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Vanguard S&P Mid-Cap 400 ETF (IVOO) Institutional Ownership

Vanguard S&P Mid-Cap 400 ETF logo
$109.62 +0.65 (+0.60%)
(As of 11/20/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for Vanguard S&P Mid-Cap 400 ETF (NYSEARCA:IVOO)

Number of
Institutional Buyers
(last 12 months)
114
Total
Institutional Inflows
(last 12 months)
$219.94M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$27.80M
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IVOO Institutional Buying and Selling by Quarter

Vanguard S&P Mid-Cap 400 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Soltis Investment Advisors LLC172,497$18.22M1.8%-26.1%0.878%
11/18/2024 TD Private Client Wealth LLC2,879$304K0.0%+6.2%0.015%
11/15/2024 Valued Retirements Inc.2,158$228K0.3%N/A0.011%
11/15/2024 Raelipskie Partnership66,832$7.06M3.4%+3.9%0.340%
11/15/2024 MML Investors Services LLC25,854$2.73M0.0%-5.0%0.132%
11/15/2024 Orion Portfolio Solutions LLC25,119$2.65M0.1%N/A0.128%
11/15/2024 EP Wealth Advisors LLC38,150$4.03M0.0%N/A0.194%
11/15/2024 Jane Street Group LLC9,401$993K0.0%N/A0.048%
11/15/2024 Texas Capital Bank Wealth Management Services Inc65,290$6.90M0.7%-17.7%0.332%
11/15/2024 Stifel Financial Corp63,493$6.71M0.0%-0.5%0.323%
11/15/2024 IHT Wealth Management LLC2,262$239K0.0%-19.3%0.012%
11/15/2024 FSA Wealth Management LLC941$99K0.0%N/A0.005%
11/14/2024 Rockefeller Capital Management L.P.28,143$2.97M0.0%-11.2%0.143%
11/14/2024 Hantz Financial Services Inc.120,564$12.74M0.2%+83,625.0%0.614%
11/13/2024 FMR LLC7,439$786K0.0%+6.3%0.038%
11/13/2024 D.A. Davidson & CO.100,879$10.66M0.1%+2.5%0.514%
11/12/2024 Cerity Partners LLC55,357$5.86M0.0%+1.3%0.282%
11/12/2024 Great Valley Advisor Group Inc.7,457$788K0.0%+2.9%0.038%
11/12/2024 Nwam LLC2,600$275K0.0%N/A0.013%
11/12/2024 Raymond James Trust N.A.6,955$735K0.0%-8.7%0.035%
11/8/2024 King Luther Capital Management Corp1,972$208K0.0%N/A0.010%
11/8/2024 R. W. Roge & Company Inc.3,247$342K0.2%-21.8%0.017%
11/8/2024 Avior Wealth Management LLC609$64K0.0%-17.8%0.003%
11/7/2024 Pathstone Holdings LLC90,951$9.61M0.0%-3.5%0.463%
11/7/2024 EQ LLC21,347$2.26M1.1%+12.9%0.109%
11/7/2024 Phillips Financial Management LLC46,810$4.95M0.4%-1.2%0.238%
11/6/2024 LJI Wealth Management LLC1,900$201K0.0%N/A0.010%
11/6/2024 Coastline Trust Co28,292$2.99M0.4%+38.7%0.144%
11/6/2024 OneDigital Investment Advisors LLC1,940$205K0.0%N/A0.010%
11/5/2024 Moser Wealth Advisors LLC631$67K0.0%-16.5%0.003%
11/5/2024 Hemenway Trust Co LLC2,492$263K0.0%N/A0.013%
11/5/2024 Harbour Investments Inc.38,872$4.11M0.1%+5.7%0.198%
11/4/2024 Sigma Planning Corp1,963$207K0.0%-24.4%0.010%
11/2/2024 Francis Financial Inc.136,608$14.43M3.8%+91.0%0.696%
11/1/2024 Essex Savings Bank6,146$649K0.2%N/A0.031%
11/1/2024 Fairway Wealth LLC13,845$1.46M0.6%+2.1%0.070%
11/1/2024 Source Financial Advisors LLC9,392$992K0.3%+1.7%0.048%
11/1/2024 Smith Thornton Advisors LLC2,000$211K0.1%N/A0.010%
10/31/2024 Walkner Condon Financial Advisors LLC6,405$677K0.1%-1.9%0.033%
10/30/2024 1834 Investment Advisors Co.23,662$2.50M0.3%-40.1%0.120%
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10/29/2024 Janney Montgomery Scott LLC48,880$5.16M0.0%+3.8%0.249%
10/29/2024 Chicago Partners Investment Group LLC3,618$382K0.0%-3.6%0.018%
10/28/2024 Lebenthal Global Advisors LLC59,379$6.27M1.3%+64.6%0.302%
10/25/2024 Edge Financial Advisors LLC15,998$1.69M1.5%N/A0.081%
10/25/2024 Valmark Advisers Inc.8,504$898K0.0%-1.3%0.043%
10/25/2024 Diversify Advisory Services LLC1,940$206K0.0%N/A0.010%
10/24/2024 Anson Capital Inc.10,840$1.15M1.0%-7.8%0.055%
10/24/2024 J.W. Cole Advisors Inc.12,710$1.34M0.1%+28.7%0.065%
10/24/2024 Wealth Enhancement Advisory Services LLC2,737$289K0.0%N/A0.014%
10/23/2024 Joel Isaacson & Co. LLC2,253$238K0.0%N/A0.011%
10/22/2024 International Assets Investment Management LLC768,517$81.18M0.0%+147,691.7%3.913%
10/22/2024 Greenleaf Trust13,967$1.48M0.0%-1.5%0.071%
10/22/2024 Eastern Bank2,151$227K0.0%N/A0.011%
10/21/2024 Evernest Financial Advisors LLC3,191$337K0.1%N/A0.016%
10/21/2024 Asset Planning Corporation53,188$5.62M3.7%+2.2%0.271%
10/19/2024OLD National Bancorp IN124,156$13.12M0.3%+2.7%0.632%
10/18/2024First Bancorp Inc ME11,487$1.21M0.8%-7.5%0.058%
10/18/2024Raymond James & Associates192,080$20.29M0.0%+7.5%0.978%
10/18/2024Bartlett & CO. Wealth Management LLC6,879$729K0.0%-1.3%0.035%
10/18/2024Blue Trust Inc.348$34K0.0%-24.3%0.002%
10/18/2024Stratos Investment Management LLC3,271$346K0.0%N/A0.017%
10/16/2024 Bleakley Financial Group LLC11,959$1.26M0.0%-7.8%0.061%
10/16/2024 Alliance Wealth Advisors LLC1,968$208K0.1%N/A0.010%
10/16/2024 Stage Harbor Financial LLC6,146$656K0.6%N/A0.031%
10/15/2024 Zhang Financial LLC9,711$1.03M0.1%-9.5%0.049%
10/10/2024 Octavia Wealth Advisors LLC17,628$1.87M0.2%+1.0%0.090%
10/9/2024 Hexagon Capital Partners LLC600$63K0.0%-68.4%0.003%
9/5/2024Sanctuary Advisors LLC7,292$714K0.0%N/A0.037%
8/27/2024New Century Financial Group LLC12,038$1.19M0.5%N/A0.061%
8/22/2024 Cetera Investment Advisers152,144$15.08M0.0%-0.3%0.775%
8/21/2024 Truist Financial Corp25,278$2.51M0.0%+1.5%0.129%
8/19/2024B. Riley Wealth Advisors Inc.2,155$214K0.0%-14.0%0.011%
8/16/2024 Northwestern Mutual Wealth Management Co.368,093$36.48M0.0%+4.4%1.874%
8/16/2024 Creative Planning27,962$2.77M0.0%+2.6%0.142%
8/16/2024 Texas Capital Bank Wealth Management Services Inc79,368$7.87M0.8%-4.7%0.404%
8/14/2024 Gateway Advisory LLC33,480$3.32M0.6%+2.6%0.170%
8/14/2024 Evergreen Capital Management LLC47,955$4.77M0.2%N/A0.244%
8/13/2024 Bridges Investment Management Inc.2,370$235K0.0%N/A0.012%
8/10/2024 Fairway Wealth LLC13,561$1.34M0.8%+1.9%0.069%
8/10/2024Virtu Financial LLC10,999$1.09M0.1%N/A0.056%
8/9/2024 Marble Harbor Investment Counsel LLC19,830$1.97M0.2%-2.9%0.101%
8/8/2024 J.W. Cole Advisors Inc.9,875$979K0.0%-41.8%0.050%
8/8/2024 Envestnet Asset Management Inc.259,203$25.69M0.0%+2.1%1.320%
8/8/2024 LPL Financial LLC313,602$31.08M0.0%+0.4%1.597%
8/6/2024 Asset Dedication LLC400$40K0.0%N/A0.002%
8/6/2024 Savant Capital LLC129,742$12.86M0.1%+1,136.5%0.661%
8/5/2024 Private Advisor Group LLC43,965$4.36M0.0%-1.4%0.224%
8/2/2024 Simon Quick Advisors LLC17,828$1.77M0.1%-11.8%0.091%
8/2/2024 Octavia Wealth Advisors LLC17,449$1.74M0.2%+1.3%0.089%
8/1/2024 Crestwood Advisors Group LLC3,003$298K0.0%+3.4%0.015%
This Bull Market Indicator called NVDA at $116 (Ad)

Every now and again we find an investment idea so incredible we can’t help but share. And today is one of those rare days… Except, today we won't be giving you insight on any one particular stock… But rather, insight on a revolutionary new stock picking indicator… In fact, within the last year, this indicator has become famous for a multitude of reasons… But one of the biggest was because of the buy signal it issued on October 18th, 2022. In fact, on that very day, it said to buy NVDA at $116.37… Anyone who did would be sitting on a tremendously large return today… But even if you missed the original buy signal from October, this incredible indicator issued 11 other buy signals while Nvidia made its epic run…

All you have to do is follow this link here
8/1/2024 D.A. Davidson & CO.98,401$9.75M0.1%+0.3%0.501%
8/1/2024 Valmark Advisers Inc.8,616$854K0.0%-1.4%0.044%
7/31/2024 Asset Planning Corporation52,023$5.16M3.9%+7.6%0.265%
7/31/2024 Spire Wealth Management10,724$1.06M0.0%-11.7%0.055%
7/31/2024Commonwealth Equity Services LLC144,204$14.29M0.0%+2.9%0.734%
7/30/2024 International Assets Investment Management LLC520$52K0.0%N/A0.003%
7/29/2024 Ameritas Advisory Services LLC2,558$254K0.0%N/A0.013%
7/29/2024 Arkadios Wealth Advisors2,124$211K0.0%N/A0.011%
7/27/2024 1834 Investment Advisors Co.39,517$3.92M0.5%+4.9%0.201%
7/26/2024 1900 Wealth Management LLC4,308$427K0.0%-8.8%0.022%
(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, 234 institutional investors and hedge funds held shares of Vanguard S&P Mid-Cap 400 ETF. The most heavily invested institutionals were International Assets Investment Management LLC ($81.18M), Bank of America Corp DE ($46.12M), UBS Group AG ($41.03M), Northwestern Mutual Wealth Management Co. ($36.48M), LPL Financial LLC ($31.08M), Gratus Capital LLC ($28.78M), and Envestnet Asset Management Inc. ($25.69M).Learn more on IVOO's institutional investors.

Which institutional investors have been buying Vanguard S&P Mid-Cap 400 ETF stock?

Of the 217 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), Gratus Capital LLC ($321.96K), UBS Group AG ($299.81K), Soltis Investment Advisors LLC ($210.63K), WNY Asset Management LLC ($195.33K), LPL Financial LLC ($170.04K), and Envestnet Asset Management Inc. ($160.29K).

How much institutional buying is happening at Vanguard S&P Mid-Cap 400 ETF?

Institutional investors have bought a total of 5,538,637 shares in the last 24 months. This purchase volume represents approximately $506.34M in transactions.

Which Vanguard S&P Mid-Cap 400 ETF major shareholders have been selling company stock?

Of the 100 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: Bridgeworth LLC ($172.60K), Meitav Investment House Ltd. ($100.55K), US Bancorp DE ($99.03K), Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD ($63.99K), Soltis Investment Advisors LLC ($62.35K), Envestnet Asset Management Inc. ($48.39K), and Texas Capital Bank Wealth Management Services Inc ($35.82K).

How much institutional selling is happening at Vanguard S&P Mid-Cap 400 ETF?

Institutional investors have sold a total of 905,658 shares in the last 24 months. This volume of shares sold represents approximately $81.06M in transactions.


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This page (NYSEARCA:IVOO) was last updated on 11/21/2024 by MarketBeat.com Staff
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