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

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$102.25
+0.11 (+0.11%)
(As of 05:17 PM ET)
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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)
106
Total
Institutional Inflows
(last 12 months)
$89.81M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$49.27M
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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
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%
5/16/2024 Waverly Advisors LLC21,299$2.19M0.1%+3.0%0.108%
5/14/2024 Pitcairn Co.10,060$1.04M0.1%N/A0.051%
5/13/2024 Texas Capital Bank Wealth Management Services Inc83,298$8.58M0.9%-8.9%0.424%
5/11/2024 Davis R M Inc.2,120$218K0.0%-34.3%0.011%
5/10/2024 Osaic Holdings Inc.108,580$11.19M0.0%+1.5%0.553%
5/10/2024 Truepoint Inc.18,200$1.88M0.1%+100.0%0.093%
5/9/2024 HBK Sorce Advisory LLC2,030$209K0.0%N/A0.010%
5/8/2024 Bleakley Financial Group LLC12,857$1.32M0.0%+0.9%0.065%
5/8/2024 US Bancorp DE3,882$400K0.0%+3.0%0.020%
5/8/2024 Russell Investments Group Ltd.396$41K0.0%N/A0.002%
5/8/2024 Thoroughbred Financial Services LLC3,054$314K0.0%N/A0.016%
5/7/2024 Anson Capital Inc.11,793$1.22M1.7%-2.1%0.060%
5/7/2024 WNY Asset Management LLC195,109$20.10M3.1%-0.1%0.993%
5/7/2024 EQ LLC18,660$1.92M1.2%+2.4%0.095%
5/7/2024 Wealthspire Advisors LLC5,681$585K0.0%-51.1%0.029%
5/2/2024 Salomon & Ludwin LLC638$66K0.0%N/A0.003%
5/1/2024 1834 Investment Advisors Co.37,689$3.88M0.5%+30.2%0.192%
5/1/2024 Janney Montgomery Scott LLC48,415$4.99M0.0%+2.1%0.247%
5/1/2024 Source Financial Advisors LLC9,139$941K0.3%+2.2%0.047%
4/30/2024 Private Advisor Group LLC44,611$4.60M0.0%-3.7%0.227%
4/30/2024 J.W. Cole Advisors Inc.16,971$1.75M0.1%N/A0.086%
4/30/2024 WealthBridge Capital Management LLC13,061$1.35M0.5%-0.9%0.067%
4/29/2024Commonwealth Equity Services LLC140,177$14.44M0.0%+1.7%0.714%
4/29/2024 Greenleaf Trust14,056$1.45M0.0%-1.0%0.072%
4/29/2024 Castle Wealth Management LLC6,973$718K0.4%-7.4%0.036%
4/29/2024 Harbor Advisory Corp MA52,203$5.38M1.8%-0.3%0.266%
4/26/2024 LifeSteps Financial Inc.1,716$177K0.1%N/A0.009%
4/25/2024 Cambridge Investment Research Advisors Inc.76,143$7.84M0.0%-0.6%0.388%
4/24/2024 Zhang Financial LLC10,727$1.11M0.1%+44.8%0.055%
4/24/2024 1900 Wealth Management LLC4,723$487K0.0%+16.6%0.024%
4/24/2024 Simplicity Wealth LLC12,857$1.32M0.0%N/A0.065%
4/24/2024 Spire Wealth Management12,142$1.25M0.1%-5.9%0.062%
4/23/2024 Cherry Creek Investment Advisors Inc.2,331$240K0.1%-6.8%0.012%
4/23/2024 Raymond James Financial Services Advisors Inc.94,173$9.70M0.0%-0.5%0.479%
4/22/2024 Raymond James & Associates164,793$16.98M0.0%+3.9%0.839%
4/22/2024 Edge Financial Advisors LLC7,319$762K0.7%N/A0.037%
4/18/2024 Verum Partners LLC2,577$265K0.1%-43.0%0.013%
4/18/2024 Stordahl Capital Management Inc.4,321$445K0.1%+10.7%0.022%
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4/18/2024 HFG Advisors Inc.2,029$209K0.2%N/A0.010%
4/18/2024 Francis Financial Inc.9,772$1.01M0.3%N/A0.050%
4/17/2024 Private Ocean LLC620$64K0.0%N/A0.003%
4/15/2024 Atlas Capital Advisors LLC1,373$141K0.0%+38.8%0.007%
4/12/2024 AdvisorNet Financial Inc3,634$374K0.0%+172.4%0.020%
4/5/2024 NBC Securities Inc.1,782$183K0.0%-9.3%0.010%
4/2/2024 Heartwood Wealth Advisors LLC2,100$216K0.0%N/A0.012%
3/22/2024 PNC Financial Services Group Inc.762$72K0.0%-67.6%0.004%
3/15/2024B. Riley Wealth Advisors Inc.2,981$280K0.0%+19.0%0.016%
2/21/2024 WNY Asset Management LLC195,327$18.36M3.1%+0.2%1.076%
2/21/2024American Trust6,622$622K0.0%+3.1%0.036%
2/14/2024 Sentinel Trust Co. LBA28,000$2.63M0.3%N/A0.154%
2/13/2024 Cetera Advisor Networks LLC123,298$11.59M0.1%-6.5%0.679%
2/13/2024 Tower Research Capital LLC TRC291$27K0.0%-92.2%0.002%
2/13/2024 Anson Capital Inc.12,046$1.13M1.9%+12.4%0.066%
2/12/2024 Stifel Financial Corp50,643$4.76M0.0%-26.6%0.279%
2/9/2024 Cambridge Investment Research Advisors Inc.76,638$7.20M0.0%+7.6%0.422%
2/9/2024 EverSource Wealth Advisors LLC759$71K0.0%-13.4%0.004%
2/9/2024 D.A. Davidson & CO.95,434$8.97M0.1%-11.7%0.526%
2/9/2024 Wells Fargo & Company MN188,773$17.74M0.0%-4.0%1.040%
2/9/2024 UBS Group AG436,659$41.03M0.0%+3.1%2.406%
2/8/2024 Manchester Capital Management LLC31,112$2.92M0.4%-12.9%0.171%
2/8/2024 Level Four Advisory Services LLC11,613$1.09M0.1%+3.0%0.064%
2/8/2024 Texas Capital Bank Wealth Management Services Inc91,422$8.59M1.0%-9.6%0.504%
2/8/2024 Taylor Hoffman Wealth Management5,979$562K0.3%-2.9%0.033%
2/8/2024 Sound View Wealth Advisors Group LLC6,546$615K0.1%+4.2%0.036%
2/8/2024 Beacon Pointe Advisors LLC3,238$304K0.0%+13.7%0.018%
2/8/2024 Quadrant Capital Group LLC485$46K0.0%N/A0.003%
2/8/2024 Janney Montgomery Scott LLC47,417$4.46M0.0%+7.6%0.261%
2/7/2024 Avantax Advisory Services Inc.2,358$222K0.0%-30.5%0.013%
2/7/2024 Checchi Capital Advisers LLC33,337$3.13M0.3%+116.4%0.184%
2/7/2024 Gratus Capital LLC306,217$28.78M1.6%-0.2%1.687%
2/7/2024 EQ LLC18,230$1.71M1.3%N/A0.100%
2/7/2024 Gateway Advisory LLC32,141$3.02M0.6%N/A0.177%
2/7/2024 Lebenthal Global Advisors LLC36,632$3.44M0.8%+209.4%0.202%
2/7/2024 Principal Securities Inc.2,343$220K0.0%N/A0.013%
2/6/2024 PACK Private Wealth LLC8,345$784K0.5%+5.8%0.046%
2/6/2024 Spire Wealth Management12,909$1.20M0.0%-23.8%0.071%
2/6/2024 Great Valley Advisor Group Inc.2,580$242K0.0%N/A0.014%
2/5/2024 Savant Capital LLC10,490$986K0.0%-1.1%0.058%
2/2/2024 Valmark Advisers Inc.9,477$891K0.0%+25.8%0.052%
2/2/2024 Truist Financial Corp21,245$2.00M0.0%+1.5%0.117%
2/2/2024 Atria Wealth Solutions Inc.8,591$807K0.0%+8.0%0.047%
2/1/2024 OLD National Bancorp IN101,953$9.58M0.3%+4.6%0.562%
1/31/2024 Castle Wealth Management LLC7,533$708K0.4%-11.3%0.042%
1/31/2024 Greenleaf Trust14,201$1.33M0.0%+35.4%0.078%
1/31/2024 Zhang Financial LLC7,408$696K0.1%+105.8%0.041%
1/30/2024 Octavia Wealth Advisors LLC17,244$1.62M0.3%+1.4%0.095%
1/30/2024 Capital Analysts LLC1,424$134K0.0%-8.5%0.008%
1/30/2024 Waldron Private Wealth LLC3,044$286K0.0%N/A0.017%
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1/29/2024Simplicity Solutions LLC12,740$1.20M0.0%N/A0.070%
1/29/2024 Meitav Investment House Ltd.202,840$19.06M0.3%-15.8%1.118%
1/26/2024 Cerity Partners LLC49,581$4.66M0.0%+66.3%0.273%
1/26/2024 Cherry Creek Investment Advisors Inc.2,502$235K0.1%N/A0.014%
1/26/2024Bridgeworth LLC141,168$13.27M1.3%-1.6%0.778%
1/26/2024 Turtle Creek Wealth Advisors LLC7,133$670K0.2%N/A0.039%
1/25/2024 International Assets Investment Management LLC48,864$4.59M0.0%N/A0.269%
1/25/2024 Bleakley Financial Group LLC12,740$1.20M0.0%N/A0.070%
1/25/2024 Phillips Financial Management LLC39,281$3.69M0.3%+2.7%0.216%
1/24/2024 International Assets Investment Management LLC48,864$4.59M0.0%N/A0.269%
(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, 209 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 ($46.12M), UBS Group AG ($41.03M), Gratus Capital LLC ($28.78M), LPL Financial LLC ($26.39M), Meitav Dash Investments Ltd. ($23.10M), Envestnet Asset Management Inc. ($22.82M), and WNY Asset Management LLC ($20.10M).Learn more on IVOO's institutional investors.

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

Of the 196 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: Gratus Capital LLC ($321.96K), UBS Group AG ($306.64K), Soltis Investment Advisors LLC ($205.42K), WNY Asset Management LLC ($195.33K), LPL Financial LLC ($168.75K), Envestnet Asset Management Inc. ($155.02K), and Meitav Investment House Ltd. ($152.57K).

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

Institutional investors have bought a total of 4,217,301 shares in the last 24 months. This purchase volume represents approximately $359.39M in transactions.

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

Of the 93 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 ($179.94K), US Bancorp DE ($101.65K), Meitav Investment House Ltd. ($100.55K), Envestnet Asset Management Inc. ($74.18K), Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD ($63.99K), MML Investors Services LLC ($34.36K), and UBS Group AG ($27.11K).

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

Institutional investors have sold a total of 880,266 shares in the last 24 months. This volume of shares sold represents approximately $75.20M in transactions.


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This page (NYSEARCA:IVOO) was last updated on 5/17/2024 by MarketBeat.com Staff

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