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 |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
400
shares
|
$41,044
0.0% of portfolio
|
Q1 2023
Added 92.31%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
390
shares
|
$40,017
0.0% of portfolio
|
Q4 2020
Reduced 10.55%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
371
shares
|
$38,068
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
350
shares
|
$35,913
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
316
shares
|
$32,424
0.01% of portfolio
|
Q2 2023
Reduced 24.04%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
294
shares
|
$30,167
0.0% of portfolio
|
Q3 2024
Added 25.64%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
285
shares
|
$29,243
0.01% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
269
shares
|
$27,602
0.0% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
268
shares
|
$27,499
0.0% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
259
shares
|
$26,575
0.0% of portfolio
|
Q1 2022
Added 178.49%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
258
shares
|
$26,473
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
246
shares
|
$25,242
0.0% of portfolio
|
Q2 2024
Reduced 19.61%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
240
shares
|
$24,626
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
215
shares
|
$22,061
0.02% of portfolio
|
Q1 2020
Reduced 25.35%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
200
shares
|
$20,522
0.01% of portfolio
|
Q1 2025
Reduced 30.56%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
183
shares
|
$18,777
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
180
shares
|
$18,469
0.0% of portfolio
|
Q1 2025
Added 130.77%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
154
shares
|
$15,801
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
152
shares
|
$15,596
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
150
shares
|
$15,391
0.01% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
149
shares
|
$15,288
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
141
shares
|
$14,468
0.0% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
129
shares
|
$13,236
0.0% of portfolio
|
Q1 2025
Reduced 93.95%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
90
shares
|
$9,234
0.0% of portfolio
|
Q3 2024
Reduced 52.63%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
82
shares
|
$8,414
0.0% of portfolio
|
Q2 2024
Reduced 32.79%
|