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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
5,522
shares
|
$599,192
0.0% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
5,489
shares
|
$595,611
0.33% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,119
shares
|
$555,462
0.03% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
5,059
shares
|
$548,952
0.0% of portfolio
|
Q4 2024
Added 30.39%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
5,030
shares
|
$545,805
0.13% of portfolio
|
Q4 2023
Reduced 13.97%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
4,881
shares
|
$529,637
0.02% of portfolio
|
Q4 2024
Added 21.21%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
4,792
shares
|
$519,979
0.02% of portfolio
|
Q4 2024
Added 32.45%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
4,679
shares
|
$507,718
0.01% of portfolio
|
Q4 2024
Added 136.67%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
4,628
shares
|
$502,184
0.09% of portfolio
|
Q2 2023
Added 1.31%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
4,571
shares
|
$495,999
0.04% of portfolio
|
Q4 2024
Added 25.47%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,565
shares
|
$495,348
0.03% of portfolio
|
Q1 2020
Reduced 97.96%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
4,515
shares
|
$489,922
0.11% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,436
shares
|
$481,350
0.0% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
4,377
shares
|
$474,948
0.0% of portfolio
|
Q3 2024
Added 46.63%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
4,308
shares
|
$467,461
0.04% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
4,066
shares
|
$441,201
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
4,066
shares
|
$441,201
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
4,059
shares
|
$440,442
0.0% of portfolio
|
Q3 2024
Reduced 67.38%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
3,861
shares
|
$418,957
0.0% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3,850
shares
|
$417,763
0.0% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3,796
shares
|
$411,903
0.0% of portfolio
|
Q3 2024
Added 26.45%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
3,576
shares
|
$388,031
0.02% of portfolio
|
Q4 2024
Added 84.33%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
3,526
shares
|
$382,606
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
3,492
shares
|
$378,916
0.04% of portfolio
|
Q4 2024
Added 41.66%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
3,460
shares
|
$375,444
0.02% of portfolio
|
Q1 2023
Added 69.69%
|