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 |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
107,430
shares
|
$11 Million
0.39% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
106,743
shares
|
$11 Million
0.03% of portfolio
|
Q4 2024
Reduced 16.94%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
105,293
shares
|
$10.8 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Coign Capital Advisors LLC
Draper, UT |
May 09, 2025 Q1 2025 |
103,959
shares
|
$10.7 Million
7.89% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
102,430
shares
|
$10.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
102,342
shares
|
$10.5 Million
0.04% of portfolio
|
Q1 2025
Added 16.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
92,770
shares
|
$9.52 Million
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
86,100
shares
|
$8.83 Million
1.0% of portfolio
|
Q1 2025
Reduced 31.72%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
78,778
shares
|
$8.08 Million
1.48% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
78,450
shares
|
$8.05 Million
0.72% of portfolio
|
Q1 2025
Reduced 49.8%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
77,735
shares
|
$7.98 Million
3.97% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
May 15, 2025 Q1 2025 |
70,715
shares
|
$7.26 Million
3.59% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
67,512
shares
|
$6.93 Million
0.01% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Asset Planning Corporation
|
May 12, 2025 Q1 2025 |
60,290
shares
|
$6.19 Million
3.53% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
60,272
shares
|
$6.18 Million
0.01% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
59,737
shares
|
$6.13 Million
0.6% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
58,253
shares
|
$5.98 Million
0.02% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
56,952
shares
|
$5.84 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
49,537
shares
|
$5.08 Million
1.65% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
43,846
shares
|
$4.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
43,507
shares
|
$4.46 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.35%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
39,688
shares
|
$4.07 Million
0.12% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
39,595
shares
|
$4.06 Million
0.32% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
38,190
shares
|
$3.92 Million
0.2% of portfolio
|
Q1 2025
Added 11.98%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
38,150
shares
|
$3.91 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.04%
|