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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
14,861
shares
|
$1.52 Million
0.02% of portfolio
|
Q4 2023
Added 6.79%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
14,084
shares
|
$1.45 Million
0.01% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Gibraltar Capital Management, Inc.
|
Apr 29, 2025 Q1 2025 |
13,920
shares
|
$1.43 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
13,418
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
12,926
shares
|
$1.33 Million
0.02% of portfolio
|
Q1 2025
Added 52.65%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,740
shares
|
$1.31 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
12,530
shares
|
$1.29 Million
0.16% of portfolio
|
Q1 2025
Reduced 31.46%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
12,262
shares
|
$1.26 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
12,252
shares
|
$1.26 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
11,698
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
11,487
shares
|
$1.18 Million
0.74% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
11,343
shares
|
$1.16 Million
0.17% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
11,282
shares
|
$1.16 Million
0.19% of portfolio
|
Q4 2024
Added 848.07%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
11,277
shares
|
$1.16 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
11,050
shares
|
$1.13 Million
0.48% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
10,979
shares
|
$1.13 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
10,916
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
10,916
shares
|
$1.12 Million
0.31% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
10,200
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Added 126.67%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
10,165
shares
|
$1.04 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
10,060
shares
|
$1.03 Million
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
9,954
shares
|
$1.02 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
9,867
shares
|
$1.01 Million
0.05% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
9,727
shares
|
$998,087
0.0% of portfolio
|
Q1 2025
Reduced 35.77%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
9,616
shares
|
$986,697
0.05% of portfolio
|
Q1 2025
Reduced 8.41%
|