Vanguard S&P Mid-Cap 400 ValIVOVETF
13F holders, Q2 2024 (June 30)123holders +1
11new positions
10sold out
$87.55avg. 13F price*
At the end of Q2 2024, 123 institutions reported holding Vanguard S&P Mid-Cap 400 Val (IVOV) in their 13F filings, up 1 from Q1 2024. 11 opened new positions and 10 sold out. The largest holders were Mariner, LLC ($74.2M), Rockland Trust Co. ($70.0M) and Bank of America Corp. ($23.7M).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.4M |
| Exits | 10 | $4.0M |
All 13F filers, Q1 2024 → Q2 2024: 155,781 shares bought and 148,712 shares sold, net +7,069 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 123 holders
| Mariner, LLC | 0.14% | Add +0.7% | 847,833 | $74.2M |
| Rockland Trust Co. | 3.69% | Add +0.5% | 799,804 | $70.0M |
| Bank of America Corp. | 0.00% | Add +8.0% | 270,182 | $23.7M |
| Morgan Stanley | 0.00% | Add +6.6% | 249,118 | $21.8M |
| Stordahl Capital Management, Inc. | 3.75% | Add +3.5% | 171,203 | $15.0M |
| Octavia Wealth Advisors, LLC | 2.00% | Add +4.5% | 167,682 | $14.7M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -5.0% | 145,276 | $12.7M |
| Lutz Financial Services LLC | 0.95% | Reduce -1.0% | 125,074 | $11.0M |
| Aberdeen Wealth Management LLC | 7.40% | Reduce -0.4% | 125,028 | $10.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +38.5% | 105,556 | $9.2M |
| UBS Group AG | 0.00% | Reduce -4.8% | 104,009 | $9.1M |
| Wells Fargo & Company | 0.00% | Reduce -28.1% | 103,487 | $9.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -4.3% | 89,622 | $7.8M |
| LPL Financial LLC | 0.00% | Reduce -0.2% | 80,599 | $7.1M |
| Kestra Advisory Services, LLC | 0.04% | Add +0.4% | 75,154 | $6.5M |
| Raymond James & Associates | 0.00% | Reduce -9.2% | 54,514 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.5% | 53,451 | $4.7M |
| Savant Capital, LLC | 0.04% | Reduce -4.4% | 46,088 | $4.0M |
| Harbour Investments, Inc. | 0.12% | Add +5.0% | 40,825 | $3.6M |
| Gateway Advisory, LLC | 0.56% | Add +3.8% | 37,389 | $3.3M |
| Franklin Resources Inc. | 0.00% | No change | 28,700 | $2.5M |
| Truist Financial Corp. | 0.00% | Add +0.6% | 24,529 | $2.1M |
| Composition Wealth, LLC | 0.05% | Reduce -0.0% | 24,124 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -4.4% | 21,762 | $1.9M |
| &partners | 0.08% | New | 20,438 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.7% | 18,719 | $1.6M |
| MML Investors Services, LLC | 0.01% | Add +3.1% | 17,908 | $1.6M |
| Avior Wealth Management, LLC | 0.07% | Reduce -0.2% | 17,558 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.8% | 16,173 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +34.3% | 15,371 | $1.3M |
| American Financial & Tax Strategies Inc. | 0.69% | Reduce -0.2% | 15,035 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +8.7% | 14,886 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.9% | 14,161 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.5% | 13,787 | $1.2M |
| PFG Advisors | 0.08% | Add +9.4% | 13,692 | $1.2M |
| Phillips Financial Management, LLC | 0.10% | No change | 13,558 | $1.2M |
| Keybank National Association | 0.00% | Reduce -1.9% | 12,851 | $1.1M |
| Moneta Group Investment Advisors LLC | 0.02% | No change | 12,167 | $1.1M |
| Creative Planning | 0.00% | Reduce -21.8% | 10,843 | $950K |
| Heritage Investment Group, Inc. | 0.12% | No change | 9,572 | $838K |
| Horizon Investment Services, LLC | 0.34% | Reduce -0.3% | 8,281 | $725K |
| Spectrum Investment Advisors, Inc. | 0.51% | Add +4.8% | 7,910 | $693K |
| D.A. Davidson & Co. | 0.01% | No change | 7,880 | $690K |
| Merit Financial Group, LLC | 0.01% | Reduce -0.3% | 7,785 | $682K |
| Oppenheimer & Co. Inc. | 0.01% | New | 7,701 | $674K |
| Atlas Brown,Inc. | 0.24% | New | 7,505 | $657K |
| Captrust Financial Advisors | 0.00% | Reduce -0.1% | 7,471 | $654K |
| Royal Bank of Canada | 0.00% | Reduce -74.1% | 7,040 | $616K |
| Factorial Partners, LLC | 0.38% | No change | 7,000 | $613K |
| James Investment Research, Inc. | 0.07% | Add +12.8% | 6,489 | $568K |
| Osaic Holdings, Inc. | 0.00% | Reduce -37.6% | 6,469 | $566K |
| Shufro Rose & Co. LLC | 0.04% | No change | 6,260 | $548K |
| Hanover Advisors Inc. | 0.23% | Reduce -23.4% | 6,021 | $527K |
| Cibc World Market Inc. | 0.00% | No change | 5,864 | $514K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Add +3.8% | 5,575 | $488K |
| Mosaic Family Wealth Partners, LLC | 0.07% | No change | 5,002 | $438K |
| EP Wealth Advisors, LLC | 0.00% | No change | 4,808 | $421K |
| Valmark Advisers, Inc. | 0.01% | No change | 4,797 | $420K |
| Spire Wealth Management | 0.01% | No change | 4,769 | $418K |
| Rodgers & Associates, LTD | 0.05% | Reduce -1.1% | 4,506 | $395K |
| BHK Investment Advisors, LLC | 0.15% | No change | 4,400 | $385K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.8% | 4,234 | $371K |
| Cambridge Financial Group, LLC | 0.17% | No change | 4,174 | $366K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -1.4% | 4,134 | $362K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +3.4% | 4,083 | $358K |
| Manchester Capital Management LLC | 0.04% | No change | 3,988 | $349K |
| Diversify Wealth Management, LLC | 0.04% | — | 4,000 | $349K |
| Trail Ridge Investment Advisors, LLC | 0.18% | Reduce -17.2% | 3,947 | $346K |
| IHT Wealth Management, LLC | 0.01% | No change | 3,838 | $336K |
| Hobart Private Capital, LLC | 0.09% | New | 3,756 | $329K |
| Halpern Financial, Inc. | 0.09% | Add +111.2% | 3,691 | $323K |
| Wealthquest Corp | 0.03% | No change | 3,530 | $309K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -1.4% | 3,481 | $305K |
| AMG National Trust Bank | 0.01% | No change | 3,480 | $305K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -24.9% | 3,345 | $293K |
| Fifth Third Securities, Inc. | 0.03% | Add +11.9% | 3,191 | $279K |
| Flow Traders U.S. LLC | 0.01% | New | 3,078 | $270K |
| Citizens Financial Group Inc. | 0.01% | New | 3,020 | $264K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 2,980 | $261K |
| WealthCollab, LLC | 0.18% | No change | 2,808 | $246K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.2% | 2,613 | $243K |
| IFG Advisors, LLC | 0.06% | No change | 2,770 | $243K |
| Raymond James Trust N.A. | 0.01% | No change | 2,678 | $235K |
| Western Wealth Management, LLC | 0.02% | Reduce -8.1% | 2,596 | $227K |
| Cooper Financial Group | 0.03% | Reduce -0.9% | 2,594 | $227K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.4% | 2,561 | $224K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -28.4% | 2,508 | $220K |
| Asset Dedication, LLC | 0.01% | Reduce -4.6% | 2,444 | $214K |
| Cerity Partners LLC | 0.00% | No change | 2,366 | $207K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 2,307 | $202K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,136 | $187K |
| Hanson & Doremus Investment Management | 0.02% | No change | 1,504 | $132K |
| Blair William & Co. | 0.00% | Reduce -5.0% | 1,422 | $125K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,150 | $101K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 1,026 | $90K |
| Assetmark, Inc. | 0.00% | New | 959 | $84K |
| FMR LLC | 0.00% | Add +62.8% | 905 | $79K |
| Founders Capital Management | 0.04% | No change | 770 | $67K |
| Bruce G. Allen Investments, LLC | 0.05% | No change | 695 | $61K |
| Glenmede Trust Co. NA | 0.00% | No change | 650 | $57K |
"% 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.