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 |
|---|---|---|---|---|---|
|
Pack Private Wealth, LLC
Wayzata, MN |
Feb 03, 2025 Q4 2024 |
8,485
shares
|
$920,707
0.53% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
8,468
shares
|
$918,862
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
8,433
shares
|
$915,064
0.01% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
8,347
shares
|
$905,732
0.02% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,802
shares
|
$846,595
0.0% of portfolio
|
Q3 2023
Added 0.03%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
7,670
shares
|
$832,271
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
7,457
shares
|
$809,159
0.02% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
7,375
shares
|
$800,261
0.4% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
7,288
shares
|
$790,820
0.01% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
7,228
shares
|
$784,310
0.0% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
6,997
shares
|
$759,244
0.06% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,955
shares
|
$754,687
0.02% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
6,949
shares
|
$754,035
0.05% of portfolio
|
Q2 2024
Reduced 1.91%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
6,708
shares
|
$727,885
0.06% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
6,696
shares
|
$726,582
0.15% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
6,488
shares
|
$704,012
0.08% of portfolio
|
Q3 2024
Reduced 29.02%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
6,262
shares
|
$679,489
0.01% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Oct 16, 2024 Q3 2024 |
6,146
shares
|
$666,902
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
6,146
shares
|
$666,902
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
6,025
shares
|
$653,772
0.25% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
5,975
shares
|
$648,347
0.35% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
5,954
shares
|
$646,068
0.02% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
5,911
shares
|
$641,402
0.26% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
5,886
shares
|
$638,689
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
5,719
shares
|
$620,568
0.02% of portfolio
|
Q4 2024
New holding
|