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 302 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
10,799
shares
|
$1.14 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
10,165
shares
|
$1.08 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
9,954
shares
|
$1.05 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
9,871
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,457
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
Reduced 42.72%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
9,392
shares
|
$994,049
0.29% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
9,314
shares
|
$985,793
0.26% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
9,305
shares
|
$984,841
0.46% of portfolio
|
Q2 2025
Added 10.75%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
8,990
shares
|
$951,501
0.04% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
8,909
shares
|
$942,928
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
8,708
shares
|
$921,654
0.01% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
8,188
shares
|
$866,617
0.45% of portfolio
|
Q2 2025
Added 43.17%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
8,094
shares
|
$856,668
0.0% of portfolio
|
Q2 2025
Added 46.0%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
8,077
shares
|
$854,869
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Aug 13, 2025 Q2 2025 |
8,073
shares
|
$854,446
0.45% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,802
shares
|
$825,763
0.0% of portfolio
|
Q3 2023
Added 0.03%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
7,623
shares
|
$806,818
0.01% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
7,600
shares
|
$804,384
0.0% of portfolio
|
Q2 2025
Reduced 25.49%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
7,578
shares
|
$802,055
0.03% of portfolio
|
Q2 2025
Reduced 10.14%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
7,133
shares
|
$754,956
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 12, 2025 Q2 2025 |
7,076
shares
|
$748,923
0.3% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
7,038
shares
|
$744,901
0.0% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,955
shares
|
$736,117
0.02% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
6,774
shares
|
$716,960
0.01% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
6,745
shares
|
$713,890
0.24% of portfolio
|
Q2 2025
Reduced 4.92%
|