Who Owns IVOV?
Vanguard S&P Mid-Cap 400 Value ETF — Institutional Ownership & 13F Holdings
$109.35
+0.55 (+0.51%)
Market Cap
$1.4B
Shares Outstanding
11,991,442
Institutional Holders
149
Total Inst. Value
$320.2M
% of Float Held
—
QoQ Holder Change
+60
Institutional data as of Q1 2025
New Positions
29
Closed Positions
10
Increased
36
Decreased
36
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | ROCKLAND TRUST CO | $73.7M | 800,625 |
| 2 | JONES FINANCIAL COMPANIES LLLP | $37.4M | 449,352 |
| 3 | BANK OF AMERICA CORP /DE/ | $26.1M | 283,870 |
| 4 | MORGAN STANLEY | $23.4M | 254,718 |
| 5 | RAYMOND JAMES FINANCIAL INC | $17.9M | 193,943 |
| 6 | Octavia Wealth Advisors, LLC | $17.2M | 186,696 |
| 7 | Stordahl Capital Management, Inc.New | $15.5M | 168,447 |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $11.9M | 129,352 |
| 9 | Aberdeen Wealth Management LLC | $11.1M | 120,957 |
| 10 | Lutz Financial Services LLC | $10.9M | 118,395 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +447K | $37.4M |
| MORGAN STANLEY | +24K | $23.4M |
| RAYMOND JAMES FINANCIAL INC | +2K | $17.9M |
| Octavia Wealth Advisors, LLC | +10K | $17.2M |
| Stordahl Capital Management, Inc.New | +168K | $15.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -65K | $2.3M |
| WELLS FARGO & COMPANY/MN | -26K | $5.5M |
| BANK OF AMERICA CORP /DE/ | -4K | $26.1M |
| Lutz Financial Services LLC | -4K | $10.9M |
| STIFEL FINANCIAL CORP | -3K | $624K |
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Frequently Asked Questions
How many institutional investors hold IVOV?
As of Q1 2025, 149 institutional investors report holding IVOV (Vanguard S&P Mid-Cap 400 Value ETF) in their 13F filings.
Which hedge fund owns the most IVOV?
The largest institutional holder of IVOV is ROCKLAND TRUST CO with $73.7M in shares.
Are institutions buying or selling IVOV?
This quarter, 29 institutions opened new positions in IVOV and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.