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 305 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
6,745
shares
|
$750,583
0.24% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
6,625
shares
|
$737,230
0.05% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
6,596
shares
|
$734,002
0.13% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
6,594
shares
|
$733,780
0.33% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
6,591
shares
|
$733,446
0.02% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
6,488
shares
|
$721,984
0.09% of portfolio
|
Q3 2024
Reduced 29.02%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
6,452
shares
|
$717,978
0.04% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
6,375
shares
|
$709,410
0.03% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
6,263
shares
|
$696,946
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
6,078
shares
|
$676,359
0.05% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Anson Capital, Inc.
|
Aug 01, 2025 Q2 2025 |
6,072
shares
|
$675,692
0.62% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
6,025
shares
|
$670,462
0.25% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Aug 27, 2025 Q2 2025 |
5,924
shares
|
$659,222
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
5,910
shares
|
$657,664
0.02% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
5,910
shares
|
$657,664
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mcia Inc
|
Jul 29, 2025 Q2 2025 |
5,868
shares
|
$652,991
0.12% of portfolio
|
Q2 2025
Reduced 98.07%
|
|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
5,515
shares
|
$613,709
0.31% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,319
shares
|
$591,898
0.0% of portfolio
|
Q2 2025
Reduced 17.68%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
5,264
shares
|
$585,777
0.0% of portfolio
|
Q2 2025
Added 9.83%
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
5,176
shares
|
$575,985
0.12% of portfolio
|
Q2 2025
Added 8.13%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,133
shares
|
$571,200
0.03% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
5,030
shares
|
$559,738
0.11% of portfolio
|
Q4 2023
Reduced 13.97%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
5,014
shares
|
$557,957
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
4,917
shares
|
$547,163
0.0% of portfolio
|
Q2 2025
Reduced 49.45%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
4,898
shares
|
$545,049
0.14% of portfolio
|
Q2 2025
Added 70.72%
|