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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
2,611
shares
|
$283,554
0.0% of portfolio
|
Q3 2025
Added 31.27%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
2,600
shares
|
$282,360
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hemenway Trust CO LLC
|
Nov 07, 2025 Q3 2025 |
2,492
shares
|
$270,631
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jan 15, 2026 Q4 2025 |
2,474
shares
|
$268,676
0.13% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
2,411
shares
|
$261,834
0.07% of portfolio
|
Q2 2022
Added 80.06%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
2,395
shares
|
$260,097
0.2% of portfolio
|
Q3 2025
Reduced 15.16%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
2,386
shares
|
$259,119
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
2,370
shares
|
$257,382
0.05% of portfolio
|
Q2 2024
Reduced 22.04%
|
|
|
Mcia Inc
|
Nov 12, 2025 Q3 2025 |
2,342
shares
|
$254,341
0.05% of portfolio
|
Q3 2025
Reduced 60.09%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
2,313
shares
|
$251,191
0.03% of portfolio
|
Q3 2025
Reduced 70.97%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
2,294
shares
|
$249,128
0.01% of portfolio
|
Q4 2025
Added 2.87%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
2,227
shares
|
$241,852
0.05% of portfolio
|
Q4 2025
Reduced 14.94%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
2,190
shares
|
$237,834
0.02% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
2,185
shares
|
$237,291
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
2,158
shares
|
$234,358
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
2,136
shares
|
$231,969
0.07% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
2,094
shares
|
$227,408
0.0% of portfolio
|
Q2 2025
Added 207.94%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Nov 07, 2025 Q3 2025 |
2,093
shares
|
$227,299
0.15% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
2,074
shares
|
$225,236
0.06% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
2,072
shares
|
$225,019
0.17% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
2,058
shares
|
$223,498
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
2,043
shares
|
$221,869
0.0% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
2,043
shares
|
$221,869
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,041
shares
|
$221,652
0.0% of portfolio
|
Q2 2025
Added 83.54%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
2,038
shares
|
$221,326
0.01% of portfolio
|
Q2 2025
Reduced 1.92%
|
|