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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
1,105
shares
|
$113,384
0.04% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
1,065
shares
|
$109,279
0.01% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,048
shares
|
$107,535
0.0% of portfolio
|
Q1 2025
Reduced 21.08%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
1,000
shares
|
$102,610
0.05% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
948
shares
|
$97,274
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
948
shares
|
$97,274
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
880
shares
|
$90,296
0.01% of portfolio
|
Q2 2023
Added 220.0%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
856
shares
|
$87,834
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
822
shares
|
$84,345
0.04% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
810
shares
|
$83,114
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
792
shares
|
$81,267
0.03% of portfolio
|
Q1 2025
Reduced 14.19%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
680
shares
|
$69,774
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
631
shares
|
$64,746
0.03% of portfolio
|
Q3 2024
Reduced 16.53%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
620
shares
|
$63,618
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
600
shares
|
$61,566
0.01% of portfolio
|
Q3 2024
Reduced 68.42%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
571
shares
|
$58,590
0.0% of portfolio
|
Q4 2024
Reduced 24.77%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
567
shares
|
$58,179
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
510
shares
|
$52,331
0.02% of portfolio
|
Q1 2025
Reduced 46.15%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
495
shares
|
$50,791
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
485
shares
|
$49,765
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
481
shares
|
$49,355
0.06% of portfolio
|
Q2 2022
Reduced 82.22%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
469
shares
|
$48,124
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
451
shares
|
$46,277
0.0% of portfolio
|
Q1 2025
Added 125.5%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
442
shares
|
$45,353
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
400
shares
|
$41,044
0.0% of portfolio
|
Q2 2024
New holding
|