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 295 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 $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
105,293
shares
|
$10.6 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
103,343
shares
|
$10.5 Million
0.04% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
102,531
shares
|
$10.4 Million
0.09% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
100,718
shares
|
$10.2 Million
0.37% of portfolio
|
Q4 2024
Added 46.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
92,770
shares
|
$9.38 Million
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
87,973
shares
|
$8.9 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
77,596
shares
|
$7.85 Million
4.15% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
77,180
shares
|
$7.81 Million
1.51% of portfolio
|
Q4 2024
Added 29.98%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Jan 31, 2025 Q4 2024 |
70,562
shares
|
$7.14 Million
3.7% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
70,317
shares
|
$7.11 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.74%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
67,120
shares
|
$6.79 Million
0.01% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
62,812
shares
|
$6.35 Million
0.68% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
59,036
shares
|
$5.97 Million
0.01% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
58,462
shares
|
$5.91 Million
3.88% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
58,284
shares
|
$5.89 Million
0.02% of portfolio
|
Q4 2024
Added 107.1%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
54,795
shares
|
$5.54 Million
0.02% of portfolio
|
Q4 2024
Added 12.1%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
53,417
shares
|
$5.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.6%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
49,537
shares
|
$5.01 Million
1.72% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Feb 13, 2025 Q4 2024 |
46,975
shares
|
$4.75 Million
0.07% of portfolio
|
Q4 2024
Reduced 27.08%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
45,347
shares
|
$4.59 Million
0.03% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
39,661
shares
|
$4.01 Million
0.13% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
39,249
shares
|
$3.97 Million
0.34% of portfolio
|
Q4 2024
Reduced 16.15%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
38,946
shares
|
$3.94 Million
0.03% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
37,718
shares
|
$3.81 Million
0.0% of portfolio
|
Q1 2023
Added 99.74%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
36,937
shares
|
$3.74 Million
0.01% of portfolio
|
Q4 2024
Added 1.82%
|