IVOV Institutional Ownership
Vanguard S&P Mid-Cap 400 Value ETF
1W: +0.0%
1M: -4.0%
3M: -4.0%
YTD: +6.9%
1Y: +7.8%
3Y: +46.4%
5Y: +45.2%
$109.04
+1.04 (+0.96%)
Weekly Expected Move ±1.5%
$106
$107
$109
$111
$112
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IVOV
186
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
733M
Total Invested
24
New Positions
42
Increased
58
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (197 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 1,104,927 | $120M | +49,837 | +4.7% | 4Q | SEC ↗ |
| 2 | Mariner, LLC | 858,070 | $94M | -4,503 | -0.5% | 23Q | SEC ↗ |
| 3 | ROCKLAND TRUST CO | 815,504 | $89M | +170 | +0.0% | 31Q | SEC ↗ |
| 4 | TRUST POINT INC. | 664,535 | $72M | +22,912 | +3.6% | 2Q | SEC ↗ |
| 5 | MORGAN STANLEY | 384,509 | $42M | +5,852 | +1.5% | 51Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 215,307 | $23M | -6,681 | -3.0% | 15Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 212,075 | $23M | +1,577 | +0.7% | 7Q | SEC ↗ |
| 8 | Stordahl Capital Management, Inc. | 176,020 | $19M | +1,586 | +0.9% | 35Q | SEC ↗ |
| 9 | Avior Wealth Management, LLC | 161,287 | $18M | +2,753 | +1.7% | 43Q | SEC ↗ |
| 10 | LPL Financial LLC | 154,602 | $17M | +33,006 | +27.1% | 50Q | SEC ↗ |
| 11 | Lutz Financial Services LLC | 114,034 | $12M | -792 | -0.7% | 35Q | SEC ↗ |
| 12 | UBS Group AG | 107,420 | $12M | -803 | -0.7% | 47Q | SEC ↗ |
| 13 | Aberdeen Wealth Management LLC | 92,669 | $10M | -25,253 | -21.4% | 19Q | SEC ↗ |
| 14 | BALANCED WEALTH GROUP LLC NEW | 89,036 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 15 | MidFirst Bank | 84,562 | $9M | +517 | +0.6% | 3Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 73,531 | $8M | -15,631 | -17.5% | 64Q | SEC ↗ |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 73,501 | $8M | +308 | +0.4% | 25Q | SEC ↗ |
| 18 | Savant Capital, LLC | 72,486 | $8M | +35,910 | +98.2% | 12Q | SEC ↗ |
| 19 | HighTower Advisors, LLC | 53,795 | $6M | -1,001 | -1.8% | 8Q | SEC ↗ |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 52,837 | $6M | -29,218 | -35.6% | 38Q | SEC ↗ |
| 21 | TRUIST FINANCIAL CORP | 44,796 | $5M | -691 | -1.5% | 27Q | SEC ↗ |
| 22 | Kestra Advisory Services, LLC | 39,722 | $4M | -36,318 | -47.8% | 24Q | SEC ↗ |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 37,120 | $4M | +5,378 | +16.9% | 12Q | SEC ↗ |
| 24 | &PARTNERS | 33,481 | $4M | +280 | +0.8% | 9Q | SEC ↗ |
| 25 | EP Wealth Advisors, LLC | 32,947 | $4M | +3,312 | +11.2% | 3Q | SEC ↗ |
| 26 | Allworth Financial LP | 32,704 | $4M | -1,165 | -3.4% | 7Q | SEC ↗ |
| 27 | M1 Capital Management LLC NEW | 31,403 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 28 | JPMORGAN CHASE & CO | 30,264 | $3M | +1,696 | +5.9% | 30Q | SEC ↗ |
| 29 | ENVESTNET ASSET MANAGEMENT INC | 28,917 | $3M | -7,493 | -20.6% | 31Q | SEC ↗ |
| 30 | FRANKLIN RESOURCES INC | 28,700 | $3M | — | +0.0% | 22Q | SEC ↗ |
| 31 | Composition Wealth, LLC | 24,718 | $3M | -215 | -0.9% | 24Q | SEC ↗ |
| 32 | JONES FINANCIAL COMPANIES LLLP | 19,782 | $2M | +6,074 | +44.3% | 8Q | SEC ↗ |
| 33 | Thrivent Financial for Lutherans | 19,507 | $2M | +305 | +1.6% | 3Q | SEC ↗ |
| 34 | MONETA GROUP INVESTMENT ADVISORS LLC | 17,993 | $2M | -350 | -1.9% | 11Q | SEC ↗ |
| 35 | Cetera Investment Advisers | 15,999 | $2M | +213 | +1.3% | 11Q | SEC ↗ |
| 36 | Cornerstone Financial Management LLC | 14,940 | $2M | -181 | -1.2% | 3Q | SEC ↗ |
| 37 | AMERIPRISE FINANCIAL INC | 13,479 | $1M | +1,228 | +10.0% | 16Q | SEC ↗ |
| 38 | FIFTH THIRD BANCORP | 13,253 | $1M | -6,975 | -34.5% | 26Q | SEC ↗ |
| 39 | Fortitude Family Office, LLC | 13,160 | $1M | — | +0.0% | 4Q | SEC ↗ |
| 40 | Private Advisor Group, LLC | 12,485 | $1M | +87 | +0.7% | 32Q | SEC ↗ |
| 41 | SHUFRO ROSE & CO LLC | 11,735 | $1M | +750 | +6.8% | 13Q | SEC ↗ |
| 42 | OSAIC HOLDINGS, INC. | 10,674 | $1M | +2,079 | +24.2% | 26Q | SEC ↗ |
| 43 | AQR CAPITAL MANAGEMENT LLC | 10,443 | $1M | +460 | +4.6% | 5Q | SEC ↗ |
| 44 | KEYBANK NATIONAL ASSOCIATION/OH | 10,187 | $1M | -193 | -1.9% | 23Q | SEC ↗ |
| 45 | PFG Advisors | 10,124 | $1M | +542 | +5.7% | 4Q | SEC ↗ |
| 46 | Heritage Investment Group, Inc. | 9,572 | $1M | — | +0.0% | 19Q | SEC ↗ |
| 47 | AMERICAN FINANCIAL & TAX STRATEGIES IN | 9,094 | $992K | -142 | -1.5% | 11Q | SEC ↗ |
| 48 | Creative Planning | 8,884 | $969K | -4,265 | -32.4% | 41Q | SEC ↗ |
| 49 | D.A. DAVIDSON & CO. | 8,349 | $910K | — | +0.0% | 30Q | SEC ↗ |
| 50 | MML INVESTORS SERVICES, LLC | 7,821 | $853K | +984 | +14.4% | 37Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| BALANCED WEALTH GROUP LLC | 89,036 | $10M |
| M1 Capital Management LLC | 31,403 | $3M |
| TWO SIGMA INVESTMENTS, LP | 4,500 | $491K |
| Arax Advisory Partners | 3,222 | $351K |
| Veratis Advisors, Inc. | 2,562 | $279K |
| Claris Financial LLC | 2,000 | $218K |
| BCS Private Wealth Management, Inc. | 1,930 | $210K |
| Jacobs Equity LLC | 1,926 | $210K |
| BDFS Capital LLC | 1,922 | $210K |
| Carnegie Lake Advisors LLC | 1,910 | $208K |
| NORTHERN TRUST CORP | 1,886 | $206K |
| CARY STREET PARTNERS FINANCIAL LLC | 1,829 | $199K |
| Gotham Asset Management, LLC | 1,812 | $198K |
| Rockbridge Investment Management, L | 1,767 | $193K |
| CITIGROUP INC | 1,600 | $174K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,466 | $160K |
| EverSource Wealth Advisors, LLC | 1,084 | $118K |
| Guardian Partners Inc. | 312 | $34K |
| Regatta Research & Money Management | 300 | $33K |
| Global Retirement Partners, LLC | 258 | $28K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 14,047 | $2M |
| GOLDMAN SACHS GROUP INC | 10,379 | $1M |
| STIFEL FINANCIAL CORP | 8,804 | $960K |
| Factorial Partners, LLC | 5,200 | $567K |
| Cambridge Financial Group, LLC | 4,013 | $438K |
| Rise Advisors, LLC | 3,042 | $332K |
| TRITONPOINT WEALTH, LLC | 2,592 | $283K |
| CITADEL ADVISORS LLC | 2,528 | $276K |
| Lido Advisors, LLC | 2,502 | $273K |
| Regal Investment Advisors LLC | 2,178 | $237K |
| TRUSTMARK BANK TRUST DEPARTMENT | 2,000 | $218K |
| UBS AM, a distinct business unit of | 1,136 | $124K |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,104 | $120K |
| Sound Income Strategies, LLC | 345 | $38K |
| BlackRock, Inc. | 130 | $14K |
| SageView Advisory Group, LLC | 130 | $14K |
| Russell Investments Group, Ltd. | 100 | $11K |
| HANTZ FINANCIAL SERVICES, INC. | 23 | $3K |
| Legacy Wealth Managment, LLC/ID | 19 | $2K |
| GODSEY & GIBB, INC | 1 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LL | +49,837 | +4.7% | 1,104,927 |
| Savant Capital, LLC | +35,910 | +98.2% | 72,486 |
| LPL Financial LLC | +33,006 | +27.1% | 154,602 |
| TRUST POINT INC. | +22,912 | +3.6% | 664,535 |
| JONES FINANCIAL COMPANIES LLLP | +6,074 | +44.3% | 19,782 |
| MORGAN STANLEY | +5,852 | +1.5% | 384,509 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +5,378 | +16.9% | 37,120 |
| Bruce G. Allen Investments, LLC | +3,531 | +259.1% | 4,894 |
| EP Wealth Advisors, LLC | +3,312 | +11.2% | 32,947 |
| Avior Wealth Management, LLC | +2,753 | +1.7% | 161,287 |
| OSAIC HOLDINGS, INC. | +2,079 | +24.2% | 10,674 |
| JPMORGAN CHASE & CO | +1,696 | +5.9% | 30,264 |
| Stordahl Capital Management, Inc. | +1,586 | +0.9% | 176,020 |
| RAYMOND JAMES FINANCIAL INC | +1,577 | +0.7% | 212,075 |
| AMERIPRISE FINANCIAL INC | +1,228 | +10.0% | 13,479 |
| MML INVESTORS SERVICES, LLC | +984 | +14.4% | 7,821 |
| SHUFRO ROSE & CO LLC | +750 | +6.8% | 11,735 |
| MAI Capital Management | +560 | +46.6% | 1,761 |
| PFG Advisors | +542 | +5.7% | 10,124 |
| MidFirst Bank | +517 | +0.6% | 84,562 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Kestra Advisory Services, LLC | -36,318 | -47.8% | 39,722 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -29,218 | -35.6% | 52,837 |
| Aberdeen Wealth Management LLC | -25,253 | -21.4% | 92,669 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -21,508 | -75.0% | 7,158 |
| WELLS FARGO & COMPANY/MN | -15,631 | -17.5% | 73,531 |
| ENVESTNET ASSET MANAGEMENT INC | -7,493 | -20.6% | 28,917 |
| FIFTH THIRD BANCORP | -6,975 | -34.5% | 13,253 |
| BANK OF AMERICA CORP /DE | -6,681 | -3.0% | 215,307 |
| Mariner, LLC | -4,503 | -0.5% | 858,070 |
| Creative Planning | -4,265 | -32.4% | 8,884 |
| Corient Private Wealth LP | -3,975 | -42.3% | 5,429 |
| Redhawk Wealth Advisors, Inc. | -3,038 | -61.5% | 1,905 |
| Summit Financial, LLC | -1,745 | -30.3% | 4,012 |
| OFC FINANCIAL PLANNING, LLC | -1,364 | -21.6% | 4,946 |
| Allworth Financial LP | -1,165 | -3.4% | 32,704 |
| HighTower Advisors, LLC | -1,001 | -1.8% | 53,795 |
| UBS Group AG | -803 | -0.7% | 107,420 |
| Lutz Financial Services LLC | -792 | -0.7% | 114,034 |
| Rockefeller Capital Management L.P. | -746 | -79.7% | 190 |
| TRUIST FINANCIAL CORP | -691 | -1.5% | 44,796 |