203$78.95M0.1%-1.5%8.457%
2/13/2025Keystone Financial Group2,490$238K0.0%N/A0.025%
2/13/2025Synovus Financial Corp2,223$213K0.0%-49.9%0.023%
2/13/2025Raymond James Financial Inc.192,171$18.36M0.0%N/A1.967%
2/13/2025Envestnet Asset Management Inc.12,695$1.21M0.0%-6.7%0.130%
2/13/2025Wells Fargo & Company MN85,619$8.18M0.0%+4.9%0.876%
2/12/2025Level Four Advisory Services LLC4,563$436K0.0%+19.2%0.047%
2/12/2025Howe & Rusling Inc.1,326$127K0.0%N/A0.014%
2/12/2025JPMorgan Chase & Co.23,522$2.25M0.0%+2.9%0.241%
2/11/2025Crowley Wealth Management Inc.600$57K0.1%N/A0.006%
2/11/2025LPL Financial LLC91,865$8.78M0.0%+1.0%0.940%
2/11/2025Virtu Financial LLC2,579$246K0.0%-85.6%0.026%
2/11/2025VSM Wealth Advisory LLC600$57K0.0%N/A0.006%
2/10/2025Harbour Investments Inc.4,413$422K0.0%-2.9%0.045%
2/10/2025Corient Private Wealth LLC4,311$412K0.0%-11.3%0.044%
2/10/2025Phillips Financial Management LLC2,862$273K0.0%-78.9%0.029%
2/10/2025Commonwealth Equity Services LLC49,613$4.74M0.0%+21.2%0.508%
2/7/2025PFG Advisors13,589$1.30M0.1%-1.1%0.139%
2/7/2025Independent Advisor Alliance13,397$1.28M0.0%N/A0.137%
2/7/2025Naviter Wealth LLC6,851$655K0.1%N/A0.070%
2/7/2025Rialto Wealth Management LLC1,347$129K0.0%N/A0.014%
2/7/2025Larson Financial Group LLC976$93K0.0%+3,966.7%0.010%
2/6/2025Raymond James Financial Inc.192,171$18.36M0.0%N/A1.967%
2/6/2025Keybank National Association OH10,346$989K0.0%-1.0%0.106%
2/6/2025Jones Financial Companies Lllp2,383$228K0.0%+838.2%0.024%
2/5/2025Hanover Advisors Inc.5,231$500K0.2%-13.1%0.054%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
2/5/2025Oppenheimer & Co. Inc.8,971$857K0.0%+4.5%0.092%
2/4/2025Lutz Financial Services LLC121,897$11.65M0.9%-0.7%1.248%
2/3/2025Private Advisor Group LLC20,148$1.93M0.0%-6.7%0.206%
1/31/2025Global Retirement Partners LLC888$85K0.0%+244.2%0.009%
1/31/2025Truist Financial Corp31,231$2.98M0.0%+13.0%0.320%
1/31/2025Ifrah Financial Services Inc.4,519$432K0.1%+97.3%0.046%
1/30/2025Allworth Financial LP38,351$3.82M0.0%N/A0.393%
1/29/2025Sovran Advisors LLC4,629$448K0.1%N/A0.047%
1/29/2025Savant Capital LLC43,183$4.13M0.0%-2.5%0.442%
1/28/2025Newbridge Financial Services Group Inc.444$42K0.0%N/A0.005%
(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, 138 institutional investors and hedge funds held shares of Vanguard S&P Mid-Cap 400 Value ETF. The most heavily invested institutionals were Mariner LLC ($78.95M), Rockland Trust Co. ($73.69M), Jones Financial Companies Lllp ($41.36M), Bank of America Corp DE ($27.55M), Raymond James Financial Inc. ($17.85M), Octavia Wealth Advisors LLC ($17.18M), and Stordahl Capital Management Inc. ($15.50M).Learn more on Vanguard S&P Mid-Cap 400 Value ETF's institutional investors.

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

Of the 112 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 ($449.10K), Raymond James Financial Inc. ($386.11K), Savant Capital LLC ($56.39K), Wells Fargo & Company MN ($50.25K), Christopher J. Hasenberg Inc ($44.70K), Northwestern Mutual Wealth Management Co. ($41.83K), and Allworth Financial LP ($38.35K).

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

Institutional investors have bought a total of 1,292,688 shares in the last 24 months. This purchase volume represents approximately $120.91M in transactions.

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

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: Wealth Enhancement Advisory Services LLC ($78.90K), Christopher J. Hasenberg Inc ($43.29K), Harbour Investments Inc. ($36.41K), Virtu Financial LLC ($15.35K), Mariner LLC ($12.29K), Phillips Financial Management LLC ($10.70K), and Raymond James & Associates ($9.09K).

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

Institutional investors have sold a total of 274,739 shares in the last 24 months. This volume of shares sold represents approximately $25.56M in transactions.


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This page (NYSEARCA:IVOV) was last updated on 7/5/2025 by MarketBeat.com Staff
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