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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Vanguard S&P Mid-Cap 400 Value ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
14,940
Value (USD)
$1,704,228
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IVOV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IVOV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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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No records are available for this view.

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.

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