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 270 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,740
shares
|
$1.44 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
12,710
shares
|
$1.44 Million
0.06% of portfolio
|
Q3 2024
Added 28.71%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
12,473
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
12,014
shares
|
$1.36 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
11,959
shares
|
$1.35 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.79%
|
|
|
First Bancorp, Inc
|
Oct 18, 2024 Q3 2024 |
11,487
shares
|
$1.3 Million
0.85% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
11,347
shares
|
$1.28 Million
0.11% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
11,301
shares
|
$1.28 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
11,067
shares
|
$1.25 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
11,050
shares
|
$1.25 Million
0.53% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
|
Anson Capital, Inc.
|
Oct 24, 2024 Q3 2024 |
10,840
shares
|
$1.23 Million
1.11% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
10,713
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
10,713
shares
|
$1.21 Million
0.33% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
10,365
shares
|
$1.17 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
10,215
shares
|
$1.16 Million
0.1% of portfolio
|
Q4 2023
Reduced 1.21%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
10,060
shares
|
$1.14 Million
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
9,954
shares
|
$1.13 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
9,711
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,401
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
9,392
shares
|
$1.06 Million
0.29% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
9,314
shares
|
$1.05 Million
0.26% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
8,534
shares
|
$965,792
0.14% of portfolio
|
Q3 2024
Added 25.08%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
8,504
shares
|
$962,397
0.01% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Oct 28, 2024 Q3 2024 |
8,485
shares
|
$960,247
0.51% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
8,347
shares
|
$944,629
0.02% of portfolio
|
Q3 2024
Added 4.25%
|