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 270 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
2,386
shares
|
$251,341
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
2,370
shares
|
$249,655
0.06% of portfolio
|
Q2 2024
Reduced 22.04%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
2,370
shares
|
$249,655
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,360
shares
|
$248,602
0.0% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
2,281
shares
|
$240,280
0.13% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,262
shares
|
$238,279
0.01% of portfolio
|
Q3 2024
Reduced 19.33%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
2,253
shares
|
$237,331
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
2,168
shares
|
$228,377
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
2,158
shares
|
$227,323
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
2,151
shares
|
$226,586
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
2,124
shares
|
$223,742
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,058
shares
|
$216,789
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
2,032
shares
|
$214,050
0.2% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
2,030
shares
|
$213,840
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
2,000
shares
|
$210,680
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
1,977
shares
|
$208,257
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
1,972
shares
|
$207,730
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
1,969
shares
|
$207,414
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,968
shares
|
$207,309
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
1,963
shares
|
$206,782
0.01% of portfolio
|
Q3 2024
Reduced 24.35%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,946
shares
|
$204,991
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
1,940
shares
|
$204,359
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
1,940
shares
|
$204,359
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
1,938
shares
|
$204,148
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
1,900
shares
|
$200,146
0.04% of portfolio
|
Q3 2024
New holding
|