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 270 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
5,030
shares
|
$536,902
0.13% of portfolio
|
Q4 2023
Reduced 13.97%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
4,628
shares
|
$493,992
0.09% of portfolio
|
Q2 2023
Added 1.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,565
shares
|
$487,268
0.03% of portfolio
|
Q1 2020
Reduced 97.96%
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
4,482
shares
|
$478,408
0.11% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,436
shares
|
$473,498
0.0% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
4,377
shares
|
$467,200
0.0% of portfolio
|
Q3 2024
Added 46.63%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
4,308
shares
|
$459,835
0.04% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
4,066
shares
|
$434,004
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
4,066
shares
|
$434,004
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
4,059
shares
|
$433,257
0.0% of portfolio
|
Q3 2024
Reduced 67.38%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
4,027
shares
|
$429,841
0.02% of portfolio
|
Q3 2024
Added 57.43%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
3,880
shares
|
$414,151
0.0% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
3,861
shares
|
$412,123
0.0% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3,850
shares
|
$410,949
0.0% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3,796
shares
|
$405,185
0.0% of portfolio
|
Q3 2024
Added 26.45%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
3,643
shares
|
$388,853
0.03% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
3,618
shares
|
$386,185
0.01% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
3,559
shares
|
$379,887
0.06% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
3,460
shares
|
$369,320
0.02% of portfolio
|
Q1 2023
Added 69.69%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
3,435
shares
|
$366,651
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
3,414
shares
|
$364,410
0.02% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
3,404
shares
|
$363,342
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
3,323
shares
|
$354,697
0.0% of portfolio
|
Q3 2024
Reduced 31.96%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
3,292
shares
|
$351,388
0.14% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
3,271
shares
|
$349,146
0.03% of portfolio
|
Q3 2024
New holding
|