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 297 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 $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
5,975
shares
|
$588,836
0.0% of portfolio
|
Q4 2024
Added 57.4%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
5,975
shares
|
$588,836
0.35% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
5,911
shares
|
$582,529
0.26% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
5,867
shares
|
$578,192
0.22% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
5,865
shares
|
$577,995
0.02% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
5,719
shares
|
$563,607
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
5,529
shares
|
$544,882
0.0% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
5,489
shares
|
$540,940
0.33% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
5,214
shares
|
$513,839
0.01% of portfolio
|
Q4 2024
Added 56.91%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,119
shares
|
$504,477
0.03% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
5,059
shares
|
$498,564
0.0% of portfolio
|
Q4 2024
Added 30.39%
|
|
|
Affiance Financial, LLC
|
Apr 09, 2025 Q1 2025 |
5,030
shares
|
$495,706
0.12% of portfolio
|
Q4 2023
Reduced 13.97%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
4,881
shares
|
$481,022
0.02% of portfolio
|
Q4 2024
Added 21.21%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
4,792
shares
|
$472,251
0.02% of portfolio
|
Q4 2024
Added 32.45%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
4,679
shares
|
$461,115
0.01% of portfolio
|
Q4 2024
Added 136.67%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
4,677
shares
|
$460,918
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
4,645
shares
|
$457,764
0.0% of portfolio
|
Q1 2025
Added 74.04%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
4,628
shares
|
$456,089
0.08% of portfolio
|
Q2 2023
Added 1.31%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
4,572
shares
|
$450,570
0.04% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,565
shares
|
$449,880
0.03% of portfolio
|
Q1 2020
Reduced 97.96%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
4,515
shares
|
$444,953
0.11% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
4,500
shares
|
$443,475
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Feb 13, 2025 Q4 2024 |
4,355
shares
|
$429,185
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
4,308
shares
|
$424,553
0.04% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
4,066
shares
|
$400,704
0.0% of portfolio
|
Q1 2023
Added 100.0%
|