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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,802
shares
|
$818,117
0.0% of portfolio
|
Q3 2023
Added 0.03%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
7,670
shares
|
$804,276
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
7,457
shares
|
$781,941
0.02% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
7,375
shares
|
$773,342
0.4% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
7,228
shares
|
$757,928
0.0% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
7,133
shares
|
$747,966
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
7,041
shares
|
$738,319
0.07% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,969
shares
|
$730,769
0.06% of portfolio
|
Q3 2024
Added 14.96%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,955
shares
|
$729,301
0.02% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
6,949
shares
|
$728,672
0.05% of portfolio
|
Q2 2024
Reduced 1.91%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,881
shares
|
$721,541
0.01% of portfolio
|
Q3 2024
Added 22.42%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
6,879
shares
|
$721,331
0.01% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
6,488
shares
|
$680,331
0.08% of portfolio
|
Q3 2024
Reduced 29.02%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 14, 2024 Q3 2024 |
6,474
shares
|
$678,863
0.29% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
6,405
shares
|
$671,628
0.14% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
6,335
shares
|
$664,288
0.35% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Oct 16, 2024 Q3 2024 |
6,146
shares
|
$644,469
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
6,146
shares
|
$644,469
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
6,025
shares
|
$631,781
0.25% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
5,954
shares
|
$624,336
0.02% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
5,886
shares
|
$617,205
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
5,522
shares
|
$579,036
0.0% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
5,451
shares
|
$571,591
0.32% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,112
shares
|
$536,044
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
5,030
shares
|
$527,445
0.13% of portfolio
|
Q4 2023
Reduced 13.97%
|