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 |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
490
shares
|
$51,861
0.02% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
481
shares
|
$50,909
0.06% of portfolio
|
Q2 2022
Reduced 82.22%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
442
shares
|
$46,781
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
408
shares
|
$43,182
0.0% of portfolio
|
Q2 2025
Reduced 13.01%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
405
shares
|
$42,865
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
400
shares
|
$42,336
0.0% of portfolio
|
Q1 2023
Added 92.31%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
400
shares
|
$42,336
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
390
shares
|
$41,277
0.0% of portfolio
|
Q4 2020
Reduced 10.55%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
378
shares
|
$40,007
0.0% of portfolio
|
Q2 2025
Added 53.66%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
376
shares
|
$39,795
0.0% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
371
shares
|
$39,266
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
316
shares
|
$33,445
0.01% of portfolio
|
Q2 2023
Reduced 24.04%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
285
shares
|
$30,164
0.02% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
271
shares
|
$28,682
0.0% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
269
shares
|
$28,470
0.0% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
268
shares
|
$28,365
0.0% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
259
shares
|
$27,412
0.0% of portfolio
|
Q1 2022
Added 178.49%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
258
shares
|
$27,306
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
253
shares
|
$26,777
0.0% of portfolio
|
Q2 2025
Added 96.12%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
251
shares
|
$26,565
0.0% of portfolio
|
Q2 2025
Reduced 44.35%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
240
shares
|
$25,401
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
215
shares
|
$22,755
0.02% of portfolio
|
Q1 2020
Reduced 25.35%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
202
shares
|
$21,379
0.0% of portfolio
|
Q2 2025
Reduced 90.39%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
200
shares
|
$21,168
0.01% of portfolio
|
Q1 2025
Reduced 30.56%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
180
shares
|
$19,051
0.0% of portfolio
|
Q1 2025
Added 130.77%
|