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 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
36,937
shares
|
$3.43 Million
0.01% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
36,164
shares
|
$3.36 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
First American Bank
Dundee, IL |
Feb 05, 2025 Q4 2024 |
34,787
shares
|
$3.23 Million
0.26% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
34,263
shares
|
$3.18 Million
0.65% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
34,105
shares
|
$3.16 Million
0.21% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
Feb 13, 2025 Q4 2024 |
33,264
shares
|
$3.09 Million
3.67% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
29,257
shares
|
$2.72 Million
0.32% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
28,898
shares
|
$2.68 Million
0.36% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
28,515
shares
|
$2.65 Million
0.0% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
26,731
shares
|
$2.48 Million
0.02% of portfolio
|
Q4 2024
Added 28.71%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
26,486
shares
|
$2.46 Million
0.0% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
25,853
shares
|
$2.4 Million
0.01% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Feb 11, 2025 Q4 2024 |
25,675
shares
|
$2.38 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Mar 10, 2025 Q4 2024 |
23,101
shares
|
$2.14 Million
2.09% of portfolio
|
Q4 2024
New holding
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
22,397
shares
|
$2.08 Million
1.11% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
21,299
shares
|
$1.98 Million
0.04% of portfolio
|
Q1 2024
Added 2.97%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
20,734
shares
|
$1.92 Million
0.03% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
Feb 07, 2025 Q4 2024 |
20,034
shares
|
$1.86 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
19,830
shares
|
$1.84 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
|
$1.7 Million
0.24% of portfolio
|
Q4 2024
Reduced 22.75%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
18,200
shares
|
$1.69 Million
0.05% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
17,579
shares
|
$1.63 Million
0.21% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
17,535
shares
|
$1.63 Million
0.83% of portfolio
|
Q4 2024
Added 26.65%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
16,730
shares
|
$1.55 Million
0.36% of portfolio
|
Q4 2024
Added 18.33%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
16,511
shares
|
$1.53 Million
0.02% of portfolio
|
Q4 2024
Reduced 34.27%
|