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 246 institutions that hold shares in the stock, with a total of 8.96 Million shares, which have been reported (via 13F filing form) to have a value of $882 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
741
shares
|
$73,018
0.0% of portfolio
|
Q1 2024
Added 0.14%
|
|
Salomon & Ludwin, LLC
|
May 02, 2024 Q1 2024 |
638
shares
|
$62,868
0.01% of portfolio
|
Q1 2024
New holding
|
|
Private Ocean, LLC
|
Apr 17, 2024 Q1 2024 |
620
shares
|
$61,094
0.01% of portfolio
|
Q1 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
615
shares
|
$60,602
0.0% of portfolio
|
Q3 2023
Added 45.05%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
529
shares
|
$52,127
0.0% of portfolio
|
Q1 2024
Added 1002.08%
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
495
shares
|
$48,777
0.03% of portfolio
|
Q4 2022
New holding
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 15, 2024 Q1 2024 |
485
shares
|
$47,791
0.0% of portfolio
|
Q4 2023
New holding
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
481
shares
|
$47,397
0.06% of portfolio
|
Q2 2022
Reduced 82.22%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
460
shares
|
$45,328
0.0% of portfolio
|
Q3 2023
Reduced 81.76%
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
400
shares
|
$39,416
0.0% of portfolio
|
Q1 2023
Added 92.31%
|
|
Russell Investments Group, Ltd.
|
May 08, 2024 Q1 2024 |
396
shares
|
$39,021
0.0% of portfolio
|
Q1 2024
New holding
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
390
shares
|
$38,430
0.0% of portfolio
|
Q4 2020
Reduced 10.55%
|
|
Halpern Financial, Inc.
Ashburn, VA |
Apr 09, 2024 Q1 2024 |
316
shares
|
$31,138
0.01% of portfolio
|
Q2 2023
Reduced 24.04%
|
|
Plante Moran Financial Advisors, LLC
|
May 09, 2024 Q1 2024 |
306
shares
|
$30,153
0.0% of portfolio
|
Q1 2024
Added 24.39%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
300
shares
|
$29,562
0.0% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
294
shares
|
$28,970
0.0% of portfolio
|
Q1 2024
Added 286.84%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
280
shares
|
$27,591
0.0% of portfolio
|
Q4 2023
Reduced 19.31%
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
265
shares
|
$26,113
0.0% of portfolio
|
Q1 2024
Added 0.38%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
259
shares
|
$25,521
0.0% of portfolio
|
Q1 2022
Added 178.49%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
240
shares
|
$23,649
0.0% of portfolio
|
Q1 2024
New holding
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
215
shares
|
$21,186
0.02% of portfolio
|
Q1 2020
Reduced 25.35%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
202
shares
|
$19,905
0.0% of portfolio
|
Q3 2023
Reduced 49.75%
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
195
shares
|
$19,215
0.0% of portfolio
|
Q1 2024
Added 66.67%
|
|
Amundi
Paris, I0 |
May 15, 2024 Q1 2024 |
190
shares
|
$18,722
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
Fernwood Investment Management, LLC
Quincy, MA |
May 13, 2024 Q1 2024 |
165
shares
|
$16,259
0.0% of portfolio
|
Q1 2024
New holding
|