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 297 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 $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
90
shares
|
$8,869
0.0% of portfolio
|
Q3 2024
Reduced 52.63%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
89
shares
|
$8,770
0.0% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
82
shares
|
$8,081
0.0% of portfolio
|
Q2 2024
Reduced 32.79%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
77
shares
|
$7,588
0.0% of portfolio
|
Q3 2024
Added 35.09%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
66
shares
|
$6,504
0.0% of portfolio
|
Q3 2024
Reduced 81.2%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
60
shares
|
$5,913
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
57
shares
|
$5,617
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
50
shares
|
$4,927
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
48
shares
|
$4,730
0.0% of portfolio
|
Q1 2025
Reduced 92.23%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
45
shares
|
$4,434
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
42
shares
|
$4,139
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
42
shares
|
$4,139
0.0% of portfolio
|
Q4 2024
Reduced 87.93%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
40
shares
|
$3,942
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
30
shares
|
$2,956
0.0% of portfolio
|
Q1 2023
Added 900.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
28
shares
|
$2,759
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
26
shares
|
$2,562
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
10
shares
|
$985
0.0% of portfolio
|
Q4 2024
Reduced 95.58%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
10
shares
|
$985
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
6
shares
|
$591
0.0% of portfolio
|
Q4 2024
New holding
|