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 |
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
20,380
shares
|
$2.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 24.86%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
19,830
shares
|
$2.1 Million
0.24% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
18,200
shares
|
$1.93 Million
0.05% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
17,600
shares
|
$1.86 Million
0.59% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
Jul 30, 2025 Q2 2025 |
17,350
shares
|
$1.84 Million
0.67% of portfolio
|
Q2 2025
Reduced 13.18%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
17,150
shares
|
$1.82 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
15,630
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
Added 16.49%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
15,134
shares
|
$1.6 Million
0.01% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
15,000
shares
|
$1.59 Million
0.02% of portfolio
|
Q2 2025
Reduced 58.62%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
14,861
shares
|
$1.57 Million
0.02% of portfolio
|
Q4 2023
Added 6.79%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
14,807
shares
|
$1.57 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
13,900
shares
|
$1.47 Million
0.01% of portfolio
|
Q2 2025
Added 13.36%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
13,701
shares
|
$1.45 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
13,059
shares
|
$1.38 Million
0.01% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,740
shares
|
$1.35 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
12,675
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Added 472.49%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
12,347
shares
|
$1.31 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
12,252
shares
|
$1.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
First Bancorp, Inc
|
Jul 29, 2025 Q2 2025 |
11,487
shares
|
$1.22 Million
0.7% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
11,050
shares
|
$1.17 Million
0.48% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
11,017
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
10,979
shares
|
$1.16 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
10,853
shares
|
$1.15 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
10,849
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
10,845
shares
|
$1.15 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.39%
|