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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
6,449
shares
|
$661,731
0.03% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
6,433
shares
|
$660,090
0.05% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
6,263
shares
|
$642,646
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
6,025
shares
|
$618,225
0.25% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
5,922
shares
|
$607,656
0.02% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
5,888
shares
|
$604,167
0.02% of portfolio
|
Q1 2025
Added 20.63%
|
|
|
Anson Capital, Inc.
|
May 07, 2025 Q1 2025 |
5,846
shares
|
$599,858
0.6% of portfolio
|
Q1 2025
Reduced 47.84%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
5,719
shares
|
$586,826
0.32% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
5,693
shares
|
$584,158
0.02% of portfolio
|
Q1 2025
Added 124.93%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
5,574
shares
|
$571,948
0.14% of portfolio
|
Q1 2025
Reduced 9.31%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
5,574
shares
|
$571,948
0.47% of portfolio
|
Q1 2025
Reduced 9.31%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
5,544
shares
|
$568,869
0.0% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
5,506
shares
|
$564,970
0.31% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
5,230
shares
|
$536,650
0.0% of portfolio
|
Q1 2025
Added 50.03%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
5,221
shares
|
$535,726
0.01% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,126
shares
|
$525,978
0.03% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Affiance Financial, LLC
|
Apr 09, 2025 Q1 2025 |
5,030
shares
|
$516,128
0.12% of portfolio
|
Q4 2023
Reduced 13.97%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
4,793
shares
|
$491,809
0.0% of portfolio
|
Q1 2025
Added 30.88%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
4,787
shares
|
$491,194
0.11% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
4,650
shares
|
$477,136
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
4,645
shares
|
$476,623
0.0% of portfolio
|
Q1 2025
Added 74.04%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
4,628
shares
|
$474,879
0.08% of portfolio
|
Q2 2023
Added 1.31%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
4,610
shares
|
$473,032
0.0% of portfolio
|
Q1 2025
Reduced 8.88%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
4,580
shares
|
$469,953
0.24% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
4,572
shares
|
$469,132
0.04% of portfolio
|
Q1 2025
Added 0.02%
|