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

Vanguard S&P Mid-Cap 400 Value ETF logo
$96.17 -1.83 (-1.87%)
As of 02/21/2025 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)
67
Total
Institutional Inflows
(last 12 months)
$73.84M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$16.21M
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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
2/18/2025 Mosaic Family Wealth Partners LLC5,554$531K0.1%+2.8%0.057%
2/17/2025 Cetera Investment Advisers13,629$1.30M0.0%+77.0%0.139%
2/17/2025 Cary Street Partners Financial LLC3,466$331K0.0%N/A0.035%
2/17/2025 Bank of America Corp DE288,261$27.55M0.0%+5.2%2.950%
2/14/2025 Comerica Bank391$37K0.0%-27.7%0.004%
2/14/2025 IHT Wealth Management LLC3,941$377K0.0%+2.7%0.040%
2/14/2025 Stifel Financial Corp10,143$969K0.0%N/A0.104%
2/14/2025 Tower Research Capital LLC TRC 1,885$180K0.0%-57.7%0.019%
2/13/2025 Mariner LLC826,203$78.95M0.1%-1.5%8.457%
2/13/2025 Keystone Financial Group2,490$238K0.0%N/A0.025%
2/13/2025 Synovus Financial Corp2,223$213K0.0%-49.9%0.023%
2/13/2025 Raymond James Financial Inc.192,171$18.36M0.0%N/A1.967%
2/13/2025 Envestnet Asset Management Inc.12,695$1.21M0.0%-6.7%0.130%
2/13/2025 Wells Fargo & Company MN85,619$8.18M0.0%+4.9%0.876%
2/12/2025 Level Four Advisory Services LLC4,563$436K0.0%+19.2%0.047%
2/12/2025 Howe & Rusling Inc.1,326$127K0.0%N/A0.014%
2/12/2025 JPMorgan Chase & Co.23,522$2.25M0.0%+2.9%0.241%
2/11/2025 Crowley Wealth Management Inc.600$57K0.1%N/A0.006%
2/11/2025 LPL Financial LLC91,865$8.78M0.0%+1.0%0.940%
2/11/2025 Virtu Financial LLC2,579$246K0.0%-85.6%0.026%
2/11/2025 VSM Wealth Advisory LLC600$57K0.0%N/A0.006%
2/10/2025 Harbour Investments Inc.4,413$422K0.0%-2.9%0.045%
2/10/2025 Corient Private Wealth LLC4,311$412K0.0%-11.3%0.044%
2/10/2025 Phillips Financial Management LLC2,862$273K0.0%-78.9%0.029%
2/10/2025 Commonwealth Equity Services LLC49,613$4.74M0.0%+21.2%0.508%
2/7/2025 PFG Advisors13,589$1.30M0.1%-1.1%0.139%
2/7/2025 Independent Advisor Alliance13,397$1.28M0.0%N/A0.137%
2/7/2025 Naviter Wealth LLC6,851$655K0.1%N/A0.070%
2/7/2025 Rialto Wealth Management LLC1,347$129K0.0%N/A0.014%
2/7/2025 Larson Financial Group LLC976$93K0.0%+3,966.7%0.010%
2/6/2025 Raymond James Financial Inc.192,171$18.36M0.0%N/A1.967%
2/6/2025 Keybank National Association OH10,346$989K0.0%-1.0%0.106%
2/6/2025 Jones Financial Companies Lllp2,383$228K0.0%+838.2%0.024%
2/5/2025 Hanover Advisors Inc.5,231$500K0.2%-13.1%0.054%
2/5/2025 Oppenheimer & Co. Inc.8,971$857K0.0%+4.5%0.092%
2/4/2025 Lutz Financial Services LLC121,897$11.65M0.9%-0.7%1.248%
2/3/2025 Private Advisor Group LLC20,148$1.93M0.0%-6.7%0.206%
1/31/2025 Global Retirement Partners LLC888$85K0.0%+244.2%0.009%
1/31/2025 Truist Financial Corp31,231$2.98M0.0%+13.0%0.320%
1/31/2025 Ifrah Financial Services Inc.4,519$432K0.1%+97.3%0.046%
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1/30/2025 Allworth Financial LP38,351$3.82M0.0%N/A0.393%
1/29/2025 Sovran Advisors LLC4,629$448K0.1%N/A0.047%
1/29/2025 Savant Capital LLC43,183$4.13M0.0%-2.5%0.442%
1/28/2025 Newbridge Financial Services Group Inc.444$42K0.0%N/A0.005%
1/28/2025 Kingsview Wealth Management LLC2,301$220K0.0%-10.2%0.024%
1/28/2025 Spectrum Investment Advisors Inc.8,826$843K0.6%+6.9%0.090%
1/28/2025 Archer Investment Corp722$69K0.0%N/A0.007%
1/28/2025 American Financial & Tax Strategies Inc.14,904$1.42M0.7%-0.7%0.153%
1/24/2025 OFC Financial Planning LLC6,214$594K0.6%N/A0.064%
1/23/2025 Stordahl 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%
1/14/2025 Pinnacle Bancorp Inc.578$55K0.0%+803.1%0.006%
1/14/2025 Christopher 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%
1/13/2025 Eastern Bank1,340$128K0.0%+109.4%0.014%
1/13/2025 Cooper Financial Group2,776$265K0.0%+4.3%0.028%
12/26/2024 JPMorgan Chase & Co.22,852$2.19M0.0%+41.3%0.234%
11/25/2024 Synovus Financial Corp4,440$425K0.0%N/A0.045%
11/20/2024 Virtu 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%
11/8/2024Aberdeen 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%
10/5/2024Halpern 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%
9/11/2024 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%
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8/14/2024Gateway 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%
8/2/2024Aberdeen 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%
(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, 134 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. ($76.64M), Bank of America Corp DE ($27.55M), Raymond James Financial Inc. ($18.36M), Octavia Wealth Advisors LLC ($16.93M), 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 124 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), Raymond James Financial Services Advisors Inc. ($112.83K), Stordahl Capital Management Inc. ($100.05K), Lutz Financial Services LLC ($69.09K), and Aberdeen Wealth Management LLC ($63.65K).

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

Institutional investors have bought a total of 3,848,427 shares in the last 24 months. This purchase volume represents approximately $315.94M in transactions.

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

Of the 51 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 & 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), Virtu Financial LLC ($15.35K), and Stordahl Capital Management Inc. ($13.27K).

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

Institutional investors have sold a total of 346,475 shares in the last 24 months. This volume of shares sold represents approximately $30.47M in transactions.


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This page (NYSEARCA:IVOV) was last updated on 2/22/2025 by MarketBeat.com Staff
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