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 246 institutions that hold shares in the stock, with a total of 8.96 Million shares, which have been reported (via 13F filing form) to have a value of $888 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,117,195
shares
|
$111 Million
0.01% of portfolio
|
Q1 2024
Added 11.57%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,077,277
shares
|
$107 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.97%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
May 13, 2024 Q1 2024 |
900,000
shares
|
$89.2 Million
6.46% of portfolio
|
Q1 2024
Reduced 8.16%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
551,678
shares
|
$54.7 Million
0.01% of portfolio
|
Q1 2024
Added 26.34%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
352,654
shares
|
$35 Million
0.04% of portfolio
|
Q1 2024
Added 3.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
312,312
shares
|
$31 Million
0.02% of portfolio
|
Q1 2024
Added 0.82%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
253,930
shares
|
$25.2 Million
0.01% of portfolio
|
Q1 2024
Added 0.3%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 29, 2024 Q1 2024 |
209,346
shares
|
$20.7 Million
2.43% of portfolio
|
Q1 2024
Added 2.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
203,640
shares
|
$20.2 Million
0.01% of portfolio
|
Q1 2024
Added 7.88%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 07, 2024 Q1 2024 |
195,109
shares
|
$19.3 Million
3.16% of portfolio
|
Q1 2024
Reduced 0.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
164,793
shares
|
$16.3 Million
0.01% of portfolio
|
Q1 2024
Added 3.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
153,642
shares
|
$15.2 Million
0.0% of portfolio
|
Q1 2024
Added 2.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
152,662
shares
|
$15.1 Million
0.04% of portfolio
|
Q1 2024
Added 3269.28%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
141,168
shares
|
$14 Million
1.31% of portfolio
|
Q4 2023
Reduced 1.61%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
140,177
shares
|
$13.9 Million
0.02% of portfolio
|
Q1 2024
Added 1.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
108,580
shares
|
$10.8 Million
0.03% of portfolio
|
Q1 2024
Added 1.52%
|
|
|
Old National Bancorp
|
Apr 15, 2024 Q1 2024 |
107,680
shares
|
$10.7 Million
0.26% of portfolio
|
Q1 2024
Added 5.62%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
105,293
shares
|
$10.4 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
98,084
shares
|
$9.72 Million
0.09% of portfolio
|
Q1 2024
Added 2.78%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
97,486
shares
|
$9.66 Million
0.05% of portfolio
|
Q1 2024
Reduced 7.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
94,173
shares
|
$9.33 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.52%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2024 Q1 2024 |
83,298
shares
|
$8.26 Million
0.94% of portfolio
|
Q1 2024
Reduced 8.89%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
79,619
shares
|
$7.89 Million
0.0% of portfolio
|
Q1 2024
Added 19.19%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 15, 2024 Q1 2024 |
77,100
shares
|
$7.64 Million
1.03% of portfolio
|
Q1 2024
Added 175.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
76,143
shares
|
$7.55 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.65%
|
|