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 302 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
112,893
shares
|
$11.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
107,498
shares
|
$11.4 Million
0.03% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
106,816
shares
|
$11.3 Million
0.03% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
105,293
shares
|
$11.1 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Aug 04, 2025 Q2 2025 |
102,743
shares
|
$10.9 Million
7.3% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
99,310
shares
|
$10.5 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.97%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
92,770
shares
|
$9.82 Million
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
82,887
shares
|
$8.77 Million
0.03% of portfolio
|
Q2 2025
Reduced 19.01%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
80,608
shares
|
$8.53 Million
3.98% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
77,837
shares
|
$8.24 Million
1.56% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Aug 06, 2025 Q2 2025 |
77,565
shares
|
$8.21 Million
3.73% of portfolio
|
Q2 2025
Added 9.69%
|
|
|
Asset Planning Corporation
|
Jul 23, 2025 Q2 2025 |
76,785
shares
|
$8.13 Million
4.3% of portfolio
|
Q2 2025
Added 27.36%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
71,080
shares
|
$7.52 Million
0.01% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
63,252
shares
|
$6.69 Million
0.02% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Jul 31, 2025 Q2 2025 |
61,700
shares
|
$6.53 Million
0.7% of portfolio
|
Q2 2025
Reduced 28.34%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
61,679
shares
|
$6.53 Million
0.53% of portfolio
|
Q2 2025
Reduced 21.38%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
60,790
shares
|
$6.43 Million
0.08% of portfolio
|
Q2 2025
Added 1064.34%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
59,944
shares
|
$6.34 Million
0.01% of portfolio
|
Q2 2025
Added 1249.18%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
54,261
shares
|
$5.74 Million
0.54% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
51,442
shares
|
$5.44 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.65%
|
|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
49,459
shares
|
$5.23 Million
1.66% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
44,011
shares
|
$4.66 Million
0.26% of portfolio
|
Q2 2025
Added 15.24%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
43,965
shares
|
$4.65 Million
0.01% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
43,895
shares
|
$4.65 Million
0.24% of portfolio
|
Q2 2025
Reduced 22.93%
|
|
|
Gibraltar Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
43,530
shares
|
$4.61 Million
0.7% of portfolio
|
Q2 2025
Added 212.72%
|