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 291 institutions that hold shares in the stock, with a total of 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,299,749
shares
|
$141 Million
0.01% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,024,565
shares
|
$111 Million
0.01% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Jan 27, 2025 Q4 2024 |
900,000
shares
|
$97.5 Million
3.79% of portfolio
|
Q1 2024
Reduced 8.16%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
745,633
shares
|
$80.8 Million
0.01% of portfolio
|
Q4 2024
Added 21.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
458,632
shares
|
$49.7 Million
0.04% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Mcia Inc
|
Feb 13, 2025 Q4 2024 |
349,199
shares
|
$37.8 Million
7.83% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
334,295
shares
|
$36.2 Million
0.01% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
291,814
shares
|
$31.6 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
271,525
shares
|
$29.4 Million
0.5% of portfolio
|
Q4 2024
Added 125.21%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
254,231
shares
|
$27.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
224,943
shares
|
$24.4 Million
0.01% of portfolio
|
Q4 2024
Added 19.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
192,080
shares
|
$20.8 Million
0.01% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
169,847
shares
|
$18.4 Million
0.0% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
166,149
shares
|
$18 Million
0.1% of portfolio
|
Q4 2024
Added 10219.81%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
156,625
shares
|
$17 Million
4.11% of portfolio
|
Q4 2024
Added 14.65%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
156,273
shares
|
$16.9 Million
1.6% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
148,196
shares
|
$16 Million
0.02% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
147,357
shares
|
$16 Million
0.0% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
143,705
shares
|
$15.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
141,168
shares
|
$15.3 Million
1.31% of portfolio
|
Q4 2023
Reduced 1.61%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
134,142
shares
|
$14.5 Million
1.72% of portfolio
|
Q3 2024
Reduced 27.05%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
126,100
shares
|
$13.7 Million
1.53% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
125,409
shares
|
$13.6 Million
0.32% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
116,282
shares
|
$12.6 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Feb 13, 2025 Q4 2024 |
110,228
shares
|
$11.9 Million
10.71% of portfolio
|
Q4 2024
New holding
|