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

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$88.36
-0.04 (-0.05%)
(As of 05/8/2024 ET)
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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)
58
Total
Institutional Inflows
(last 12 months)
$179.19M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$17.69M
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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
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%
4/23/2024 Raymond James Financial Services Advisors Inc.152,909$13.88M0.0%-1.9%1.552%
4/22/2024 Raymond 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%
3/22/2024PNC 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%
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%
2/8/2024 AMG 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%
2/8/2024 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%
2/7/2024Gateway 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%
2/6/2024 Merit 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%
2/2/2024Truist 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%
1/26/2024Cerity Partners LLC2,366$206K0.0%N/A0.024%
1/24/2024 Tritonpoint Wealth LLC3,142$274K0.0%N/A0.032%
1/22/2024 Miracle Mile Advisors LLC24,126$2.10M0.1%-14.1%0.245%
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1/19/2024 PFG Advisors12,932$1.13M0.1%+1.5%0.131%
1/17/2024 Stordahl Capital Management Inc.157,996$13.77M3.7%+0.6%1.604%
1/16/2024 Raymond James Financial Services Advisors Inc.155,881$13.59M0.0%-15.1%1.583%
1/16/2024 Raymond James & Associates71,548$6.24M0.0%-15.3%0.726%
1/16/2024 Cooper Financial Group6,505$567K0.1%+4.9%0.066%
1/12/2024Redhawk Wealth Advisors Inc.4,845$422K0.1%N/A0.049%
1/11/2024 Rockland Trust Co.800,934$69.83M3.8%+0.5%8.131%
1/8/2024 Founders Capital Management770$67K0.0%-19.6%0.008%
11/24/2023EP Wealth Advisors LLC4,769$372K0.0%+21.9%0.048%
11/16/2023Harbour Investments Inc.36,779$2.87M0.1%+6.1%0.373%
11/14/2023Gateway Advisory LLC23,996$1.87M0.4%+2.5%0.244%
11/14/2023Tower Research Capital LLC TRC4,813$375K0.0%+11.8%0.049%
11/13/2023 Asset Dedication LLC3,360$263K0.0%-5.6%0.034%
11/13/2023 Cary Street Partners Investment Advisory LLC4,051$316K0.0%+44.2%0.041%
11/13/2023Mariner LLC856,742$66.75M0.2%-1.5%8.698%
11/13/2023LPL Financial LLC91,578$7.14M0.0%-1.0%0.930%
11/13/2023Kestra Advisory Services LLC78,081$6.08M0.1%-0.8%0.793%
11/13/2023PNC Financial Services Group Inc.2,133$166K0.0%+57.1%0.022%
11/9/2023 Phillips Financial Management LLC13,558$1.06M0.1%+5.1%0.138%
11/9/2023UBS Group AG106,244$8.28M0.0%+0.2%1.079%
11/8/2023J.P. Morgan Private Wealth Advisors LLC17,239$1.34M0.0%+1.7%0.175%
11/8/2023 Valmark Advisers Inc.4,714$367K0.0%+12.9%0.048%
11/8/2023Keybank National Association OH18,339$1.43M0.0%+11.8%0.186%
11/7/2023 Savant Capital LLC56,390$4.39M0.1%N/A0.572%
11/3/2023 Lutz Financial Services LLC134,957$10.52M1.1%-2.9%1.370%
11/3/2023 Private Advisor Group LLC23,221$1.81M0.0%-1.2%0.236%
10/31/2023 James Investment Research Inc.4,216$328K0.0%+14.4%0.043%
10/31/2023 Fifth Third Bancorp392$31K0.0%-34.2%0.004%
10/27/2023 Assetmark Inc.840$65K0.0%+382.8%0.009%
10/26/2023 Rockland Trust Co.796,703$62.07M3.7%+1.3%8.088%
10/26/2023Shufro Rose & Co. LLC3,385$264K0.0%+8.8%0.034%
10/25/2023 Miracle Mile Advisors LLC28,074$2.19M0.1%-13.3%0.285%
10/24/2023 Raymond James Financial Services Advisors Inc.183,516$14.30M0.0%-0.6%1.863%
10/24/2023 Raymond James & Associates84,451$6.58M0.0%-16.4%0.857%
10/24/2023 Cambridge Investment Research Advisors Inc.4,468$348K0.0%-36.4%0.045%
10/23/2023Commonwealth Equity Services LLC25,157$1.96M0.0%+11.2%0.255%
10/17/2023 Avior Wealth Management LLC21,277$1.66M0.1%-0.8%0.216%
10/13/2023 Cooper Financial Group6,203$483K0.1%N/A0.063%
10/13/2023 PFG Advisors12,742$993K0.1%-1.0%0.129%
10/13/2023 Stordahl Capital Management Inc.157,052$12.24M3.7%-4.3%1.594%
10/10/2023 Founders Capital Management958$75K0.1%-17.6%0.010%
8/22/2023 Asset Dedication LLC3,561$293K0.0%-7.4%0.036%
8/14/2023Retirement Investment Advisors Inc.2,468$203K0.0%N/A0.025%
8/11/2023Kestra Advisory Services LLC78,741$6.48M0.1%-1.4%0.799%
8/10/2023Gateway Advisory LLC23,415$1.93M0.4%+2.4%0.238%
8/10/2023 Cary Street Partners Investment Advisory LLC2,810$231K0.0%-44.3%0.029%
8/10/2023 Private Advisor Group LLC23,507$1.94M0.0%-1.7%0.239%
8/9/2023Flow Traders U.S. LLC17,166$1.41M0.1%N/A0.174%
8/9/2023 Essex Financial Services Inc.2,522$208K0.0%N/A0.026%
8/8/2023Mosaic Family Wealth Partners LLC4,967$409K0.1%-3.0%0.050%
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8/7/2023Keystone Financial Group2,492$205K0.0%N/A0.025%
8/7/2023 Lutz Financial Services LLC139,042$11.45M1.2%-0.8%1.412%
8/4/2023Envestnet Asset Management Inc.28,733$2.37M0.0%-28.9%0.292%
8/3/2023Atria Wealth Solutions Inc.3,840$316K0.0%+86.8%0.039%
8/3/2023Aberdeen Wealth Management LLC125,589$10.34M7.5%-0.9%1.275%
8/3/2023Shufro Rose & Co. LLC3,110$256K0.0%N/A0.032%
8/3/2023 Valmark Advisers Inc.4,176$344K0.0%+9.0%0.042%
8/1/2023Truist Financial Corp12,860$1.06M0.0%+10.8%0.131%
8/1/2023 Merit Financial Group LLC7,957$655K0.0%+3.2%0.081%
8/1/2023Keybank National Association OH16,405$1.35M0.0%-23.7%0.167%
(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. ($72.27M), Mariner LLC ($66.75M), Bank of America Corp DE ($33.90M), Stordahl Capital Management Inc. ($15.03M), Raymond James Financial Services Advisors Inc. ($13.88M), Lutz Financial Services LLC ($11.47M), and Wells Fargo & Company MN ($10.39M).Learn more on IVOV's institutional investors.

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

Of the 96 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 ($1.82M), Rockland Trust Co. ($439.97K), Raymond James Financial Services Advisors Inc. ($120.76K), Stordahl Capital Management Inc. ($95.80K), 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 3,307,952 shares in the last 24 months. This purchase volume represents approximately $261.03M in transactions.

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

Of the 47 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. ($66.84K), Raymond James & Associates ($66.12K), 360 Financial Inc. ($41.44K), D.A. Davidson & CO. ($19.37K), Envestnet Asset Management Inc. ($18.61K), Lutz Financial Services LLC ($16.49K), 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 332,370 shares in the last 24 months. This volume of shares sold represents approximately $26.56M in transactions.


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This page (NYSEARCA:IVOV) was last updated on 5/8/2024 by MarketBeat.com Staff

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