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 9.99 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
92,770
shares
|
$10.2 Million
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
90,951
shares
|
$9.96 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
79,673
shares
|
$8.73 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
77,596
shares
|
$8.5 Million
4.15% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
77,180
shares
|
$8.45 Million
1.51% of portfolio
|
Q4 2024
Added 29.98%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Jan 31, 2025 Q4 2024 |
70,562
shares
|
$7.73 Million
3.7% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
68,858
shares
|
$7.54 Million
0.26% of portfolio
|
Q3 2024
Added 43.59%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
65,290
shares
|
$7.15 Million
0.68% of portfolio
|
Q3 2024
Reduced 17.74%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
64,420
shares
|
$7.06 Million
0.1% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
63,493
shares
|
$6.95 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
60,426
shares
|
$6.62 Million
0.0% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
58,462
shares
|
$6.4 Million
3.88% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
55,357
shares
|
$6.06 Million
0.01% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
54,795
shares
|
$6 Million
0.02% of portfolio
|
Q4 2024
Added 12.1%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
49,537
shares
|
$5.43 Million
1.72% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
46,810
shares
|
$5.13 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
45,347
shares
|
$4.97 Million
0.03% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
38,872
shares
|
$4.26 Million
0.13% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
38,150
shares
|
$4.18 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
37,718
shares
|
$4.13 Million
0.0% of portfolio
|
Q1 2023
Added 99.74%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
36,276
shares
|
$3.97 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
36,171
shares
|
$3.96 Million
4.16% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
36,164
shares
|
$3.96 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
Nov 13, 2024 Q3 2024 |
35,130
shares
|
$3.85 Million
3.81% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
34,263
shares
|
$3.75 Million
0.65% of portfolio
|
Q3 2024
Added 2.34%
|