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 309 institutions that hold shares in the stock, with a total of 13.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
822
shares
|
$89,269
0.04% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
810
shares
|
$87,966
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
800
shares
|
$86,880
0.01% of portfolio
|
Q2 2025
Reduced 24.88%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
792
shares
|
$86,011
0.03% of portfolio
|
Q1 2025
Reduced 14.19%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
769
shares
|
$83,513
0.0% of portfolio
|
Q3 2025
Added 104.52%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
631
shares
|
$68,526
0.03% of portfolio
|
Q3 2024
Reduced 16.53%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
620
shares
|
$67,332
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
570
shares
|
$61,902
0.02% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
567
shares
|
$61,576
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
560
shares
|
$60,816
0.0% of portfolio
|
Q2 2025
Reduced 46.56%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
538
shares
|
$58,426
0.0% of portfolio
|
Q3 2025
Added 389.09%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
495
shares
|
$53,757
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
485
shares
|
$52,671
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
481
shares
|
$52,236
0.06% of portfolio
|
Q2 2022
Reduced 82.22%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
456
shares
|
$49,521
0.0% of portfolio
|
Q3 2025
Added 81.67%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
453
shares
|
$49,195
0.02% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
442
shares
|
$48,001
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
400
shares
|
$43,440
0.0% of portfolio
|
Q1 2023
Added 92.31%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
400
shares
|
$43,440
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
390
shares
|
$42,354
0.0% of portfolio
|
Q4 2020
Reduced 10.55%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
371
shares
|
$40,290
0.0% of portfolio
|
Q3 2025
Reduced 29.06%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
371
shares
|
$40,290
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
359
shares
|
$38,987
0.0% of portfolio
|
Q3 2025
Added 77.72%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
316
shares
|
$34,317
0.01% of portfolio
|
Q2 2023
Reduced 24.04%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
270
shares
|
$29,322
0.0% of portfolio
|
Q3 2025
Added 0.37%
|
|