Institutional Ownership Vanguard S&P Mid Cap 400 ETF (IVOO)
This table provides information about the institutional ownership of Vanguard S&P Mid Cap 400 ETF (IVOO). We have compiled data on the 270 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,238,439
shares
|
$136 Million
0.01% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,008,175
shares
|
$111 Million
0.01% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
900,000
shares
|
$98.7 Million
4.43% of portfolio
|
Q1 2024
Reduced 8.16%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
768,517
shares
|
$84.2 Million
0.02% of portfolio
|
Q3 2024
Added 147691.73%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
611,854
shares
|
$67.1 Million
0.01% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
419,560
shares
|
$46 Million
0.04% of portfolio
|
Q3 2024
Added 13.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
308,746
shares
|
$33.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
265,096
shares
|
$29.1 Million
0.01% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
192,080
shares
|
$21.1 Million
0.01% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
188,629
shares
|
$20.7 Million
0.0% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
172,497
shares
|
$18.9 Million
1.81% of portfolio
|
Q3 2024
Reduced 26.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
161,044
shares
|
$17.7 Million
0.0% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
147,820
shares
|
$16.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
141,168
shares
|
$15.5 Million
1.31% of portfolio
|
Q4 2023
Reduced 1.61%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
140,061
shares
|
$15.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
139,737
shares
|
$15.3 Million
0.0% of portfolio
|
Q3 2024
Added 57.54%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
136,608
shares
|
$15 Million
4.19% of portfolio
|
Q3 2024
Added 90.96%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
134,142
shares
|
$14.7 Million
1.72% of portfolio
|
Q3 2024
Reduced 27.05%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
126,900
shares
|
$13.9 Million
1.53% of portfolio
|
Q3 2024
Added 30.69%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
124,156
shares
|
$13.6 Million
0.3% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
120,564
shares
|
$13.2 Million
0.23% of portfolio
|
Q3 2024
Added 83625.0%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
119,607
shares
|
$13.1 Million
0.11% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
105,293
shares
|
$11.5 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
100,879
shares
|
$11.1 Million
0.09% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
100,428
shares
|
$11 Million
0.04% of portfolio
|
Q3 2024
Added 12.65%
|