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 309 institutions that hold shares in the stock, with a total of 13.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
2,031
shares
|
$220,566
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
2,002
shares
|
$217,417
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2026 Q4 2025 |
2,000
shares
|
$217,200
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
1,972
shares
|
$214,159
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
1,968
shares
|
$213,724
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
1,961
shares
|
$212,964
0.0% of portfolio
|
Q3 2025
Reduced 48.57%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
1,934
shares
|
$210,032
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
1,919
shares
|
$208,403
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 13, 2025 Q3 2025 |
1,858
shares
|
$201,778
0.07% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,819
shares
|
$197,543
0.0% of portfolio
|
Q3 2025
Reduced 8.32%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
1,760
shares
|
$191,136
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,713
shares
|
$186,031
0.0% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
1,704
shares
|
$185,054
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,704
shares
|
$185,054
0.06% of portfolio
|
Q4 2022
Reduced 42.88%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
1,703
shares
|
$184,945
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,685
shares
|
$182,991
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
1,476
shares
|
$160,293
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
1,280
shares
|
$139,008
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,206
shares
|
$130,971
0.0% of portfolio
|
Q2 2024
Added 18.24%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
1,105
shares
|
$120,003
0.04% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,045
shares
|
$113,487
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
948
shares
|
$102,952
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
900
shares
|
$97,740
0.04% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
880
shares
|
$95,568
0.01% of portfolio
|
Q2 2023
Added 220.0%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
822
shares
|
$89,269
0.04% of portfolio
|
Q1 2023
Added 100.0%
|
|