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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,457
shares
|
$970,382
0.01% of portfolio
|
Q1 2025
Reduced 42.72%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
9,392
shares
|
$963,713
0.29% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
9,314
shares
|
$955,709
0.26% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
8,882
shares
|
$911,382
0.01% of portfolio
|
Q1 2025
Added 48.65%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
8,708
shares
|
$893,527
0.01% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
8,687
shares
|
$891,373
0.01% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
8,485
shares
|
$870,645
0.5% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
8,433
shares
|
$865,310
0.03% of portfolio
|
Q1 2025
Reduced 13.53%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
8,402
shares
|
$862,129
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
7,866
shares
|
$807,130
0.02% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,802
shares
|
$800,563
0.0% of portfolio
|
Q3 2023
Added 0.03%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
7,538
shares
|
$773,474
0.01% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
May 12, 2025 Q1 2025 |
7,094
shares
|
$727,915
0.26% of portfolio
|
Q1 2025
Added 20.91%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
7,013
shares
|
$719,603
0.06% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,955
shares
|
$713,652
0.02% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
6,951
shares
|
$713,242
0.36% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
6,918
shares
|
$709,855
0.0% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
6,887
shares
|
$706,675
0.04% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
6,825
shares
|
$700,313
0.02% of portfolio
|
Q1 2025
Added 42.42%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
6,596
shares
|
$676,815
0.14% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
6,592
shares
|
$676,405
0.28% of portfolio
|
Q1 2025
Added 11.52%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
6,563
shares
|
$673,429
0.02% of portfolio
|
Q1 2025
Added 14.76%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
6,541
shares
|
$671,172
0.0% of portfolio
|
Q4 2024
Reduced 14.72%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
6,488
shares
|
$665,733
0.08% of portfolio
|
Q3 2024
Reduced 29.02%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,461
shares
|
$662,963
0.0% of portfolio
|
Q1 2025
Added 205.2%
|