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 |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
118,959
shares
|
$12.9 Million
0.34% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
105,293
shares
|
$11.4 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
96,891
shares
|
$10.5 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Oct 30, 2025 Q3 2025 |
94,743
shares
|
$10.3 Million
5.76% of portfolio
|
Q3 2025
Reduced 7.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
94,126
shares
|
$10.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.88%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
92,770
shares
|
$10.1 Million
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
83,910
shares
|
$9.11 Million
3.97% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
82,201
shares
|
$8.93 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
78,126
shares
|
$8.48 Million
1.55% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Asset Planning Corporation
|
Nov 06, 2025 Q3 2025 |
77,674
shares
|
$8.44 Million
4.19% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 04, 2025 Q3 2025 |
75,565
shares
|
$8.21 Million
3.58% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
70,683
shares
|
$7.68 Million
0.06% of portfolio
|
Q3 2025
Added 16.27%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
61,787
shares
|
$6.71 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Nov 04, 2025 Q3 2025 |
61,247
shares
|
$6.65 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
59,597
shares
|
$6.47 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
56,232
shares
|
$6.11 Million
0.45% of portfolio
|
Q3 2025
Reduced 8.83%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
54,808
shares
|
$5.95 Million
0.01% of portfolio
|
Q3 2025
Reduced 22.89%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
53,870
shares
|
$5.85 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
51,177
shares
|
$5.56 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
49,635
shares
|
$5.39 Million
0.29% of portfolio
|
Q3 2025
Added 12.78%
|
|
|
Harbor Advisory Corp
|
Nov 12, 2025 Q3 2025 |
49,445
shares
|
$5.37 Million
1.62% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
47,262
shares
|
$5.13 Million
0.91% of portfolio
|
Q3 2025
Added 73.97%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
46,026
shares
|
$5 Million
0.13% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
43,916
shares
|
$4.77 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
40,811
shares
|
$4.43 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.47%
|
|