Free Trial
→ Take a look at this picture ... (From Weiss Ratings) (Ad)tc pixel Free IVOO Stock Alerts

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

Vanguard S&P Mid-Cap 400 ETF logo
$110.61 -0.68 (-0.61%)
As of 10:47 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
171
Total
Institutional Inflows
(last 12 months)
$548.62M
Number of
Institutional Sellers
(last 12 months)
102
Total
Institutional Outflows
(last 12 months)
$149.11M
Get IVOO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Vanguard S&P Mid-Cap 400 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/12/2025 Valeo Financial Advisors LLC12,675$1.33M0.0%+472.5%0.050%
9/4/2025 Osaic Holdings Inc.115,106$12.09M0.0%+7.8%0.456%
9/3/2025 American Trust4,417$464K0.0%N/A0.017%
8/27/2025 Tribridge Partners Financial LLC5,924$622K0.4%N/A0.023%
8/18/2025 Geneos Wealth Management Inc.560$59K0.0%-46.6%0.002%
8/16/2025 Evergreen Capital Management LLC114,281$12.00M0.4%+6.4%0.452%
8/15/2025 Tower Research Capital LLC TRC 1,665$175K0.0%-21.1%0.007%
8/15/2025 Corient Private Wealth LLC24,588$2.62M0.0%+370.1%0.097%
8/15/2025 Captrust Financial Advisors8,094$850K0.0%+46.0%0.032%
8/15/2025 Alaethes Wealth LLC1,938$203K0.1%N/A0.008%
8/15/2025 MML Investors Services LLC22,856$2.40M0.0%+1.8%0.090%
8/15/2025 Great Valley Advisor Group Inc.3,291$345K0.0%-58.2%0.013%
8/15/2025 Envision Financial Planning LLC9,305$977K0.5%+10.7%0.037%
8/15/2025 Bank of America Corp DE1,180,379$123.92M0.0%-14.1%4.673%
8/15/2025 Ameriprise Financial Inc.204,205$21.43M0.0%+8.8%0.808%
8/14/2025 Raymond James Financial Inc.313,532$32.92M0.0%+1.8%1.241%
8/14/2025 Betterment LLC5,319$558K0.0%-17.7%0.021%
8/14/2025 Diversify Advisory Services LLC4,197$453K0.0%+4.6%0.017%
8/14/2025 NewEdge Advisors LLC2,880$302K0.0%-23.6%0.011%
8/14/2025 Cerity Partners LLC51,442$5.40M0.0%-14.7%0.204%
8/13/2025 Brown Advisory Inc.59,944$6.29M0.0%+1,249.2%0.237%
8/13/2025 Baird Financial Group Inc.5,264$553K0.0%+9.8%0.021%
8/13/2025 Fort Sheridan Advisors LLC10,845$1.14M0.2%-4.4%0.043%
8/13/2025 Beacon Pointe Advisors LLC3,813$400K0.0%+9.8%0.015%
8/13/2025 PACK Private Wealth LLC8,073$848K0.4%-4.9%0.032%
8/13/2025 Northwestern Mutual Wealth Management Co.534,247$56.09M0.0%+9.8%2.115%
8/13/2025 Elevation Point Wealth Partners LLC557$58K0.0%N/A0.002%
8/12/2025 Steward Partners Investment Advisory LLC2,041$214K0.0%+83.5%0.008%
8/12/2025 JPMorgan 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%
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%
(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, 266 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 ($123.92M), 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. ($56.09M), 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 222 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. ($605.35K), 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 5,278,754 shares in the last 24 months. This purchase volume represents approximately $548.62M in transactions.

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

Of the 102 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), Bank of America Corp DE ($193.17K), Lockheed Martin Investment Management Co. ($150K), WNY Asset Management LLC ($136.43K), Soltis Investment Advisors LLC ($94.02K), Sentinel Trust Co. LBA ($65.20K), and Phoenix Financial Ltd. ($49.42K).

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

Institutional investors have sold a total of 1,440,614 shares in the last 24 months. This volume of shares sold represents approximately $149.11M in transactions.


Related Companies

This page (NYSEARCA:IVOO) was last updated on 9/16/2025 by MarketBeat.com Staff
From Our Partners
Trump’s Plan May Undo 1933’s Biggest Financial Injustice
Trump's Reset Can Give Birth To America's Greatest Era Yet A 90-Year cycle may end soon, creating real weal...
American Hartford Gold | Sponsoredtc pixel
New Biotech Backed by Proven Incubator Now Open to Public
A successful biotech incubator just opened its next chapter - and you're invited to their raise. This deal ...
i2i Marketing Group, LLC | Sponsoredtc pixel
What a Former CIA Agent Knows About the Coming Collapse
This isn’t just another gold investing book—it’s a survival playbook written by a former CIA officer trained...
Advantage Gold | Sponsoredtc pixel
$100 Trillion “AI Metal” Found in American Ghost Town
Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could...
Brownstone Research | Sponsoredtc pixel
Stunning new initiative unfolding in the White House?
what I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...
Paradigm Press | Sponsoredtc pixel
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsoredtc pixel
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond
Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (incl...
Weiss Ratings | Sponsoredtc pixel
GENIUS Act: The Plot to Seize Your Cash?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsoredtc pixel