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

Vanguard S&P Mid-Cap 400 Value ETF logo
$83.75 -1.56 (-1.83%)
As of 04/21/2025 04:10 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)
69
Total
Institutional Inflows
(last 12 months)
$75.05M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$21.98M
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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
4/16/2025 Wealth Enhancement Advisory Services LLC24,749$2.28M0.0%-75.2%0.256%
4/16/2025 Rockland Trust Co.800,625$73.69M3.7%-0.2%8.297%
4/15/2025 Wealthcare Advisory Partners LLC2,584$238K0.0%+12.9%0.027%
4/14/2025 Octavia Wealth Advisors LLC186,696$17.18M2.1%+5.4%1.935%
4/14/2025 Miracle Mile Advisors LLC21,728$2M0.0%-2.3%0.225%
4/9/2025 Merit Financial Group LLC7,290$671K0.0%+7.4%0.076%
4/8/2025 Parallel Advisors LLC766$71K0.0%N/A0.008%
3/17/2025 Wealth 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 TRC 1,885$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%
2/11/2025 Crowley 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%
2/7/2025 Rialto Wealth Management LLC1,347$129K0.0%N/A0.014%
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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%
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%
1/28/2025Kingsview Wealth Management LLC2,301$220K0.0%-10.2%0.024%
1/28/2025Spectrum Investment Advisors Inc.8,826$843K0.6%+6.9%0.090%
1/28/2025Archer Investment Corp722$69K0.0%N/A0.007%
1/28/2025American Financial & Tax Strategies Inc.14,904$1.42M0.7%-0.7%0.153%
1/24/2025OFC Financial Planning LLC6,214$594K0.6%N/A0.064%
1/23/2025Stordahl Capital Management Inc.165,024$15.77M3.7%-3.1%1.689%
1/17/2025 Octavia Wealth Advisors LLC177,186$16.93M2.1%-0.1%1.814%
1/15/2025 Merit Financial Group LLC6,786$648K0.0%-6.8%0.069%
1/14/2025Pinnacle Bancorp Inc.578$55K0.0%+803.1%0.006%
1/14/2025Christopher J. Hasenberg Inc44,721$4.27M1.7%+203,177.3%0.458%
1/14/2025 Rockland Trust Co.802,012$76.64M3.9%-0.3%8.209%
1/13/2025 Miracle Mile Advisors LLC22,236$2.13M0.0%-7.8%0.228%
1/13/2025Eastern Bank1,340$128K0.0%+109.4%0.014%
1/13/2025Cooper Financial Group2,776$265K0.0%+4.3%0.028%
12/26/2024JPMorgan Chase & Co.22,852$2.19M0.0%+41.3%0.234%
11/25/2024Synovus Financial Corp4,440$425K0.0%N/A0.045%
11/20/2024Virtu Financial LLC17,924$1.72M0.1%N/A0.183%
11/15/2024EP Wealth Advisors LLC29,511$2.83M0.0%+513.8%0.302%
11/15/2024HighTower Advisors LLC3,430$329K0.0%N/A0.035%
11/14/2024Teachers Insurance & Annuity Association of America822$79K0.1%N/A0.008%
11/13/2024FMR LLC1,379$132K0.0%+52.4%0.014%
11/12/2024Meridian Wealth Management LLC4,379$419K0.0%N/A0.045%
11/8/2024Aberdeen Wealth Management LLC123,208$11.80M7.7%-1.5%1.261%
11/7/2024Thrivent Financial for Lutherans18,454$1.77M0.0%-1.4%0.189%
11/6/2024Spectrum Investment Advisors Inc.8,257$790K0.5%+4.4%0.085%
11/6/2024Schrum Private Wealth Management LLC3,000$287K0.1%N/A0.031%
11/6/2024Oppenheimer & Co. Inc.8,582$822K0.0%+11.4%0.088%
11/5/2024Aptus Capital Advisors LLC593$57K0.0%N/A0.006%
11/5/2024Harbour Investments Inc.4,546$435K0.0%-88.9%0.047%
11/1/2024Capital Performance Advisors LLP340$33K0.0%N/A0.003%
10/30/2024Lutz Financial Services LLC122,795$11.76M1.0%-1.8%1.257%
10/25/2024Trail Ridge Investment Advisors LLC3,814$368K0.2%-3.4%0.039%
10/22/2024Private Advisor Group LLC21,589$2.07M0.0%-0.8%0.221%
10/22/2024Eastern Bank640$61K0.0%N/A0.007%
10/18/2024Raymond James & Associates50,909$4.87M0.0%-6.6%0.521%
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10/16/2024Asset Dedication LLC2,214$212K0.0%-9.4%0.023%
10/11/2024Creative Planning10,032$960K0.0%-7.5%0.103%
10/10/2024 Octavia Wealth Advisors LLC177,407$16.98M2.1%+5.8%1.816%
10/8/2024Stordahl Capital Management Inc.170,308$16.14M3.8%-0.5%1.743%
10/5/2024Halpern Financial Inc.1,648$156K0.0%-55.4%0.017%
10/3/2024 Rockland Trust Co.804,681$77.03M3.8%+0.6%8.236%
9/11/2024Newbridge Financial Services Group Inc.444$39K0.0%N/A0.005%
8/22/2024Cetera Investment Advisers14,886$1.30M0.0%+8.7%0.152%
8/21/2024Truist Financial Corp24,529$2.15M0.0%+0.6%0.251%
8/16/2024Northwestern Mutual Wealth Management Co.105,556$9.24M0.0%+38.5%1.080%
(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, 133 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), Bank of America Corp DE ($27.55M), Raymond James Financial Inc. ($18.36M), Octavia Wealth Advisors LLC ($17.18M), Stordahl Capital Management Inc. ($15.77M), and Raymond James Financial Services Advisors Inc. ($12.72M).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 ($1.81M), Rockland Trust Co. ($427.26K), Raymond James Financial Inc. ($384.34K), Stordahl Capital Management Inc. ($100.05K), 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 3,671,798 shares in the last 24 months. This purchase volume represents approximately $302.40M in transactions.

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

Of the 52 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: Wealth Enhancement Advisory Services LLC ($84.40K), Raymond James & Associates ($70.07K), Raymond James Financial Services Advisors Inc. ($59.76K), Harbour Investments Inc. ($36.41K), Mariner LLC ($25.30K), Lutz Financial Services LLC ($18.32K), and Virtu Financial LLC ($15.35K).

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

Institutional investors have sold a total of 423,423 shares in the last 24 months. This volume of shares sold represents approximately $37.55M in transactions.


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This page (NYSEARCA:IVOV) was last updated on 4/22/2025 by MarketBeat.com Staff
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