Vanguard S&P Mid-Cap 400 ETF (IVOO) Institutional Ownership $105.04 -2.55 (-2.37%) Closing price 02/21/2025 04:10 PM EasternExtended Trading$105.01 -0.03 (-0.03%) As of 02/21/2025 05:18 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for Vanguard S&P Mid-Cap 400 ETF (NYSEARCA:IVOO)Number ofInstitutional Buyers(last 12 months)151TotalInstitutional Inflows(last 12 months)$396.21MNumber ofInstitutional Sellers(last 12 months)71TotalInstitutional Outflows(last 12 months)$32.67M Get IVOO Insider Trade Alerts Want to know when executives and insiders are buying or selling Vanguard S&P Mid-Cap 400 ETF stock? 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Email Address Skip Chart & View Institutional Buying and Selling Data IVOO Institutional Buying and Selling by Quarter Vanguard S&P Mid-Cap 400 ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/22/2025 American Trust4,677$493K0.0%N/A0.024% 2/21/2025WNY Asset Management LLC138,762$14.64M1.8%+3.4%0.707% 2/17/2025 Royal Bank of Canada169,847$17.92M0.0%+5.5%0.865% 2/17/2025 Pathstone Holdings LLC87,973$9.28M0.0%-3.3%0.448% 2/17/2025 Focus Partners Wealth15,757$1.68M0.0%N/A0.080% 2/17/2025 Francis Financial Inc.156,625$16.52M3.8%+14.7%0.797% 2/17/2025 EP Wealth Advisors LLC38,946$4.11M0.0%+2.1%0.198% 2/17/2025 Cetera Investment Advisers143,705$15.16M0.0%-2.8%0.732% 2/17/2025 Baird Financial Group Inc.3,662$386K0.0%-5.2%0.019% 2/17/2025 Bank of America Corp DE1,299,749$137.12M0.0%+5.0%6.618% Get the Latest News and Ratings for IVOO and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Vanguard S&P Mid-Cap 400 ETF and its competitors with MarketBeat's FREE daily newsletter. 2/17/2025 Ameriprise Financial Inc.53,417$5.64M0.0%-11.6%0.272% 2/14/2025 Beacon Pointe Advisors LLC3,487$368K0.0%N/A0.018% 2/14/2025 Betterment LLC2,117$223K0.0%N/A0.011% 2/14/2025 Capital Analysts LLC2,531$267K0.0%+79.4%0.013% 2/14/2025 Susquehanna International Group LLP15,145$1.60M0.0%+273.1%0.077% 2/14/2025 Stifel Financial Corp67,120$7.08M0.0%+5.7%0.342% 2/14/2025 MESIROW FINANCIAL INVESTMENT MANAGEMENT Fixed Income33,264$3.51M3.6%-5.3%0.169% 2/14/2025 Coastline Trust Co28,898$3.05M0.4%+2.1%0.147% 2/13/2025 NewEdge Advisors LLC3,777$398K0.0%+30.7%0.019% 2/13/2025 Evergreen Capital Management LLC100,718$10.63M0.3%+46.3%0.513% 2/13/2025 M Holdings Securities Inc.11,282$1.19M0.2%N/A0.057% 2/13/2025 Mariner LLC36,937$3.90M0.0%+1.8%0.188% 2/13/2025 O ROURKE & COMPANY Inc6,907$729K0.4%-6.3%0.035% 2/13/2025 Keystone Financial Group29,257$3.09M0.3%N/A0.149% 2/13/2025 RE Dickinson Investment Advisors LLC442$47K0.0%N/A0.002% 2/13/2025 Townsquare Capital LLC2,582$272K0.0%N/A0.013% 2/13/2025 Rockefeller Capital Management L.P.58,284$6.15M0.0%+107.1%0.297% 2/13/2025 Coign Capital Advisors LLC110,228$11.63M10.7%N/A0.561% 2/13/2025 Tandem Wealth Advisors LLC4,355$459K0.2%N/A0.022% 2/13/2025 Texas Capital Bank Wealth Management Services Inc62,812$6.63M0.7%-3.8%0.320% 2/13/2025 Phoenix Financial Ltd.46,975$4.96M0.1%-27.1%0.239% 2/13/2025 Mountain Capital Investment Advisors Inc.349,199$38.27M7.9%N/A1.778% 2/13/2025 Raymond James Financial Inc.291,814$30.79M0.0%N/A1.486% 2/13/2025 Renaissance Technologies LLC4,500$475K0.0%N/A0.023% 2/13/2025 Cerity Partners LLC59,036$6.23M0.0%+6.6%0.301% 2/13/2025 Envestnet Asset Management Inc.254,231$26.82M0.0%-4.1%1.294% 2/13/2025 Wells Fargo & Company MN224,943$23.73M0.0%+19.3%1.145% 2/12/2025 Thoroughbred Financial Services LLC3,531$372K0.0%+3.4%0.018% 2/12/2025 RWA Wealth Partners LLC12,252$1.29M0.0%-1.8%0.062% 2/12/2025 Level Four Advisory Services LLC6,439$679K0.0%-43.0%0.033% Collect $7k per month from Tesla’s SECRET dividend (Ad)There's a little-known secret about Tesla that even seasoned investors don't know. Despite not paying a traditional dividend, there's a way to collect up to $7,013 per month from Tesla… starting as early as next month. This backdoor strategy is changing the game for smart investors. Want to see how it works?Click here to uncover Tesla's hidden income secret.2/12/2025 Orion Portfolio Solutions LLC16,511$1.74M0.0%-34.3%0.084% 2/12/2025 JPMorgan Chase & Co.147,357$15.55M0.0%+5.5%0.750% 2/12/2025 Motley Fool Wealth Management LLC25,675$2.71M0.1%N/A0.131% 2/11/2025 TIAA Trust National Association3,758$396K0.0%-7.6%0.019% 2/11/2025 LPL Financial LLC334,295$35.27M0.0%+8.3%1.702% 2/11/2025 Samalin Investment Counsel LLC3,337$352K0.2%N/A0.017% 2/11/2025 M Holdings Securities Inc.1,190$126K0.1%N/A0.006% 2/11/2025 VSM Wealth Advisory LLC371$39K0.0%N/A0.002% 2/11/2025 Brooklyn FI LLC22,033$2.43M0.0%N/A0.112% 2/10/2025 Thrivent Financial for Lutherans6,541$737K0.0%-14.7%0.033% 2/10/2025 Harbour Investments Inc.39,661$4.18M0.1%+2.0%0.202% 2/10/2025 Corient Private Wealth LLC3,486$368K0.0%-20.4%0.018% 2/10/2025 Phillips Financial Management LLC39,249$4.14M0.3%-16.2%0.200% 2/10/2025 Commonwealth Equity Services LLC148,196$15.64M0.0%+5.8%0.755% 2/10/2025 Avantax Advisory Services Inc.5,975$630K0.0%+57.4%0.030% 2/10/2025 Farther Finance Advisors LLC618$65K0.0%+102.6%0.003% 2/10/2025 EverSource Wealth Advisors LLC571$60K0.0%-24.8%0.003% 2/7/2025 Warwick Investment Management Inc.16,730$1.77M0.4%+18.3%0.085% 2/7/2025 HighTower Advisors LLC1,974$208K0.0%N/A0.010% 2/7/2025 New England Private Wealth Advisors LLC2,975$314K0.0%-16.4%0.015% 2/7/2025 Fairway Wealth LLC17,535$1.85M0.7%+26.7%0.089% 2/7/2025 SoundView Advisors Inc.20,034$2.11M0.9%N/A0.102% 2/7/2025 Independent Advisor Alliance3,526$372K0.0%N/A0.018% 2/6/2025 Opulen Financial Group LLC2,492$263K0.2%N/A0.013% 2/6/2025 Raymond James Financial Inc.291,814$30.79M0.0%N/A1.486% 2/6/2025 Assetmark Inc.2,133$225K0.0%+1,592.9%0.011% 2/6/2025 Snider Financial Group2,089$220K0.1%N/A0.011% 2/6/2025 Jones Financial Companies Lllp475$50K0.0%+58.3%0.002% 2/5/2025 Hanover Advisors Inc.5,911$624K0.3%-8.7%0.030% 2/5/2025 US Bancorp DE5,059$534K0.0%+30.4%0.026% 2/5/2025 First American Bank34,787$3.67M0.3%+9.4%0.177% 2/5/2025 Sentinel Trust Co. LBA126,100$13.30M1.5%-0.6%0.642% 2/5/2025 Fort Sheridan Advisors LLC10,982$1.16M0.2%+28.7%0.056% 2/5/2025 Checchi Capital Advisers LLC34,105$3.60M0.2%+2.3%0.174% 2/5/2025 EQ LLC22,397$2.36M1.1%+4.9%0.114% 2/4/2025 Bank of New York Mellon Corp2,443$258K0.0%+14.2%0.012% 2/4/2025 Trifecta Capital Advisors LLC258$27K0.0%N/A0.001% 2/4/2025 Crestwood Advisors Group LLC3,215$339K0.0%+7.1%0.016% 2/4/2025 Wealthspire Advisors LLC6,262$661K0.0%-9.0%0.032% 2/3/2025 Centricity Wealth Management LLC3,258$344K0.3%N/A0.017% 2/3/2025 Concurrent Investment Advisors LLC5,719$603K0.0%N/A0.029% 2/3/2025 Private Advisor Group LLC45,347$4.78M0.0%+3.1%0.231% 2/3/2025 Legacy Solutions LLC36,171$3.82M4.2%N/A0.184% 1/31/2025 Global Retirement Partners LLC1,947$205K0.0%+77.2%0.010% 1/31/2025 Atlas Legacy Advisors LLC36,164$3.82M0.9%N/A0.184% 1/31/2025 Atria Wealth Solutions Inc.2,271$240K0.0%-95.0%0.012% 1/31/2025 D.A. Davidson & CO.102,531$10.82M0.1%+1.6%0.522% 1/31/2025 Truist Financial Corp26,486$2.79M0.0%+1.9%0.135% 1/31/2025 Raelipskie Partnership70,562$7.44M3.7%+5.6%0.359% 1/31/2025 Sanctuary Advisors LLC8,708$963K0.0%-1.7%0.044% Collect $7k per month from Tesla’s SECRET dividend (Ad)There's a little-known secret about Tesla that even seasoned investors don't know. Despite not paying a traditional dividend, there's a way to collect up to $7,013 per month from Tesla… starting as early as next month. This backdoor strategy is changing the game for smart investors. Want to see how it works?Click here to uncover Tesla's hidden income secret.1/31/2025 Anson Capital Inc.11,207$1.18M1.0%+3.4%0.057% 1/31/2025 J.W. Cole Advisors Inc.11,892$1.26M0.1%-6.4%0.061% 1/30/2025 Allworth Financial LP166,149$18.43M0.1%+10,219.8%0.846% 1/30/2025 Valeo Financial Advisors LLC2,213$233K0.0%N/A0.011% 1/30/2025 Walkner Condon Financial Advisors LLC6,696$706K0.1%+4.5%0.034% 1/29/2025 Castle Wealth Management LLC5,975$630K0.2%-5.7%0.030% 1/29/2025 Pachira Investments Inc.1,915$202K0.1%N/A0.010% 1/29/2025 Soltis Investment Advisors LLC156,273$16.49M1.5%-9.4%0.796% 1/29/2025 Savant Capital LLC116,282$12.27M0.1%-2.8%0.592% 1/27/2025 Bleakley Financial Group LLC12,234$1.29M0.0%+2.3%0.062% (Data available from 1/1/2016 forward) IVOO Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of IVOO shares? During the previous two years, 271 institutional investors and hedge funds held shares of Vanguard S&P Mid-Cap 400 ETF. The most heavily invested institutionals were Bank of America Corp DE ($137.12M), International Assets Investment Management LLC ($81.18M), UBS Group AG ($41.03M), Mountain Capital Investment Advisors Inc. ($38.27M), Northwestern Mutual Wealth Management Co. ($36.48M), LPL Financial LLC ($35.27M), and Raymond James Financial Inc. ($30.79M).Learn more on IVOO's institutional investors. Which institutional investors have been buying Vanguard S&P Mid-Cap 400 ETF stock? Of the 252 institutional investors that purchased Vanguard S&P Mid-Cap 400 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($866.25K), Raymond James Financial Inc. ($583.63K), Mountain Capital Investment Advisors Inc. ($349.20K), UBS Group AG ($281.69K), Hantz Financial Services Inc. ($271.38K), Gratus Capital LLC ($240.27K), and Soltis Investment Advisors LLC ($210.63K). How much institutional buying is happening at Vanguard S&P Mid-Cap 400 ETF? Institutional investors have bought a total of 7,165,239 shares in the last 24 months. This purchase volume represents approximately $686.81M in transactions. Which Vanguard S&P Mid-Cap 400 ETF major shareholders have been selling company stock? Of the 109 institutional investors that sold Vanguard S&P Mid-Cap 400 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Meitav Investment House Ltd. ($100.55K), US Bancorp DE ($99.03K), Soltis Investment Advisors LLC ($78.58K), Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD ($63.99K), Envestnet Asset Management Inc. ($54.09K), Atria Wealth Solutions Inc. ($42.93K), and Texas Capital Bank Wealth Management Services Inc ($38.30K). How much institutional selling is happening at Vanguard S&P Mid-Cap 400 ETF? Institutional investors have sold a total of 864,998 shares in the last 24 months. This volume of shares sold represents approximately $81.26M in transactions. Related Companies iShares Morningstar Mid-Cap Growth ETF Institutional Ownership SPDR S&P 400 Mid Cap Value ETF Institutional Ownership SPDR S&P 400 Mid CapGrowth ETF Institutional Ownership Fidelity Enhanced Mid Cap ETF Institutional Ownership JPMorgan BetaBuilders U.S. Mid Cap Equity ETF Institutional Ownership First Trust Mid Cap Core AlphaDEX Fund Institutional Ownership WisdomTree U.S. MidCap Dividend Fund Institutional Ownership Vanguard S&P Mid-Cap 400 Growth ETF Institutional Ownership Invesco S&P MidCap Momentum ETF Institutional Ownership iShares Morningstar Mid-Cap ETF Institutional Ownership This page (NYSEARCA:IVOO) was last updated on 2/22/2025 by MarketBeat.com Staff From Our PartnersSecret financial plot unfolding in Washington DC… [DEVELOPING]What stocks are next up to soar in 2025? I believe I’ve found the answer - and it might surprise you. 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