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

Vanguard S&P Mid-Cap 400 ETF logo
$105.06
+0.24 (+0.23%)
(As of 11/1/2024 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)
$214.02M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$29.85M
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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
11/2/2024Francis Financial Inc.136,608$14.43M3.8%+91.0%0.696%
11/1/2024Essex 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%
10/31/2024 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%
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%
8/22/2024Cetera 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%
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8/16/2024 Creative 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%
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%
8/8/2024 J.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%
8/6/2024 Asset Dedication LLC400$40K0.0%N/A0.002%
8/6/2024Savant 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%
8/1/2024D.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%
7/26/20241900 Wealth Management LLC4,308$427K0.0%-8.8%0.022%
7/26/2024Harbour Investments Inc.36,790$3.65M0.1%+5.3%0.187%
7/26/2024 Cambridge Investment Research Advisors Inc.89,152$8.84M0.0%+17.1%0.454%
7/26/2024 Bristlecone Advisors LLC2,058$204K0.0%N/A0.010%
7/25/2024Raymond James Trust N.A.7,620$755K0.0%+10.7%0.039%
7/25/2024EQ LLC18,912$1.87M1.1%+1.4%0.096%
7/25/2024Bryant Woods Investment Advisors LLC65,407$6.48M5.0%-11.5%0.333%
7/25/2024 Harbor Advisory Corp MA49,623$4.92M1.7%-4.9%0.253%
7/24/2024&PARTNERS8,007$794K0.0%N/A0.041%
7/19/2024Raymond James & Associates178,624$17.70M0.0%+8.4%0.909%
7/18/2024Raelipskie Partnership64,342$6.38M3.4%-0.7%0.328%
7/17/2024 AdvisorNet Financial Inc3,524$349K0.0%-3.0%0.018%
7/16/2024Great Valley Advisor Group Inc.7,250$719K0.0%+171.0%0.037%
7/15/2024 Stordahl Capital Management Inc.4,511$447K0.1%+4.4%0.023%
7/15/2024Coastline Trust Co20,392$2.02M0.2%+2.3%0.104%
7/12/2024Francis Financial Inc.71,536$7.09M2.1%+632.1%0.364%
7/11/2024OLD National Bancorp IN120,942$11.99M0.3%+12.3%0.616%
7/10/2024 Simplicity Wealth LLC12,969$1.29M0.0%+0.9%0.066%
7/9/2024 Lowe Wealth Advisors LLC288$29K0.0%N/A0.001%
7/9/2024 Mather Group LLC.424$44K0.0%N/A0.002%
5/30/2024Cambridge Trust Co.2,701$278K0.0%-21.3%0.014%
5/29/2024Soltis Investment Advisors LLC209,346$21.57M2.4%+2.6%1.066%
5/24/2024Cetera Investment Advisers152,662$15.73M0.0%+3,490.4%0.777%
5/23/2024Raelipskie Partnership64,822$6.68M3.8%+9.9%0.330%
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5/21/2024Atria Investments Inc13,963$1.44M0.0%-0.8%0.071%
5/16/2024FSA Wealth Management LLC937$97K0.0%N/A0.005%
5/16/2024B. Riley Wealth Advisors Inc.2,506$258K0.0%-15.9%0.013%
5/16/2024Waverly Advisors LLC21,299$2.19M0.1%+3.0%0.108%
5/14/2024Pitcairn Co.10,060$1.04M0.1%N/A0.051%
5/13/2024Texas Capital Bank Wealth Management Services Inc83,298$8.58M0.9%-8.9%0.424%
5/11/2024Davis R M Inc.2,120$218K0.0%-34.3%0.011%
5/10/2024Osaic Holdings Inc.108,580$11.19M0.0%+1.5%0.553%
5/10/2024Truepoint Inc.18,200$1.88M0.1%+100.0%0.093%
5/9/2024HBK Sorce Advisory LLC2,030$209K0.0%N/A0.010%
(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, 225 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 210 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 ($306.64K), 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 5,406,448 shares in the last 24 months. This purchase volume represents approximately $489.43M in transactions.

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

Of the 97 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), Envestnet Asset Management Inc. ($55.37K), MML Investors Services LLC ($34.36K), and Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD ($22.81K).

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

Institutional investors have sold a total of 841,962 shares in the last 24 months. This volume of shares sold represents approximately $73.60M in transactions.


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This page (NYSEARCA:IVOO) was last updated on 11/2/2024 by MarketBeat.com Staff
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