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 246 institutions that hold shares in the stock, with a total of 8.96 Million shares, which have been reported (via 13F filing form) to have a value of $882 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
24,915
shares
|
$2.46 Million
0.0% of portfolio
|
Q1 2024
Added 17.27%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
22,197
shares
|
$2.19 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.32%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
21,299
shares
|
$2.1 Million
0.05% of portfolio
|
Q1 2024
Added 2.97%
|
|
Fiduciary Trust CO
Boston, MA |
May 13, 2024 Q1 2024 |
20,734
shares
|
$2.04 Million
0.03% of portfolio
|
Q1 2023
Added 100.0%
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2024 Q1 2024 |
20,430
shares
|
$2.01 Million
0.25% of portfolio
|
Q1 2024
Reduced 3.77%
|
|
Simon Quick Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
20,211
shares
|
$1.99 Million
0.16% of portfolio
|
Q1 2024
Reduced 27.12%
|
|
Coastline Trust CO
|
Apr 26, 2024 Q1 2024 |
19,931
shares
|
$1.96 Million
0.25% of portfolio
|
Q1 2024
Added 0.51%
|
|
Eq LLC
Mercer Island, WA |
May 06, 2024 Q1 2024 |
18,660
shares
|
$1.84 Million
1.18% of portfolio
|
Q1 2024
Added 2.36%
|
|
Truepoint, Inc.
|
May 09, 2024 Q1 2024 |
18,200
shares
|
$1.79 Million
0.05% of portfolio
|
Q1 2024
Added 100.0%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
17,995
shares
|
$1.77 Million
0.01% of portfolio
|
Q1 2024
Added 0.82%
|
|
Octavia Wealth Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
17,227
shares
|
$1.7 Million
0.26% of portfolio
|
Q1 2024
Reduced 0.1%
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
16,971
shares
|
$1.67 Million
0.09% of portfolio
|
Q1 2024
New holding
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
May 09, 2024 Q1 2024 |
15,291
shares
|
$1.51 Million
0.02% of portfolio
|
Q1 2024
Added 2.89%
|
|
Klingman & Associates, LLC
|
May 01, 2024 Q1 2024 |
14,899
shares
|
$1.47 Million
0.11% of portfolio
|
Q4 2023
Added 0.01%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
14,861
shares
|
$1.46 Million
0.02% of portfolio
|
Q4 2023
Added 6.79%
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 29, 2024 Q1 2024 |
14,056
shares
|
$1.39 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.02%
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
13,963
shares
|
$1.38 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.82%
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
May 02, 2024 Q1 2024 |
13,920
shares
|
$1.37 Million
0.59% of portfolio
|
Q1 2023
Added 100.0%
|
|
Fairway Wealth LLC
Independence, OH |
Apr 30, 2024 Q1 2024 |
13,310
shares
|
$1.31 Million
0.93% of portfolio
|
Q1 2024
Added 0.72%
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
13,098
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2024
Added 0.66%
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 30, 2024 Q1 2024 |
13,061
shares
|
$1.29 Million
0.46% of portfolio
|
Q1 2024
Reduced 0.9%
|
|
Warwick Investment Management, Inc.
|
May 14, 2024 Q1 2024 |
12,882
shares
|
$1.27 Million
0.32% of portfolio
|
Q1 2024
New holding
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 08, 2024 Q1 2024 |
12,857
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2024
Added 0.92%
|
|
Simplicity Wealth,Llc
|
Apr 24, 2024 Q1 2024 |
12,857
shares
|
$1.27 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
12,795
shares
|
$1.26 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.42%
|