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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
42,467
shares
|
$4.73 Million
0.12% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
41,760
shares
|
$4.65 Million
0.02% of portfolio
|
Q2 2025
Added 10.33%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
39,595
shares
|
$4.41 Million
0.31% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
38,325
shares
|
$4.27 Million
3.85% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
38,230
shares
|
$4.25 Million
0.03% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
36,710
shares
|
$4.09 Million
0.01% of portfolio
|
Q2 2025
Added 6.62%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
36,003
shares
|
$4.01 Million
0.83% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
35,673
shares
|
$3.97 Million
0.43% of portfolio
|
Q2 2025
Added 24.74%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
35,170
shares
|
$3.91 Million
0.25% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
34,263
shares
|
$3.81 Million
0.65% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2025 Q2 2025 |
33,264
shares
|
$3.7 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
Feb 13, 2025 Q4 2024 |
33,264
shares
|
$3.7 Million
3.67% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
32,184
shares
|
$3.58 Million
0.05% of portfolio
|
Q2 2025
Added 270.48%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
32,161
shares
|
$3.58 Million
0.0% of portfolio
|
Q2 2025
Added 15.9%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
28,980
shares
|
$3.23 Million
0.28% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
27,167
shares
|
$3.02 Million
0.56% of portfolio
|
Q2 2025
Added 14.71%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
24,588
shares
|
$2.74 Million
0.0% of portfolio
|
Q2 2025
Added 370.13%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
23,914
shares
|
$2.66 Million
0.02% of portfolio
|
Q2 2025
Added 104.43%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
23,745
shares
|
$2.64 Million
1.15% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
23,111
shares
|
$2.57 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
22,856
shares
|
$2.54 Million
0.01% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
22,454
shares
|
$2.5 Million
1.91% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
20,940
shares
|
$2.33 Million
0.02% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
20,595
shares
|
$2.29 Million
1.5% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
20,380
shares
|
$2.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 24.86%
|