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 |
---|---|---|---|---|---|
Stordahl Capital Management, Inc.
|
Apr 18, 2024 Q1 2024 |
4,321
shares
|
$425,791
0.11% of portfolio
|
Q1 2024
Added 10.74%
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 03, 2024 Q1 2024 |
4,207
shares
|
$414,557
0.26% of portfolio
|
Q1 2024
Reduced 0.75%
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
4,066
shares
|
$400,663
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 10, 2024 Q1 2024 |
4,066
shares
|
$400,663
0.0% of portfolio
|
Q3 2023
New holding
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
3,882
shares
|
$382,532
0.0% of portfolio
|
Q1 2024
Added 3.0%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
3,818
shares
|
$376,225
0.0% of portfolio
|
Q1 2024
Added 17.91%
|
|
Chicago Partners Investment Group LLC
|
Apr 25, 2024 Q1 2024 |
3,745
shares
|
$369,032
0.02% of portfolio
|
Q1 2024
Added 0.11%
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
3,634
shares
|
$358,094
0.04% of portfolio
|
Q1 2024
Added 172.41%
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2024 Q1 2024 |
3,547
shares
|
$349,521
0.06% of portfolio
|
Q1 2024
Added 0.25%
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 09, 2024 Q1 2024 |
3,460
shares
|
$340,948
0.02% of portfolio
|
Q1 2023
Added 69.69%
|
|
1 St Source Bank
|
May 09, 2024 Q1 2024 |
3,404
shares
|
$335,430
0.02% of portfolio
|
Q1 2023
New holding
|
|
Kathleen S. Wright Associates Inc.
|
Apr 17, 2024 Q1 2024 |
3,284
shares
|
$323,605
0.16% of portfolio
|
Q1 2024
Added 0.15%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
3,267
shares
|
$321,930
0.01% of portfolio
|
Q1 2024
Added 39.44%
|
|
Sage Mountain Advisors LLC
|
Apr 23, 2024 Q1 2024 |
3,226
shares
|
$317,890
0.03% of portfolio
|
Q3 2023
New holding
|
|
Pinnacle Associates LTD
|
Apr 26, 2024 Q1 2024 |
3,141
shares
|
$309,514
0.01% of portfolio
|
Q1 2024
Added 0.8%
|
|
Embree Financial Group
Chicago, IL |
May 03, 2024 Q1 2024 |
3,062
shares
|
$301,729
0.06% of portfolio
|
Q1 2024
Added 0.2%
|
|
Thoroughbred Financial Services, LLC
|
May 07, 2024 Q1 2024 |
3,054
shares
|
$300,941
0.03% of portfolio
|
Q1 2024
New holding
|
|
Waldron Private Wealth LLC
|
May 09, 2024 Q1 2024 |
3,044
shares
|
$299,955
0.01% of portfolio
|
Q4 2023
New holding
|
|
Chemistry Wealth Management LLC
New York, NY |
Apr 15, 2024 Q1 2024 |
3,040
shares
|
$299,561
0.09% of portfolio
|
Q4 2023
New holding
|
|
Benchmark Wealth Management, LLC
|
Apr 08, 2024 Q1 2024 |
2,983
shares
|
$293,944
0.17% of portfolio
|
Q1 2024
Added 1.98%
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,914
shares
|
$287,145
0.04% of portfolio
|
Q2 2023
Reduced 5.02%
|
|
Crestwood Advisors Group LLC
|
May 08, 2024 Q1 2024 |
2,904
shares
|
$286,160
0.01% of portfolio
|
Q1 2024
Reduced 0.34%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
2,904
shares
|
$286,160
0.01% of portfolio
|
Q4 2023
Reduced 12.13%
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 13, 2024 Q1 2024 |
2,900
shares
|
$285,766
0.08% of portfolio
|
Q1 2023
Added 100.0%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 06, 2024 Q1 2024 |
2,850
shares
|
$280,839
0.01% of portfolio
|
Q1 2024
Added 0.85%
|