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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,914
shares
|
$294,721
0.04% of portfolio
|
Q2 2023
Reduced 5.02%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
2,900
shares
|
$293,306
0.07% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
2,885
shares
|
$291,788
0.08% of portfolio
|
Q4 2024
Reduced 9.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,863
shares
|
$289,563
0.01% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,860
shares
|
$289,260
0.0% of portfolio
|
Q3 2024
Added 2117.05%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
2,826
shares
|
$285,821
0.01% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Benchmark Wealth Management, LLC
|
Jan 07, 2025 Q4 2024 |
2,818
shares
|
$285,012
0.15% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,701
shares
|
$273,179
0.01% of portfolio
|
Q1 2024
Reduced 21.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
2,669
shares
|
$269,942
0.0% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
2,656
shares
|
$268,627
0.0% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
2,600
shares
|
$262,964
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
2,595
shares
|
$262,458
0.08% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
2,582
shares
|
$261,143
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
2,531
shares
|
$255,985
0.01% of portfolio
|
Q4 2024
Added 79.38%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
2,492
shares
|
$252,040
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Hemenway Trust CO LLC
|
Feb 12, 2025 Q4 2024 |
2,492
shares
|
$252,040
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
2,411
shares
|
$243,848
0.07% of portfolio
|
Q2 2022
Added 80.06%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
2,386
shares
|
$241,320
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
2,370
shares
|
$239,701
0.06% of portfolio
|
Q2 2024
Reduced 22.04%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
2,370
shares
|
$239,701
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,342
shares
|
$236,869
0.0% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
2,337
shares
|
$236,364
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
2,271
shares
|
$229,688
0.0% of portfolio
|
Q4 2024
Reduced 94.98%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
2,268
shares
|
$229,385
0.01% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jan 13, 2025 Q4 2024 |
2,260
shares
|
$228,576
0.14% of portfolio
|
Q4 2024
New holding
|