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 |
|---|---|---|---|---|---|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
18,200
shares
|
$1.98 Million
0.05% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
16,348
shares
|
$1.78 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
15,470
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
15,000
shares
|
$1.63 Million
0.02% of portfolio
|
Q2 2025
Reduced 58.62%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
14,861
shares
|
$1.61 Million
0.02% of portfolio
|
Q4 2023
Added 6.79%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
14,807
shares
|
$1.61 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
14,707
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Gibraltar Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
13,920
shares
|
$1.51 Million
0.28% of portfolio
|
Q3 2025
Reduced 68.02%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
13,919
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
13,768
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2025
Added 119.83%
|
|
|
Base Wealth Management LLC
Lakewood Ranch, FL |
Oct 20, 2025 Q3 2025 |
13,679
shares
|
$1.49 Million
0.86% of portfolio
|
Q3 2025
Reduced 9.96%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
12,928
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
12,776
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2025
Reduced 6.8%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,740
shares
|
$1.38 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
12,739
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
Added 15.63%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
12,252
shares
|
$1.33 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
First Bancorp, Inc
|
Oct 23, 2025 Q3 2025 |
11,528
shares
|
$1.25 Million
0.68% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
11,050
shares
|
$1.2 Million
0.46% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
11,019
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
10,859
shares
|
$1.18 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
10,846
shares
|
$1.18 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
10,846
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
10,580
shares
|
$1.15 Million
0.5% of portfolio
|
Q3 2025
Added 13.7%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
10,407
shares
|
$1.13 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
10,165
shares
|
$1.1 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.49%
|
|