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 295 institutions that hold shares in the stock, with a total of 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
2,240
shares
|
$220,572
0.12% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,213
shares
|
$217,914
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
2,168
shares
|
$213,482
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Feb 10, 2025 Q4 2024 |
2,158
shares
|
$212,498
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
2,151
shares
|
$211,808
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
2,133
shares
|
$210,036
0.0% of portfolio
|
Q4 2024
Added 1592.86%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
2,124
shares
|
$209,150
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,117
shares
|
$208,460
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
2,089
shares
|
$205,703
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,058
shares
|
$202,651
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
2,030
shares
|
$199,894
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
2,000
shares
|
$196,940
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,974
shares
|
$194,379
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
1,972
shares
|
$194,182
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
1,968
shares
|
$193,788
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,947
shares
|
$191,721
0.01% of portfolio
|
Q4 2024
Added 77.16%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,946
shares
|
$191,622
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Pachira Investments Inc.
|
Jan 29, 2025 Q4 2024 |
1,915
shares
|
$188,570
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
1,900
shares
|
$187,093
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,704
shares
|
$167,792
0.06% of portfolio
|
Q4 2022
Reduced 42.88%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
1,704
shares
|
$167,792
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
1,280
shares
|
$126,041
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,206
shares
|
$118,754
0.0% of portfolio
|
Q2 2024
Added 18.24%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,200
shares
|
$118,164
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
1,105
shares
|
$108,809
0.04% of portfolio
|
Q4 2024
Reduced 1.07%
|