IVOV

Vanguard S&p Mid-cap 400 Val

Latest period2024 - Q4Total superinvestors19

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 19 superinvestors own shares of Vanguard S&p Mid-cap 400 Val (IVOV), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Vanguard S&p Mid-cap 400 Val (IVOV), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Vanguard S&p Mid-cap 400 Val (IVOV) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Vanguard S&p Mid-cap 400 Val (IVOV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Arthur Cooper@Cooper Financial Group
Recent Activity
Increased 4.29%
0.04%
$265,264
2,776 shares@ 95.56 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 3.52%
0.01%
$261,124
2,648 shares@ 98.62 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 0.8%
0.01%
$218,745
2,289 shares@ 95.57 avg price
Jeffrey Smith@Eastern Bank
Recent Activity
Increased 109.38%
0.01%
$128,045
1,340 shares@ 95.56 avg price
James Walter@Founders Capital Management
Recent Activity
0.05%
$73,578
770 shares@ 95.56 avg price
BRUCE G ALLEN@Bruce G. Allen Investments, Llc
Recent Activity
Increased 1.73%
0.06%
$67,561
707 shares@ 95.57 avg price
Catherine Walker@Pinnacle Bancorp, Inc.
Recent Activity
Increased 803.13%
0.02%
$55,231
578 shares@ 95.56 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
0.01%
$25,609
268 shares@ 95.56 avg price
Dalyce Young Tinoco@Cva Family Office, Llc
Recent Activity
0.01%
$2,102
22 shares@ 95.55 avg price