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 296 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.25 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
|
$141 Million
0.01% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
910,201
shares
|
$93.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.16%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
854,799
shares
|
$87.7 Million
0.02% of portfolio
|
Q1 2025
Added 14.64%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
853,272
shares
|
$87.6 Million
0.01% of portfolio
|
Q1 2025
Added 2162.24%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
May 12, 2025 Q1 2025 |
750,000
shares
|
$77 Million
3.02% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
486,406
shares
|
$49.9 Million
0.04% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
380,759
shares
|
$39.1 Million
0.66% of portfolio
|
Q1 2025
Added 40.23%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
308,127
shares
|
$31.6 Million
0.01% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
303,747
shares
|
$31.2 Million
6.76% of portfolio
|
Q1 2025
Reduced 13.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
292,247
shares
|
$30 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.58%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
252,047
shares
|
$25.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
239,380
shares
|
$24.6 Million
0.01% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
201,158
shares
|
$20.6 Million
0.0% of portfolio
|
Q1 2025
Added 36.51%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
195,972
shares
|
$20.1 Million
0.0% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
192,080
shares
|
$19.7 Million
0.01% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
191,464
shares
|
$19.6 Million
5.34% of portfolio
|
Q1 2025
Added 22.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
187,637
shares
|
$19.3 Million
0.01% of portfolio
|
Q1 2025
Added 251.27%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
162,315
shares
|
$16.7 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
149,666
shares
|
$15.4 Million
0.02% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
141,168
shares
|
$14.5 Million
1.31% of portfolio
|
Q4 2023
Reduced 1.61%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
137,796
shares
|
$14.1 Million
1.7% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
132,189
shares
|
$13.6 Million
0.35% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
112,955
shares
|
$11.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 21.4%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
111,961
shares
|
$11.5 Million
0.09% of portfolio
|
Q1 2025
Added 9.2%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
107,910
shares
|
$11.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 7.2%
|