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 252 institutions that hold shares in the stock, with a total of 9.12 Million shares, which have been reported (via 13F filing form) to have a value of $962 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Texas Capital Bank Wealth Management Services Inc
|
Aug 15, 2024 Q2 2024 |
79,368
shares
|
$8.37 Million
0.82% of portfolio
|
Q2 2024
Reduced 4.72%
|
|
Francis Financial, Inc.
New York, NY |
Jul 12, 2024 Q2 2024 |
71,536
shares
|
$7.54 Million
2.34% of portfolio
|
Q2 2024
Added 632.05%
|
|
Bryant Woods Investment Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
65,407
shares
|
$6.9 Million
4.49% of portfolio
|
Q2 2024
Reduced 11.55%
|
|
Raelipskie Partnership
Waterloo, A6 |
Jul 18, 2024 Q2 2024 |
64,342
shares
|
$6.78 Million
3.4% of portfolio
|
Q2 2024
Reduced 0.74%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
63,788
shares
|
$6.72 Million
0.01% of portfolio
|
Q2 2024
Added 5.61%
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Aug 12, 2024 Q2 2024 |
63,438
shares
|
$6.69 Million
0.1% of portfolio
|
Q2 2024
Added 0.63%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
60,080
shares
|
$6.33 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.98%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
54,663
shares
|
$5.76 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.74%
|
|
Asset Planning Corporation
|
Jul 31, 2024 Q2 2024 |
52,023
shares
|
$5.48 Million
3.87% of portfolio
|
Q2 2024
Added 7.57%
|
|
Harbor Advisory Corp
|
Jul 25, 2024 Q2 2024 |
49,623
shares
|
$5.23 Million
1.7% of portfolio
|
Q2 2024
Reduced 4.94%
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
47,955
shares
|
$5.06 Million
0.18% of portfolio
|
Q2 2024
New holding
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
47,358
shares
|
$4.99 Million
0.4% of portfolio
|
Q2 2024
Added 0.42%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
47,097
shares
|
$4.96 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
43,965
shares
|
$4.63 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 26, 2024 Q2 2024 |
39,517
shares
|
$4.17 Million
0.47% of portfolio
|
Q2 2024
Added 4.85%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
39,377
shares
|
$4.15 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.41%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
37,718
shares
|
$3.98 Million
0.0% of portfolio
|
Q1 2023
Added 99.74%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
36,790
shares
|
$3.88 Million
0.13% of portfolio
|
Q2 2024
Added 5.27%
|
|
Lebenthal Global Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
36,074
shares
|
$3.8 Million
0.79% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
Aug 02, 2024 Q2 2024 |
35,130
shares
|
$3.7 Million
3.07% of portfolio
|
Q1 2023
Added 100.0%
|
|
Gateway Advisory, LLC
Westfield, NJ |
Aug 14, 2024 Q2 2024 |
33,480
shares
|
$3.53 Million
0.63% of portfolio
|
Q2 2024
Added 2.56%
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 26, 2024 Q2 2024 |
33,337
shares
|
$3.51 Million
0.17% of portfolio
|
Q4 2023
Added 116.36%
|
|
First American Bank
Dundee, IL |
Jul 30, 2024 Q2 2024 |
31,892
shares
|
$3.36 Million
0.24% of portfolio
|
Q4 2023
Added 0.91%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
31,687
shares
|
$3.34 Million
0.01% of portfolio
|
Q2 2024
Added 42.75%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
27,962
shares
|
$2.95 Million
0.0% of portfolio
|
Q2 2024
Added 2.6%
|