Vanguard S&P Mid-Cap 400 ValIVOVETF
13F holders, Q1 2024 (March 31)122holders
3famous investors
$90.78avg. 13F price*
At the end of Q1 2024, 122 institutions reported holding Vanguard S&P Mid-Cap 400 Val (IVOV) in their 13F filings. The largest holders were Mariner, LLC ($76.5M), Rockland Trust Co. ($72.3M) and Bank of America Corp. ($22.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vanguard S&P Mid-Cap 400 Val
- CUSIP
- 921932844
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $16.7M |
| Exits | 9 | $2.0M |
Ownership 122 holders
| Mariner, LLC | 0.16% | Reduce -0.7% | 842,379 | $76.5M |
| Rockland Trust Co. | 3.81% | Reduce -0.6% | 795,874 | $72.3M |
| Bank of America Corp. | 0.00% | Reduce -34.6% | 250,232 | $22.7M |
| Morgan Stanley | 0.00% | Add +6.4% | 233,786 | $21.2M |
| Stordahl Capital Management, Inc. | 3.77% | Add +4.7% | 165,486 | $15.0M |
| Octavia Wealth Advisors, LLC | 2.15% | New | 160,410 | $14.6M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -1.9% | 152,909 | $13.9M |
| Wells Fargo & Company | 0.00% | Add +20.9% | 144,034 | $13.1M |
| Lutz Financial Services LLC | 1.00% | Reduce -5.7% | 126,368 | $11.5M |
| Aberdeen Wealth Management LLC | 6.63% | No change | 125,504 | $11.4M |
| UBS Group AG | 0.00% | Add +0.6% | 109,302 | $9.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -5.5% | 93,617 | $8.5M |
| LPL Financial LLC | 0.00% | Reduce -10.3% | 80,728 | $7.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.3% | 76,240 | $6.9M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -2.6% | 74,832 | $6.8M |
| Raymond James & Associates | 0.00% | Reduce -16.1% | 60,002 | $5.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +46.9% | 49,737 | $4.5M |
| Savant Capital, LLC | 0.05% | Reduce -11.2% | 48,222 | $4.4M |
| Harbour Investments, Inc. | 0.13% | Add +6.0% | 38,899 | $3.5M |
| Gateway Advisory, LLC | 0.57% | Add +1.4% | 36,009 | $3.3M |
| Franklin Resources Inc. | 0.00% | No change | 28,700 | $2.6M |
| Royal Bank of Canada | 0.00% | Add +226.3% | 27,216 | $2.5M |
| Citadel Advisors | 0.00% | Add +72.6% | 26,704 | $2.4M |
| Truist Financial Corp. | 0.00% | Add +48.7% | 24,384 | $2.2M |
| Composition Wealth, LLC | 0.06% | No change | 24,126 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.5% | 22,764 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.3% | 18,594 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -23.8% | 18,548 | $1.7M |
| Avior Wealth Management, LLC | 0.07% | Reduce -7.3% | 17,596 | $1.6M |
| MML Investors Services, LLC | 0.01% | Reduce -1.4% | 17,365 | $1.6M |
| American Financial & Tax Strategies Inc. | 0.73% | Reduce -0.2% | 15,061 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Add +5.5% | 14,431 | $1.3M |
| Creative Planning | 0.00% | Reduce -1.2% | 13,856 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.9% | 13,761 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +430.8% | 13,695 | $1.2M |
| Phillips Financial Management, LLC | 0.10% | No change | 13,558 | $1.2M |
| Keybank National Association | 0.00% | Reduce -27.6% | 13,107 | $1.2M |
| PFG Advisors | 0.08% | Reduce -3.2% | 12,517 | $1.1M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +5.2% | 12,167 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -11.3% | 11,448 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +2.4% | 10,369 | $941K |
| Heritage Investment Group, Inc. | 0.12% | No change | 9,572 | $869K |
| Horizon Investment Services, LLC | 0.37% | Reduce -0.8% | 8,309 | $754K |
| D.A. Davidson & Co. | 0.01% | Reduce -4.3% | 7,880 | $716K |
| Hanover Advisors Inc. | 0.30% | Add +29.8% | 7,859 | $714K |
| Spectrum Investment Advisors, Inc. | 0.51% | Add +4.4% | 7,545 | $685K |
| Merit Financial Group, LLC | 0.02% | Add +2.8% | 7,812 | $682K |
| Captrust Financial Advisors | 0.00% | Reduce -1.5% | 7,479 | $679K |
| Factorial Partners, LLC | 0.36% | No change | 7,000 | $636K |
| Shufro Rose & Co. LLC | 0.05% | Add +84.9% | 6,260 | $568K |
| Cibc World Market Inc. | 0.00% | No change | 5,864 | $532K |
| James Investment Research, Inc. | 0.06% | Add +15.6% | 5,753 | $522K |
| Redhawk Wealth Advisors, Inc. | 0.08% | Add +10.8% | 5,369 | $487K |
| Mosaic Family Wealth Partners, LLC | 0.07% | Reduce -1.0% | 5,002 | $454K |
| EP Wealth Advisors, LLC | 0.01% | No change | 4,808 | $437K |
| Valmark Advisers, Inc. | 0.01% | Reduce -0.8% | 4,797 | $436K |
| Trail Ridge Investment Advisors, LLC | 0.24% | Reduce -0.8% | 4,769 | $433K |
| Spire Wealth Management | 0.01% | No change | 4,769 | $433K |
| Rodgers & Associates, LTD | 0.05% | Reduce -10.8% | 4,556 | $414K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +171.3% | 4,457 | $405K |
| BHK Investment Advisors, LLC | 0.15% | New | 4,400 | $400K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.0% | 4,266 | $387K |
| Cambridge Financial Group, LLC | 0.18% | No change | 4,174 | $379K |
| Level Four Advisory Services, LLC | 0.02% | No change | 4,194 | $366K |
| Manchester Capital Management LLC | 0.04% | No change | 3,988 | $362K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.7% | 3,950 | $359K |
| FirstPurpose Wealth LLC | 0.13% | No change | 4,000 | $349K |
| IHT Wealth Management, LLC | 0.01% | No change | 3,838 | $348K |
| Wealthquest Corp | 0.03% | No change | 3,530 | $321K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -12.6% | 3,530 | $321K |
| AMG National Trust Bank | 0.01% | No change | 3,480 | $316K |
| Ameritas Advisory Services, LLC | 0.01% | Add +23.4% | 3,504 | $316K |
| D. E. Shaw & Co. | 0.00% | New | 3,217 | $292K |
| Fisher Asset Management | 0.00% | New | 3,197 | $290K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 2,980 | $271K |
| Fifth Third Securities, Inc. | 0.03% | Add +0.5% | 2,851 | $259K |
| Corient Private Wealth LP | 0.00% | New | 2,849 | $259K |
| Western Wealth Management, LLC | 0.02% | Reduce -6.7% | 2,824 | $256K |
| WealthCollab, LLC | 0.19% | No change | 2,808 | $255K |
| IFG Advisors, LLC | 0.07% | No change | 2,770 | $252K |
| Mutual Advisors, LLC | 0.01% | New | 2,728 | $248K |
| Raymond James Trust N.A. | 0.01% | No change | 2,678 | $243K |
| Cooper Financial Group | 0.04% | Reduce -59.8% | 2,618 | $238K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -5.5% | 2,571 | $233K |
| Asset Dedication, LLC | 0.02% | No change | 2,561 | $233K |
| Keystone Financial Group | 0.03% | No change | 2,499 | $227K |
| Virtu Financial LLC | 0.02% | New | 2,412 | $219K |
| Jane Street Group, LLC | 0.00% | New | 2,404 | $218K |
| Cerity Partners LLC | 0.00% | No change | 2,366 | $215K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.3% | 2,136 | $194K |
| Halpern Financial, Inc. | 0.05% | No change | 1,748 | $156K |
| Hanson & Doremus Investment Management | 0.02% | No change | 1,504 | $137K |
| Blair William & Co. | 0.00% | Reduce -13.1% | 1,497 | $136K |
| Salomon & Ludwin, LLC | 0.01% | New | 1,150 | $104K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 1,026 | $93K |
| Founders Capital Management | 0.05% | No change | 770 | $70K |
| Qube Research & Technologies Ltd | 0.00% | No change | 762 | $69K |
| Bruce G. Allen Investments, LLC | 0.05% | New | 695 | $63K |
| Glenmede Trust Co. NA | 0.00% | Reduce -50.0% | 650 | $59K |
| Comerica Bank | 0.00% | Add +21.8% | 558 | $51K |
| FMR LLC | 0.00% | Add +126.0% | 556 | $50K |
| Fifth Third Bancorp | 0.00% | No change | 392 | $36K |
| Glass Jacobson Investment Advisors llc | 0.01% | Reduce -61.4% | 375 | $34K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 328 | $30K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 326 | $30K |
| Mather Group, Llc. | 0.00% | New | 285 | $25K |
| Allworth Financial LP | 0.00% | New | 272 | $25K |
| IFP Advisors, Inc | 0.00% | No change | 260 | $24K |
| Global Retirement Partners, LLC | 0.00% | No change | 258 | $23K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -47.9% | 226 | $21K |
| Geneos Wealth Management Inc. | 0.00% | No change | 224 | $20K |
| Creative Financial Designs Inc. | 0.00% | No change | 208 | $19K |
| Lanark Financial, Inc. | 0.00% | No change | 178 | $16K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 168 | $15K |
| Anchor Investment Management, LLC | 0.00% | No change | 138 | $13K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 76 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 74 | $7K |
| Larson Financial Group LLC | 0.00% | No change | 24 | $2K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 22 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 22 | $2K |
| Signaturefd, LLC | 0.00% | New | 14 | $1K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 9 | $817 |
"% of holder's portfolio" is IVOV's weight in each manager's 13F, not the share of Vanguard S&P Mid-Cap 400 Val the manager owns.