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 302 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,233
shares
|
$342,180
0.03% of portfolio
|
Q2 2025
Added 98.34%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
3,226
shares
|
$341,439
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
3,190
shares
|
$337,629
0.11% of portfolio
|
Q2 2025
Reduced 31.4%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
3,141
shares
|
$332,443
0.0% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jul 22, 2025 Q2 2025 |
3,125
shares
|
$330,750
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,122
shares
|
$330,432
0.02% of portfolio
|
Q2 2025
Reduced 46.98%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
3,090
shares
|
$327,045
0.01% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
3,025
shares
|
$320,166
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
3,013
shares
|
$318,895
0.25% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
2,995
shares
|
$316,990
0.05% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
2,930
shares
|
$310,111
0.0% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
2,918
shares
|
$308,841
0.05% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,914
shares
|
$308,417
0.04% of portfolio
|
Q2 2023
Reduced 5.02%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
2,900
shares
|
$306,936
0.06% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
2,880
shares
|
$304,819
0.0% of portfolio
|
Q2 2025
Reduced 23.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,863
shares
|
$303,019
0.01% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
2,841
shares
|
$300,691
0.13% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
2,826
shares
|
$299,103
0.0% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
2,823
shares
|
$298,786
0.25% of portfolio
|
Q2 2025
Reduced 12.95%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
2,791
shares
|
$295,399
0.07% of portfolio
|
Q2 2025
Reduced 49.93%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Aug 13, 2025 Q2 2025 |
2,791
shares
|
$295,399
0.24% of portfolio
|
Q2 2025
Reduced 49.93%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
2,745
shares
|
$290,530
0.0% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,701
shares
|
$285,873
0.01% of portfolio
|
Q1 2024
Reduced 21.3%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
2,610
shares
|
$276,242
0.06% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
2,600
shares
|
$275,184
0.02% of portfolio
|
Q3 2024
New holding
|