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 301 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 $1.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
4,573
shares
|
$484,006
0.03% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,565
shares
|
$483,159
0.03% of portfolio
|
Q1 2020
Reduced 97.96%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
4,495
shares
|
$475,750
0.0% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
4,461
shares
|
$472,152
0.04% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,213
shares
|
$445,903
0.0% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
4,204
shares
|
$444,951
0.01% of portfolio
|
Q2 2025
Reduced 26.15%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
4,197
shares
|
$444,210
0.02% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
4,132
shares
|
$437,330
0.01% of portfolio
|
Q2 2025
Added 9.4%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
4,066
shares
|
$430,345
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
4,000
shares
|
$423,360
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
3,982
shares
|
$421,454
0.04% of portfolio
|
Q2 2025
Added 13.87%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
3,905
shares
|
$413,305
0.01% of portfolio
|
Q2 2025
Reduced 13.61%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
3,818
shares
|
$404,097
0.0% of portfolio
|
Q2 2025
Added 64.14%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
3,813
shares
|
$403,567
0.0% of portfolio
|
Q2 2025
Added 9.82%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
3,758
shares
|
$397,746
0.0% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
3,615
shares
|
$382,611
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,593
shares
|
$380,283
0.0% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
3,460
shares
|
$366,206
0.02% of portfolio
|
Q1 2023
Added 69.69%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
3,435
shares
|
$363,560
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
3,413
shares
|
$361,231
0.01% of portfolio
|
Q2 2025
Added 260.02%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
3,404
shares
|
$360,279
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
3,369
shares
|
$356,574
0.02% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
3,350
shares
|
$354,564
0.14% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
3,325
shares
|
$351,918
0.14% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
3,291
shares
|
$348,319
0.01% of portfolio
|
Q2 2025
Reduced 58.16%
|