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 309 institutions that hold shares in the stock, with a total of 13.9 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 |
|---|---|---|---|---|---|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
10,060
shares
|
$1.09 Million
0.09% of portfolio
|
Q2 2025
Reduced 93.24%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
10,030
shares
|
$1.09 Million
0.14% of portfolio
|
Q3 2025
Reduced 18.77%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
9,954
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
9,691
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2025
Reduced 23.54%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,457
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 42.72%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
9,412
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
9,392
shares
|
$1.02 Million
0.29% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
9,314
shares
|
$1.01 Million
0.26% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
8,909
shares
|
$967,517
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
8,708
shares
|
$945,688
0.01% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
8,340
shares
|
$905,724
0.04% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
8,337
shares
|
$905,398
0.12% of portfolio
|
Q3 2025
Reduced 23.13%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Nov 06, 2025 Q3 2025 |
8,099
shares
|
$879,551
0.42% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
7,866
shares
|
$854,247
0.0% of portfolio
|
Q3 2025
Added 173.13%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,802
shares
|
$847,297
0.0% of portfolio
|
Q3 2023
Added 0.03%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,421
shares
|
$805,920
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
7,133
shares
|
$774,643
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
7,127
shares
|
$773,992
0.01% of portfolio
|
Q3 2025
Reduced 6.51%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
7,101
shares
|
$771,168
0.37% of portfolio
|
Q3 2025
Reduced 13.28%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
7,037
shares
|
$764,218
0.03% of portfolio
|
Q3 2025
Reduced 7.14%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
7,032
shares
|
$763,675
0.0% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,955
shares
|
$755,313
0.02% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
6,842
shares
|
$743,041
0.02% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
6,825
shares
|
$741,195
0.02% of portfolio
|
Q3 2025
Reduced 15.5%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
6,792
shares
|
$737,611
0.01% of portfolio
|
Q3 2025
Added 0.27%
|
|