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 |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
4,684
shares
|
$521,329
0.03% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
4,628
shares
|
$515,096
0.08% of portfolio
|
Q2 2023
Added 1.31%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
4,573
shares
|
$508,974
0.03% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,565
shares
|
$508,084
0.03% of portfolio
|
Q1 2020
Reduced 97.96%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
4,495
shares
|
$500,293
0.0% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
4,461
shares
|
$496,509
0.04% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
4,417
shares
|
$491,612
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,213
shares
|
$468,906
0.0% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
4,204
shares
|
$467,905
0.01% of portfolio
|
Q2 2025
Reduced 26.15%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
4,197
shares
|
$467,126
0.02% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
4,132
shares
|
$459,891
0.01% of portfolio
|
Q2 2025
Added 9.4%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
4,066
shares
|
$452,545
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
4,000
shares
|
$445,200
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
3,982
shares
|
$443,196
0.04% of portfolio
|
Q2 2025
Added 13.87%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
3,905
shares
|
$434,626
0.01% of portfolio
|
Q2 2025
Reduced 13.61%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
3,818
shares
|
$424,943
0.0% of portfolio
|
Q2 2025
Added 64.14%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
3,813
shares
|
$424,386
0.0% of portfolio
|
Q2 2025
Added 9.82%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
3,758
shares
|
$418,265
0.0% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
3,615
shares
|
$402,349
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,593
shares
|
$399,900
0.0% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
3,460
shares
|
$385,098
0.02% of portfolio
|
Q1 2023
Added 69.69%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
3,435
shares
|
$382,315
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
3,413
shares
|
$379,866
0.01% of portfolio
|
Q2 2025
Added 260.02%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
3,404
shares
|
$378,865
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
3,369
shares
|
$374,969
0.02% of portfolio
|
Q1 2025
Added 10.68%
|