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 $882 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
154
shares
|
$15,175
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 26, 2024 Q1 2024 |
150
shares
|
$14,781
0.01% of portfolio
|
Q1 2023
Added 100.0%
|
|
Creekmur Asset Management LLC
Morton, IL |
May 15, 2024 Q1 2024 |
149
shares
|
$14,682
0.01% of portfolio
|
Q1 2024
New holding
|
|
Beacon Capital Management, LLC
|
May 16, 2024 Q1 2024 |
140
shares
|
$13,795
0.0% of portfolio
|
Q1 2023
New holding
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
129
shares
|
$12,711
0.0% of portfolio
|
Q1 2023
Reduced 98.45%
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 02, 2024 Q1 2024 |
122
shares
|
$12,021
0.0% of portfolio
|
Q1 2024
New holding
|
|
City State Bank
Norwalk, IA |
Apr 11, 2024 Q1 2024 |
100
shares
|
$9,854
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
Transcendent Capital Group LLC
Edmond, OK |
Apr 22, 2024 Q1 2024 |
88
shares
|
$8,671
0.01% of portfolio
|
Q4 2023
New holding
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
78
shares
|
$7,686
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
57
shares
|
$5,616
0.0% of portfolio
|
Q2 2023
New holding
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 25, 2024 Q1 2024 |
57
shares
|
$5,616
0.0% of portfolio
|
Q4 2023
Added 256.25%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
55
shares
|
$5,419
0.0% of portfolio
|
Q1 2024
Reduced 76.09%
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
42
shares
|
$4,138
0.01% of portfolio
|
Q4 2022
New holding
|
|
Front Row Advisors LLC
Tiburon, CA |
May 14, 2024 Q1 2024 |
30
shares
|
$2,956
0.0% of portfolio
|
Q1 2023
Added 900.0%
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
May 02, 2024 Q1 2024 |
26
shares
|
$2,562
0.0% of portfolio
|
Q1 2024
New holding
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 29, 2024 Q1 2024 |
22
shares
|
$2,167
0.0% of portfolio
|
Q4 2023
New holding
|
|
Operose Advisors LLC
Milwaukee, WI |
May 13, 2024 Q1 2024 |
11
shares
|
$1,083
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bradley & Co. Private Wealth Management, LLC
|
Apr 26, 2024 Q1 2024 |
10
shares
|
$985
0.0% of portfolio
|
Q1 2024
New holding
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
8
shares
|
$788
0.0% of portfolio
|
Q4 2023
New holding
|
|
Macroview Investment Management LLC
|
Apr 30, 2024 Q1 2024 |
4
shares
|
$394
0.0% of portfolio
|
Q3 2023
New holding
|