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 |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
3,025
shares
|
$310,395
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
3,013
shares
|
$309,163
0.27% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
2,985
shares
|
$306,290
0.05% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
2,925
shares
|
$300,134
0.11% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,914
shares
|
$299,005
0.04% of portfolio
|
Q2 2023
Reduced 5.02%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
2,908
shares
|
$298,389
0.05% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
2,900
shares
|
$297,569
0.06% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
2,869
shares
|
$294,388
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,863
shares
|
$293,772
0.01% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
2,860
shares
|
$293,464
0.0% of portfolio
|
Q3 2024
Added 2117.05%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,826
shares
|
$289,975
0.01% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Benchmark Wealth Management, LLC
|
Apr 07, 2025 Q1 2025 |
2,757
shares
|
$282,895
0.13% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,701
shares
|
$277,149
0.01% of portfolio
|
Q1 2024
Reduced 21.3%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
2,698
shares
|
$276,841
0.24% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
2,657
shares
|
$272,634
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
2,603
shares
|
$267,093
0.07% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
2,600
shares
|
$266,786
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
2,552
shares
|
$261,860
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Hemenway Trust CO LLC
|
Apr 18, 2025 Q1 2025 |
2,492
shares
|
$255,704
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
2,471
shares
|
$253,549
0.2% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,422
shares
|
$248,521
0.0% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
2,411
shares
|
$247,392
0.07% of portfolio
|
Q2 2022
Added 80.06%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
2,386
shares
|
$244,827
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
2,370
shares
|
$243,185
0.06% of portfolio
|
Q2 2024
Reduced 22.04%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,361
shares
|
$242,262
0.01% of portfolio
|
Q1 2025
New holding
|