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

Vanguard S&P Mid-Cap 400 Value ETF logo
$101.82 +1.76 (+1.76%)
(As of 12:52 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$26.86M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$15.16M
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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
11/20/2024Virtu Financial LLC17,924$1.72M0.1%N/A0.183%
11/15/2024 EP Wealth Advisors LLC29,511$2.83M0.0%+513.8%0.302%
11/15/2024 HighTower Advisors LLC3,430$329K0.0%N/A0.035%
11/14/2024 Teachers Insurance & Annuity Association of America822$79K0.1%N/A0.008%
11/13/2024 FMR LLC1,379$132K0.0%+52.4%0.014%
11/12/2024 Meridian Wealth Management LLC4,379$419K0.0%N/A0.045%
11/8/2024 Aberdeen Wealth Management LLC123,208$11.80M7.7%-1.5%1.261%
11/7/2024 Thrivent Financial for Lutherans18,454$1.77M0.0%-1.4%0.189%
11/6/2024 Spectrum Investment Advisors Inc.8,257$790K0.5%+4.4%0.085%
11/6/2024 Schrum Private Wealth Management LLC3,000$287K0.1%N/A0.031%
11/6/2024 Oppenheimer & Co. Inc.8,582$822K0.0%+11.4%0.088%
11/5/2024 Aptus Capital Advisors LLC593$57K0.0%N/A0.006%
11/5/2024 Harbour Investments Inc.4,546$435K0.0%-88.9%0.047%
11/1/2024 Capital Performance Advisors LLP340$33K0.0%N/A0.003%
10/30/2024 Lutz Financial Services LLC122,795$11.76M1.0%-1.8%1.257%
10/25/2024 Trail Ridge Investment Advisors LLC3,814$368K0.2%-3.4%0.039%
10/22/2024 Private Advisor Group LLC21,589$2.07M0.0%-0.8%0.221%
10/22/2024 Eastern Bank640$61K0.0%N/A0.007%
10/18/2024Raymond James & Associates50,909$4.87M0.0%-6.6%0.521%
10/16/2024 Asset Dedication LLC2,214$212K0.0%-9.4%0.023%
10/11/2024 Creative Planning10,032$960K0.0%-7.5%0.103%
10/10/2024 Octavia Wealth Advisors LLC177,407$16.98M2.1%+5.8%1.816%
10/8/2024 Stordahl Capital Management Inc.170,308$16.14M3.8%-0.5%1.743%
10/5/2024 Halpern 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%
9/11/2024 Newbridge Financial Services Group Inc.444$39K0.0%N/A0.005%
8/22/2024 Cetera Investment Advisers14,886$1.30M0.0%+8.7%0.152%
8/21/2024 Truist Financial Corp24,529$2.15M0.0%+0.6%0.251%
8/16/2024 Northwestern Mutual Wealth Management Co.105,556$9.24M0.0%+38.5%1.080%
8/16/2024 Creative Planning10,843$950K0.0%-21.7%0.111%
8/14/2024 Gateway Advisory LLC37,389$3.27M0.6%+3.8%0.383%
8/13/2024 Thrivent Financial for Lutherans18,719$1.64M0.0%+0.7%0.192%
8/9/2024 Citizens Financial Group Inc. RI3,020$264K0.0%N/A0.031%
8/8/2024 PFG Advisors13,692$1.20M0.1%+9.4%0.140%
8/6/2024 Asset Dedication LLC2,444$214K0.0%-4.6%0.025%
8/6/2024 Savant Capital LLC46,088$4.04M0.0%-4.4%0.472%
8/5/2024 Private Advisor Group LLC21,762$1.91M0.0%-4.4%0.223%
8/2/2024 Aberdeen Wealth Management LLC125,028$10.95M7.4%-0.4%1.280%
8/2/2024 Octavia Wealth Advisors LLC167,682$14.68M2.0%+4.5%1.716%
7/31/2024 Spectrum Investment Advisors Inc.7,910$693K0.5%+4.8%0.081%
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7/31/2024Commonwealth Equity Services LLC53,451$4.68M0.0%+7.5%0.547%
7/30/2024 Hobart Private Capital LLC3,756$329K0.1%N/A0.038%
7/29/2024 Lutz Financial Services LLC125,074$10.95M1.0%-1.0%1.280%
7/29/2024 Ameritas Advisory Services LLC2,508$220K0.0%-28.4%0.026%
7/26/2024 Harbour Investments Inc.40,825$3.58M0.1%+5.0%0.418%
7/24/2024 &PARTNERS20,438$1.79M0.1%N/A0.209%
7/23/2024Atlas Brown Inc.7,505$657K0.2%N/A0.077%
7/23/2024 Rockland Trust Co.799,804$70.04M3.7%+0.5%8.186%
7/20/2024Raymond James Financial Services Advisors Inc.145,276$12.72M0.0%-5.0%1.487%
7/19/2024 Western Wealth Management LLC2,596$227K0.0%-8.1%0.027%
7/19/2024Raymond James & Associates54,514$4.77M0.0%-9.1%0.558%
7/17/2024 Redhawk Wealth Advisors Inc.5,575$488K0.1%+3.8%0.057%
7/16/2024 Wealth Enhancement Advisory Services LLC89,622$7.85M0.0%-4.3%0.917%
7/15/2024 Fifth Third Securities Inc.3,191$279K0.0%+11.9%0.033%
7/15/2024 Stordahl Capital Management Inc.171,203$14.99M3.8%+3.5%1.752%
7/9/2024 Halpern Financial Inc.3,691$323K0.1%+111.2%0.038%
5/24/2024Cetera Advisors LLC2,929$266K0.0%N/A0.030%
5/20/2024Virtu Financial LLC2,412$219K0.0%N/A0.025%
5/10/2024 Rodgers & Associates LTD4,556$414K0.1%-10.8%0.046%
5/9/2024 Kingsview Wealth Management LLC2,571$233K0.0%-5.5%0.026%
5/9/2024 BHK Investment Advisors LLC4,400$400K0.2%N/A0.045%
5/7/2024 PFG Advisors12,517$1.14M0.1%-3.2%0.127%
5/7/2024 Spectrum Investment Advisors Inc.7,545$685K0.5%+4.4%0.076%
5/3/2024 Lutz Financial Services LLC126,368$11.47M1.0%-5.7%1.280%
5/2/2024 Salomon & Ludwin LLC1,150$104K0.0%N/A0.012%
4/30/2024 Private Advisor Group LLC22,764$2.07M0.0%-3.5%0.231%
4/29/2024Commonwealth Equity Services LLC49,737$4.52M0.0%+46.9%0.504%
4/23/2024Raymond James Financial Services Advisors Inc.152,909$13.88M0.0%-1.9%1.552%
4/22/2024Raymond James & Associates60,002$5.45M0.0%-16.1%0.609%
4/18/2024 Stordahl Capital Management Inc.165,486$15.03M3.8%+4.7%1.680%
4/16/2024 Wealth Enhancement Advisory Services LLC93,617$8.50M0.0%-5.6%0.950%
4/11/2024 Cooper Financial Group2,618$238K0.0%-59.8%0.027%
4/11/2024 Rockland Trust Co.795,874$72.27M3.8%-0.6%8.080%
4/10/2024 Bruce G. Allen Investments LLC695$63K0.1%N/A0.007%
4/9/2024 Mather Group LLC.285$25K0.0%N/A0.003%
3/22/2024 PNC Financial Services Group Inc.2,356$205K0.0%+10.5%0.024%
3/15/2024B. Riley Wealth Advisors Inc.2,728$238K0.0%N/A0.028%
2/16/2024 Trail Ridge Investment Advisors LLC4,805$419K0.3%+3.4%0.049%
2/9/2024 Keystone Financial Group2,499$218K0.0%N/A0.025%
2/9/2024 D.A. Davidson & CO.8,236$718K0.0%-7.8%0.084%
2/9/2024 Wells Fargo & Company MN119,146$10.39M0.0%+63.4%1.210%
2/9/2024 UBS Group AG108,631$9.47M0.0%+2.2%1.103%
2/8/2024 AMG National Trust Bank3,480$303K0.0%-10.5%0.035%
2/8/2024 Level Four Advisory Services LLC4,194$366K0.0%-10.4%0.043%
2/8/2024 Kingsview Wealth Management LLC2,721$237K0.0%N/A0.028%
2/8/2024 Meridian Wealth Management LLC3,778$329K0.0%+8.8%0.038%
2/8/2024 Lutz Financial Services LLC133,982$11.68M1.1%-0.7%1.360%
2/7/2024 Spectrum Investment Advisors Inc.7,224$630K0.5%N/A0.073%
2/7/2024 Gateway Advisory LLC35,508$3.10M0.6%+48.0%0.360%
2/6/2024 Private Advisor Group LLC23,589$2.06M0.0%+1.6%0.239%
When it comes to NVDA… “acceleration cycles” are the key (Ad)

Expert options trader Graham Lindman has been working on a new way to tap into Nvidia’s options… By simply isolating outsized “acceleration cycles” within Nvidia stock (most investors don’t even know it exists)... And thanks to many months and late nights working out the kinks of the systems… They have finally found a way to target these cycles on Nvidia over and over again.

Use this link to see Nvidia Unchained right away!
2/6/2024Merit Financial Group LLC7,599$662K0.0%-4.2%0.077%
2/6/2024 Essex Financial Services Inc.2,522$220K0.0%N/A0.026%
2/5/2024 Savant Capital LLC54,283$4.73M0.1%-3.7%0.551%
2/2/2024 Valmark Advisers Inc.4,835$422K0.0%+2.6%0.049%
2/2/2024 Truist Financial Corp16,399$1.43M0.0%+10.1%0.166%
2/1/2024 Heritage Investment Group Inc.9,572$834K0.2%-17.0%0.097%
1/31/2024 Western Wealth Management LLC3,027$264K0.0%+7.2%0.031%
1/30/2024 Avior Wealth Management LLC18,991$1.66M0.1%-10.7%0.193%
1/26/2024 Cerity Partners LLC2,366$206K0.0%N/A0.024%
1/24/2024 Tritonpoint Wealth LLC3,142$274K0.0%N/A0.032%
(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, 108 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. ($77.03M), Mariner LLC ($66.75M), Octavia Wealth Advisors LLC ($16.98M), Stordahl Capital Management Inc. ($16.14M), Raymond James Financial Services Advisors Inc. ($12.72M), Aberdeen Wealth Management LLC ($11.80M), and Lutz Financial Services LLC ($11.76M).Learn more on IVOV's institutional investors.

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

Of the 101 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 Services Advisors Inc. ($112.83K), Stordahl Capital Management Inc. ($100.12K), 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 3,289,783 shares in the last 24 months. This purchase volume represents approximately $262.19M in transactions.

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

Of the 44 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. ($74.47K), Raymond James & Associates ($74.37K), Harbour Investments Inc. ($36.28K), D.A. Davidson & CO. ($19.37K), Lutz Financial Services LLC ($19.37K), Envestnet Asset Management Inc. ($15.94K), and Mariner LLC ($13.01K).

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

Institutional investors have sold a total of 335,197 shares in the last 24 months. This volume of shares sold represents approximately $28.47M in transactions.


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This page (NYSEARCA:IVOV) was last updated on 11/21/2024 by MarketBeat.com Staff
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