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 |
|---|---|---|---|---|---|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
200
shares
|
$22,260
0.01% of portfolio
|
Q1 2025
Reduced 30.56%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
180
shares
|
$20,034
0.0% of portfolio
|
Q1 2025
Added 130.77%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
170
shares
|
$18,921
0.0% of portfolio
|
Q2 2025
Reduced 80.14%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
154
shares
|
$17,140
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
150
shares
|
$16,695
0.01% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
149
shares
|
$16,583
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
141
shares
|
$15,693
0.0% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
129
shares
|
$14,357
0.0% of portfolio
|
Q2 2025
Added 67.53%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
110
shares
|
$12,243
0.0% of portfolio
|
Q2 2025
Added 92.98%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
82
shares
|
$9,126
0.0% of portfolio
|
Q2 2024
Reduced 32.79%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
78
shares
|
$8,681
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
71
shares
|
$7,902
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
66
shares
|
$7,345
0.0% of portfolio
|
Q3 2024
Reduced 81.2%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
60
shares
|
$6,678
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
57
shares
|
$6,344
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
50
shares
|
$5,565
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
48
shares
|
$5,342
0.0% of portfolio
|
Q1 2025
Reduced 92.23%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
42
shares
|
$4,674
0.0% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
42
shares
|
$4,674
0.0% of portfolio
|
Q4 2024
Reduced 87.93%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
42
shares
|
$4,674
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
40
shares
|
$4,452
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
30
shares
|
$3,339
0.0% of portfolio
|
Q1 2023
Added 900.0%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
26
shares
|
$2,893
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
10
shares
|
$1,113
0.0% of portfolio
|
Q2 2025
Reduced 77.78%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
10
shares
|
$1,113
0.0% of portfolio
|
Q1 2024
New holding
|