Free Trial
Investment Research Tools for the A.I. EraStart Free For 30 Days

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

Vanguard S&P Mid-Cap 400 ETF logo
$110.23 -1.23 (-1.10%)
Closing price 04:10 PM Eastern
Extended Trading
$110.23 0.00 (0.00%)
As of 04:10 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.
Compare

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)
$549.50M
Number of
Institutional Sellers
(last 12 months)
103
Total
Institutional Outflows
(last 12 months)
$149.32M
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
10/6/2025Nilsine 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%
8/6/2025Mascagni 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%
7/31/2025SoundView 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%
7/23/2025Asset Planning Corporation76,785$8.06M4.3%+27.4%0.304%
7/22/2025Valeo Financial Advisors LLC12,675$1.33M0.0%+472.5%0.050%
7/22/2025Valpey Financial Services LLC20,595$2.16M1.5%N/A0.082%
7/22/2025OLD National Bancorp IN140,767$14.78M0.3%+6.5%0.557%
7/22/2025Tandem Investment Partners LLC3,125$328K0.3%N/A0.012%
7/22/2025Checchi Capital Advisers LLC44,011$4.62M0.3%+15.2%0.174%
7/21/2025Ameritas Advisory Services LLC3,122$328K0.0%-47.0%0.012%
7/21/20251900 Wealth Management LLC4,461$468K0.0%+3.6%0.018%
7/18/2025O ROURKE & COMPANY Inc6,594$692K0.3%-5.1%0.026%
7/18/2025Truist Financial Corp20,380$2.14M0.0%-24.9%0.081%
7/17/2025Alliance Wealth Advisors LLC1,968$207K0.1%N/A0.008%
7/17/2025Greenleaf Trust15,134$1.59M0.0%+7.5%0.060%
7/17/2025Janney Montgomery Scott LLC63,252$6.64M0.0%+8.6%0.250%
7/17/2025Fifth Third Securities Inc.6,078$638K0.0%-5.5%0.024%
7/17/2025Coastline Trust Co35,673$3.75M0.4%+24.7%0.141%
7/16/2025First American Bank35,170$3.69M0.3%+0.9%0.139%
(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, 268 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 223 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 5,287,066 shares in the last 24 months. This purchase volume represents approximately $549.50M in transactions.

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

Of the 103 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 1,442,584 shares in the last 24 months. This volume of shares sold represents approximately $149.32M in transactions.


Related Companies

This page (NYSEARCA:IVOO) was last updated on 10/7/2025 by MarketBeat.com Staff
From Our Partners
Magnificent 7 being replaced by the “Hidden 7”?
BULLISH: It's time to buy this 'hidden' AI stock An award-winning stock-rating system has turned BULLISH on...
Chaikin Analytics | Sponsoredtc pixel
An $8 trillion-dollar discovery 17,000 ft underwater
A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. Inside it: materi...
Porter & Company | 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
URGENT: The Market's 3 Red Flags Are Flashing
Here’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...
StockEarnings | Sponsoredtc pixel
The Tiny Stock Set to Soar with Musk's AI Ambitions
The Tiny Stock Set to Soar with Musk's AI Ambitions While Musk builds one of the most ambitious AI empires ...
Behind the Markets | 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
2013 miner reveals his trading system
While everyone else is gambling on meme coins or chasing the next "100x moonshot," our members are systematica...
Crypto Swap Profits | Sponsoredtc pixel
Forget AI Stocks — This Device Will REPLACE the Microchip
While everyone's chasing the same AI plays, George Gilder is focused on something completely different. He ...
Banyan Hill Publishing | Sponsoredtc pixel