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

Vanguard S&P Mid-Cap 400 Value ETF logo
$100.28 +1.29 (+1.30%)
As of 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)
54
Total
Institutional Inflows
(last 12 months)
$31.34M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$12.11M
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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
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%
12/26/2024JPMorgan 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%
10/22/2024 Eastern Bank640$61K0.0%N/A0.007%
10/18/2024Raymond James & Associates50,909$4.87M0.0%-6.6%0.521%
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%
8/16/2024Creative 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%
8/13/2024Thrivent Financial for Lutherans18,719$1.64M0.0%+0.7%0.192%
8/9/2024Citizens Financial Group Inc. RI3,020$264K0.0%N/A0.031%
8/8/2024PFG Advisors13,692$1.20M0.1%+9.4%0.140%
8/6/2024Asset Dedication LLC2,444$214K0.0%-4.6%0.025%
8/6/2024Savant Capital LLC46,088$4.04M0.0%-4.4%0.472%
8/5/2024Private 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%
7/31/2024Spectrum Investment Advisors Inc.7,910$693K0.5%+4.8%0.081%
7/31/2024Commonwealth Equity Services LLC53,451$4.68M0.0%+7.5%0.547%
7/30/2024Hobart Private Capital LLC3,756$329K0.1%N/A0.038%
7/29/2024Lutz 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%
7/26/2024Harbour Investments Inc.40,825$3.58M0.1%+5.0%0.418%
7/24/2024&PARTNERS20,438$1.79M0.1%N/A0.209%
7/23/2024 Atlas 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%
7/19/2024Western 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%
7/15/2024Fifth Third Securities Inc.3,191$279K0.0%+11.9%0.033%
7/15/2024Stordahl Capital Management Inc.171,203$14.99M3.8%+3.5%1.752%
7/9/2024Halpern 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%
5/10/2024Rodgers & Associates LTD4,556$414K0.1%-10.8%0.046%
5/9/2024Kingsview Wealth Management LLC2,571$233K0.0%-5.5%0.026%
5/9/2024BHK Investment Advisors LLC4,400$400K0.2%N/A0.045%
5/7/2024PFG Advisors12,517$1.14M0.1%-3.2%0.127%
5/7/2024Spectrum Investment Advisors Inc.7,545$685K0.5%+4.4%0.076%
5/3/2024Lutz Financial Services LLC126,368$11.47M1.0%-5.7%1.280%
5/2/2024Salomon & Ludwin LLC1,150$104K0.0%N/A0.012%
4/30/2024Private 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%
4/18/2024Stordahl 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%
4/9/2024Mather Group LLC.285$25K0.0%N/A0.003%
3/22/2024PNC 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%
2/16/2024Trail Ridge Investment Advisors LLC4,805$419K0.3%+3.4%0.049%
2/9/2024Keystone Financial Group2,499$218K0.0%N/A0.025%
2/9/2024D.A. Davidson & CO.8,236$718K0.0%-7.8%0.084%
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2/9/2024Wells Fargo & Company MN119,146$10.39M0.0%+63.4%1.210%
2/9/2024UBS Group AG108,631$9.47M0.0%+2.2%1.103%
2/8/2024AMG National Trust Bank3,480$303K0.0%-10.5%0.035%
2/8/2024Level Four Advisory Services LLC4,194$366K0.0%-10.4%0.043%
2/8/2024Kingsview Wealth Management LLC2,721$237K0.0%N/A0.028%
2/8/2024Meridian Wealth Management LLC3,778$329K0.0%+8.8%0.038%
2/8/2024Lutz Financial Services LLC133,982$11.68M1.1%-0.7%1.360%
2/7/2024Spectrum Investment Advisors Inc.7,224$630K0.5%N/A0.073%
2/7/2024Gateway Advisory LLC35,508$3.10M0.6%+48.0%0.360%
2/6/2024Private Advisor Group LLC23,589$2.06M0.0%+1.6%0.239%
(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, 112 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. ($76.64M), Mariner LLC ($66.75M), Octavia Wealth Advisors LLC ($16.93M), 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 105 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 3,346,437 shares in the last 24 months. This purchase volume represents approximately $267.61M in transactions.

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

Of the 45 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 340,104 shares in the last 24 months. This volume of shares sold represents approximately $28.94M in transactions.


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This page (NYSEARCA:IVOV) was last updated on 1/21/2025 by MarketBeat.com Staff
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