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 |
|---|---|---|---|---|---|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
5,030
shares
|
$546,258
0.1% of portfolio
|
Q4 2023
Reduced 13.97%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 10, 2025 Q3 2025 |
4,913
shares
|
$533,551
0.14% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
4,764
shares
|
$517,370
0.03% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
4,628
shares
|
$502,600
0.08% of portfolio
|
Q2 2023
Added 1.31%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
4,584
shares
|
$497,822
0.05% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
4,574
shares
|
$496,736
0.03% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,565
shares
|
$495,759
0.03% of portfolio
|
Q1 2020
Reduced 97.96%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
4,490
shares
|
$487,614
0.0% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
4,461
shares
|
$484,464
0.04% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Pachira Investments Inc.
|
Oct 22, 2025 Q3 2025 |
4,399
shares
|
$477,731
0.3% of portfolio
|
Q3 2025
Added 21.69%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
4,352
shares
|
$472,627
0.0% of portfolio
|
Q3 2025
Reduced 26.36%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
4,321
shares
|
$469,260
0.02% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Oct 22, 2025 Q3 2025 |
4,177
shares
|
$453,622
0.25% of portfolio
|
Q3 2025
Reduced 29.49%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
4,066
shares
|
$441,567
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
3,905
shares
|
$424,083
0.01% of portfolio
|
Q2 2025
Reduced 13.61%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
3,815
shares
|
$414,309
0.04% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
3,758
shares
|
$408,118
0.0% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,593
shares
|
$390,199
0.0% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
3,460
shares
|
$375,756
0.02% of portfolio
|
Q1 2023
Added 69.69%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
3,435
shares
|
$373,041
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
3,413
shares
|
$370,651
0.01% of portfolio
|
Q2 2025
Added 260.02%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
3,404
shares
|
$369,674
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
3,333
shares
|
$361,963
0.14% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
3,291
shares
|
$357,402
0.01% of portfolio
|
Q2 2025
Reduced 58.16%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3,236
shares
|
$351,429
0.03% of portfolio
|
Q3 2025
Added 0.09%
|
|