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 |
|---|---|---|---|---|---|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
1,704
shares
|
$179,499
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,704
shares
|
$179,499
0.06% of portfolio
|
Q4 2022
Reduced 42.88%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,622
shares
|
$170,861
0.01% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,610
shares
|
$169,597
0.0% of portfolio
|
Q1 2024
Added 9962.5%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,411
shares
|
$148,634
0.01% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
1,280
shares
|
$134,835
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,206
shares
|
$127,040
0.0% of portfolio
|
Q2 2024
Added 18.24%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
1,200
shares
|
$126,408
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
1,117
shares
|
$117,664
0.03% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
1,112
shares
|
$117,138
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,099
shares
|
$115,768
0.0% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
1,066
shares
|
$112,292
0.02% of portfolio
|
Q3 2024
Reduced 16.72%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
1,032
shares
|
$108,710
0.02% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,000
shares
|
$105,340
0.05% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
941
shares
|
$99,124
0.04% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
923
shares
|
$97,228
0.04% of portfolio
|
Q1 2024
Reduced 12.35%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
880
shares
|
$92,699
0.01% of portfolio
|
Q2 2023
Added 220.0%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
822
shares
|
$86,589
0.04% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
772
shares
|
$81,322
0.0% of portfolio
|
Q3 2024
Added 175.71%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
759
shares
|
$79,953
0.01% of portfolio
|
Q4 2023
Reduced 13.36%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
680
shares
|
$71,631
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
631
shares
|
$66,469
0.03% of portfolio
|
Q3 2024
Reduced 16.53%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
620
shares
|
$65,310
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
615
shares
|
$64,784
0.0% of portfolio
|
Q3 2023
Added 45.05%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
609
shares
|
$64,152
0.0% of portfolio
|
Q3 2024
Reduced 17.81%
|