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 |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
2,386
shares
|
$250,315
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
2,370
shares
|
$248,636
0.06% of portfolio
|
Q2 2024
Reduced 22.04%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,361
shares
|
$247,692
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,326
shares
|
$244,020
0.0% of portfolio
|
Q1 2025
Reduced 90.99%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
2,276
shares
|
$238,775
0.01% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,214
shares
|
$232,270
0.01% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
2,175
shares
|
$228,179
0.03% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
2,164
shares
|
$227,025
0.11% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
2,158
shares
|
$226,395
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
2,111
shares
|
$221,465
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,102
shares
|
$220,520
0.0% of portfolio
|
Q1 2025
Added 492.11%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
2,089
shares
|
$219,156
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
2,078
shares
|
$218,002
0.0% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,073
shares
|
$217,478
0.0% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
2,058
shares
|
$215,904
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
2,043
shares
|
$214,331
0.0% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
2,030
shares
|
$212,967
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,968
shares
|
$206,462
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,947
shares
|
$204,259
0.01% of portfolio
|
Q4 2024
Added 77.16%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,946
shares
|
$204,154
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
1,900
shares
|
$199,329
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
1,704
shares
|
$178,766
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,704
shares
|
$178,766
0.06% of portfolio
|
Q4 2022
Reduced 42.88%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
1,280
shares
|
$134,284
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,206
shares
|
$126,521
0.0% of portfolio
|
Q2 2024
Added 18.24%
|