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 301 institutions that hold shares in the stock, with a total of 12.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,373,549
shares
|
$146 Million
0.01% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
910,201
shares
|
$96.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.16%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
854,799
shares
|
$90.9 Million
0.02% of portfolio
|
Q1 2025
Added 14.64%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
853,272
shares
|
$90.7 Million
0.01% of portfolio
|
Q1 2025
Added 2162.24%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
750,000
shares
|
$79.7 Million
2.95% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
539,465
shares
|
$57.4 Million
0.92% of portfolio
|
Q2 2025
Added 41.68%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
486,406
shares
|
$51.7 Million
0.04% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
308,127
shares
|
$32.8 Million
0.01% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
292,247
shares
|
$31.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.58%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
256,737
shares
|
$27.3 Million
0.01% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
239,380
shares
|
$25.5 Million
0.01% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
201,158
shares
|
$21.4 Million
0.0% of portfolio
|
Q1 2025
Added 36.51%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
195,972
shares
|
$20.8 Million
0.0% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
192,080
shares
|
$20.4 Million
0.01% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
191,464
shares
|
$20.4 Million
5.34% of portfolio
|
Q1 2025
Added 22.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
187,637
shares
|
$20 Million
0.01% of portfolio
|
Q1 2025
Added 251.27%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
162,315
shares
|
$17.3 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
149,772
shares
|
$15.9 Million
0.02% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
141,168
shares
|
$15 Million
1.31% of portfolio
|
Q4 2023
Reduced 1.61%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
140,767
shares
|
$15 Million
0.27% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
131,296
shares
|
$14 Million
0.1% of portfolio
|
Q2 2025
Added 17.27%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
112,955
shares
|
$12 Million
0.02% of portfolio
|
Q1 2025
Reduced 21.4%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
107,430
shares
|
$11.4 Million
0.39% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
106,816
shares
|
$11.4 Million
0.03% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
106,743
shares
|
$11.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 16.94%
|