We are live on ! Find out more
IVOV icon

Vanguard S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.45M +$1.53M +18,576 New
KeyBank National Association
27
KeyBank National Association
Ohio
$1.43M +$159K +1,934 +12%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.36M -$12.4K -151 -0.9%
Creative Planning
29
Creative Planning
Kansas
$1.35M +$268K +3,264 +23%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$1.34M +$24.2K +295 +2%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$1.26M +$1.33M +16,167 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.22M -$507K -6,171 -28%
Truist Financial
33
Truist Financial
North Carolina
$1.16M +$167K +2,037 +16%
Ameriprise
34
Ameriprise
Minnesota
$1.07M
PFM
35
Phillips Financial Management
Indiana
$1.06M +$54.4K +662 +5%
PA
36
PFG Advisors
Arizona
$993K -$10.9K -133 -1%
Osaic Holdings
37
Osaic Holdings
Arizona
$936K -$156K -1,899 -14%
Comerica Bank
38
Comerica Bank
Texas
$920K +$969K +11,806 New
HIG
39
Heritage Investment Group
Florida
$899K
DADC
40
D.A. Davidson & Co
Montana
$696K
Stifel Financial
41
Stifel Financial
Missouri
$689K -$65.7K -800 -8%
HIS
42
Horizon Investment Services
Indiana
$670K +$86.1K +1,048 +14%
MFG
43
Merit Financial Group
Georgia
$618K -$2.13K -26 -0.3%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$580K +$103K +1,250 +20%
FP
45
Factorial Partners
New York
$545K
CIBC World Market
46
CIBC World Market
Ontario, Canada
$543K -$31.2K -380 -5%
CFG
47
Cooper Financial Group
California
$483K +$509K +6,203 New
JP Morgan Chase
48
JP Morgan Chase
New York
$452K
RA
49
Rodgers & Associates
Pennsylvania
$398K
MFWP
50
Mosaic Family Wealth Partners
Missouri
$387K