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 |
|---|---|---|---|---|---|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
16,112
shares
|
$1.59 Million
1.52% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
15,145
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
Added 273.12%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
14,886
shares
|
$1.47 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
14,861
shares
|
$1.46 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
|
$1.37 Million
0.56% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
13,562
shares
|
$1.34 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
13,408
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
12,758
shares
|
$1.26 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,740
shares
|
$1.25 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
12,252
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
12,234
shares
|
$1.2 Million
0.04% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
11,892
shares
|
$1.17 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
11,661
shares
|
$1.15 Million
0.02% of portfolio
|
Q4 2024
Added 39.7%
|
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
11,487
shares
|
$1.13 Million
0.83% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
11,353
shares
|
$1.12 Million
0.1% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
11,282
shares
|
$1.11 Million
0.19% of portfolio
|
Q4 2024
Added 848.07%
|
|
|
Anson Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
11,207
shares
|
$1.1 Million
1.08% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
11,050
shares
|
$1.09 Million
0.52% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
11,039
shares
|
$1.09 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
10,982
shares
|
$1.08 Million
0.17% of portfolio
|
Q4 2024
Added 28.69%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
10,745
shares
|
$1.06 Million
0.32% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
10,739
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,499
shares
|
$1.03 Million
0.07% of portfolio
|
Q4 2024
Reduced 27.25%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
10,165
shares
|
$1 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
10,060
shares
|
$990,608
0.06% of portfolio
|
Q1 2024
New holding
|