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

Vanguard S&P Mid-Cap 400 ETF logo
$99.22 +2.30 (+2.37%)
Closing price 05/2/2025 04:10 PM Eastern
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As of 05/2/2025 06:41 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)
160
Total
Institutional Inflows
(last 12 months)
$400.54M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$41.42M
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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
5/2/2025Opulen Financial Group LLC2,698$266K0.2%+8.3%0.011%
5/2/2025Grant Street Asset Management Inc.2,869$283K0.1%N/A0.011%
5/1/2025 CWM LLC2,102$207K0.0%+492.1%0.008%
5/1/2025 Sentinel Trust Co. LBA86,100$8.50M1.0%-31.7%0.342%
5/1/2025 Northwest Capital Management Inc1,900$188K0.1%N/A0.008%
5/1/2025 Fort Sheridan Advisors LLC11,343$1.12M0.2%+3.3%0.045%
5/1/2025 Fifth Third Securities Inc.6,433$635K0.1%-4.1%0.026%
4/30/2025 Cerity Partners LLC60,272$5.95M0.0%+2.1%0.240%
4/30/2025 Phillips Financial Management LLC39,595$3.91M0.3%+0.9%0.157%
4/30/2025 Allworth Financial LP162,315$15.61M0.1%-2.3%0.646%
4/30/2025 Alpha Financial Partners LLC2,471$244K0.2%+5.7%0.010%
4/30/2025 Greenleaf Trust14,084$1.39M0.0%+3.8%0.056%
4/30/2025 Stratos Wealth Partners LTD.4,520$446K0.0%-3.4%0.018%
4/30/2025 Brown Advisory Inc.4,443$439K0.0%N/A0.018%
4/30/2025 Gibraltar Capital Management Inc.13,920$1.37M0.3%N/A0.055%
4/30/2025 Bryant Woods Investment Advisors LLC77,735$7.67M3.7%+0.2%0.309%
4/29/2025 Fairway Wealth LLC18,891$1.86M0.6%+7.7%0.075%
4/29/2025 TD Private Client Wealth LLC3,777$373K0.0%+27.5%0.015%
4/29/2025 Envestnet Asset Management Inc.252,047$24.88M0.0%-0.9%1.003%
4/29/2025 Stage Harbor Financial LLC5,574$550K0.5%-9.3%0.022%
4/29/2025 Concurrent Investment Advisors LLC6,563$648K0.0%+14.8%0.026%
4/29/2025 Bank of New York Mellon Corp5,601$553K0.0%+129.3%0.022%
4/29/2025 Checchi Capital Advisers LLC38,190$3.77M0.2%+12.0%0.152%
4/28/2025 Castle Wealth Management LLC5,719$564K0.2%-4.3%0.023%
4/28/2025 Mountain Capital Investment Advisors Inc.303,747$29.22M5.2%-13.0%1.208%
4/28/2025 D.A. Davidson & CO.111,961$11.05M0.1%+9.2%0.445%
4/28/2025 Coastline Trust Co28,598$2.82M0.4%-1.0%0.114%
4/25/2025 Ameritas Advisory Services LLC5,888$583K0.0%+20.6%0.023%
4/25/2025 WealthBridge Capital Management LLC10,916$1.08M0.3%+1.6%0.043%
4/24/2025 Bartlett & CO. Wealth Management LLC7,538$744K0.0%+3.4%0.030%
4/23/2025 Spire Wealth Management8,433$832K0.0%-13.5%0.034%
4/23/2025 Embree Financial Group2,908$287K0.0%-6.0%0.012%
4/23/2025 Mascagni Wealth Management Inc.3,580$378K0.4%+10.4%0.014%
4/23/2025 Valmark Advisers Inc.8,687$857K0.0%+3.0%0.035%
4/22/2025 Cambridge Investment Research Advisors Inc.102,430$10.11M0.0%-0.9%0.407%
4/21/2025 Barrett & Company Inc.792$78K0.0%-14.2%0.003%
4/21/2025 Essex Savings Bank5,574$550K0.1%-9.3%0.022%
4/17/2025 Janney Montgomery Scott LLC58,253$5.75M0.0%+6.3%0.241%
4/16/2025 Wealth Enhancement Advisory Services LLC4,645$458K0.0%+74.0%0.019%
4/15/2025 Simon Quick Advisors LLC9,616$949K0.1%-8.4%0.040%
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4/15/2025 Zhang Financial LLC9,867$974K0.1%+1.6%0.041%
4/14/2025 Centricity Wealth Management LLC3,013$297K0.3%-7.5%0.012%
4/14/2025 Park Avenue Securities LLC12,926$1.28M0.0%+52.6%0.054%
4/14/2025 OLD National Bancorp IN132,189$13.05M0.3%+5.4%0.548%
4/10/2025 Apella Capital LLC3,025$287K0.0%N/A0.013%
4/9/2025 NBC Securities Inc.1,630$160K0.0%+162,900.0%0.007%
4/9/2025 Wallace Advisory Group LLC2,552$269K0.2%N/A0.011%
4/8/2025 Legacy Solutions LLC37,184$3.67M4.0%+2.8%0.154%
3/24/2025 Mascagni Wealth Management Inc.3,580$378K0.3%N/A0.015%
3/10/2025SpringVest Wealth Management LLC23,101$2.44M2.1%N/A0.099%
2/28/2025Menard Financial Group LLC480$51K0.0%N/A0.002%
2/28/2025Brooklyn FI LLC22,033$2.43M0.4%N/A0.095%
2/24/2025Ameriflex Group Inc.284$31K0.0%N/A0.001%
2/22/2025American Trust4,677$493K0.0%N/A0.024%
2/21/2025WNY Asset Management LLC138,762$14.64M1.8%+3.4%0.707%
2/17/2025Royal Bank of Canada169,847$17.92M0.0%+5.5%0.865%
2/17/2025Pathstone Holdings LLC87,973$9.28M0.0%-3.3%0.448%
2/17/2025Focus Partners Wealth15,757$1.68M0.0%N/A0.080%
2/17/2025Francis Financial Inc.156,625$16.52M3.8%+14.7%0.797%
2/17/2025EP Wealth Advisors LLC38,946$4.11M0.0%+2.1%0.198%
2/17/2025Cetera Investment Advisers143,705$15.16M0.0%-2.8%0.732%
2/17/2025Baird Financial Group Inc.3,662$386K0.0%-5.2%0.019%
2/17/2025Bank of America Corp DE1,299,749$137.12M0.0%+5.0%6.618%
2/17/2025Ameriprise Financial Inc.53,417$5.64M0.0%-11.6%0.272%
2/14/2025Beacon Pointe Advisors LLC3,487$368K0.0%N/A0.018%
2/14/2025Betterment LLC2,117$223K0.0%N/A0.011%
2/14/2025Capital Analysts LLC2,531$267K0.0%+79.4%0.013%
2/14/2025Susquehanna International Group LLP15,145$1.60M0.0%+273.1%0.077%
2/14/2025Stifel Financial Corp67,120$7.08M0.0%+5.7%0.342%
2/14/2025MESIROW FINANCIAL INVESTMENT MANAGEMENT Fixed Income33,264$3.51M3.6%-5.3%0.169%
2/14/2025 Coastline Trust Co28,898$3.05M0.4%+2.1%0.147%
2/13/2025NewEdge Advisors LLC3,777$398K0.0%+30.7%0.019%
2/13/2025Evergreen Capital Management LLC100,718$10.63M0.3%+46.3%0.513%
2/13/2025M Holdings Securities Inc.11,282$1.19M0.2%N/A0.057%
2/13/2025Mariner LLC36,937$3.90M0.0%+1.8%0.188%
2/13/2025O ROURKE & COMPANY Inc6,907$729K0.4%-6.3%0.035%
2/13/2025Keystone Financial Group29,257$3.09M0.3%N/A0.149%
2/13/2025RE Dickinson Investment Advisors LLC442$47K0.0%N/A0.002%
2/13/2025Townsquare Capital LLC2,582$272K0.0%N/A0.013%
2/13/2025Rockefeller Capital Management L.P.58,284$6.15M0.0%+107.1%0.297%
2/13/2025Coign Capital Advisors LLC110,228$11.63M10.7%N/A0.561%
2/13/2025Tandem Wealth Advisors LLC4,355$459K0.2%N/A0.022%
2/13/2025Texas Capital Bank Wealth Management Services Inc62,812$6.63M0.7%-3.8%0.320%
2/13/2025Phoenix Financial Ltd.46,975$4.96M0.1%-27.1%0.239%
2/13/2025 Mountain Capital Investment Advisors Inc.349,199$38.27M7.9%N/A1.778%
2/13/2025Raymond James Financial Inc.291,814$30.79M0.0%N/A1.486%
2/13/2025Renaissance Technologies LLC4,500$475K0.0%N/A0.023%
2/13/2025 Cerity Partners LLC59,036$6.23M0.0%+6.6%0.301%
2/13/2025 Envestnet Asset Management Inc.254,231$26.82M0.0%-4.1%1.294%
2/13/2025Wells Fargo & Company MN224,943$23.73M0.0%+19.3%1.145%
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2/12/2025Thoroughbred Financial Services LLC3,531$372K0.0%+3.4%0.018%
2/12/2025RWA Wealth Partners LLC12,252$1.29M0.0%-1.8%0.062%
2/12/2025Level Four Advisory Services LLC6,439$679K0.0%-43.0%0.033%
2/12/2025Orion Portfolio Solutions LLC16,511$1.74M0.0%-34.3%0.084%
2/12/2025JPMorgan Chase & Co.147,357$15.55M0.0%+5.5%0.750%
2/12/2025Motley Fool Wealth Management LLC25,675$2.71M0.1%N/A0.131%
2/11/2025TIAA Trust National Association3,758$396K0.0%-7.6%0.019%
2/11/2025LPL Financial LLC334,295$35.27M0.0%+8.3%1.702%
2/11/2025Samalin Investment Counsel LLC3,337$352K0.2%N/A0.017%
2/11/2025M Holdings Securities Inc.1,190$126K0.1%N/A0.006%
(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, 271 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), International Assets Investment Management LLC ($81.18M), UBS Group AG ($41.03M), Northwestern Mutual Wealth Management Co. ($36.48M), LPL Financial LLC ($35.27M), Raymond James Financial Inc. ($30.79M), and Mountain Capital Investment Advisors Inc. ($29.22M).Learn more on IVOO's institutional investors.

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

Of the 240 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: International Assets Investment Management LLC ($866.25K), Raymond James Financial Inc. ($583.63K), Mountain Capital Investment Advisors Inc. ($349.20K), UBS Group AG ($281.69K), Hantz Financial Services Inc. ($271.38K), Soltis Investment Advisors LLC ($210.63K), and LPL Financial LLC ($193.53K).

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

Institutional investors have bought a total of 6,506,771 shares in the last 24 months. This purchase volume represents approximately $633.14M in transactions.

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

Of the 117 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: Meitav Investment House Ltd. ($100.55K), US Bancorp DE ($99.03K), Soltis Investment Advisors LLC ($78.58K), Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD ($63.99K), Envestnet Asset Management Inc. ($56.27K), Mountain Capital Investment Advisors Inc. ($45.45K), and Atria Wealth Solutions Inc. ($42.93K).

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

Institutional investors have sold a total of 951,714 shares in the last 24 months. This volume of shares sold represents approximately $89.97M in transactions.


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This page (NYSEARCA:IVOO) was last updated on 5/3/2025 by MarketBeat.com Staff
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