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
Shauna Haglof@Rockland Trust Co
Recent Activity
Decreased -0.33%
3.9%
$76.637M
802,012 shares@ 95.56 avg price
Maxim Meyers@Octavia Wealth Advisors, Llc
Recent Activity
Decreased -0.12%
2.06%
$16.931M
177,186 shares@ 95.56 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.01%
0.02%
$8.578M
89,606 shares@ 95.73 avg price
Alisha Arvold@Christopher J. Hasenberg, Inc
Recent Activity
Increased 203177.28%
1.73%
$4.273M
44,721 shares@ 95.56 avg price
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Decreased -7.82%
0.05%
$2.125M
22,236 shares@ 95.56 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Decreased -0.14%
0.07%
$1.675M
17,525 shares@ 95.56 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Decreased -6.78%
0.02%
$648,444
6,786 shares@ 95.56 avg price
Emma Seiler@Redhawk Wealth Advisors, Inc.
Recent Activity
Decreased -0.39%
0.08%
$530,604
5,553 shares@ 95.56 avg price
Cherri Lamkin@Atlas Brown,inc.
Recent Activity
0.15%
$410,987
4,301 shares@ 95.56 avg price
Patrick Hayes@Wealthquest Corp
Recent Activity
0.03%
$337,313
3,530 shares@ 95.56 avg price