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 |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
268
shares
|
$29,104
0.0% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
259
shares
|
$28,127
0.0% of portfolio
|
Q1 2022
Added 178.49%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
258
shares
|
$28,018
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
252
shares
|
$27,367
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
248
shares
|
$26,932
0.0% of portfolio
|
Q3 2025
Reduced 92.06%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
240
shares
|
$26,064
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
215
shares
|
$23,349
0.02% of portfolio
|
Q1 2020
Reduced 25.35%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
200
shares
|
$21,720
0.01% of portfolio
|
Q1 2025
Reduced 30.56%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
181
shares
|
$19,656
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
180
shares
|
$19,548
0.0% of portfolio
|
Q1 2025
Added 130.77%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
170
shares
|
$18,462
0.0% of portfolio
|
Q2 2025
Reduced 80.14%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
154
shares
|
$16,724
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
150
shares
|
$16,290
0.01% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
149
shares
|
$16,181
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
139
shares
|
$15,095
0.0% of portfolio
|
Q3 2025
Reduced 48.71%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
129
shares
|
$14,009
0.0% of portfolio
|
Q2 2025
Added 67.53%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
126
shares
|
$13,683
0.0% of portfolio
|
Q3 2025
Reduced 50.2%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
100
shares
|
$10,860
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
90
shares
|
$9,774
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
82
shares
|
$8,905
0.0% of portfolio
|
Q2 2024
Reduced 32.79%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
78
shares
|
$8,470
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
66
shares
|
$7,167
0.0% of portfolio
|
Q3 2024
Reduced 81.2%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
57
shares
|
$6,190
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
50
shares
|
$5,430
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
42
shares
|
$4,561
0.01% of portfolio
|
Q4 2022
New holding
|
|