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

Vanguard S&P Mid-Cap 400 ETF logo
$92.80 +0.80 (+0.87%)
Closing price 04/17/2025 04:10 PM Eastern
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$92.60 -0.20 (-0.22%)
As of 04/17/2025 05:14 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.
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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)
153
Total
Institutional Inflows
(last 12 months)
$402.04M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$32.41M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Janney Montgomery Scott LLC58,253$5.75M0.0%+6.3%0.241%
4/16/2025 Wealth Enhancement Advisory Services LLC4,645$458K0.0%+74.0%0.019%
4/15/2025 Simon Quick Advisors LLC9,616$949K0.1%-8.4%0.040%
4/15/2025 Zhang Financial LLC9,867$974K0.1%+1.6%0.041%
4/14/2025 Centricity Wealth Management LLC3,013$297K0.3%-7.5%0.012%
4/14/2025 Park Avenue Securities LLC12,926$1.28M0.0%+52.6%0.054%
4/14/2025 OLD National Bancorp IN132,189$13.05M0.3%+5.4%0.548%
4/10/2025 Apella Capital LLC3,025$287K0.0%N/A0.013%
4/9/2025 NBC Securities Inc.1,630$160K0.0%+162,900.0%0.007%
4/9/2025 Wallace Advisory Group LLC2,552$269K0.2%N/A0.011%
4/8/2025 Legacy Solutions LLC37,184$3.67M4.0%+2.8%0.154%
3/24/2025Mascagni Wealth Management Inc.3,580$378K0.3%N/A0.015%
3/10/2025SpringVest Wealth Management LLC23,101$2.44M2.1%N/A0.099%
2/28/2025Menard Financial Group LLC480$51K0.0%N/A0.002%
2/28/2025Brooklyn FI LLC22,033$2.43M0.4%N/A0.095%
2/24/2025Ameriflex Group Inc.284$31K0.0%N/A0.001%
2/22/2025American Trust4,677$493K0.0%N/A0.024%
2/21/2025WNY Asset Management LLC138,762$14.64M1.8%+3.4%0.707%
2/17/2025Royal Bank of Canada169,847$17.92M0.0%+5.5%0.865%
2/17/2025Pathstone Holdings LLC87,973$9.28M0.0%-3.3%0.448%
2/17/2025Focus Partners Wealth15,757$1.68M0.0%N/A0.080%
2/17/2025Francis Financial Inc.156,625$16.52M3.8%+14.7%0.797%
2/17/2025EP Wealth Advisors LLC38,946$4.11M0.0%+2.1%0.198%
2/17/2025Cetera Investment Advisers143,705$15.16M0.0%-2.8%0.732%
2/17/2025Baird Financial Group Inc.3,662$386K0.0%-5.2%0.019%
2/17/2025Bank of America Corp DE1,299,749$137.12M0.0%+5.0%6.618%
2/17/2025Ameriprise Financial Inc.53,417$5.64M0.0%-11.6%0.272%
2/14/2025Beacon Pointe Advisors LLC3,487$368K0.0%N/A0.018%
2/14/2025Betterment LLC2,117$223K0.0%N/A0.011%
2/14/2025Capital Analysts LLC2,531$267K0.0%+79.4%0.013%
2/14/2025Susquehanna International Group LLP15,145$1.60M0.0%+273.1%0.077%
2/14/2025Stifel Financial Corp67,120$7.08M0.0%+5.7%0.342%
2/14/2025MESIROW FINANCIAL INVESTMENT MANAGEMENT Fixed Income33,264$3.51M3.6%-5.3%0.169%
2/14/2025Coastline Trust Co28,898$3.05M0.4%+2.1%0.147%
2/13/2025NewEdge Advisors LLC3,777$398K0.0%+30.7%0.019%
2/13/2025Evergreen Capital Management LLC100,718$10.63M0.3%+46.3%0.513%
2/13/2025M Holdings Securities Inc.11,282$1.19M0.2%N/A0.057%
2/13/2025Mariner LLC36,937$3.90M0.0%+1.8%0.188%
2/13/2025O ROURKE & COMPANY Inc6,907$729K0.4%-6.3%0.035%
2/13/2025Keystone Financial Group29,257$3.09M0.3%N/A0.149%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
2/13/2025RE Dickinson Investment Advisors LLC442$47K0.0%N/A0.002%
2/13/2025Townsquare Capital LLC2,582$272K0.0%N/A0.013%
2/13/2025Rockefeller Capital Management L.P.58,284$6.15M0.0%+107.1%0.297%
2/13/2025Coign Capital Advisors LLC110,228$11.63M10.7%N/A0.561%
2/13/2025Tandem Wealth Advisors LLC4,355$459K0.2%N/A0.022%
2/13/2025Texas Capital Bank Wealth Management Services Inc62,812$6.63M0.7%-3.8%0.320%
2/13/2025Phoenix Financial Ltd.46,975$4.96M0.1%-27.1%0.239%
2/13/2025Mountain Capital Investment Advisors Inc.349,199$38.27M7.9%N/A1.778%
2/13/2025Raymond James Financial Inc.291,814$30.79M0.0%N/A1.486%
2/13/2025Renaissance Technologies LLC4,500$475K0.0%N/A0.023%
2/13/2025Cerity Partners LLC59,036$6.23M0.0%+6.6%0.301%
2/13/2025Envestnet Asset Management Inc.254,231$26.82M0.0%-4.1%1.294%
2/13/2025Wells Fargo & Company MN224,943$23.73M0.0%+19.3%1.145%
2/12/2025Thoroughbred Financial Services LLC3,531$372K0.0%+3.4%0.018%
2/12/2025RWA Wealth Partners LLC12,252$1.29M0.0%-1.8%0.062%
2/12/2025Level Four Advisory Services LLC6,439$679K0.0%-43.0%0.033%
2/12/2025Orion Portfolio Solutions LLC16,511$1.74M0.0%-34.3%0.084%
2/12/2025JPMorgan Chase & Co.147,357$15.55M0.0%+5.5%0.750%
2/12/2025Motley Fool Wealth Management LLC25,675$2.71M0.1%N/A0.131%
2/11/2025TIAA Trust National Association3,758$396K0.0%-7.6%0.019%
2/11/2025LPL Financial LLC334,295$35.27M0.0%+8.3%1.702%
2/11/2025Samalin Investment Counsel LLC3,337$352K0.2%N/A0.017%
2/11/2025M Holdings Securities Inc.1,190$126K0.1%N/A0.006%
2/11/2025VSM Wealth Advisory LLC371$39K0.0%N/A0.002%
2/11/2025Brooklyn FI LLC22,033$2.43M0.0%N/A0.112%
2/10/2025Thrivent Financial for Lutherans6,541$737K0.0%-14.7%0.033%
2/10/2025Harbour Investments Inc.39,661$4.18M0.1%+2.0%0.202%
2/10/2025Corient Private Wealth LLC3,486$368K0.0%-20.4%0.018%
2/10/2025Phillips Financial Management LLC39,249$4.14M0.3%-16.2%0.200%
2/10/2025Commonwealth Equity Services LLC148,196$15.64M0.0%+5.8%0.755%
2/10/2025Avantax Advisory Services Inc.5,975$630K0.0%+57.4%0.030%
2/10/2025 Farther Finance Advisors LLC618$65K0.0%+102.6%0.003%
2/10/2025EverSource Wealth Advisors LLC571$60K0.0%-24.8%0.003%
2/7/2025Warwick Investment Management Inc.16,730$1.77M0.4%+18.3%0.085%
2/7/2025HighTower Advisors LLC1,974$208K0.0%N/A0.010%
2/7/2025New England Private Wealth Advisors LLC2,975$314K0.0%-16.4%0.015%
2/7/2025Fairway Wealth LLC17,535$1.85M0.7%+26.7%0.089%
2/7/2025SoundView Advisors Inc.20,034$2.11M0.9%N/A0.102%
2/7/2025Independent Advisor Alliance3,526$372K0.0%N/A0.018%
2/6/2025Opulen Financial Group LLC2,492$263K0.2%N/A0.013%
2/6/2025Raymond James Financial Inc.291,814$30.79M0.0%N/A1.486%
2/6/2025Assetmark Inc.2,133$225K0.0%+1,592.9%0.011%
2/6/2025 Snider Financial Group2,089$220K0.1%N/A0.011%
2/6/2025Jones Financial Companies Lllp475$50K0.0%+58.3%0.002%
2/5/2025Hanover Advisors Inc.5,911$624K0.3%-8.7%0.030%
2/5/2025US Bancorp DE5,059$534K0.0%+30.4%0.026%
2/5/2025First American Bank34,787$3.67M0.3%+9.4%0.177%
2/5/2025Sentinel Trust Co. LBA126,100$13.30M1.5%-0.6%0.642%
2/5/2025Fort Sheridan Advisors LLC10,982$1.16M0.2%+28.7%0.056%
2/5/2025Checchi Capital Advisers LLC34,105$3.60M0.2%+2.3%0.174%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
2/5/2025EQ LLC22,397$2.36M1.1%+4.9%0.114%
2/4/2025Bank of New York Mellon Corp2,443$258K0.0%+14.2%0.012%
2/4/2025Trifecta Capital Advisors LLC258$27K0.0%N/A0.001%
2/4/2025Crestwood Advisors Group LLC3,215$339K0.0%+7.1%0.016%
2/4/2025Wealthspire Advisors LLC6,262$661K0.0%-9.0%0.032%
2/3/2025 Centricity Wealth Management LLC3,258$344K0.3%N/A0.017%
2/3/2025Concurrent Investment Advisors LLC5,719$603K0.0%N/A0.029%
2/3/2025Private Advisor Group LLC45,347$4.78M0.0%+3.1%0.231%
2/3/2025 Legacy Solutions LLC36,171$3.82M4.2%N/A0.184%
1/31/2025Global Retirement Partners LLC1,947$205K0.0%+77.2%0.010%
(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, 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 249 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 7,054,614 shares in the last 24 months. This purchase volume represents approximately $678.84M in transactions.

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

Of the 110 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 865,605 shares in the last 24 months. This volume of shares sold represents approximately $81.33M in transactions.


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This page (NYSEARCA:IVOO) was last updated on 4/19/2025 by MarketBeat.com Staff
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