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

Vanguard S&P Mid-Cap 400 Value ETF logo
$117.18 +0.28 (+0.24%)
As of 03:49 PM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard S&P Mid-Cap 400 Value ETF (NYSEARCA:IVOV)

Number of
Institutional Buyers
(last 12 months)
74
Total
Institutional Inflows
(last 12 months)
$41.29M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$21.26M
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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
8/8/2026 American Financial & Tax Strategies Inc.9,094$1.04M0.5%-1.5%0.078%
8/8/2026 OFC Financial Planning LLC4,946$564K0.5%-21.6%0.042%
8/6/2026 Global Retirement Partners LLC258$29K0.0%N/A0.002%
8/5/2026 HighTower Advisors LLC53,795$6.14M0.0%-1.8%0.459%
8/5/2026 Fifth Third Bancorp13,253$1.51M0.0%-34.5%0.113%
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%
5/29/2026 Asset 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%
5/13/2026 Cetera Investment Advisers15,786$1.61M0.0%+2.9%0.136%
5/5/2026 D.A. Davidson & CO.8,349$851K0.0%+9.2%0.072%
5/4/2026 Lutz Financial Services LLC114,826$11.71M0.8%-1.4%0.986%
5/1/2026 Fifth Third Bancorp20,228$2.06M0.0%+978.3%0.174%
4/30/2026 Kestra Advisory Services LLC76,040$7.75M0.0%+2.1%0.653%
4/27/2026 Private Advisor Group LLC12,398$1.26M0.0%-6.3%0.106%
4/25/2026 Keybank 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%
3/9/2026 Corient Private Wealth LLC5,855$591K0.0%-41.0%0.053%
2/25/2026 MidFirst Bank70,333$7.10M0.6%N/A0.634%
2/19/2026 Corient Private Wealth LLC5,855$591K0.0%-41.0%0.053%
2/18/2026Ameriflex Group Inc.789$80K0.0%-45.7%0.007%
2/18/2026 EP 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%
2/17/2026 Cetera 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%
2/17/2026 Blair William & Co. IL2,515$254K0.0%+10.6%0.023%
2/16/2026 MML Investors Services LLC7,403$748K0.0%+9.6%0.067%
2/16/2026Mariner LLC868,738$87.75M0.1%+0.9%7.826%
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2/16/2026 Horizon Investment Services LLC11,641$1.18M0.4%+1.1%0.105%
2/16/2026 Cornerstone Financial Management LLC14,905$1.51M1.4%N/A0.134%
2/13/2026 Kestra Advisory Services LLC74,468$7.52M0.0%+3.1%0.671%
2/13/2026 Stifel Financial Corp9,210$930K0.0%+34.5%0.083%
2/13/2026 Smartleaf Asset Management LLC335$34K0.0%N/A0.003%
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%
2/12/2026 Commonwealth Equity Services LLC50,342$5.09M0.0%-4.2%0.454%
2/12/2026 StoneX 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%
2/11/2026 LPL Financial LLC116,347$11.75M0.0%-1.6%1.048%
2/10/2026 Northwestern Mutual Wealth Management Co.79,893$8.07M0.0%+0.4%0.720%
2/10/2026 Savant 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%
2/6/2026 HighTower Advisors LLC55,488$5.61M0.0%-0.5%0.500%
2/6/2026 Lutz Financial Services LLC116,480$11.77M0.8%-1.1%1.049%
2/5/2026 Northwestern 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%
2/5/2026 Allworth Financial LP34,575$3.49M0.0%-5.9%0.311%
2/4/2026 OFC Financial Planning LLC6,310$637K0.6%+5.9%0.057%
2/4/2026 Meridian Wealth Management LLC5,292$535K0.0%+1.8%0.048%
2/2/2026 Truist Financial Corp45,932$4.64M0.0%+1.2%0.414%
2/2/2026 Composition Wealth LLC25,009$2.53M0.0%+16.5%0.225%
2/2/2026 Fifth Third Bancorp1,876$189K0.0%+67.8%0.017%
1/30/2026 American 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%
1/26/2026 Valmark 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%
1/23/2026 Assetmark 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%
1/20/2026 Sovran 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%
1/1/2026 JPMorgan Chase & Co.24,515$2.47M0.0%+0.5%0.228%
12/2/2025 Allworth Financial LP36,749$3.70M0.0%-2.0%0.342%
11/17/2025 NewEdge Advisors LLC2,533$255K0.0%N/A0.024%
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11/17/2025Susquehanna International Group LLP6,906$696K0.0%-56.1%0.064%
11/17/2025 Northwestern 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%
11/17/2025 Lido Advisors LLC2,502$252K0.0%+4.9%0.023%
11/17/2025Bank of America Corp DE260,556$26.26M0.0%+4.9%2.428%
11/17/2025 Argyle 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%


IVOV Institutional Ownership - Frequently Asked Questions

During the previous two years, 153 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 129 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 409,615 shares in the last 24 months. This purchase volume represents approximately $41.29M in transactions.

Of the 41 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. ($63.89K), Bank of America Corp DE ($42.92K), Octavia Wealth Advisors LLC ($16.69K), Susquehanna International Group LLP ($8.83K), Corient Private Wealth LLC ($8.63K), Fifth Third Bancorp ($6.98K), and Rockland Trust Co. ($6.91K).

Institutional investors have sold a total of 211,135 shares in the last 24 months. This volume of shares sold represents approximately $21.26M in transactions.


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Institutional ownership data for NYSEARCA:IVOV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/8/2026. New 13F filings are added each quarter as they're published.
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