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 299 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,457
shares
|
$992,133
0.01% of portfolio
|
Q1 2025
Reduced 42.72%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
9,392
shares
|
$985,314
0.29% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
9,314
shares
|
$977,131
0.26% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
8,882
shares
|
$931,810
0.01% of portfolio
|
Q1 2025
Added 48.65%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
8,708
shares
|
$913,556
0.01% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
8,687
shares
|
$911,353
0.01% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
8,485
shares
|
$890,161
0.5% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
8,433
shares
|
$884,706
0.03% of portfolio
|
Q1 2025
Reduced 13.53%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
8,402
shares
|
$881,453
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
7,866
shares
|
$825,222
0.02% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,802
shares
|
$818,507
0.0% of portfolio
|
Q3 2023
Added 0.03%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
7,623
shares
|
$799,728
0.01% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
7,013
shares
|
$735,733
0.06% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,955
shares
|
$729,649
0.02% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
6,918
shares
|
$725,767
0.0% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
6,887
shares
|
$722,515
0.04% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
6,825
shares
|
$716,010
0.02% of portfolio
|
Q1 2025
Added 42.42%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
6,745
shares
|
$707,617
0.24% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
6,596
shares
|
$691,986
0.14% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
6,594
shares
|
$691,776
0.33% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
6,592
shares
|
$691,566
0.28% of portfolio
|
Q1 2025
Added 11.52%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
6,563
shares
|
$688,524
0.02% of portfolio
|
Q1 2025
Added 14.76%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
6,541
shares
|
$686,216
0.0% of portfolio
|
Q4 2024
Reduced 14.72%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
6,488
shares
|
$680,656
0.08% of portfolio
|
Q3 2024
Reduced 29.02%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,461
shares
|
$677,823
0.0% of portfolio
|
Q1 2025
Added 205.2%
|