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 295 institutions that hold shares in the stock, with a total of 11.3 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 |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
1,039
shares
|
$102,310
0.02% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,032
shares
|
$101,621
0.01% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
1,000
shares
|
$98,470
0.05% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
948
shares
|
$93,349
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
947
shares
|
$93,251
0.04% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
923
shares
|
$90,887
0.04% of portfolio
|
Q1 2024
Reduced 12.35%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
880
shares
|
$86,653
0.01% of portfolio
|
Q2 2023
Added 220.0%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
822
shares
|
$80,942
0.04% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
772
shares
|
$76,018
0.0% of portfolio
|
Q3 2024
Added 175.71%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
680
shares
|
$66,959
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
631
shares
|
$62,134
0.03% of portfolio
|
Q3 2024
Reduced 16.53%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
620
shares
|
$61,051
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
618
shares
|
$60,854
0.0% of portfolio
|
Q4 2024
Added 102.62%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
615
shares
|
$60,559
0.0% of portfolio
|
Q3 2023
Added 45.05%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
600
shares
|
$59,082
0.01% of portfolio
|
Q3 2024
Reduced 68.42%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
587
shares
|
$57,801
0.0% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
571
shares
|
$56,226
0.0% of portfolio
|
Q4 2024
Reduced 24.77%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
567
shares
|
$55,832
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
495
shares
|
$48,742
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
485
shares
|
$47,757
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
481
shares
|
$47,364
0.06% of portfolio
|
Q2 2022
Reduced 82.22%
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
480
shares
|
$47,265
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
475
shares
|
$46,773
0.0% of portfolio
|
Q4 2024
Added 58.33%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
442
shares
|
$43,523
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
400
shares
|
$39,388
0.0% of portfolio
|
Q1 2023
Added 92.31%
|