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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
37,851
shares
|
$3.88 Million
0.02% of portfolio
|
Q1 2025
Added 41.6%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
37,184
shares
|
$3.82 Million
4.04% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
36,252
shares
|
$3.72 Million
0.06% of portfolio
|
Q1 2025
Reduced 22.83%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
35,572
shares
|
$3.65 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
First American Bank
Dundee, IL |
Apr 22, 2025 Q1 2025 |
34,852
shares
|
$3.58 Million
0.25% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
34,430
shares
|
$3.53 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
34,263
shares
|
$3.52 Million
0.65% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
33,264
shares
|
$3.41 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
|
$3.41 Million
3.67% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
28,598
shares
|
$2.93 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
28,593
shares
|
$2.93 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
27,750
shares
|
$2.85 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
27,124
shares
|
$2.78 Million
0.0% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
23,683
shares
|
$2.43 Million
0.49% of portfolio
|
Q1 2025
Added 41.56%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
23,211
shares
|
$2.38 Million
0.03% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
22,919
shares
|
$2.35 Million
1.88% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
22,446
shares
|
$2.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.18%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
22,245
shares
|
$2.28 Million
1.03% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
20,507
shares
|
$2.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
May 09, 2025 Q1 2025 |
19,985
shares
|
$2.05 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
19,830
shares
|
$2.03 Million
0.23% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
18,891
shares
|
$1.94 Million
0.69% of portfolio
|
Q1 2025
Added 7.73%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
18,200
shares
|
$1.87 Million
0.05% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
17,579
shares
|
$1.8 Million
0.21% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
14,886
shares
|
$1.53 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.09%
|