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 271 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
201
shares
|
$21,832
0.0% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
200
shares
|
$21,724
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
154
shares
|
$16,727
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
150
shares
|
$16,293
0.01% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
149
shares
|
$16,184
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
140
shares
|
$15,206
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
126
shares
|
$13,686
0.0% of portfolio
|
Q3 2024
Added 133.33%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
100
shares
|
$10,862
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
90
shares
|
$9,775
0.0% of portfolio
|
Q3 2024
Reduced 52.63%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
88
shares
|
$9,558
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
82
shares
|
$8,906
0.0% of portfolio
|
Q2 2024
Reduced 32.79%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
78
shares
|
$8,472
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
77
shares
|
$8,363
0.0% of portfolio
|
Q3 2024
Added 35.09%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
66
shares
|
$7,168
0.0% of portfolio
|
Q3 2024
Reduced 81.2%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
57
shares
|
$6,191
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
42
shares
|
$4,562
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
30
shares
|
$3,258
0.0% of portfolio
|
Q1 2023
Added 900.0%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
26
shares
|
$2,824
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
18
shares
|
$1,955
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
10
shares
|
$1,086
0.0% of portfolio
|
Q1 2024
New holding
|