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 304 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,701
shares
|
$300,621
0.01% of portfolio
|
Q1 2024
Reduced 21.3%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
2,610
shares
|
$290,493
0.06% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
2,600
shares
|
$289,380
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hemenway Trust CO LLC
|
Jul 23, 2025 Q2 2025 |
2,492
shares
|
$277,359
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jul 14, 2025 Q2 2025 |
2,466
shares
|
$274,465
0.14% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
2,411
shares
|
$268,344
0.07% of portfolio
|
Q2 2022
Added 80.06%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
2,386
shares
|
$265,561
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
2,370
shares
|
$263,781
0.01% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
2,370
shares
|
$263,781
0.06% of portfolio
|
Q2 2024
Reduced 22.04%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
2,336
shares
|
$259,996
0.03% of portfolio
|
Q2 2025
Reduced 98.3%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
2,283
shares
|
$254,097
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
2,183
shares
|
$242,967
0.02% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Aug 13, 2025 Q2 2025 |
2,158
shares
|
$240,185
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
2,145
shares
|
$238,738
0.08% of portfolio
|
Q2 2025
Reduced 26.67%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
2,094
shares
|
$233,062
0.0% of portfolio
|
Q2 2025
Added 207.94%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
2,074
shares
|
$230,836
0.06% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Jul 25, 2025 Q2 2025 |
2,067
shares
|
$230,057
0.16% of portfolio
|
Q2 2025
Reduced 16.35%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
2,065
shares
|
$229,834
0.18% of portfolio
|
Q2 2025
Reduced 23.46%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,058
shares
|
$229,055
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
2,043
shares
|
$227,385
0.0% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
2,043
shares
|
$227,385
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,041
shares
|
$227,163
0.0% of portfolio
|
Q2 2025
Added 83.54%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
2,038
shares
|
$226,829
0.01% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
2,031
shares
|
$226,050
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
2,002
shares
|
$222,822
0.04% of portfolio
|
Q2 2025
New holding
|