Vanguard S&P Mid-Cap 400 ValIVOVETF
13F holders, Q4 2024 (December 31)147holders +9
10new positions
6sold out
$95.60avg. 13F price*
At the end of Q4 2024, 147 institutions reported holding Vanguard S&P Mid-Cap 400 Val (IVOV) in their 13F filings, up 9 from Q3 2024. 10 opened new positions and 6 sold out. The largest holders were Mariner, LLC ($78.9M), Rockland Trust Co. ($76.6M) and Bank of America Corp. ($27.5M).
- Company
- Vanguard S&P Mid-Cap 400 Val
- CUSIP
- 921932844
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $7.1M |
| Exits | 6 | $2.9M |
All 13F filers, Q3 2024 → Q4 2024: 178,151 shares bought and 122,868 shares sold, net +55,283 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 147 holders
| Mariner, LLC | 0.13% | Reduce -1.5% | 826,203 | $78.9M |
| Rockland Trust Co. | 3.90% | Reduce -0.3% | 802,012 | $76.6M |
| Bank of America Corp. | 0.00% | Add +5.2% | 288,261 | $27.5M |
| Morgan Stanley | 0.00% | Reduce -5.0% | 230,556 | $22.0M |
| Raymond James Financial Inc. | 0.01% | — | 192,171 | $18.4M |
| Octavia Wealth Advisors, LLC | 2.05% | Reduce -0.1% | 177,186 | $16.9M |
| Stordahl Capital Management, Inc. | 3.73% | Reduce -3.1% | 165,024 | $15.8M |
| Aberdeen Wealth Management LLC | 8.06% | Reduce -0.1% | 123,122 | $11.8M |
| Lutz Financial Services LLC | 0.94% | Reduce -0.7% | 121,897 | $11.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.4% | 116,841 | $11.2M |
| UBS Group AG | 0.00% | Reduce -3.6% | 103,598 | $9.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +11.2% | 99,652 | $9.5M |
| LPL Financial LLC | 0.00% | Add +1.0% | 91,865 | $8.8M |
| Wells Fargo & Company | 0.00% | Add +4.9% | 85,619 | $8.2M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -2.3% | 71,138 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +21.2% | 49,613 | $4.7M |
| Christopher J. Hasenberg, Inc | 1.72% | Add +203177.3% | 44,721 | $4.3M |
| Savant Capital, LLC | 0.03% | Reduce -2.5% | 43,183 | $4.1M |
| Allworth Financial LP | 0.02% | New | 38,351 | $3.8M |
| &partners | 0.04% | Reduce -0.3% | 34,425 | $3.3M |
| Truist Financial Corp. | 0.00% | Add +13.0% | 31,231 | $3.0M |
| EP Wealth Advisors, LLC | 0.02% | Add +0.3% | 29,600 | $2.8M |
| Franklin Resources Inc. | 0.00% | No change | 28,720 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Add +2.9% | 23,522 | $2.2M |
| Composition Wealth, LLC | 0.04% | Reduce -7.8% | 22,236 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -6.7% | 20,148 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.4% | 18,377 | $1.8M |
| Avior Wealth Management, LLC | 0.06% | Reduce -0.1% | 17,525 | $1.7M |
| American Financial & Tax Strategies Inc. | 0.74% | Reduce -0.7% | 14,904 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +77.0% | 13,629 | $1.3M |
| PFG Advisors | 0.08% | Reduce -1.1% | 13,589 | $1.3M |
| Independent Advisor Alliance | 0.02% | New | 13,397 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.7% | 12,695 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.7% | 12,633 | $1.2M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -0.7% | 12,087 | $1.2M |
| Keybank National Association | 0.00% | Reduce -1.0% | 10,346 | $989K |
| Stifel Financial Corp. | 0.00% | New | 10,143 | $969K |
| Creative Planning | 0.00% | Reduce -0.5% | 9,979 | $954K |
| Heritage Investment Group, Inc. | 0.17% | No change | 9,572 | $915K |
| Oppenheimer & Co. Inc. | 0.01% | Add +4.5% | 8,971 | $857K |
| Spectrum Investment Advisors, Inc. | 0.56% | Add +6.9% | 8,826 | $843K |
| Horizon Investment Services, LLC | 0.33% | Reduce -0.7% | 8,235 | $787K |
| MML Investors Services, LLC | 0.00% | Reduce -55.7% | 7,906 | $755K |
| D.A. Davidson & Co. | 0.01% | Reduce -0.6% | 7,833 | $748K |
| Osaic Holdings, Inc. | 0.00% | Add +14.8% | 7,754 | $741K |
| Captrust Financial Advisors | 0.00% | Add +0.1% | 7,480 | $715K |
| Factorial Partners, LLC | 0.38% | No change | 7,000 | $669K |
| Naviter Wealth, LLC | 0.08% | New | 6,851 | $655K |
| Merit Financial Group, LLC | 0.01% | Reduce -6.8% | 6,786 | $648K |
| Ofc Financial Planning, LLC | 0.63% | — | 6,214 | $594K |
| Shufro Rose & Co. LLC | 0.05% | Reduce -2.4% | 6,110 | $584K |
| Royal Bank of Canada | 0.00% | Reduce -36.1% | 6,057 | $579K |
| Cibc World Market Inc. | 0.00% | Reduce -2.8% | 5,594 | $535K |
| Mosaic Family Wealth Partners, LLC | 0.08% | Add +2.8% | 5,554 | $531K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Reduce -0.4% | 5,553 | $531K |
| Hanover Advisors Inc. | 0.21% | Reduce -13.1% | 5,231 | $500K |
| Valmark Advisers, Inc. | 0.01% | No change | 4,797 | $458K |
| Spire Wealth Management | 0.01% | No change | 4,769 | $456K |
| Sovran Advisors, LLC | 0.06% | — | 4,629 | $448K |
| Level Four Advisory Services, LLC | 0.02% | Add +19.2% | 4,563 | $436K |
| Ifrah Financial Services, Inc. | 0.12% | Add +97.3% | 4,519 | $432K |
| Rodgers & Associates, LTD | 0.05% | No change | 4,506 | $431K |
| Meridian Wealth Management, LLC | 0.02% | Add +1.7% | 4,454 | $426K |
| Harbour Investments, Inc. | 0.01% | Reduce -2.9% | 4,413 | $422K |
| BHK Investment Advisors, LLC | 0.16% | No change | 4,400 | $420K |
| Corient Private Wealth LP | 0.00% | Reduce -11.3% | 4,311 | $412K |
| Atlas Brown,Inc. | 0.14% | No change | 4,301 | $411K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -0.1% | 4,075 | $389K |
| Cambridge Financial Group, LLC | 0.16% | Add +1.1% | 3,989 | $381K |
| Manchester Capital Management LLC | 0.04% | No change | 3,988 | $381K |
| IHT Wealth Management, LLC | 0.01% | Add +2.7% | 3,941 | $377K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.1% | 3,907 | $373K |
| Glenview Trust Co | 0.01% | No change | 3,870 | $370K |
| Hobart Private Capital, LLC | 0.09% | No change | 3,756 | $359K |
| Trail Ridge Investment Advisors, LLC | 0.17% | Reduce -1.6% | 3,754 | $359K |
| Wealthquest Corp | 0.03% | No change | 3,530 | $337K |
| AMG National Trust Bank | 0.01% | No change | 3,480 | $333K |
| Cary Street Partners Financial LLC | 0.01% | — | 3,466 | $331K |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 3,431 | $328K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -1.3% | 3,316 | $317K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 3,142 | $300K |
| Citizens Financial Group Inc. | 0.01% | Add +1.7% | 3,072 | $294K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 2,980 | $285K |
| Phillips Financial Management, LLC | 0.02% | Reduce -78.9% | 2,862 | $273K |
| WealthCollab, LLC | 0.17% | No change | 2,808 | $268K |
| Cooper Financial Group | 0.03% | Add +4.3% | 2,776 | $265K |
| IFG Advisors, LLC | 0.05% | No change | 2,770 | $265K |
| Mutual Advisors, LLC | 0.01% | Add +3.5% | 2,648 | $261K |
| Western Wealth Management, LLC | 0.01% | Reduce -0.6% | 2,581 | $247K |
| Virtu Financial LLC | 0.01% | Reduce -85.6% | 2,579 | $246K |
| Keystone Financial Group | 0.02% | Add +0.4% | 2,490 | $238K |
| Lido Advisors, LLC | 0.00% | No change | 2,386 | $228K |
| Jones Financial Companies LLLP | 0.00% | Add +838.2% | 2,383 | $228K |
| Cerity Partners LLC | 0.00% | Add +1.7% | 2,360 | $226K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -10.2% | 2,301 | $220K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.8% | 2,289 | $219K |
| StoneX Group Inc. | 0.01% | Add +0.8% | 2,268 | $217K |
| Silver Oak Wealth Advisors Services, LLC | 0.19% | — | 2,255 | $215K |
| Synovus Financial Corp. | 0.00% | Reduce -49.9% | 2,223 | $213K |
| Asset Dedication, LLC | 0.02% | No change | 2,214 | $212K |
"% 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.