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 |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
3,226
shares
|
$350,343
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
3,190
shares
|
$346,434
0.1% of portfolio
|
Q2 2025
Reduced 31.4%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
3,181
shares
|
$345,456
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
3,141
shares
|
$341,112
0.0% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
3,138
shares
|
$340,786
0.13% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Oct 24, 2025 Q3 2025 |
3,125
shares
|
$339,375
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
3,104
shares
|
$337,094
0.01% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
3,052
shares
|
$331,447
0.01% of portfolio
|
Q3 2025
Reduced 9.41%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
3,013
shares
|
$327,211
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
3,013
shares
|
$327,211
0.25% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
3,006
shares
|
$326,451
0.05% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,952
shares
|
$320,587
0.01% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
2,930
shares
|
$318,198
0.0% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
2,926
shares
|
$317,763
0.04% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,914
shares
|
$316,460
0.04% of portfolio
|
Q2 2023
Reduced 5.02%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,906
shares
|
$315,591
0.01% of portfolio
|
Q3 2025
Added 74.53%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
2,900
shares
|
$314,940
0.06% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
2,841
shares
|
$308,532
0.13% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,826
shares
|
$306,903
0.0% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
2,791
shares
|
$303,102
0.07% of portfolio
|
Q2 2025
Reduced 49.93%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Nov 03, 2025 Q3 2025 |
2,791
shares
|
$303,102
0.23% of portfolio
|
Q2 2025
Reduced 49.93%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,752
shares
|
$298,867
0.0% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
2,704
shares
|
$293,654
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,701
shares
|
$293,328
0.01% of portfolio
|
Q1 2024
Reduced 21.3%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
2,684
shares
|
$291,482
0.03% of portfolio
|
Q3 2025
Added 14.9%
|
|