Skip to content
Disclosery

IVOV VANGUARD ADMIRAL FDS INC

Follow

ETF (fund)

146 managers (147 13F filers) reported a position in IVOV shares at 2024-12-31, 4,327,691 shares in all. 10 filers opened a position and 7 filers sold out during the quarter.

Managers
146
13F filers
147
New
10
Added
38
Reduced
46
Sold out
7
Shares held by filers
4,327,691

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Mariner, LLCin group Mariner, LLC826,203$78.9M0.13%-12,28613F-HRTimelineGroup
ROCKLAND TRUST CO802,012$76.6M3.9%-2,66913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/288,261$27.5M<0.01%+14,19713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY230,556$22M<0.01%-12,10813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC192,171$18.4M0.01%13F-HR/ATimelineGroup
Octavia Wealth Advisors, LLC177,186$16.9M2.05%-22113F-HRTimeline
Stordahl Capital Management, Inc.165,024$15.8M3.73%-5,28413F-HRTimeline
Aberdeen Wealth Management LLC123,122$11.8M8.06%-8613F-HRTimeline
Lutz Financial Services LLC121,897$11.6M0.94%-89813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…116,841$11.2M0.01%+1,59313F-HRTimelineGroup
UBS Group AGin group UBS Group AG103,598$9.9M<0.01%-3,83113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…99,652$9.52M0.02%+10,04713F-HR/ATimeline
LPL Financial LLC91,865$8.78M<0.01%+88213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN85,619$8.18M<0.01%+4,01113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC71,138$6.8M0.04%-1,69813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC49,613$4.74M0.01%+8,67213F-HRTimeline
Christopher J. Hasenberg, Inc44,721$4.27M1.72%+44,69913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC43,183$4.13M0.03%-1,08613F-HRTimelineGroup
Allworth Financial LP38,351$3.82M0.02%new13F-HRTimeline
&PARTNERS34,425$3.31M0.04%-8813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP31,231$2.98M<0.01%+3,58413F-HRTimelineGroup
EP Wealth Advisors, LLC29,600$2.83M0.02%+8913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources28,720$2.74M<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,522$2.25M<0.01%+67013F-HRTimelineGroup
Composition Wealth, LLC22,236$2.12M0.04%-1,88813F-HRTimeline
Private Advisor Group, LLC20,148$1.93M0.01%-1,44113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…18,377$1.76M<0.01%-7713F-HRTimelineGroup
Avior Wealth Management, LLC17,525$1.67M0.06%-2613F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC14,904$1.42M0.74%-10313F-HRTimeline
Cetera Investment Advisers13,629$1.3M<0.01%+5,92813F-HRTimeline
PFG Advisors13,589$1.3M0.08%-15213F-HRTimeline
Independent Advisor Alliance13,397$1.28M0.02%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,695$1.21M<0.01%-91213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,633$1.21M<0.01%-9013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC12,087$1.15M0.02%-8013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…10,346$989K<0.01%-10313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,143$969K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning9,979$954K<0.01%-5313F-HRTimelineGroup
Heritage Investment Group, Inc.9,572$915K0.17%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,971$857K0.01%+38913F-HRTimelineGroup
Spectrum Investment Advisors, Inc.8,826$843K0.56%+56913F-HRTimeline
Horizon Investment Services, LLC8,235$787K0.33%-6013F-HRTimeline
MML INVESTORS SERVICES, LLC7,906$755K<0.01%-9,93413F-HRTimeline
D.A. DAVIDSON & CO.7,833$748K0.01%-4713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,754$741K<0.01%+99913F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS7,480$715K<0.01%+913F-HRTimeline
Factorial Partners, LLC7,000$669K0.38%013F-HRTimeline
Naviter Wealth, LLC6,851$655K0.08%new13F-HRTimeline
Merit Financial Group, LLC6,786$648K0.01%-49413F-HRTimeline
OFC FINANCIAL PLANNING, LLC6,214$594K0.63%13F-HRTimeline
SHUFRO ROSE & CO LLC6,110$584K0.05%-15013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,057$579K<0.01%-3,42213F-HRTimelineGroup
CIBC WORLD MARKET INC.5,594$535K<0.01%-16013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC5,554$531K0.08%+15013F-HRTimeline
Redhawk Wealth Advisors, Inc.5,553$531K0.07%-2213F-HRTimeline
HANOVER ADVISORS INC5,231$500K0.21%-79013F-HRTimeline
Valmark Advisers, Inc.4,797$458K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,769$456K0.01%013F-HRTimelineGroup
Sovran Advisors, LLC4,629$448K0.06%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,563$436K0.02%+73613F-HRTimelineGroup
Ifrah Financial Services, Inc.4,519$432K0.12%+2,22913F-HRTimeline
Rodgers & Associates, LTD4,506$431K0.05%013F-HRTimeline
Meridian Wealth Management, LLC4,454$426K0.02%+7513F-HRTimeline
HARBOUR INVESTMENTS, INC.4,413$422K0.01%-13313F-HRTimeline
BHK Investment Advisors, LLC4,400$420K0.16%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,311$412K<0.01%-55013F-HRTimelineGroup
Atlas Brown,Inc.4,301$411K0.14%013F-HRTimeline
Atria Wealth Solutions, Inc.4,075$389K<0.01%-613F-HRTimeline
Cambridge Financial Group, LLC3,989$381K0.16%+4513F-HRTimeline
Manchester Capital Management LLC3,988$381K0.04%013F-HRTimeline
IHT Wealth Management, LLC3,941$377K0.01%+10313F-HRTimeline
Cambridge Investment Research Advisors,…3,907$373K<0.01%+8113F-HRTimeline
Glenview Trust Co3,870$370K0.01%013F-HRTimeline
Hobart Private Capital, LLC3,756$359K0.09%013F-HRTimeline
Trail Ridge Investment Advisors, LLC3,754$359K0.17%-6013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding3,708$354K-45Timeline
Wealthquest Corp3,530$337K0.03%013F-HRTimeline
AMG National Trust Bank3,480$333K0.01%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding3,466$331K0Timeline
HighTower Advisors, LLC3,431$328K<0.01%+113F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,142$300K0.03%013F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,072$294K0.01%+5213F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC2,980$285K0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,862$273K0.02%-10,69613F-HRTimeline
WealthCollab, LLC2,808$268K0.17%013F-HRTimeline
Cooper Financial Group2,776$265K0.03%+11413F-HRTimeline
IFG Advisors, LLC2,770$265K0.05%013F-HRTimeline
Mutual Advisors, LLC2,648$261K0.01%+9013F-HRTimeline
Western Wealth Management, LLC2,581$247K0.02%-1513F-HR/ATimeline
Virtu Financial LLCin group Virtu Financial LLC2,579$246K0.01%-15,34513F-HRTimelineGroup
Keystone Financial Group2,490$238K0.02%+913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,386$228K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,383$228K<0.01%+2,12913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,360$226K<0.01%+4013F-HRTimelineGroup
Kingsview Wealth Management, LLC2,301$220K<0.01%-26013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,289$219K0.01%+1813F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.2,268$217K0.01%+1813F-HR/ATimelineGroup
SILVER OAK WEALTH ADVISORS SERVICES, LLC2,255$215K0.19%13F-HRTimeline
SYNOVUS FINANCIAL CORP2,223$213K<0.01%-2,21713F-HRTimeline
Asset Dedication, LLC2,214$212K0.02%013F-HRTimeline
Texas Yale Capital Corp.2,200$210K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,136$204K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,885$180K<0.01%-2,56713F-HRTimelineGroup
Hanson & Doremus Investment Management1,504$144K0.02%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,400$134K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC1,347$129K0.04%13F-HRTimeline
EASTERN BANK1,340$128K<0.01%+70013F-HRTimeline
HOWE & RUSLING INC1,326$127K0.01%new13F-HRTimeline
MAI Capital Management1,201$115K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC1,150$110K0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,126$108K<0.01%-25313F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,026$102K0.01%013F-HRTimeline
Larson Financial Group LLC976$93.3K<0.01%+95213F-HRTimeline
Global Retirement Partners, LLC888$84.9K<0.01%+63013F-HRTimeline
TEACHERS INSURANCE & ANNUITY ASSOCIATIO…in group TIAA791$75.6K0.1%-3113F-HRTimelineGroup
Founders Capital Management770$73.6K0.05%013F-HRTimeline
Archer Investment Corp722$69K0.02%new13F-HRTimeline
Bruce G. Allen Investments, LLC707$67.6K0.05%+1213F-HRTimeline
VSM Wealth Advisory, LLC600$57.3K0.02%13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.600$57.3K0.05%13F-HRTimeline
Aptus Capital Advisors, LLC593$56.6K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.578$55.2K0.02%+51413F-HRTimeline
NFSG Corp444$42.4K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC438$42K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.385$38.2K0.02%13F-HRTimeline
Sandy Spring Bank400$38.2K<0.01%013F-HRTimeline
COMERICA BANK391$37.4K<0.01%-15013F-HR/ATimeline
Glass Jacobson Investment Advisors llc381$36.4K0.01%+613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Federation des caisses Desjardins du Qu…328$31.3K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…294$28.1K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC274$26.2K<0.01%+3013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC268$25.6K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.226$21.6K0.01%013F-HRTimeline
Geneos Wealth Management Inc.224$21.4K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV208$19.9K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC206$19.7K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.166$15.9K<0.01%013F-HRTimeline
Anchor Investment Management, LLC138$13.2K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…100$9.56K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.85$8.12K<0.01%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC74$7.07K<0.01%013F-HRTimeline
Painted Porch Advisors LLC62$5.94K<0.01%013F-HRTimeline
CVA Family Office, LLC22$2.1K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC20$1.91K<0.01%13F-HRTimeline
SIGNATUREFD, LLC14$1.34K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.7$669<0.01%-113F-HR/ATimeline

Events

  • International City Management Association Retirement Corp reported 1,137,581 IVOV shares, 10% of the class, as of 2026-09-15, in a 13G/A filed 2026-10-07. 0001691813-26-000018

    Accepted , ingested