Vanguard S&P Mid-Cap 400 ETF (IVOO) Institutional Ownership $98.55 -1.83 (-1.82%) Closing price 03/28/2025 04:10 PM EasternExtended Trading$98.88 +0.33 (+0.33%) As of 03/28/2025 05:38 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 AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for Vanguard S&P Mid-Cap 400 ETF (NYSEARCA:IVOO)Number ofInstitutional Buyers(last 12 months)154TotalInstitutional Inflows(last 12 months)$401.38MNumber ofInstitutional Sellers(last 12 months)70TotalInstitutional Outflows(last 12 months)$32.52M 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 Remove Ads 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 CompanyDetails3/24/2025Mascagni Wealth Management Inc.3,580$378K0.3%N/A0.015% 3/10/2025 SpringVest Wealth Management LLC23,101$2.44M2.1%N/A0.099% 2/28/2025 Menard Financial Group LLC480$51K0.0%N/A0.002% 2/28/2025 Brooklyn FI LLC22,033$2.43M0.4%N/A0.095% 2/24/2025 Ameriflex Group Inc.284$31K0.0%N/A0.001% 2/22/2025 American Trust4,677$493K0.0%N/A0.024% 2/21/2025 WNY 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% 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 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% 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% Warning: “DOGE Collapse” imminent (Ad)Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week, President Trump promised to buy a Tesla to help support Musk in the face of a boycott against his company. But according to one research group, with connections to the Pentagon and the U.S. government, Elon's preparing to strike back in a much bigger way in the days ahead.Click here to see what they’re predicting now.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% 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% Warning: “DOGE Collapse” imminent (Ad)Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week, President Trump promised to buy a Tesla to help support Musk in the face of a boycott against his company. But according to one research group, with connections to the Pentagon and the U.S. government, Elon's preparing to strike back in a much bigger way in the days ahead.Click here to see what they’re predicting now.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% 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% (Data available from 1/1/2016 forward)Remove Ads IVOO Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of IVOO shares? During the previous two years, 274 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 255 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 7,211,505 shares in the last 24 months. This purchase volume represents approximately $691.77M 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. 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