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 269 institutions that hold shares in the stock, with a total of 9.99 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
3,404
shares
|
$372,806
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
3,323
shares
|
$363,934
0.0% of portfolio
|
Q3 2024
Reduced 31.96%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
3,309
shares
|
$362,401
0.14% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
3,258
shares
|
$356,816
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
3,247
shares
|
$355,611
0.18% of portfolio
|
Q3 2024
Reduced 21.78%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
3,226
shares
|
$353,311
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
3,213
shares
|
$351,887
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
3,116
shares
|
$341,264
0.01% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
3,095
shares
|
$338,964
0.06% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
3,044
shares
|
$333,378
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
3,003
shares
|
$328,888
0.01% of portfolio
|
Q2 2024
Added 3.41%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,914
shares
|
$319,141
0.04% of portfolio
|
Q2 2023
Reduced 5.02%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
2,900
shares
|
$317,608
0.07% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
2,890
shares
|
$316,512
0.0% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
2,885
shares
|
$315,965
0.08% of portfolio
|
Q4 2024
Reduced 9.59%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
2,879
shares
|
$315,308
0.01% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,863
shares
|
$313,555
0.01% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,860
shares
|
$313,227
0.0% of portfolio
|
Q3 2024
Added 2117.05%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
2,826
shares
|
$309,503
0.01% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Benchmark Wealth Management, LLC
|
Jan 07, 2025 Q4 2024 |
2,818
shares
|
$308,627
0.15% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
2,737
shares
|
$299,756
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,701
shares
|
$295,813
0.01% of portfolio
|
Q1 2024
Reduced 21.3%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
2,600
shares
|
$284,752
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
2,600
shares
|
$284,752
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
2,595
shares
|
$284,204
0.08% of portfolio
|
Q4 2024
Added 0.62%
|