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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,565
shares
|
$468,414
0.03% of portfolio
|
Q1 2020
Reduced 97.96%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
4,529
shares
|
$464,720
0.03% of portfolio
|
Q1 2025
Added 28.26%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
4,520
shares
|
$463,797
0.01% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
4,443
shares
|
$455,896
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
4,308
shares
|
$442,043
0.04% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
4,066
shares
|
$417,212
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
4,014
shares
|
$411,876
0.02% of portfolio
|
Q1 2025
Added 12.25%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
3,952
shares
|
$405,514
0.0% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,949
shares
|
$405,206
0.02% of portfolio
|
Q1 2025
Added 16.35%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
3,777
shares
|
$387,557
0.01% of portfolio
|
Q1 2025
Added 27.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
3,769
shares
|
$386,737
0.0% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
3,758
shares
|
$385,608
0.0% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
3,497
shares
|
$358,827
0.04% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
3,472
shares
|
$356,261
0.0% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
3,460
shares
|
$355,030
0.02% of portfolio
|
Q1 2023
Added 69.69%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
3,435
shares
|
$352,465
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
3,404
shares
|
$349,284
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
3,369
shares
|
$345,693
0.02% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
3,317
shares
|
$340,357
0.13% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
3,243
shares
|
$332,764
0.32% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
3,226
shares
|
$331,019
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
3,141
shares
|
$322,298
0.0% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
3,116
shares
|
$319,732
0.13% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
3,065
shares
|
$314,499
0.01% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
3,040
shares
|
$311,934
0.02% of portfolio
|
Q1 2025
New holding
|