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 299 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 $1.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
442
shares
|
$46,370
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
405
shares
|
$42,488
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
400
shares
|
$41,964
0.0% of portfolio
|
Q1 2023
Added 92.31%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
400
shares
|
$41,964
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
390
shares
|
$40,914
0.0% of portfolio
|
Q4 2020
Reduced 10.55%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
371
shares
|
$38,921
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
350
shares
|
$36,718
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
316
shares
|
$33,151
0.01% of portfolio
|
Q2 2023
Reduced 24.04%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
294
shares
|
$30,843
0.0% of portfolio
|
Q3 2024
Added 25.64%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
285
shares
|
$29,899
0.02% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
269
shares
|
$28,220
0.0% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
268
shares
|
$28,115
0.0% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
259
shares
|
$27,171
0.0% of portfolio
|
Q1 2022
Added 178.49%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
258
shares
|
$27,066
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
246
shares
|
$25,807
0.0% of portfolio
|
Q2 2024
Reduced 19.61%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
240
shares
|
$25,178
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
215
shares
|
$22,555
0.02% of portfolio
|
Q1 2020
Reduced 25.35%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
200
shares
|
$20,982
0.01% of portfolio
|
Q1 2025
Reduced 30.56%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
183
shares
|
$19,198
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
180
shares
|
$18,883
0.0% of portfolio
|
Q1 2025
Added 130.77%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
154
shares
|
$16,156
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
152
shares
|
$15,946
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
150
shares
|
$15,736
0.01% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
149
shares
|
$15,631
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
141
shares
|
$14,792
0.0% of portfolio
|
Q4 2024
Added 0.71%
|