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 302 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
1,972
shares
|
$208,716
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,968
shares
|
$208,293
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Aug 14, 2025 Q2 2025 |
1,938
shares
|
$205,117
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
1,934
shares
|
$204,694
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,709
shares
|
$180,880
0.0% of portfolio
|
Q2 2025
Reduced 12.22%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,704
shares
|
$180,351
0.06% of portfolio
|
Q4 2022
Reduced 42.88%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
1,704
shares
|
$180,351
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
1,665
shares
|
$176,223
0.0% of portfolio
|
Q2 2025
Reduced 21.13%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
1,280
shares
|
$135,475
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,206
shares
|
$127,643
0.0% of portfolio
|
Q2 2024
Added 18.24%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,105
shares
|
$116,953
0.04% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
1,000
shares
|
$105,840
0.05% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
948
shares
|
$100,336
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
880
shares
|
$93,139
0.01% of portfolio
|
Q2 2023
Added 220.0%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
822
shares
|
$87,000
0.04% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
810
shares
|
$85,730
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
800
shares
|
$84,672
0.01% of portfolio
|
Q2 2025
Reduced 24.88%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
792
shares
|
$83,825
0.03% of portfolio
|
Q1 2025
Reduced 14.19%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
631
shares
|
$66,785
0.03% of portfolio
|
Q3 2024
Reduced 16.53%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
620
shares
|
$65,620
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
567
shares
|
$60,011
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
560
shares
|
$59,270
0.0% of portfolio
|
Q2 2025
Reduced 46.56%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
557
shares
|
$58,952
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
523
shares
|
$55,354
0.0% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
495
shares
|
$52,390
0.03% of portfolio
|
Q4 2022
New holding
|