13FBOX
VANGUARD S&P MID-CAP 400VALUE INDEX FUND ETF SHARES · 13F 机构持仓分析
期权收益计算器 机构排行
V

VANGUARD S&P MID-CAP 400VALUE INDEX FUND ETF SHARES

IVOV
持有机构数
175
机构合计市值 (Q2 2026)
$7.33亿
机构合计股数 (Q2 2026)
645.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+42.7万股
65 · 24 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-23.0万股
61 · 14 清仓 · ≈
⚖️ 净额
+19.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7.33亿
持有机构数
175
新买入
24
加仓
41
减仓
47
清仓
14
持股不变
63
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
VantagePoint投资顾问VANTAGEPOINT INVESTMENT ADVISERS LLC
0.94%0.91%#8$1.26亿110.5万股$1.08亿105.5万股+5.0万股+4.72%加仓
MarinerMariner, LLC
0.1%0.1%#34$9,788.0万85.8万股$8,793.9万86.3万股-4,503股-0.52%减仓
ROCKLAND 信托ROCKLAND TRUST CO
3.65%3.33%#4$9,302.5万81.6万股$8,312.3万81.5万股+170股+0.02%加仓
Trust Point Inc.
6.43%5.68%#1$7,580.3万66.5万股$6,541.4万64.2万股+2.3万股+3.57%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#119$4,386.1万38.5万股$2,864.0万28.4万股+10.0万股+35.29%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#125$2,456.0万21.5万股$2,263.2万22.2万股-6,681股-3.01%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#87$2,419.1万21.2万股$2,146.0万21.0万股+1,577股+0.75%加仓
Stordahl Capital Management, Inc.
3.68%3.66%#3$2,007.9万17.6万股$1,778.4万17.4万股+1,586股+0.91%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#106$1,763.5万15.5万股$1,239.7万12.2万股+3.3万股+27.14%加仓
Avior Wealth Management, LLC
0.48%0.46%#12$1,616.3万15.9万股$1,616.3万15.9万股00.00%持仓不变
Lutz Financial Services LLC
0.79%0.79%#9$1,300.8万11.4万股$1,170.6万11.5万股-792股-0.69%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#126$1,225.3万10.7万股$1,103.3万10.8万股-803股-0.74%减仓
Aberdeen Wealth Management LLC
5.06%5.48%#2$1,057.1万9.3万股$1,202.2万11.8万股-2.5万股-21.42%减仓
BALANCED WEALTH GROUP LLC
3.21%#5$1,015.6万8.9万股$00股+8.9万股新买入
MidFirst Bank
0.68%0.71%#10$964.6万8.5万股$856.8万8.4万股+517股+0.62%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#128$838.8万7.4万股$909.0万8.9万股-1.6万股-17.53%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#77$838.4万7.4万股$746.2万7.3万股+308股+0.42%加仓
Savant资本Savant Capital, LLC
0.02%0.02%#55$782.5万7.2万股$372.9万3.7万股+3.6万股+98.18%加仓
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#91$613.6万5.4万股$558.6万5.5万股-1,001股-1.83%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%0.01%#111$602.7万5.3万股$836.5万8.2万股-2.9万股-35.61%减仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#90$511.0万4.5万股$463.7万4.5万股-691股-1.52%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.03%#70$453.1万4.0万股$775.2万7.6万股-3.6万股-47.76%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#83$420.1万3.7万股$325.8万3.2万股+5,378股+16.94%加仓
&Partners&PARTNERS
0.02%0.02%#68$381.9万3.3万股$339.3万3.3万股+280股+0.84%加仓
EP财富顾问EP Wealth Advisors, LLC
0.01%0.01%#71$375.8万3.3万股$302.1万3.0万股+3,312股+11.18%加仓
Allworth金融Allworth Financial LP
0.02%0.01%#66$373.1万3.3万股$345.3万3.4万股-1,165股-3.44%减仓
M1 Capital Management LLC
1.32%#7$358.2万3.1万股$00股+3.1万股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#160$344.6万3.0万股$284.5万2.9万股+1,696股+5.94%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#137$329.9万2.9万股$371.2万3.6万股-7,493股-20.58%减仓
富兰克林资源FRANKLIN RESOURCES INC
<0.01%<0.01%#141$327.4万2.9万股$292.6万2.9万股00.00%持仓不变
组成财富Composition Wealth, LLC
0.03%0.03%#49$282.0万2.5万股$254.2万2.5万股-215股-0.86%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#135$225.4万2.0万股$137.0万1.4万股+6,074股+44.31%加仓
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%<0.01%#110$222.5万2.0万股$195.8万1.9万股+305股+1.59%加仓
Moneta集团投资顾问MONETA GROUP INVESTMENT ADVISORS LLC
0.02%0.01%#69$205.2万1.8万股$187.0万1.8万股-350股-1.91%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#123$182.5万1.6万股$160.9万1.6万股+213股+1.35%加仓
Cornerstone Financial Management LLC
1.37%1.41%#6$170.4万1.5万股$154.2万1.5万股-181股-1.20%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#154$153.8万1.3万股$124.9万1.2万股+1,228股+10.02%加仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#115$151.2万1.3万股$206.2万2.0万股-6,975股-34.48%减仓
Fortitude Family Office, LLC
0.29%0.3%#17$150.1万1.3万股$134.2万1.3万股00.00%持仓不变
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#88$142.4万1.2万股$126.4万1.2万股+87股+0.70%加仓
SHUFRO ROSE & CO LLC
0.08%0.08%#37$133.9万1.2万股$112.0万1.1万股+750股+6.83%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#127$121.8万1.1万股$87.6万8,595股+2,079股+24.19%加仓
AQR资本管理AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#151$119.1万1.0万股$101.8万9,983股+460股+4.61%加仓
KeyBank国民银行KEYBANK NATIONAL ASSOCIATION/OH
<0.01%<0.01%#108$116.2万1.0万股$105.8万1.0万股-193股-1.86%减仓
PFG Advisors
0.06%0.05%#44$115.5万1.0万股$97.7万9,582股+542股+5.66%加仓
Heritage Investment Group, Inc.
0.15%0.15%#26$109.2万9,572股$97.6万9,572股00.00%持仓不变
AMERICAN FINANCIAL & TAX STRATEGIES INC
0.47%0.46%#13$103.7万9,094股$94.2万9,236股-142股-1.54%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#145$101.3万8,884股$134.1万1.3万股-4,265股-32.44%减仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.01%0.01%#94$95.2万8,349股$85.1万8,349股00.00%持仓不变
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#122$89.2万7,821股$69.7万6,837股+984股+14.39%加仓

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