Free Trial
→ Nobody Understands Why Trump Is Invading Iran (here’s the answer) (From Banyan Hill Publishing) (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
$124.04 +1.60 (+1.31%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
161
Total
Institutional Inflows
(last 12 months)
$678.71M
Number of
Institutional Sellers
(last 12 months)
115
Total
Institutional Outflows
(last 12 months)
$222.97M
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
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026D.A. Davidson & CO.105,248$12.03M0.1%-22.4%0.381%
5/5/2026Bank of New York Mellon Corp13,283$1.52M0.0%-8.6%0.048%
5/5/2026Sanctuary Advisors LLC6,380$729K0.0%-1.3%0.023%
5/5/2026 Sigma Planning Corp3,183$364K0.0%+5.6%0.012%
5/5/2026 Checchi Capital Advisers LLC60,077$6.87M0.3%+7.3%0.218%
5/4/2026 Bleakley Financial Group LLC11,987$1.37M0.0%-12.6%0.043%
5/4/2026 Chicago Partners Investment Group LLC7,832$963K0.0%+1.3%0.028%
5/4/2026 J. Safra Sarasin Holding AG1,922$220K0.0%N/A0.007%
5/2/2026 Diversify Wealth Management LLC4,861$589K0.0%N/A0.018%
5/2/2026 Valmark Advisers Inc.45,224$5.17M0.1%+41.8%0.164%
5/1/2026 Castle Wealth Management LLC6,105$698K0.2%-2.4%0.022%
5/1/2026 Fifth Third Bancorp1,343$154K0.0%N/A0.005%
5/1/2026 American Trust2,647$303K0.0%-14.9%0.010%
5/1/2026 SoundView Advisors Inc.14,894$1.70M0.6%-0.8%0.054%
4/30/2026 Kestra Advisory Services LLC55,120$6.30M0.0%+10.1%0.200%
4/30/2026 Base Wealth Management LLC10,295$1.18M0.7%-14.3%0.037%
4/28/2026 Bryant Woods Investment Advisors LLC85,291$9.75M3.6%+3.4%0.309%
4/27/2026 Turtle Creek Wealth Advisors LLC5,922$677K0.1%-17.0%0.021%
4/27/2026 Private Advisor Group LLC36,627$4.19M0.0%-3.1%0.133%
4/27/2026 Sound Income Strategies LLC279$32K0.0%+92.4%0.001%
4/24/2026 Financial Life Planners400$46K0.0%N/A0.001%
4/22/2026 Janney Montgomery Scott LLC64,567$7.38M0.0%+3.4%0.234%
4/21/2026 OLD National Bancorp IN147,903$16.91M0.3%-2.3%0.535%
4/21/2026 Parkway Wealth Management Group LLC1,879$225K0.0%N/A0.007%
4/21/2026 First American Bank34,683$3.97M0.2%-1.3%0.126%
4/20/2026 RFG Advisory LLC2,138$244K0.0%N/A0.008%
4/17/2026 WealthBridge Capital Management LLC10,495$1.20M0.3%-3.8%0.038%
3/17/2026Rockefeller Capital Management L.P.57,570$6.44M0.0%+31.1%0.215%
3/11/2026DUTCH ASSET Corp3,564$398K0.3%N/A0.013%
3/9/2026Corient Private Wealth LLC12,848$1.44M0.0%+16.6%0.048%
3/4/2026Valpey Financial Services LLC20,614$2.31M1.5%+4.2%0.077%
3/2/2026Reflection Asset Management4,472$512K0.4%N/A0.017%
2/25/2026Tempo Wealth LLC25,810$2.89M0.5%N/A0.096%
2/19/2026 Axxcess Wealth Management LLC32,084$3.59M0.0%N/A0.120%
2/19/2026Corient Private Wealth LLC12,848$1.44M0.0%+16.6%0.048%
2/18/2026Ameriflex Group Inc.286$32K0.0%-49.8%0.001%
2/18/2026Mercer Global Advisors Inc. ADV3,371$377K0.0%-22.5%0.013%
2/18/2026Andrews Advisory Associates LLC48,095$5.38M2.9%N/A0.180%
2/18/2026Beacon Pointe Advisors LLC2,282$255K0.0%+16.4%0.009%
2/18/2026EP Wealth Advisors LLC38,668$4.32M0.0%N/A0.144%
2/18/2026 Kastel Capital Advisors LLC79,651$8.91M5.5%N/A0.297%
2/18/2026Gotham Asset Management LLC12,246$1.37M0.0%+256.5%0.046%
2/18/2026Align Financial LLC63,950$7.15M0.0%N/A0.239%
2/18/2026 American Trust3,111$348K0.0%-32.1%0.012%
2/17/2026Cetera Investment Advisers119,683$13.38M0.0%-2.2%0.447%
2/17/2026Envision Financial Planning LLC11,436$1.28M0.5%+8.1%0.043%
2/17/2026Equitable Holdings Inc.2,918$326K0.0%+6.0%0.011%
2/17/2026Wealth Watch Advisors INC2,269$254K0.1%+33.2%0.008%
2/17/2026Osaic Holdings Inc.142,256$15.91M0.0%+15.8%0.531%
2/17/2026 Private Advisor Group LLC37,789$4.23M0.0%-7.4%0.141%
2/17/2026Captrust Financial Advisors9,555$1.07M0.0%+53.1%0.036%
2/17/2026&PARTNERS25,332$2.83M0.0%+19.6%0.095%
2/17/2026Blair William & Co. IL2,531$283K0.0%+455.0%0.009%
2/17/2026Royal Bank of Canada232,057$25.94M0.0%+3.5%0.867%
2/16/2026Sargent Investment Group LLC5,362$599K0.1%N/A0.020%
2/16/2026Mariner LLC35,951$4.02M0.0%-1.2%0.134%
2/16/2026Evelyn Partners Investment Management Europe Ltd1,039$116K0.0%-45.9%0.004%
2/16/2026Brown Advisory Inc.64,592$7.22M0.0%+8.4%0.241%
2/16/2026Atlas Capital Advisors Inc.967$108K0.0%N/A0.004%
2/13/2026 Kestra Advisory Services LLC50,077$5.60M0.0%+24.3%0.187%
2/13/2026Stifel Financial Corp79,455$8.88M0.0%+45.0%0.297%
2/13/2026Morgan Stanley1,009,424$112.85M0.0%+2.5%3.769%
2/13/2026Ieq Capital LLC12,888$1.44M0.0%+1.2%0.048%
2/13/2026Wells Fargo & Company MN272,623$30.48M0.0%+4.3%1.018%
2/13/2026 Wealthspire Advisors LLC6,884$770K0.0%-50.0%0.026%
2/13/2026Quadrant Capital Group LLC13,613$1.52M0.0%+2,706.8%0.051%
2/12/2026Alaethes Wealth LLC2,160$241K0.1%+16.3%0.008%
2/12/2026Jane Street Group LLC7,788$871K0.0%+4.9%0.029%
2/12/2026Orion Porfolio Solutions LLC2,396$268K0.0%N/A0.009%
2/12/2026MetLife Investment Management LLC23,490$2.63M0.0%-29.4%0.088%
2/12/2026 Commonwealth Equity Services LLC140,526$15.71M0.0%-5.6%0.525%
2/12/2026 IFC & Insurance Marketing Inc.507$57K0.1%N/A0.002%
2/12/2026CIBC Private Wealth Group LLC13,660$1.53M0.0%+5,591.7%0.051%
2/12/2026Betterment LLC8,481$948K0.0%+48.0%0.032%
2/12/2026Moneta Group Investment Advisors LLC102,646$11.48M0.1%+45.2%0.383%
2/12/2026Principal Securities Inc.1,905$213K0.0%-35.5%0.007%
2/12/2026Great Valley Advisor Group Inc.3,207$359K0.0%-2.6%0.012%
2/11/2026 Janney Montgomery Scott LLC62,448$6.98M0.0%+1.1%0.233%
2/11/2026Capital Analysts LLC10,064$1.13M0.0%+72.0%0.038%
2/11/2026Motley Fool Wealth Management LLC14,117$1.58M0.1%N/A0.053%
2/11/2026Cerity Partners LLC49,197$5.50M0.0%-3.9%0.184%
2/11/2026LPL Financial LLC271,790$30.39M0.0%-5.5%1.015%
2/11/2026JPMorgan Chase & Co.181,585$20.30M0.0%+3.4%0.678%
2/11/2026Francis Financial Inc.162,744$18.20M3.6%+4.9%0.608%
2/11/2026Taylor Hoffman Capital Management LLC6,472$724K0.2%-3.1%0.024%
2/10/2026Goldman Sachs Group Inc.1,690,313$188.98M0.0%+2.9%6.312%
2/10/2026Fort Sheridan Advisors LLC6,055$677K0.1%-27.4%0.023%
2/10/2026Valpey Financial Services LLC2,304,632$257.66M1.4%+11,552.5%8.606%
2/10/2026Northwestern Mutual Wealth Management Co.555,856$62.15M0.0%+2.2%2.076%
2/10/2026 Savant Capital LLC250,648$28.02M0.2%+158.7%0.936%
2/10/2026Thoroughbred Financial Services LLC5,020$561K0.0%+5.4%0.019%
2/9/2026Huntington National Bank12,665$1.42M0.0%-2.0%0.047%
2/9/2026Texas Capital Bank Wealth Management Services Inc50,063$5.60M0.3%-7.1%0.187%
2/9/2026 Bleakley Financial Group LLC13,713$1.53M0.0%-1.5%0.051%
2/9/2026Harbour Investments Inc.47,553$5.32M0.1%+3.3%0.178%
2/9/2026Clearstead Advisors LLC6,440$720K0.0%+1,097.0%0.024%
2/9/2026 Hantz Financial Services Inc.1,081,311$120.89M1.8%+38.3%4.038%
2/6/2026 Axxcess Wealth Management LLC32,084$3.59M0.0%N/A0.120%
2/6/2026 SoundView Advisors Inc.15,015$1.68M0.6%N/A0.056%
2/6/2026FourThought Financial Partners LLC3,284$367K0.0%N/A0.012%


IVOO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVOO shares?

During the previous two years, 289 institutional investors and hedge funds held shares of Vanguard S&P Mid-Cap 400 ETF. The most heavily invested institutionals were Goldman Sachs Group Inc. ($188.98M), Bank of America Corp DE ($144.24M), Hantz Financial Services Inc. ($120.89M), Morgan Stanley ($112.85M), UBS Group AG ($97.12M), Lockheed Martin Investment Management Co. ($70.43M), and Northwestern Mutual Wealth Management Co. ($62.15M).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 240 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: Valpey Financial Services LLC ($2.31M), Hantz Financial Services Inc. ($971.93K), Goldman Sachs Group Inc. ($862.84K), International Assets Investment Management LLC ($769.24K), Raymond James Financial Inc. ($618.71K), Starr Indemnity & Liability Co ($364.10K), and Mountain Capital Investment Advisors Inc. ($349.20K).

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

Institutional investors have bought a total of 6,261,041 shares in the last 24 months. This purchase volume represents approximately $678.71M in transactions.

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

Of the 113 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: Northwestern Mutual Wealth Management Co. ($524.34K), Mountain Capital Investment Advisors Inc. ($298.28K), Lockheed Martin Investment Management Co. ($270K), Bank of America Corp DE ($193.17K), WNY Asset Management LLC ($135.46K), UBS Group AG ($115.36K), and LPL Financial LLC ($57.76K).

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

Institutional investors have sold a total of 2,078,033 shares in the last 24 months. This volume of shares sold represents approximately $222.97M in transactions.


Related Companies

This page (NYSEARCA:IVOO) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel