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 309 institutions that hold shares in the stock, with a total of 13.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
40,284
shares
|
$4.37 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Oct 09, 2025 Q3 2025 |
38,478
shares
|
$4.18 Million
3.82% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
38,230
shares
|
$4.15 Million
0.03% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
36,381
shares
|
$3.95 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
First American Bank
Dundee, IL |
Oct 20, 2025 Q3 2025 |
35,355
shares
|
$3.84 Million
0.25% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
34,263
shares
|
$3.72 Million
0.65% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
33,810
shares
|
$3.67 Million
0.26% of portfolio
|
Q3 2025
Reduced 14.61%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
33,264
shares
|
$3.61 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
Feb 13, 2025 Q4 2024 |
33,264
shares
|
$3.61 Million
3.67% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
32,781
shares
|
$3.56 Million
0.7% of portfolio
|
Q3 2025
Reduced 8.95%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
32,185
shares
|
$3.5 Million
0.0% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
31,906
shares
|
$3.46 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
31,516
shares
|
$3.42 Million
0.33% of portfolio
|
Q4 2025
Reduced 11.26%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
28,689
shares
|
$3.12 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
26,223
shares
|
$2.85 Million
0.62% of portfolio
|
Q3 2025
New holding
|
|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
24,594
shares
|
$2.67 Million
1.14% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
22,925
shares
|
$2.49 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
22,827
shares
|
$2.48 Million
0.71% of portfolio
|
Q3 2025
Added 29.7%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Nov 04, 2025 Q3 2025 |
22,257
shares
|
$2.42 Million
1.81% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
21,670
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
21,181
shares
|
$2.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
21,150
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
20,940
shares
|
$2.27 Million
0.02% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
19,830
shares
|
$2.15 Million
0.24% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
19,778
shares
|
$2.15 Million
1.43% of portfolio
|
Q3 2025
Reduced 3.97%
|
|