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 |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
2,600
shares
|
$282,126
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
2,595
shares
|
$281,583
0.08% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,519
shares
|
$273,336
0.0% of portfolio
|
Q3 2024
Reduced 12.63%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
2,492
shares
|
$270,406
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Hemenway Trust CO LLC
|
Nov 05, 2024 Q3 2024 |
2,492
shares
|
$270,406
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
2,411
shares
|
$261,617
0.07% of portfolio
|
Q2 2022
Added 80.06%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
2,386
shares
|
$258,904
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
2,370
shares
|
$257,168
0.06% of portfolio
|
Q2 2024
Reduced 22.04%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
2,370
shares
|
$257,168
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,360
shares
|
$256,083
0.0% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
2,271
shares
|
$246,426
0.0% of portfolio
|
Q4 2024
Reduced 94.98%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
2,268
shares
|
$246,100
0.01% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,262
shares
|
$245,449
0.01% of portfolio
|
Q3 2024
Reduced 19.33%
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jan 13, 2025 Q4 2024 |
2,260
shares
|
$245,232
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
2,240
shares
|
$243,062
0.12% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,213
shares
|
$240,132
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
2,168
shares
|
$235,249
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
2,158
shares
|
$234,164
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
2,151
shares
|
$233,405
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
2,133
shares
|
$231,451
0.0% of portfolio
|
Q4 2024
Added 1592.86%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
2,124
shares
|
$230,475
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
2,089
shares
|
$226,677
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,058
shares
|
$223,313
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
2,030
shares
|
$220,275
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
2,000
shares
|
$217,020
0.13% of portfolio
|
Q3 2024
New holding
|