Vanguard S&P Mid-Cap 400 ValIVOVETF
13F holders, Q3 2024 (September 30)138holders +15
20new positions
6sold out
1famous investor
$95.69avg. 13F price*
At the end of Q3 2024, 138 institutions reported holding Vanguard S&P Mid-Cap 400 Val (IVOV) in their 13F filings, up 15 from Q2 2024. 20 opened new positions and 6 sold out. The largest holders were Mariner, LLC ($80.3M), Rockland Trust Co. ($77.0M) and Bank of America Corp. ($26.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $7.8M |
| Exits | 6 | $2.8M |
All 13F filers, Q2 2024 → Q3 2024: 178,521 shares bought and 153,973 shares sold, net +24,548 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 138 holders
| Mariner, LLC | 0.14% | Reduce -1.1% | 838,489 | $80.3M |
| Rockland Trust Co. | 3.79% | Add +0.6% | 804,681 | $77.0M |
| Bank of America Corp. | 0.00% | Add +1.4% | 274,064 | $26.2M |
| Morgan Stanley | 0.00% | Reduce -2.6% | 242,664 | $23.2M |
| Octavia Wealth Advisors, LLC | 2.09% | Add +5.8% | 177,407 | $17.0M |
| Stordahl Capital Management, Inc. | 3.84% | Reduce -0.5% | 170,308 | $16.1M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -1.4% | 143,211 | $13.7M |
| Aberdeen Wealth Management LLC | 7.76% | Reduce -1.5% | 123,208 | $11.8M |
| Lutz Financial Services LLC | 0.95% | Reduce -1.8% | 122,795 | $11.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +9.2% | 115,248 | $11.0M |
| UBS Group AG | 0.00% | Add +3.3% | 107,429 | $10.3M |
| LPL Financial LLC | 0.00% | Add +12.9% | 90,983 | $8.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -0.0% | 89,605 | $8.6M |
| Wells Fargo & Company | 0.00% | Reduce -21.1% | 81,608 | $7.8M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -3.1% | 72,836 | $7.0M |
| Raymond James & Associates | 0.00% | Reduce -6.6% | 50,909 | $4.9M |
| Savant Capital, LLC | 0.04% | Reduce -4.0% | 44,269 | $4.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -23.4% | 40,941 | $3.9M |
| Gateway Advisory, LLC | 0.58% | Add +0.8% | 37,694 | $3.6M |
| &partners | 0.06% | Add +68.9% | 34,513 | $3.3M |
| EP Wealth Advisors, LLC | 0.02% | Add +513.8% | 29,511 | $2.8M |
| Franklin Resources Inc. | 0.00% | Add +0.1% | 28,720 | $2.8M |
| Truist Financial Corp. | 0.00% | Add +12.7% | 27,647 | $2.6M |
| Composition Wealth, LLC | 0.05% | No change | 24,124 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Add +41.3% | 22,852 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.8% | 21,589 | $2.1M |
| Citadel Advisors | 0.00% | New | 20,624 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.4% | 18,454 | $1.8M |
| Virtu Financial LLC | 0.09% | New | 17,924 | $1.7M |
| MML Investors Services, LLC | 0.01% | Reduce -0.4% | 17,840 | $1.7M |
| Avior Wealth Management, LLC | 0.07% | Reduce -0.0% | 17,551 | $1.7M |
| American Financial & Tax Strategies Inc. | 0.73% | Reduce -0.2% | 15,007 | $1.4M |
| PFG Advisors | 0.08% | Add +0.4% | 13,741 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.9% | 13,607 | $1.3M |
| Phillips Financial Management, LLC | 0.10% | No change | 13,558 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.7% | 12,723 | $1.2M |
| Moneta Group Investment Advisors LLC | 0.02% | No change | 12,167 | $1.2M |
| Keybank National Association | 0.00% | Reduce -18.7% | 10,449 | $1.0M |
| Creative Planning | 0.00% | Reduce -7.5% | 10,032 | $960K |
| Heritage Investment Group, Inc. | 0.17% | No change | 9,572 | $916K |
| Royal Bank of Canada | 0.00% | Add +34.6% | 9,479 | $908K |
| Oppenheimer & Co. Inc. | 0.01% | Add +11.4% | 8,582 | $822K |
| Horizon Investment Services, LLC | 0.34% | Add +0.2% | 8,295 | $794K |
| Spectrum Investment Advisors, Inc. | 0.54% | Add +4.4% | 8,257 | $790K |
| D.A. Davidson & Co. | 0.01% | No change | 7,880 | $754K |
| Cetera Investment Advisers | 0.00% | Reduce -48.3% | 7,701 | $737K |
| Captrust Financial Advisors | 0.00% | No change | 7,471 | $715K |
| Merit Financial Group, LLC | 0.02% | Reduce -6.5% | 7,280 | $697K |
| Factorial Partners, LLC | 0.39% | No change | 7,000 | $670K |
| Osaic Holdings, Inc. | 0.00% | Add +4.4% | 6,755 | $647K |
| Hanover Advisors Inc. | 0.24% | No change | 6,021 | $576K |
| Cibc World Market Inc. | 0.00% | Reduce -1.9% | 5,754 | $551K |
| Shufro Rose & Co. LLC | 0.04% | No change | 6,260 | $548K |
| Redhawk Wealth Advisors, Inc. | 0.08% | No change | 5,575 | $534K |
| Mosaic Family Wealth Partners, LLC | 0.08% | Add +8.0% | 5,404 | $517K |
| Corient Private Wealth LP | 0.00% | New | 4,861 | $465K |
| Valmark Advisers, Inc. | 0.01% | No change | 4,797 | $459K |
| Spire Wealth Management | 0.02% | No change | 4,769 | $457K |
| Harbour Investments, Inc. | 0.01% | Reduce -88.9% | 4,546 | $435K |
| Rodgers & Associates, LTD | 0.05% | No change | 4,506 | $431K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +33.1% | 4,452 | $426K |
| Synovus Financial Corp. | 0.00% | New | 4,440 | $425K |
| BHK Investment Advisors, LLC | 0.16% | No change | 4,400 | $421K |
| Meridian Wealth Management, LLC | 0.02% | New | 4,379 | $419K |
| Atlas Brown,Inc. | 0.14% | Reduce -42.7% | 4,301 | $412K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -0.1% | 4,081 | $391K |
| Manchester Capital Management LLC | 0.04% | No change | 3,988 | $382K |
| Cambridge Financial Group, LLC | 0.16% | Reduce -5.5% | 3,944 | $378K |
| Glenview Trust Co | 0.01% | New | 3,870 | $370K |
| Trail Ridge Investment Advisors, LLC | 0.18% | Reduce -3.4% | 3,814 | $368K |
| IHT Wealth Management, LLC | 0.01% | No change | 3,838 | $367K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -7.4% | 3,827 | $366K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.6% | 3,826 | $366K |
| Hobart Private Capital, LLC | 0.09% | No change | 3,756 | $360K |
| Wealthquest Corp | 0.03% | No change | 3,530 | $335K |
| AMG National Trust Bank | 0.01% | No change | 3,480 | $333K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -0.4% | 3,466 | $332K |
| HighTower Advisors, LLC | 0.00% | New | 3,430 | $329K |
| Fifth Third Securities, Inc. | 0.03% | Add +5.3% | 3,361 | $322K |
| Tritonpoint Wealth, LLC | 0.03% | New | 3,142 | $301K |
| Citizens Financial Group Inc. | 0.01% | No change | 3,020 | $289K |
| Schrum Private Wealth Management LLC | 0.15% | New | 3,000 | $287K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 2,980 | $285K |
| WealthCollab, LLC | 0.18% | No change | 2,808 | $269K |
| IFG Advisors, LLC | 0.06% | No change | 2,770 | $265K |
| Raymond James Trust N.A. | 0.01% | No change | 2,678 | $256K |
| Cooper Financial Group | 0.03% | Add +2.6% | 2,662 | $255K |
| Western Wealth Management, LLC | 0.01% | No change | 2,596 | $249K |
| Mutual Advisors, LLC | 0.01% | Reduce -2.1% | 2,558 | $247K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 2,561 | $245K |
| Keystone Financial Group | 0.03% | New | 2,481 | $238K |
| Lido Advisors, LLC | 0.00% | New | 2,386 | $228K |
| Cerity Partners LLC | 0.00% | Reduce -1.9% | 2,320 | $222K |
| Ifrah Financial Services, Inc. | 0.06% | New | 2,290 | $219K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -1.6% | 2,271 | $217K |
| StoneX Group Inc. | 0.02% | New | 2,250 | $215K |
| Asset Dedication, LLC | 0.01% | Reduce -9.4% | 2,214 | $212K |
| Texas Yale Capital Corp. | 0.01% | New | 2,200 | $211K |
| Two Sigma Investments, LP | 0.00% | New | 2,200 | $211K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,136 | $204K |
| Halpern Financial, Inc. | 0.04% | Reduce -55.4% | 1,648 | $156K |
| Hanson & Doremus Investment Management | 0.02% | No change | 1,504 | $144K |
| Blair William & Co. | 0.00% | Reduce -1.6% | 1,400 | $134K |
| FMR LLC | 0.00% | Add +52.4% | 1,379 | $132K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,150 | $110K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 1,026 | $98K |
| Teachers Insurance & Annuity Association of America | 0.12% | — | 822 | $79K |
| Founders Capital Management | 0.04% | No change | 770 | $74K |
| Bruce G. Allen Investments, LLC | 0.05% | No change | 695 | $67K |
| Glenmede Trust Co. NA | 0.00% | No change | 650 | $62K |
| Eastern Bank | 0.00% | New | 640 | $61K |
| Aptus Capital Advisors, LLC | 0.00% | New | 593 | $57K |
| Comerica Bank | 0.00% | Reduce -3.0% | 541 | $52K |
| Sandy Spring Bank | 0.00% | Reduce -16.7% | 400 | $38K |
| Fifth Third Bancorp | 0.00% | No change | 392 | $38K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 375 | $36K |
| Earned Wealth Advisors, LLC | 0.01% | New | 340 | $33K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 328 | $31K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -20.5% | 294 | $28K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 268 | $26K |
| Global Retirement Partners, LLC | 0.00% | No change | 258 | $25K |
| Jones Financial Companies LLLP | 0.00% | New | 254 | $24K |
| Assetmark, Inc. | 0.00% | Reduce -74.6% | 244 | $23K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 226 | $22K |
| Geneos Wealth Management Inc. | 0.00% | No change | 224 | $21K |
| Creative Financial Designs Inc. | 0.00% | No change | 208 | $20K |
| Lanark Financial, Inc. | 0.00% | No change | 178 | $17K |
| Mather Group, Llc. | 0.00% | No change | 166 | $16K |
| Anchor Investment Management, LLC | 0.00% | No change | 138 | $13K |
| Russell Investments Group, Ltd. | 0.00% | New | 100 | $10K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 74 | $7K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -9.9% | 64 | $6K |
| Painted Porch Advisors LLC | 0.00% | No change | 62 | $6K |
| Larson Financial Group LLC | 0.00% | No change | 24 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 22 | $2K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 22 | $2K |
| Signaturefd, LLC | 0.00% | No change | 14 | $1K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -11.1% | 8 | $766 |
"% 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.