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

Vanguard S&P Mid-Cap 400 ETF logo
$110.82 +0.45 (+0.41%)
Closing price 04:00 PM Eastern
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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)
172
Total
Institutional Inflows
(last 12 months)
$547.64M
Number of
Institutional Sellers
(last 12 months)
100
Total
Institutional Outflows
(last 12 months)
$149.27M
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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
10/21/2025Simon Quick Advisors LLC8,340$921K0.0%-7.2%0.032%
10/21/2025Coastline Trust Co35,516$3.92M0.4%-0.4%0.137%
10/21/2025Optimum Investment Advisors900$99K0.0%-10.0%0.003%
10/20/2025Miracle Mile Advisors LLC3,013$333K0.0%N/A0.012%
10/20/2025Merit Financial Group LLC3,181$351K0.0%N/A0.012%
10/20/2025Sax Wealth Advisors LLC10,407$1.15M0.1%-3.6%0.040%
10/20/2025Base Wealth Management LLC13,679$1.51M0.9%-10.0%0.053%
10/20/2025First American Bank35,355$3.90M0.2%+0.5%0.136%
10/16/2025 Darwin Wealth Management LLC1,045$115K0.0%N/A0.004%
10/15/2025 CWM LLC359$40K0.0%+77.7%0.001%
10/15/2025 Mascagni Wealth Management Inc.2,395$264K0.2%-15.2%0.009%
10/14/2025 OLD National Bancorp IN147,115$16.24M0.3%+4.5%0.568%
10/10/2025 Fifth Third Securities Inc.6,301$696K0.0%+3.7%0.024%
10/9/2025 CGN Advisors LLC3,815$421K0.0%-4.2%0.015%
10/9/2025 Bartlett & CO. Wealth Management LLC7,127$787K0.0%-6.5%0.027%
10/9/2025 Legacy Solutions LLC38,478$4.25M3.8%+0.4%0.148%
10/6/2025 Nilsine Partners LLC2,704$298K0.0%N/A0.011%
9/26/2025Corient Private Wealth LLC10,838$1.14M0.0%+107.2%0.043%
9/19/2025Base Wealth Management LLC15,192$1.60M1.0%-11.5%0.060%
9/12/2025Valeo Financial Advisors LLC12,675$1.33M0.0%+472.5%0.050%
9/4/2025Osaic Holdings Inc.115,106$12.09M0.0%+7.8%0.456%
9/3/2025American Trust4,417$464K0.0%N/A0.017%
8/27/2025Tribridge Partners Financial LLC5,924$622K0.4%N/A0.023%
8/18/2025Geneos Wealth Management Inc.560$59K0.0%-46.6%0.002%
8/16/2025Evergreen Capital Management LLC114,281$12.00M0.4%+6.4%0.452%
8/15/2025Tower Research Capital LLC TRC 1,665$175K0.0%-21.1%0.007%
8/15/2025Corient Private Wealth LLC24,588$2.62M0.0%+370.1%0.097%
8/15/2025Captrust Financial Advisors8,094$850K0.0%+46.0%0.032%
8/15/2025Alaethes Wealth LLC1,938$203K0.1%N/A0.008%
8/15/2025MML Investors Services LLC22,856$2.40M0.0%+1.8%0.090%
8/15/2025Great Valley Advisor Group Inc.3,291$345K0.0%-58.2%0.013%
8/15/2025Envision Financial Planning LLC9,305$977K0.5%+10.7%0.037%
8/15/2025Bank of America Corp DE1,180,379$123.92M0.0%-14.1%4.673%
8/15/2025Ameriprise Financial Inc.204,205$21.43M0.0%+8.8%0.808%
8/14/2025Raymond James Financial Inc.313,532$32.92M0.0%+1.8%1.241%
8/14/2025Betterment LLC5,319$558K0.0%-17.7%0.021%
8/14/2025Diversify Advisory Services LLC4,197$453K0.0%+4.6%0.017%
8/14/2025NewEdge Advisors LLC2,880$302K0.0%-23.6%0.011%
8/14/2025Cerity Partners LLC51,442$5.40M0.0%-14.7%0.204%
8/13/2025Brown Advisory Inc.59,944$6.29M0.0%+1,249.2%0.237%
8/13/2025Baird Financial Group Inc.5,264$553K0.0%+9.8%0.021%
8/13/2025Fort Sheridan Advisors LLC10,845$1.14M0.2%-4.4%0.043%
8/13/2025Beacon Pointe Advisors LLC3,813$400K0.0%+9.8%0.015%
8/13/2025PACK Private Wealth LLC8,073$848K0.4%-4.9%0.032%
8/13/2025Northwestern Mutual Wealth Management Co.534,247$56.09M0.0%+9.8%2.115%
8/13/2025Elevation Point Wealth Partners LLC557$58K0.0%N/A0.002%
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%
8/11/2025Sierra Capital LLC2,043$214K0.0%N/A0.008%
8/8/2025Rockefeller Capital Management L.P.43,965$4.62M0.0%+1.1%0.174%
8/8/2025Thoroughbred Financial Services LLC4,684$491K0.0%+3.4%0.019%
8/8/2025Creative Planning32,161$3.38M0.0%+15.9%0.128%
8/8/2025Starr Indemnity & Liability Co364,098$38.22M14.0%N/A1.444%
8/8/2025Francis Financial Inc.145,797$15.31M3.5%-23.9%0.578%
8/7/2025Samalin Investment Counsel LLC3,350$352K0.1%+7.5%0.013%
8/7/2025Allworth Financial LP157,741$16.56M0.1%-2.8%0.626%
8/7/2025King Luther Capital Management Corp1,972$207K0.0%N/A0.008%
8/7/2025Sound View Wealth Advisors Group LLC6,625$695K0.1%-5.5%0.026%
8/6/2025Atlas Legacy Advisors LLC36,003$3.78M0.8%+1.2%0.143%
8/6/2025Savant Capital LLC99,310$10.43M0.1%-8.0%0.394%
8/6/2025Raelipskie Partnership77,565$8.14M3.7%+9.7%0.308%
8/6/2025Soltis 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%
8/5/2025Huntington National Bank13,900$1.46M0.0%+13.4%0.055%
8/4/2025Simon Quick Advisors LLC8,990$944K0.0%-6.5%0.036%
8/4/2025Coign Capital Advisors LLC102,743$10.79M7.3%-1.2%0.407%
8/4/2025Grant Street Asset Management Inc.4,898$514K0.1%+70.7%0.019%
8/4/2025Assetmark Inc.253$27K0.0%+96.1%0.001%
8/4/2025Spire Wealth Management7,578$795K0.0%-10.1%0.030%
8/4/2025Hantz Financial Services Inc.539,465$56.63M0.9%+41.7%2.139%
8/4/2025Arkadios Wealth Advisors1,934$203K0.0%N/A0.008%
8/4/2025WNY Asset Management LLC2,336$245K0.0%-98.3%0.009%
8/1/2025Anson Capital Inc.6,072$637K0.5%+3.9%0.024%
8/1/2025Envestnet Asset Management Inc.256,737$26.95M0.0%+1.9%1.018%
7/31/2025Sentinel Trust Co. LBA61,700$6.48M0.7%-28.3%0.245%
7/31/2025LJI Wealth Management LLC2,002$210K0.0%N/A0.008%
7/31/2025 SoundView Advisors Inc.17,350$1.82M0.7%-13.2%0.069%
7/30/2025Bleakley Financial Group LLC13,701$1.44M0.0%N/A0.054%
7/30/2025Castle Wealth Management LLC8,188$860K0.3%+43.2%0.032%
7/30/2025D.A. Davidson & CO.131,296$13.78M0.1%+17.3%0.521%
7/30/2025Smith Thornton Advisors LLC2,000$210K0.1%N/A0.008%
7/30/2025Fiduciary Family Office LLC3,190$335K0.1%-31.4%0.013%
7/30/2025Phoenix Financial Ltd.15,000$1.58M0.0%-58.6%0.059%
7/30/2025Fairway Wealth LLC17,600$1.85M0.4%-6.8%0.070%
7/29/2025Mountain Capital Investment Advisors Inc.5,868$624K0.1%-98.1%0.023%
7/29/2025Chicago Partners Investment Group LLC6,591$718K0.0%-3.4%0.026%
7/29/2025Stordahl Capital Management Inc.5,176$543K0.1%+8.1%0.021%
7/29/2025Stratos Wealth Partners LTD.3,905$410K0.0%-13.6%0.015%
7/28/2025Evernest Financial Advisors LLC2,145$225K0.1%-26.7%0.009%
7/28/2025Turtle Creek Wealth Advisors LLC7,133$749K0.1%N/A0.028%
7/28/2025Harbour Investments Inc.42,467$4.46M0.1%+7.0%0.168%
7/25/2025Alpha Financial Partners LLC2,067$217K0.2%-16.3%0.008%
7/25/2025Concurrent Investment Advisors LLC6,774$711K0.0%+3.2%0.027%
7/24/2025Bryant Woods Investment Advisors LLC80,608$8.46M3.7%+3.7%0.319%
7/24/2025McKinley Carter Wealth Services Inc.6,452$677K0.0%-6.3%0.026%
7/24/2025Blair William & Co. IL251$26K0.0%-44.3%0.001%
7/23/2025SpringVest Wealth Management LLC22,454$2.36M1.9%-2.0%0.089%
7/23/2025Valmark Advisers Inc.32,184$3.38M0.0%+270.5%0.127%
7/23/2025Opulen Financial Group LLC2,065$217K0.2%-23.5%0.008%
7/23/2025Sax Wealth Advisors LLC10,799$1.13M0.1%-4.2%0.043%
(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, 269 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 227 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 5,268,781 shares in the last 24 months. This purchase volume represents approximately $547.64M in transactions.

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

Of the 100 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 1,442,023 shares in the last 24 months. This volume of shares sold represents approximately $149.27M in transactions.


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This page (NYSEARCA:IVOO) was last updated on 10/21/2025 by MarketBeat.com Staff
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