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

Vanguard S&P Mid-Cap 400 ETF logo
$111.39 +1.79 (+1.63%)
Closing price 04:10 PM Eastern
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$111.34 -0.06 (-0.05%)
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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)
$223.46M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$28.58M
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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
1/21/20251834 Investment Advisors Co.18,280$1.93M0.2%-22.7%0.093%
1/17/2025 Edge Financial Advisors LLC16,112$1.70M1.5%+0.7%0.082%
1/17/2025 Janney Montgomery Scott LLC54,795$5.78M0.0%+12.1%0.279%
1/17/2025 Bartlett & CO. Wealth Management LLC7,288$769K0.0%+5.9%0.037%
1/17/2025 Simon Quick Advisors LLC10,499$1.11M0.1%-27.2%0.053%
1/16/2025 Diversify Advisory Services LLC3,576$375K0.0%+84.3%0.018%
1/15/2025 Ameritas Advisory Services LLC4,881$515K0.0%+21.2%0.025%
1/15/2025 CGN Advisors LLC3,492$368K0.0%+41.7%0.018%
1/14/2025 Park Avenue Securities LLC8,468$893K0.0%N/A0.043%
1/13/2025 AdvisorNet Financial Inc4,571$482K0.0%+25.5%0.023%
1/13/2025 Kieckhefer Group LLC2,260$238K0.1%N/A0.012%
12/26/2024JPMorgan Chase & Co.139,737$14.76M0.0%+57.5%0.711%
11/25/2024Sanctuary Advisors LLC8,861$1.00M0.0%+21.5%0.045%
11/18/2024Soltis Investment Advisors LLC172,497$18.22M1.8%-26.1%0.878%
11/18/2024TD Private Client Wealth LLC2,879$304K0.0%+6.2%0.015%
11/15/2024Valued Retirements Inc.2,158$228K0.3%N/A0.011%
11/15/2024Raelipskie Partnership66,832$7.06M3.4%+3.9%0.340%
11/15/2024MML Investors Services LLC25,854$2.73M0.0%-5.0%0.132%
11/15/2024Orion Portfolio Solutions LLC25,119$2.65M0.1%N/A0.128%
11/15/2024EP Wealth Advisors LLC38,150$4.03M0.0%N/A0.194%
11/15/2024Jane Street Group LLC9,401$993K0.0%N/A0.048%
11/15/2024Texas Capital Bank Wealth Management Services Inc65,290$6.90M0.7%-17.7%0.332%
11/15/2024Stifel Financial Corp63,493$6.71M0.0%-0.5%0.323%
11/15/2024IHT Wealth Management LLC2,262$239K0.0%-19.3%0.012%
11/15/2024FSA Wealth Management LLC941$99K0.0%N/A0.005%
11/14/2024Rockefeller Capital Management L.P.28,143$2.97M0.0%-11.2%0.143%
11/14/2024Hantz Financial Services Inc.120,564$12.74M0.2%+83,625.0%0.614%
11/13/2024FMR LLC7,439$786K0.0%+6.3%0.038%
11/13/2024D.A. Davidson & CO.100,879$10.66M0.1%+2.5%0.514%
11/12/2024Cerity Partners LLC55,357$5.86M0.0%+1.3%0.282%
11/12/2024Great Valley Advisor Group Inc.7,457$788K0.0%+2.9%0.038%
11/12/2024Nwam LLC2,600$275K0.0%N/A0.013%
11/12/2024Raymond James Trust N.A.6,955$735K0.0%-8.7%0.035%
11/8/2024King Luther Capital Management Corp1,972$208K0.0%N/A0.010%
11/8/2024R. 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%
11/7/2024Pathstone Holdings LLC90,951$9.61M0.0%-3.5%0.463%
11/7/2024EQ LLC21,347$2.26M1.1%+12.9%0.109%
11/7/2024Phillips Financial Management LLC46,810$4.95M0.4%-1.2%0.238%
11/6/2024LJI Wealth Management LLC1,900$201K0.0%N/A0.010%
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11/6/2024Coastline Trust Co28,292$2.99M0.4%+38.7%0.144%
11/6/2024OneDigital Investment Advisors LLC1,940$205K0.0%N/A0.010%
11/5/2024Moser Wealth Advisors LLC631$67K0.0%-16.5%0.003%
11/5/2024Hemenway Trust Co LLC2,492$263K0.0%N/A0.013%
11/5/2024Harbour Investments Inc.38,872$4.11M0.1%+5.7%0.198%
11/4/2024Sigma Planning Corp1,963$207K0.0%-24.4%0.010%
11/2/2024Francis Financial Inc.136,608$14.43M3.8%+91.0%0.696%
11/1/2024 Essex Savings Bank6,146$649K0.2%N/A0.031%
11/1/2024Fairway Wealth LLC13,845$1.46M0.6%+2.1%0.070%
11/1/2024Source Financial Advisors LLC9,392$992K0.3%+1.7%0.048%
11/1/2024 Smith Thornton Advisors LLC2,000$211K0.1%N/A0.010%
10/31/2024Walkner Condon Financial Advisors LLC6,405$677K0.1%-1.9%0.033%
10/30/20241834 Investment Advisors Co.23,662$2.50M0.3%-40.1%0.120%
10/29/2024 Janney Montgomery Scott LLC48,880$5.16M0.0%+3.8%0.249%
10/29/2024Chicago Partners Investment Group LLC3,618$382K0.0%-3.6%0.018%
10/28/2024Lebenthal 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%
10/25/2024Valmark Advisers Inc.8,504$898K0.0%-1.3%0.043%
10/25/2024 Diversify Advisory Services LLC1,940$206K0.0%N/A0.010%
10/24/2024Anson Capital Inc.10,840$1.15M1.0%-7.8%0.055%
10/24/2024J.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%
10/23/2024Joel 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%
10/22/2024Greenleaf Trust13,967$1.48M0.0%-1.5%0.071%
10/22/2024 Eastern Bank2,151$227K0.0%N/A0.011%
10/21/2024Evernest Financial Advisors LLC3,191$337K0.1%N/A0.016%
10/21/2024Asset 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%
10/18/2024 Bartlett & 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%
10/16/2024Bleakley Financial Group LLC11,959$1.26M0.0%-7.8%0.061%
10/16/2024Alliance Wealth Advisors LLC1,968$208K0.1%N/A0.010%
10/16/2024Stage 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%
10/9/2024Hexagon Capital Partners LLC600$63K0.0%-68.4%0.003%
9/5/2024Sanctuary Advisors LLC7,292$714K0.0%N/A0.037%
8/27/2024 New Century Financial Group LLC12,038$1.19M0.5%N/A0.061%
8/22/2024Cetera Investment Advisers152,144$15.08M0.0%-0.3%0.775%
8/21/2024Truist 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%
8/16/2024Northwestern Mutual Wealth Management Co.368,093$36.48M0.0%+4.4%1.874%
8/16/2024Creative Planning27,962$2.77M0.0%+2.6%0.142%
8/16/2024Texas Capital Bank Wealth Management Services Inc79,368$7.87M0.8%-4.7%0.404%
8/14/2024Gateway Advisory LLC33,480$3.32M0.6%+2.6%0.170%
8/14/2024Evergreen Capital Management LLC47,955$4.77M0.2%N/A0.244%
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8/13/2024Bridges Investment Management Inc.2,370$235K0.0%N/A0.012%
8/10/2024Fairway Wealth LLC13,561$1.34M0.8%+1.9%0.069%
8/10/2024Virtu Financial LLC10,999$1.09M0.1%N/A0.056%
8/9/2024Marble Harbor Investment Counsel LLC19,830$1.97M0.2%-2.9%0.101%
8/8/2024J.W. Cole Advisors Inc.9,875$979K0.0%-41.8%0.050%
8/8/2024Envestnet Asset Management Inc.259,203$25.69M0.0%+2.1%1.320%
8/8/2024LPL Financial LLC313,602$31.08M0.0%+0.4%1.597%
8/6/2024Asset Dedication LLC400$40K0.0%N/A0.002%
8/6/2024Savant Capital LLC129,742$12.86M0.1%+1,136.5%0.661%
8/5/2024Private Advisor Group LLC43,965$4.36M0.0%-1.4%0.224%
(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, 236 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 220 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 5,609,479 shares in the last 24 months. This purchase volume represents approximately $513.90M 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 913,354 shares in the last 24 months. This volume of shares sold represents approximately $81.91M in transactions.


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This page (NYSEARCA:IVOO) was last updated on 1/21/2025 by MarketBeat.com Staff
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