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 304 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
557
shares
|
$61,994
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
523
shares
|
$58,209
0.0% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
495
shares
|
$55,093
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
490
shares
|
$54,537
0.02% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
481
shares
|
$53,535
0.06% of portfolio
|
Q2 2022
Reduced 82.22%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
442
shares
|
$49,194
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
408
shares
|
$45,410
0.0% of portfolio
|
Q2 2025
Reduced 13.01%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
405
shares
|
$45,076
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
400
shares
|
$44,520
0.0% of portfolio
|
Q1 2023
Added 92.31%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
390
shares
|
$43,407
0.0% of portfolio
|
Q4 2020
Reduced 10.55%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
378
shares
|
$42,071
0.0% of portfolio
|
Q2 2025
Added 53.66%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
376
shares
|
$41,848
0.0% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
371
shares
|
$41,292
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
316
shares
|
$35,170
0.01% of portfolio
|
Q2 2023
Reduced 24.04%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
285
shares
|
$31,720
0.02% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
271
shares
|
$30,162
0.0% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
269
shares
|
$29,939
0.0% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
268
shares
|
$29,828
0.0% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
259
shares
|
$28,826
0.0% of portfolio
|
Q1 2022
Added 178.49%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
258
shares
|
$28,715
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
253
shares
|
$28,158
0.0% of portfolio
|
Q2 2025
Added 96.12%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
251
shares
|
$27,936
0.0% of portfolio
|
Q2 2025
Reduced 44.35%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
240
shares
|
$26,712
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
215
shares
|
$23,929
0.02% of portfolio
|
Q1 2020
Reduced 25.35%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
202
shares
|
$22,482
0.0% of portfolio
|
Q2 2025
Reduced 90.39%
|