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
LPL Financial
1
LPL Financial
California
$9.12M +$1.88M +35,596 +28%
Wells Fargo
2
Wells Fargo
California
$7.27M +$837K +15,836 +14%
Bank of America
3
Bank of America
North Carolina
$6.12M +$3.09M +58,410 +111%
UBS Group
4
UBS Group
Switzerland
$4.97M +$2.23M +42,160 +88%
CAN
5
Cetera Advisor Networks
California
$3.8M -$3.44M -65,034 -49%
KeyBank National Association
6
KeyBank National Association
Ohio
$3.53M +$3.39M +64,046 New
Morgan Stanley
7
Morgan Stanley
New York
$2.63M +$1.21M +22,970 +93%
AWM
8
Avior Wealth Management
Nebraska
$2.45M +$114K +2,156 +5%
BCM
9
Barometer Capital Management
Ontario, Canada
$2.45M +$2.35M +44,400 New
PAG
10
Private Advisor Group
New Jersey
$1.88M +$1.05M +19,788 +143%
Jane Street
11
Jane Street
New York
$1.76M +$1.69M +31,940 New
MFS
12
MSI Financial Services
Massachusetts
$1.3M +$184K +3,488 +17%
RWP
13
RWA Wealth Partners
Massachusetts
$1.22M +$1.17M +22,152 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.15M +$224K +4,240 +26%
PAG
15
Private Advisory Group
Washington
$1.15M +$1.1M +20,782 New
Franklin Resources
16
Franklin Resources
California
$1.01M
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$915K -$1.17M -22,120 -57%
FTS
18
Fifth Third Securities
Ohio
$860K +$826K +15,626 New
AG
19
Advisor Group
Arizona
$470K +$417K +7,888 +1,252%
UR
20
USCA RIA
Texas
$462K -$470K -8,888 -51%
Vanguard Group
21
Vanguard Group
Pennsylvania
$429K +$195K +3,682 +90%
Creative Planning
22
Creative Planning
Kansas
$304K +$23.3K +440 +9%
WA
23
WBH Advisory
Maryland
$252K +$3.17K +60 +1%
FAAS
24
First Allied Advisory Services
California
$249K -$249K -4,702 -51%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$231K +$221K +4,188 New