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 278 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 $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First American Bank
Dundee, IL |
Feb 05, 2025 Q4 2024 |
34,787
shares
|
$3.77 Million
0.26% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
34,263
shares
|
$3.72 Million
0.65% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
34,105
shares
|
$3.7 Million
0.21% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
28,292
shares
|
$3.07 Million
0.35% of portfolio
|
Q3 2024
Added 38.74%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
28,143
shares
|
$3.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.18%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
27,973
shares
|
$3.04 Million
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
26,486
shares
|
$2.87 Million
0.0% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
25,854
shares
|
$2.81 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
25,119
shares
|
$2.73 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
22,397
shares
|
$2.43 Million
1.11% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
21,299
shares
|
$2.31 Million
0.04% of portfolio
|
Q1 2024
Added 2.97%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
20,768
shares
|
$2.25 Million
0.01% of portfolio
|
Q3 2024
Added 10.9%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
20,734
shares
|
$2.25 Million
0.03% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
Feb 07, 2025 Q4 2024 |
20,034
shares
|
$2.17 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
19,830
shares
|
$2.15 Million
0.24% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
18,280
shares
|
$1.98 Million
0.24% of portfolio
|
Q4 2024
Reduced 22.75%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
18,200
shares
|
$1.97 Million
0.05% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
17,574
shares
|
$1.91 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
17,535
shares
|
$1.9 Million
0.83% of portfolio
|
Q4 2024
Added 26.65%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
16,730
shares
|
$1.82 Million
0.36% of portfolio
|
Q4 2024
Added 18.33%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
16,112
shares
|
$1.75 Million
1.52% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
14,886
shares
|
$1.62 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
14,861
shares
|
$1.61 Million
0.02% of portfolio
|
Q4 2023
Added 6.79%
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Feb 06, 2025 Q4 2024 |
13,920
shares
|
$1.51 Million
0.56% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
13,562
shares
|
$1.47 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.9%
|