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 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
400
shares
|
$40,152
0.0% of portfolio
|
Q1 2023
Added 92.31%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
400
shares
|
$40,152
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
390
shares
|
$39,148
0.0% of portfolio
|
Q4 2020
Reduced 10.55%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
371
shares
|
$37,240
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
355
shares
|
$35,634
0.0% of portfolio
|
Q4 2024
Added 75.74%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
350
shares
|
$35,133
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
316
shares
|
$31,720
0.01% of portfolio
|
Q2 2023
Reduced 24.04%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
294
shares
|
$29,511
0.0% of portfolio
|
Q1 2024
Added 286.84%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
294
shares
|
$29,511
0.0% of portfolio
|
Q3 2024
Added 25.64%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
288
shares
|
$28,909
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
284
shares
|
$28,507
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
276
shares
|
$27,704
0.0% of portfolio
|
Q4 2024
Added 37.31%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
268
shares
|
$26,901
0.0% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
259
shares
|
$25,998
0.0% of portfolio
|
Q1 2022
Added 178.49%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
258
shares
|
$25,898
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
246
shares
|
$24,693
0.0% of portfolio
|
Q2 2024
Reduced 19.61%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
240
shares
|
$24,091
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
215
shares
|
$21,581
0.02% of portfolio
|
Q1 2020
Reduced 25.35%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
200
shares
|
$20,076
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
154
shares
|
$15,458
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
150
shares
|
$15,057
0.01% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
149
shares
|
$14,956
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
142
shares
|
$14,253
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
141
shares
|
$14,153
0.0% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
90
shares
|
$9,034
0.0% of portfolio
|
Q3 2024
Reduced 52.63%
|