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

Vanguard S&P Mid-Cap 400 ETF logo
$107.40 +1.13 (+1.06%)
Closing price 04:10 PM Eastern
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$107.36 -0.04 (-0.03%)
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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)
166
Total
Institutional Inflows
(last 12 months)
$489.63M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$65.83M
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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
5/21/2025Geneos Wealth Management Inc.1,048$103K0.0%+35.8%0.004%
5/20/2025Focus Partners Wealth10,027$990K0.0%-36.4%0.039%
5/16/2025Goldman Sachs Group Inc.853,272$84.22M0.0%+2,162.2%3.360%
5/16/2025Jones Financial Companies Lllp25,815$2.55M0.0%+5,334.7%0.100%
5/15/2025EP Wealth Advisors LLC38,150$3.77M0.0%-2.0%0.148%
5/15/2025Royal Bank of Canada195,972$19.34M0.0%+15.4%0.758%
5/15/2025Betterment LLC6,461$638K0.0%+205.2%0.025%
5/15/2025Baird Financial Group Inc.4,793$473K0.0%+30.9%0.019%
5/15/2025Evergreen Capital Management LLC107,430$10.60M0.4%+6.7%0.416%
5/15/2025Hanover Advisors Inc.6,592$651K0.3%+11.5%0.026%
5/14/2025Warwick Investment Management Inc.23,683$2.34M0.5%+41.6%0.092%
5/14/2025Samalin Investment Counsel LLC3,116$308K0.1%-6.6%0.012%
5/14/2025Envision Financial Planning LLC8,402$829K0.4%N/A0.033%
5/14/2025Tandem Wealth Advisors LLC4,580$452K0.2%+5.2%0.018%
5/14/2025MetLife Investment Management LLC33,264$3.28M0.0%N/A0.129%
5/14/2025Northwestern Mutual Wealth Management Co.486,406$48.01M0.0%+6.1%1.882%
5/14/2025Kestra Advisory Services LLC37,851$3.74M0.0%+41.6%0.146%
5/14/2025Flow Traders U.S. LLC3,949$390K0.0%+16.4%0.015%
5/14/2025Capital Analysts LLC5,693$562K0.0%+124.9%0.022%
5/14/2025Texas Capital Bank Wealth Management Services Inc59,737$5.90M0.6%-4.9%0.231%
5/13/2025Raymond James Financial Inc.308,127$30.41M0.0%+5.6%1.192%
5/13/2025Francis Financial Inc.191,464$18.90M4.6%+22.2%0.741%
5/13/2025HighTower Advisors LLC2,073$205K0.0%+5.0%0.008%
5/13/2025Taylor Hoffman Capital Management LLC7,094$704K0.3%+20.9%0.027%
5/12/2025Lockheed Martin Investment Management Co.750,000$74.03M3.0%-16.7%2.902%
5/12/2025Virtu Financial LLC56,952$5.62M0.3%N/A0.220%
5/12/2025Fiduciary Family Office LLC4,650$459K0.2%N/A0.018%
5/12/2025AlphaCore Capital LLC856$84K0.0%N/A0.003%
5/9/20251834 Investment Advisors Co.12,530$1.24M0.2%-31.5%0.050%
5/9/2025Chicago Partners Investment Group LLC6,825$673K0.0%+42.4%0.027%
5/9/2025Coign Capital Advisors LLC103,959$10.26M7.9%-5.7%0.414%
5/9/2025Atria Wealth Solutions Inc.2,078$205K0.0%-8.5%0.008%
5/9/2025Thoroughbred Financial Services LLC4,529$447K0.0%+28.3%0.018%
5/9/2025Commonwealth Equity Services LLC149,666$14.77M0.0%+1.0%0.595%
5/9/2025Blair William & Co. IL451$45K0.0%+125.5%0.002%
5/8/2025US Bancorp DE4,610$455K0.0%-8.9%0.018%
5/8/2025Eastern Bank2,043$202K0.0%-5.0%0.008%
5/7/2025Atlas Legacy Advisors LLC35,572$3.62M0.9%-1.6%0.141%
5/7/2025LPL Financial LLC292,247$28.85M0.0%-12.6%1.162%
5/7/2025Anson Capital Inc.5,846$577K0.5%-47.8%0.023%
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5/7/2025Phoenix Financial Ltd.36,252$3.58M0.1%-22.8%0.144%
5/6/2025Cetera Investment Advisers112,955$11.15M0.0%-21.4%0.449%
5/6/2025Avantax Advisory Services Inc.8,882$877K0.0%+48.7%0.035%
5/6/2025SpringVest Wealth Management LLC22,919$2.26M1.9%-0.8%0.091%
5/6/2025PFG Advisors3,040$300K0.0%N/A0.012%
5/5/2025Crestwood Advisors Group LLC3,065$303K0.0%-4.7%0.012%
5/5/2025Blue Bell Private Wealth Management LLC810$80K0.0%N/A0.003%
5/5/2025WNY Asset Management LLC137,796$13.60M1.6%-0.7%0.548%
5/5/2025Stordahl Capital Management Inc.4,787$472K0.1%+6.0%0.019%
5/5/2025Private Advisor Group LLC43,846$4.33M0.0%-3.3%0.174%
5/5/2025EQ LLC22,245$2.20M1.0%-0.7%0.088%
5/5/2025Diversify Advisory Services LLC4,014$388K0.0%+12.2%0.016%
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%
5/1/2025CWM LLC2,102$207K0.0%+492.1%0.008%
5/1/2025Sentinel Trust Co. LBA86,100$8.50M1.0%-31.7%0.342%
5/1/2025Northwest Capital Management Inc1,900$188K0.1%N/A0.008%
5/1/2025Fort Sheridan Advisors LLC11,343$1.12M0.2%+3.3%0.045%
5/1/2025Fifth Third Securities Inc.6,433$635K0.1%-4.1%0.026%
4/30/2025Cerity Partners LLC60,272$5.95M0.0%+2.1%0.240%
4/30/2025Phillips Financial Management LLC39,595$3.91M0.3%+0.9%0.157%
4/30/2025Allworth Financial LP162,315$15.61M0.1%-2.3%0.646%
4/30/2025Alpha Financial Partners LLC2,471$244K0.2%+5.7%0.010%
4/30/2025Greenleaf Trust14,084$1.39M0.0%+3.8%0.056%
4/30/2025Stratos Wealth Partners LTD.4,520$446K0.0%-3.4%0.018%
4/30/2025Brown Advisory Inc.4,443$439K0.0%N/A0.018%
4/30/2025Gibraltar Capital Management Inc.13,920$1.37M0.3%N/A0.055%
4/30/2025Bryant Woods Investment Advisors LLC77,735$7.67M3.7%+0.2%0.309%
4/29/2025Fairway Wealth LLC18,891$1.86M0.6%+7.7%0.075%
4/29/2025TD Private Client Wealth LLC3,777$373K0.0%+27.5%0.015%
4/29/2025Envestnet Asset Management Inc.252,047$24.88M0.0%-0.9%1.003%
4/29/2025Stage Harbor Financial LLC5,574$550K0.5%-9.3%0.022%
4/29/2025Concurrent Investment Advisors LLC6,563$648K0.0%+14.8%0.026%
4/29/2025Bank of New York Mellon Corp5,601$553K0.0%+129.3%0.022%
4/29/2025Checchi Capital Advisers LLC38,190$3.77M0.2%+12.0%0.152%
4/28/2025Castle Wealth Management LLC5,719$564K0.2%-4.3%0.023%
4/28/2025Mountain Capital Investment Advisors Inc.303,747$29.22M5.2%-13.0%1.208%
4/28/2025D.A. Davidson & CO.111,961$11.05M0.1%+9.2%0.445%
4/28/2025Coastline Trust Co28,598$2.82M0.4%-1.0%0.114%
4/25/2025Ameritas Advisory Services LLC5,888$583K0.0%+20.6%0.023%
4/25/2025WealthBridge Capital Management LLC10,916$1.08M0.3%+1.6%0.043%
4/24/2025Bartlett & CO. Wealth Management LLC7,538$744K0.0%+3.4%0.030%
4/23/2025Spire Wealth Management8,433$832K0.0%-13.5%0.034%
4/23/2025Embree Financial Group2,908$287K0.0%-6.0%0.012%
4/23/2025Mascagni Wealth Management Inc.3,580$378K0.4%+10.4%0.014%
4/23/2025Valmark Advisers Inc.8,687$857K0.0%+3.0%0.035%
4/22/2025Cambridge Investment Research Advisors Inc.102,430$10.11M0.0%-0.9%0.407%
4/21/2025Barrett & Company Inc.792$78K0.0%-14.2%0.003%
4/21/2025Essex Savings Bank5,574$550K0.1%-9.3%0.022%
4/17/2025Janney Montgomery Scott LLC58,253$5.75M0.0%+6.3%0.241%
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4/16/2025Wealth Enhancement Advisory Services LLC4,645$458K0.0%+74.0%0.019%
4/15/2025Simon Quick Advisors LLC9,616$949K0.1%-8.4%0.040%
4/15/2025Zhang Financial LLC9,867$974K0.1%+1.6%0.041%
4/14/2025Centricity Wealth Management LLC3,013$297K0.3%-7.5%0.012%
4/14/2025Park Avenue Securities LLC12,926$1.28M0.0%+52.6%0.054%
4/14/2025OLD National Bancorp IN132,189$13.05M0.3%+5.4%0.548%
4/10/2025Apella Capital LLC3,025$287K0.0%N/A0.013%
4/9/2025NBC Securities Inc.1,630$160K0.0%+162,900.0%0.007%
4/9/2025Wallace Advisory Group LLC2,552$269K0.2%N/A0.011%
4/8/2025Legacy Solutions LLC37,184$3.67M4.0%+2.8%0.154%
(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 ($137.12M), Goldman Sachs Group Inc. ($84.22M), International Assets Investment Management LLC ($81.18M), Lockheed Martin Investment Management Co. ($74.03M), Northwestern Mutual Wealth Management Co. ($48.01M), UBS Group AG ($41.03M), and Raymond James Financial Inc. ($30.41M).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 221 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. ($599.94K), Mountain Capital Investment Advisors Inc. ($349.20K), Hantz Financial Services Inc. ($271.38K), Francis Financial Inc. ($191.46K), and Allworth Financial LP ($164.54K).

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

Institutional investors have bought a total of 4,737,054 shares in the last 24 months. This purchase volume represents approximately $489.63M in transactions.

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

Of the 83 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: Lockheed Martin Investment Management Co. ($150K), Soltis Investment Advisors LLC ($77.25K), Mountain Capital Investment Advisors Inc. ($45.45K), Atria Wealth Solutions Inc. ($43.12K), LPL Financial LLC ($42.05K), Sentinel Trust Co. LBA ($40.80K), and Cetera Investment Advisers ($35.38K).

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

Institutional investors have sold a total of 649,007 shares in the last 24 months. This volume of shares sold represents approximately $65.83M in transactions.


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This page (NYSEARCA:IVOO) was last updated on 7/2/2025 by MarketBeat.com Staff
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