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 269 institutions that hold shares in the stock, with a total of 9.67 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
90,951
shares
|
$9.54 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
79,673
shares
|
$8.35 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
72,659
shares
|
$7.62 Million
4.11% of portfolio
|
Q3 2024
Added 11.09%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
68,858
shares
|
$7.22 Million
0.26% of portfolio
|
Q3 2024
Added 43.59%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 15, 2024 Q3 2024 |
66,832
shares
|
$7.01 Million
3.44% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
65,290
shares
|
$6.85 Million
0.68% of portfolio
|
Q3 2024
Reduced 17.74%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
64,420
shares
|
$6.76 Million
0.1% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
63,493
shares
|
$6.66 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
60,426
shares
|
$6.34 Million
0.0% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
59,379
shares
|
$6.23 Million
1.28% of portfolio
|
Q3 2024
Added 64.6%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
55,357
shares
|
$5.8 Million
0.01% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Asset Planning Corporation
|
Oct 21, 2024 Q3 2024 |
53,188
shares
|
$5.58 Million
3.69% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Harbor Advisory Corp
|
Oct 21, 2024 Q3 2024 |
49,537
shares
|
$5.19 Million
1.72% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
48,880
shares
|
$5.13 Million
0.01% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
46,810
shares
|
$4.91 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
45,201
shares
|
$4.74 Million
0.05% of portfolio
|
Q3 2024
Added 1664.97%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
43,996
shares
|
$4.61 Million
0.03% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
38,872
shares
|
$4.08 Million
0.13% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
38,150
shares
|
$4 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
37,718
shares
|
$3.96 Million
0.0% of portfolio
|
Q1 2023
Added 99.74%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
36,276
shares
|
$3.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
Nov 13, 2024 Q3 2024 |
35,130
shares
|
$3.68 Million
3.81% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
34,263
shares
|
$3.59 Million
0.65% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
33,337
shares
|
$3.5 Million
0.2% of portfolio
|
Q4 2023
Added 116.36%
|
|
|
First American Bank
Dundee, IL |
Oct 24, 2024 Q3 2024 |
31,807
shares
|
$3.34 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.27%
|