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 302 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hemenway Trust CO LLC
|
Jul 23, 2025 Q2 2025 |
2,492
shares
|
$263,753
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jul 14, 2025 Q2 2025 |
2,466
shares
|
$261,001
0.14% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
2,411
shares
|
$255,180
0.07% of portfolio
|
Q2 2022
Added 80.06%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
2,386
shares
|
$252,534
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
2,370
shares
|
$250,840
0.06% of portfolio
|
Q2 2024
Reduced 22.04%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
2,370
shares
|
$250,840
0.01% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
2,336
shares
|
$247,242
0.03% of portfolio
|
Q2 2025
Reduced 98.3%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
2,283
shares
|
$241,632
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
2,183
shares
|
$231,048
0.02% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Aug 13, 2025 Q2 2025 |
2,158
shares
|
$228,402
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
2,145
shares
|
$227,026
0.08% of portfolio
|
Q2 2025
Reduced 26.67%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
2,094
shares
|
$221,628
0.0% of portfolio
|
Q2 2025
Added 207.94%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
2,074
shares
|
$219,512
0.06% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Jul 25, 2025 Q2 2025 |
2,067
shares
|
$218,771
0.16% of portfolio
|
Q2 2025
Reduced 16.35%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
2,065
shares
|
$218,559
0.18% of portfolio
|
Q2 2025
Reduced 23.46%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,058
shares
|
$217,818
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
2,043
shares
|
$216,231
0.0% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
2,043
shares
|
$216,231
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,041
shares
|
$216,019
0.0% of portfolio
|
Q2 2025
Added 83.54%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
2,038
shares
|
$215,701
0.01% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
2,031
shares
|
$214,961
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
2,002
shares
|
$211,891
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
2,000
shares
|
$211,680
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,989
shares
|
$210,515
0.0% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,984
shares
|
$209,986
0.0% of portfolio
|
Q2 2025
Reduced 18.08%
|