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 266 institutions that hold shares in the stock, with a total of 9.82 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
28,292
shares
|
$3.09 Million
0.35% of portfolio
|
Q3 2024
Added 38.74%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
28,143
shares
|
$3.08 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.18%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
27,973
shares
|
$3.06 Million
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
26,003
shares
|
$2.84 Million
0.0% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
25,854
shares
|
$2.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
25,119
shares
|
$2.75 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
21,347
shares
|
$2.33 Million
1.14% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
21,299
shares
|
$2.33 Million
0.04% of portfolio
|
Q1 2024
Added 2.97%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
20,768
shares
|
$2.27 Million
0.01% of portfolio
|
Q3 2024
Added 10.9%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
20,734
shares
|
$2.27 Million
0.03% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
19,830
shares
|
$2.17 Million
0.24% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
18,280
shares
|
$2 Million
0.24% of portfolio
|
Q4 2024
Reduced 22.75%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
18,200
shares
|
$1.99 Million
0.05% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
17,574
shares
|
$1.92 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
16,112
shares
|
$1.76 Million
1.52% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
14,899
shares
|
$1.63 Million
0.1% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
14,861
shares
|
$1.62 Million
0.02% of portfolio
|
Q4 2023
Added 6.79%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
14,139
shares
|
$1.55 Million
0.36% of portfolio
|
Q3 2024
Added 10.44%
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Nov 14, 2024 Q3 2024 |
13,920
shares
|
$1.52 Million
0.57% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
13,845
shares
|
$1.51 Million
0.74% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
13,562
shares
|
$1.48 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
13,226
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
12,791
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,740
shares
|
$1.39 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
12,710
shares
|
$1.39 Million
0.06% of portfolio
|
Q3 2024
Added 28.71%
|