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 295 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 $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
3,777
shares
|
$382,005
0.0% of portfolio
|
Q4 2024
Added 30.69%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,775
shares
|
$381,803
0.0% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
3,758
shares
|
$380,084
0.0% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
3,662
shares
|
$370,374
0.0% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
3,576
shares
|
$361,676
0.02% of portfolio
|
Q4 2024
Added 84.33%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
3,531
shares
|
$357,125
0.02% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
3,526
shares
|
$356,619
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
3,492
shares
|
$353,180
0.04% of portfolio
|
Q4 2024
Added 41.66%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
3,487
shares
|
$352,675
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
3,486
shares
|
$352,574
0.0% of portfolio
|
Q4 2024
Reduced 20.36%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
3,460
shares
|
$349,944
0.02% of portfolio
|
Q1 2023
Added 69.69%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
3,435
shares
|
$347,415
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
3,404
shares
|
$344,280
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,394
shares
|
$343,269
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
3,337
shares
|
$337,504
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
3,309
shares
|
$334,672
0.14% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
3,258
shares
|
$329,514
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
3,247
shares
|
$328,401
0.18% of portfolio
|
Q3 2024
Reduced 21.78%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
3,226
shares
|
$326,277
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
3,215
shares
|
$325,165
0.01% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
3,141
shares
|
$317,680
0.0% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
3,095
shares
|
$313,028
0.06% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
3,044
shares
|
$307,870
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
2,975
shares
|
$300,891
0.05% of portfolio
|
Q4 2024
Reduced 16.41%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
2,962
shares
|
$299,576
0.01% of portfolio
|
Q4 2024
Added 2.88%
|