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

Vanguard S&P Mid-Cap 400 ETF logo
$107.85 +2.45 (+2.32%)
Closing price 08/12/2025 04:10 PM Eastern
Extended Trading
$107.89 +0.04 (+0.04%)
As of 08/12/2025 08:00 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.

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

Number of
Institutional Buyers
(last 12 months)
166
Total
Institutional Inflows
(last 12 months)
$537.26M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$127.49M
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IVOO Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2025Steward Partners Investment Advisory LLC2,041$214K0.0%+83.5%0.008%
8/12/2025JPMorgan Chase & Co.173,289$18.19M0.0%-13.9%0.686%
8/11/2025 Sierra Capital LLC2,043$214K0.0%N/A0.008%
8/8/2025 Rockefeller Capital Management L.P.43,965$4.62M0.0%+1.1%0.174%
8/8/2025 Thoroughbred Financial Services LLC4,684$491K0.0%+3.4%0.019%
8/8/2025 Creative Planning32,161$3.38M0.0%+15.9%0.128%
8/8/2025 Starr Indemnity & Liability Co364,098$38.22M14.0%N/A1.444%
8/8/2025 Francis Financial Inc.145,797$15.31M3.5%-23.9%0.578%
8/7/2025 Samalin Investment Counsel LLC3,350$352K0.1%+7.5%0.013%
8/7/2025 Allworth Financial LP157,741$16.56M0.1%-2.8%0.626%
8/7/2025 King Luther Capital Management Corp1,972$207K0.0%N/A0.008%
8/7/2025 Sound View Wealth Advisors Group LLC6,625$695K0.1%-5.5%0.026%
8/6/2025 Atlas Legacy Advisors LLC36,003$3.78M0.8%+1.2%0.143%
8/6/2025 Savant Capital LLC99,310$10.43M0.1%-8.0%0.394%
8/6/2025 Raelipskie Partnership77,565$8.14M3.7%+9.7%0.308%
8/6/2025 Soltis Investment Advisors LLC61,679$6.48M0.5%-21.4%0.245%
8/6/2025 Mascagni Wealth Management Inc.2,823$296K0.3%-21.1%0.011%
8/5/2025 Huntington National Bank13,900$1.46M0.0%+13.4%0.055%
8/4/2025 Simon Quick Advisors LLC8,990$944K0.0%-6.5%0.036%
8/4/2025 Coign Capital Advisors LLC102,743$10.79M7.3%-1.2%0.407%
8/4/2025 Grant Street Asset Management Inc.4,898$514K0.1%+70.7%0.019%
8/4/2025 Assetmark Inc.253$27K0.0%+96.1%0.001%
8/4/2025 Spire Wealth Management7,578$795K0.0%-10.1%0.030%
8/4/2025 Hantz Financial Services Inc.539,465$56.63M0.9%+41.7%2.139%
8/4/2025 Arkadios Wealth Advisors1,934$203K0.0%N/A0.008%
8/4/2025 WNY Asset Management LLC2,336$245K0.0%-98.3%0.009%
8/1/2025 Anson Capital Inc.6,072$637K0.5%+3.9%0.024%
8/1/2025 Envestnet Asset Management Inc.256,737$26.95M0.0%+1.9%1.018%
7/31/2025 Sentinel Trust Co. LBA61,700$6.48M0.7%-28.3%0.245%
7/31/2025 LJI Wealth Management LLC2,002$210K0.0%N/A0.008%
7/31/2025 SoundView Advisors Inc.17,350$1.82M0.7%-13.2%0.069%
7/30/2025 Bleakley Financial Group LLC13,701$1.44M0.0%N/A0.054%
7/30/2025 Castle Wealth Management LLC8,188$860K0.3%+43.2%0.032%
7/30/2025 D.A. Davidson & CO.131,296$13.78M0.1%+17.3%0.521%
7/30/2025 Smith Thornton Advisors LLC2,000$210K0.1%N/A0.008%
7/30/2025 Fiduciary Family Office LLC3,190$335K0.1%-31.4%0.013%
7/30/2025 Phoenix Financial Ltd.15,000$1.58M0.0%-58.6%0.059%
7/30/2025 Fairway Wealth LLC17,600$1.85M0.4%-6.8%0.070%
7/29/2025 Mountain Capital Investment Advisors Inc.5,868$624K0.1%-98.1%0.023%
7/29/2025 Chicago Partners Investment Group LLC6,591$718K0.0%-3.4%0.026%
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7/29/2025 Stordahl Capital Management Inc.5,176$543K0.1%+8.1%0.021%
7/29/2025 Stratos Wealth Partners LTD.3,905$410K0.0%-13.6%0.015%
7/28/2025 Evernest Financial Advisors LLC2,145$225K0.1%-26.7%0.009%
7/28/2025 Turtle Creek Wealth Advisors LLC7,133$749K0.1%N/A0.028%
7/28/2025 Harbour Investments Inc.42,467$4.46M0.1%+7.0%0.168%
7/25/2025 Alpha Financial Partners LLC2,067$217K0.2%-16.3%0.008%
7/25/2025 Concurrent Investment Advisors LLC6,774$711K0.0%+3.2%0.027%
7/24/2025 Bryant Woods Investment Advisors LLC80,608$8.46M3.7%+3.7%0.319%
7/24/2025 McKinley Carter Wealth Services Inc.6,452$677K0.0%-6.3%0.026%
7/24/2025 Blair William & Co. IL251$26K0.0%-44.3%0.001%
7/23/2025 SpringVest Wealth Management LLC22,454$2.36M1.9%-2.0%0.089%
7/23/2025 Valmark Advisers Inc.32,184$3.38M0.0%+270.5%0.127%
7/23/2025 Opulen Financial Group LLC2,065$217K0.2%-23.5%0.008%
7/23/2025 Sax Wealth Advisors LLC10,799$1.13M0.1%-4.2%0.043%
7/23/2025 Asset Planning Corporation76,785$8.06M4.3%+27.4%0.304%
7/22/2025 Valeo Financial Advisors LLC12,675$1.33M0.0%+472.5%0.050%
7/22/2025 Valpey Financial Services LLC20,595$2.16M1.5%N/A0.082%
7/22/2025 OLD National Bancorp IN140,767$14.78M0.3%+6.5%0.557%
7/22/2025 Tandem Investment Partners LLC3,125$328K0.3%N/A0.012%
7/22/2025 Checchi Capital Advisers LLC44,011$4.62M0.3%+15.2%0.174%
7/21/2025 Ameritas Advisory Services LLC3,122$328K0.0%-47.0%0.012%
7/21/2025 1900 Wealth Management LLC4,461$468K0.0%+3.6%0.018%
7/18/2025 O ROURKE & COMPANY Inc6,594$692K0.3%-5.1%0.026%
7/18/2025 Truist Financial Corp20,380$2.14M0.0%-24.9%0.081%
7/17/2025 Alliance Wealth Advisors LLC1,968$207K0.1%N/A0.008%
7/17/2025 Greenleaf Trust15,134$1.59M0.0%+7.5%0.060%
7/17/2025 Janney Montgomery Scott LLC63,252$6.64M0.0%+8.6%0.250%
7/17/2025 Fifth Third Securities Inc.6,078$638K0.0%-5.5%0.024%
7/17/2025 Coastline Trust Co35,673$3.75M0.4%+24.7%0.141%
7/16/2025 First American Bank35,170$3.69M0.3%+0.9%0.139%
7/16/2025 1834 Investment Advisors Co.12,347$1.30M0.2%-1.5%0.049%
7/16/2025 Octavia Wealth Advisors LLC17,150$1.80M0.2%-2.4%0.068%
7/15/2025 Legacy Solutions LLC38,325$4.02M3.9%+3.1%0.152%
7/15/2025 TD Private Client Wealth LLC4,132$434K0.0%+9.4%0.016%
7/15/2025 CGN Advisors LLC3,982$418K0.0%+13.9%0.016%
7/14/2025 Kieckhefer Group LLC2,466$259K0.1%+8.9%0.010%
7/14/2025 Park Avenue Securities LLC13,059$1.37M0.0%+1.0%0.052%
7/11/2025 Essex Savings Bank2,791$293K0.1%-49.9%0.011%
7/10/2025 Pachira Investments Inc.3,615$379K0.3%N/A0.014%
7/10/2025 Wealth Enhancement Advisory Services LLC4,213$455K0.0%-9.3%0.017%
7/10/2025 Atticus Wealth Management LLC405$43K0.0%N/A0.002%
7/9/2025 Taylor Hoffman Capital Management LLC6,745$708K0.2%-4.9%0.027%
5/21/2025Geneos Wealth Management Inc.1,048$103K0.0%+35.8%0.004%
5/20/2025Focus Partners Wealth10,027$990K0.0%-36.4%0.039%
5/16/2025Goldman Sachs Group Inc.853,272$84.22M0.0%+2,162.2%3.360%
5/16/2025Jones Financial Companies Lllp25,815$2.55M0.0%+5,334.7%0.100%
5/15/2025EP Wealth Advisors LLC38,150$3.77M0.0%-2.0%0.148%
5/15/2025Royal Bank of Canada195,972$19.34M0.0%+15.4%0.758%
5/15/2025Betterment LLC6,461$638K0.0%+205.2%0.025%
5/15/2025Baird Financial Group Inc.4,793$473K0.0%+30.9%0.019%
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5/15/2025Evergreen Capital Management LLC107,430$10.60M0.4%+6.7%0.416%
5/15/2025Hanover Advisors Inc.6,592$651K0.3%+11.5%0.026%
5/14/2025 Warwick Investment Management Inc.23,683$2.34M0.5%+41.6%0.092%
5/14/2025 Samalin Investment Counsel LLC3,116$308K0.1%-6.6%0.012%
5/14/2025Envision Financial Planning LLC8,402$829K0.4%N/A0.033%
5/14/2025Tandem Wealth Advisors LLC4,580$452K0.2%+5.2%0.018%
5/14/2025MetLife Investment Management LLC33,264$3.28M0.0%N/A0.129%
5/14/2025Northwestern Mutual Wealth Management Co.486,406$48.01M0.0%+6.1%1.882%
5/14/2025Kestra Advisory Services LLC37,851$3.74M0.0%+41.6%0.146%
5/14/2025Flow Traders U.S. LLC3,949$390K0.0%+16.4%0.015%
(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, 262 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), Goldman Sachs Group Inc. ($84.22M), International Assets Investment Management LLC ($81.18M), Lockheed Martin Investment Management Co. ($74.03M), Hantz Financial Services Inc. ($56.63M), Northwestern Mutual Wealth Management Co. ($48.01M), and UBS Group AG ($41.03M).Learn more on Vanguard S&P Mid-Cap 400 ETF's institutional investors.

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

Of the 215 institutional investors that purchased Vanguard S&P Mid-Cap 400 ETF's 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), Goldman Sachs Group Inc. ($815.55K), Raymond James Financial Inc. ($599.94K), Hantz Financial Services Inc. ($430.09K), Starr Indemnity & Liability Co ($364.10K), Mountain Capital Investment Advisors Inc. ($349.20K), and Francis Financial Inc. ($191.46K).

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

Institutional investors have bought a total of 5,175,343 shares in the last 24 months. This purchase volume represents approximately $537.26M in transactions.

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

Of the 94 institutional investors that sold Vanguard S&P Mid-Cap 400 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mountain Capital Investment Advisors Inc. ($343.33K), Lockheed Martin Investment Management Co. ($150K), WNY Asset Management LLC ($136.43K), Soltis Investment Advisors LLC ($94.02K), Sentinel Trust Co. LBA ($65.20K), Phoenix Financial Ltd. ($49.42K), and Francis Financial Inc. ($45.67K).

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

Institutional investors have sold a total of 1,234,963 shares in the last 24 months. This volume of shares sold represents approximately $127.49M in transactions.



This page (NYSEARCA:IVOO) was last updated on 8/13/2025 by MarketBeat.com Staff
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