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 |
|---|---|---|---|---|---|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 06, 2025 Q3 2025 |
6,680
shares
|
$725,448
0.23% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
6,662
shares
|
$723,493
0.29% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
6,622
shares
|
$719,149
0.05% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
6,577
shares
|
$714,262
0.12% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
6,488
shares
|
$704,596
0.1% of portfolio
|
Q3 2024
Reduced 29.02%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
6,452
shares
|
$700,687
0.04% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
6,431
shares
|
$698,406
0.31% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
6,381
shares
|
$692,976
0.03% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Anson Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
6,349
shares
|
$689,501
0.63% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
6,301
shares
|
$684,288
0.05% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
6,241
shares
|
$677,772
0.0% of portfolio
|
Q3 2025
Reduced 22.89%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
6,025
shares
|
$654,315
0.25% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
5,923
shares
|
$643,237
0.02% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
5,879
shares
|
$638,459
0.0% of portfolio
|
Q3 2025
Added 39.54%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
5,851
shares
|
$635,418
0.02% of portfolio
|
Q3 2025
Added 39.18%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,730
shares
|
$622,278
0.0% of portfolio
|
Q3 2025
Added 7.73%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
5,665
shares
|
$615,219
0.0% of portfolio
|
Q3 2025
Added 7.62%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
5,650
shares
|
$613,590
0.0% of portfolio
|
Q3 2025
Added 14.91%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
5,629
shares
|
$611,309
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
5,628
shares
|
$611,200
0.01% of portfolio
|
Q3 2025
Added 36.21%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
5,524
shares
|
$599,906
0.3% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
5,327
shares
|
$578,512
0.0% of portfolio
|
Q3 2025
Added 39.52%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
5,295
shares
|
$575,037
0.12% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
5,057
shares
|
$549,190
0.33% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,052
shares
|
$548,647
0.03% of portfolio
|
Q2 2024
Added 1.17%
|
|