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 302 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
1,496,468
shares
|
$158 Million
0.02% of portfolio
|
Q2 2025
Added 75.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,180,379
shares
|
$125 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.06%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
982,542
shares
|
$104 Million
0.02% of portfolio
|
Q2 2025
Added 14.94%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
968,679
shares
|
$103 Million
0.01% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
750,000
shares
|
$79.4 Million
2.95% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
539,465
shares
|
$57.1 Million
0.92% of portfolio
|
Q2 2025
Added 41.68%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
534,247
shares
|
$56.5 Million
0.04% of portfolio
|
Q2 2025
Added 9.84%
|
|
|
Starr Indemnity & Liability CO
New York, NY |
Aug 08, 2025 Q2 2025 |
364,098
shares
|
$38.5 Million
13.99% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
313,532
shares
|
$33.2 Million
0.01% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
297,844
shares
|
$31.5 Million
0.01% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
256,737
shares
|
$27.2 Million
0.01% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
238,336
shares
|
$25.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
229,277
shares
|
$24.3 Million
0.0% of portfolio
|
Q2 2025
Added 16.99%
|
|
|
C V Starr & CO Inc
New York, NY |
Aug 08, 2025 Q2 2025 |
227,427
shares
|
$24.1 Million
12.5% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
204,205
shares
|
$21.6 Million
0.01% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
201,158
shares
|
$21.3 Million
0.0% of portfolio
|
Q1 2025
Added 36.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
192,080
shares
|
$20.3 Million
0.01% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
157,741
shares
|
$16.7 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
149,772
shares
|
$15.9 Million
0.02% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 14, 2025 Q2 2025 |
148,885
shares
|
$15.8 Million
0.15% of portfolio
|
Q2 2025
Added 1379.97%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
145,797
shares
|
$15.4 Million
4.34% of portfolio
|
Q2 2025
Reduced 23.85%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
141,168
shares
|
$14.9 Million
1.31% of portfolio
|
Q4 2023
Reduced 1.61%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
140,767
shares
|
$14.9 Million
0.27% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
131,296
shares
|
$13.9 Million
0.1% of portfolio
|
Q2 2025
Added 17.27%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
114,281
shares
|
$12.1 Million
0.39% of portfolio
|
Q2 2025
Added 6.38%
|