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 309 institutions that hold shares in the stock, with a total of 13.9 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 |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
1,643,031
shares
|
$178 Million
0.02% of portfolio
|
Q3 2025
Added 9.79%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,306,760
shares
|
$142 Million
0.01% of portfolio
|
Q3 2025
Added 10.71%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
984,604
shares
|
$107 Million
0.01% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
867,178
shares
|
$94.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.74%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
782,136
shares
|
$84.9 Million
1.31% of portfolio
|
Q3 2025
Added 44.98%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Oct 30, 2025 Q3 2025 |
660,000
shares
|
$71.7 Million
2.73% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
543,766
shares
|
$59.1 Million
0.04% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Starr Indemnity & Liability CO
New York, NY |
Nov 10, 2025 Q3 2025 |
364,098
shares
|
$39.5 Million
13.12% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
326,896
shares
|
$35.5 Million
0.01% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
287,500
shares
|
$31.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
261,325
shares
|
$28.4 Million
0.01% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
259,129
shares
|
$28.1 Million
0.01% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
C V Starr & CO Inc
New York, NY |
Nov 10, 2025 Q3 2025 |
227,427
shares
|
$24.7 Million
11.68% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
224,151
shares
|
$24.3 Million
0.0% of portfolio
|
Q2 2025
Added 16.99%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
215,275
shares
|
$23.4 Million
0.01% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
192,080
shares
|
$20.9 Million
0.01% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
175,606
shares
|
$19.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.7%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
155,178
shares
|
$16.9 Million
4.17% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
154,973
shares
|
$16.8 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
148,817
shares
|
$16.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
147,115
shares
|
$16 Million
0.28% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
141,168
shares
|
$15.3 Million
1.31% of portfolio
|
Q4 2023
Reduced 1.61%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
128,221
shares
|
$13.9 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
122,856
shares
|
$13.3 Million
0.02% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
122,432
shares
|
$13.3 Million
0.02% of portfolio
|
Q3 2025
Added 8.45%
|
|