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 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
9,954
shares
|
$999,182
0.13% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
9,753
shares
|
$979,006
0.03% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
9,716
shares
|
$975,292
0.06% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
9,392
shares
|
$942,768
0.29% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
9,314
shares
|
$934,939
0.26% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
8,708
shares
|
$874,109
0.01% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Feb 03, 2025 Q4 2024 |
8,485
shares
|
$851,724
0.53% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
8,468
shares
|
$850,017
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
8,433
shares
|
$846,504
0.01% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,802
shares
|
$783,164
0.0% of portfolio
|
Q3 2023
Added 0.03%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
7,457
shares
|
$748,533
0.02% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
7,288
shares
|
$731,569
0.01% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
7,048
shares
|
$707,478
0.0% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
6,997
shares
|
$702,358
0.06% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,955
shares
|
$698,142
0.02% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
6,949
shares
|
$697,540
0.05% of portfolio
|
Q2 2024
Reduced 1.91%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
6,907
shares
|
$693,324
0.37% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
6,708
shares
|
$673,349
0.06% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
6,696
shares
|
$672,144
0.15% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
6,541
shares
|
$656,585
0.0% of portfolio
|
Q4 2024
Reduced 14.72%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
6,488
shares
|
$651,265
0.08% of portfolio
|
Q3 2024
Reduced 29.02%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
6,439
shares
|
$646,346
0.03% of portfolio
|
Q4 2024
Reduced 43.02%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
6,262
shares
|
$628,579
0.01% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
6,146
shares
|
$616,935
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Feb 12, 2025 Q4 2024 |
6,146
shares
|
$616,935
0.56% of portfolio
|
Q3 2024
New holding
|