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Public ownership evidence

Vanguard S&P Mid-Cap 400 Value ETF (IVOV) Ownership Disclosures

Read IVOV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2914,940$1,704,228None
Cornerstone Financial Management LLC2026-03-312026-08-2915,121$1,541,606None
Cornerstone Financial Management LLC2025-12-312026-08-2914,905$1,505,574None
Corient Private Wealth LP2026-06-302026-08-285,429$619,256None
Kingsview Wealth Management, LLC2026-06-302026-08-201,984$226,315None
Archer Investment Corp2026-06-302026-08-20722$82,359None
Glenview Trust Co2026-06-302026-08-193,234$368,902None
Jacobs Equity LLC2026-06-302026-08-181,926$219,699None
Corient Private Wealth LP2026-06-302026-08-185,855$667,850None
Genesis Financial Group, LLC2026-06-302026-08-152,050$233,844None
AMERIFLEX GROUP, INC.2026-06-302026-08-15526$59,958None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15328$37,415None
Mutual Advisors, LLC2026-06-302026-08-152,435$277,725None
NFSG Corp2026-06-302026-08-15444$50,647None
Western Wealth Management, LLC2026-06-302026-08-153,061$349,168None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,698$307,726None
OSAIC HOLDINGS, INC.2026-06-302026-08-157,976$910,213None
Heritage Wealth Advisors2026-06-302026-08-15198$22,586None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-157,158$816,513None
Gotham Asset Management, LLC2026-06-302026-08-151,812$206,695None
Rockbridge Investment Management, LCC2026-06-302026-08-151,767$201,562None
&PARTNERS2026-06-302026-08-1533,481$3,819,137None
Thrivent Financial for Lutherans2026-06-302026-08-1519,507$2,225,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1519,782$2,253,595None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15312$35,590None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1513,167$1,501,980None
MAI Capital Management2026-06-302026-08-151,761$200,856None
Pinnacle Financial Partners, Inc.2026-06-302026-08-152,050$233,860None
Cerity Partners LLC2026-06-302026-08-151,933$220,524None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1510,443$1,191,233None
ROYAL BANK OF CANADA2026-06-302026-08-15354$40,000None
ROYAL BANK OF CANADA2026-06-302026-08-155,500$627,000None
ROYAL BANK OF CANADA2026-06-302026-08-15387$44,000None
MONETA GROUP INVESTMENT ADVISORS LLC2026-06-302026-08-1517,993$2,052,462None
Larson Financial Group LLC2026-06-302026-08-15220$25,149None
IHT Wealth Management, LLC2026-06-302026-08-153,136$357,679None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-154,500$513,315None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-152,925$333,654None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15147,521$16,827,678None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1561,629$7,029,994None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1553,068$6,053,418None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1520,436$2,331,175None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1527$3,080None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1597,030$11,068,212None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15109,933$12,540,085None
BANK OF AMERICA CORP /DE/2026-06-302026-08-158,344$951,800None
Markowski Investments2026-06-302026-08-14174$19,848None
Trail Ridge Investment Advisors, LLC2026-06-302026-08-144,886$557,346None
Rockefeller Capital Management L.P.2026-06-302026-08-14190$21,673None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14396$45,172None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Corient Private Wealth LP ↗Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗Glenview Trust Co ↗Jacobs Equity LLC ↗Corient Private Wealth LP ↗Genesis Financial Group, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.