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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
3,040
shares
|
$318,926
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
3,025
shares
|
$317,352
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
3,013
shares
|
$316,093
0.25% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
2,985
shares
|
$313,156
0.05% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
2,925
shares
|
$306,861
0.11% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
2,918
shares
|
$306,127
0.05% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,914
shares
|
$305,707
0.04% of portfolio
|
Q2 2023
Reduced 5.02%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
2,900
shares
|
$304,239
0.06% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
2,869
shares
|
$300,986
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,863
shares
|
$300,357
0.01% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
2,860
shares
|
$300,042
0.0% of portfolio
|
Q3 2024
Added 2117.05%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
2,841
shares
|
$298,049
0.13% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,826
shares
|
$296,475
0.01% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
2,791
shares
|
$292,803
0.07% of portfolio
|
Q2 2025
Reduced 49.93%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,701
shares
|
$283,361
0.01% of portfolio
|
Q1 2024
Reduced 21.3%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
2,698
shares
|
$283,047
0.24% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
2,657
shares
|
$278,745
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
2,610
shares
|
$273,815
0.06% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
2,600
shares
|
$272,766
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
2,552
shares
|
$267,730
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Hemenway Trust CO LLC
|
Apr 18, 2025 Q1 2025 |
2,492
shares
|
$261,435
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
2,471
shares
|
$259,232
0.2% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jul 14, 2025 Q2 2025 |
2,466
shares
|
$258,708
0.14% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,422
shares
|
$254,092
0.0% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
2,411
shares
|
$252,938
0.07% of portfolio
|
Q2 2022
Added 80.06%
|