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 |
|---|---|---|---|---|---|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
4,461
shares
|
$468,003
0.04% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
4,443
shares
|
$466,115
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,213
shares
|
$441,985
0.0% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
4,132
shares
|
$433,488
0.01% of portfolio
|
Q2 2025
Added 9.4%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
4,066
shares
|
$426,564
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
4,014
shares
|
$421,108
0.02% of portfolio
|
Q1 2025
Added 12.25%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
3,982
shares
|
$417,751
0.04% of portfolio
|
Q2 2025
Added 13.87%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
3,952
shares
|
$414,604
0.0% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,949
shares
|
$414,289
0.02% of portfolio
|
Q1 2025
Added 16.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
3,769
shares
|
$395,405
0.0% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
3,758
shares
|
$394,251
0.0% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
3,615
shares
|
$379,249
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
3,472
shares
|
$364,247
0.0% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
3,460
shares
|
$362,988
0.02% of portfolio
|
Q1 2023
Added 69.69%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
3,435
shares
|
$360,365
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
3,404
shares
|
$357,113
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
3,369
shares
|
$353,441
0.02% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
3,317
shares
|
$347,986
0.13% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
3,243
shares
|
$340,223
0.32% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,233
shares
|
$339,174
0.03% of portfolio
|
Q2 2025
Added 98.34%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
3,226
shares
|
$338,439
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
3,141
shares
|
$329,522
0.0% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,122
shares
|
$327,529
0.02% of portfolio
|
Q2 2025
Reduced 46.98%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
3,116
shares
|
$326,899
0.13% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
3,065
shares
|
$321,549
0.01% of portfolio
|
Q1 2025
Reduced 4.67%
|