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

$128.18 +1.07 (+0.84%)

As of 04:10 PM Eastern

Number of Institutional Buyers (last 12 months): 141
Total Institutional Inflows (last 12 months): $513.61M

Number of Institutional Sellers (last 12 months): 94
Total Institutional Outflows (last 12 months): $112.77M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/2/2026	Citadel Advisors LLC	2,132	$278K	0.0%	N/A	0.007%
8/28/2026	NWM Advisors LLC	121,546	$15.85M	12.5%	+9.4%	0.417%
8/27/2026	Corient Private Wealth LP	13,877	$1.81M	0.0%	+24.0%	0.048%
8/23/2026	Kintra Wealth LLC	12,228	$1.62M	0.1%	-2.8%	0.042%
8/22/2026	Aureum Wealth Management LLC	1,602	$209K	0.1%	N/A	0.006%
8/22/2026	Jim Saulnier & Associates LLC	2,608	$340K	0.2%	N/A	0.009%
8/22/2026	Concurrent Investment Advisors LLC	7,257	$946K	0.0%	-1.1%	0.025%
8/20/2026	NorthLanding Financial Partners LLC	1,764	$230K	0.2%	N/A	0.006%
8/20/2026	Susquehanna International Group LLP	35,656	$4.65M	0.0%	N/A	0.122%
8/20/2026	Sigma Planning Corp	3,760	$490K	0.0%	+18.1%	0.013%
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8/20/2026	Benjamin Edwards Inc.	2,047	$267K	0.0%	N/A	0.007%
8/20/2026	Northwestern Mutual Wealth Management Co.	716,227	$93.40M	0.0%	+15.5%	2.460%
8/20/2026	Greenleaf Trust	12,659	$1.65M	0.0%	-3.6%	0.043%
8/19/2026	Archer Investment Corp	293	$38K	0.0%	N/A	0.001%
8/15/2026	First Bancorp Inc ME	11,363	$1.48M	0.6%	N/A	0.039%
8/7/2026	Texas Capital Bank Wealth Management Services Inc	48,062	$6.27M	0.3%	-1.2%	0.165%
8/6/2026	Global Retirement Partners LLC	746	$97K	0.0%	N/A	0.003%
8/6/2026	Bank of New York Mellon Corp	21,552	$2.81M	0.0%	+62.3%	0.074%
8/6/2026	Fort Sheridan Advisors LLC	5,605	$731K	0.1%	-7.9%	0.019%
8/6/2026	Capital Analysts LLC	17,036	$2.22M	0.1%	+93.5%	0.059%
8/5/2026	Janney Montgomery Scott LLC	69,565	$9.07M	0.0%	+7.7%	0.239%
8/5/2026	Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD	6,090	$794K	0.0%	N/A	0.021%
8/5/2026	Checchi Capital Advisers LLC	64,929	$8.47M	0.4%	+8.1%	0.223%
8/5/2026	McAdam LLC	2,055	$268K	0.0%	-7.7%	0.007%
8/4/2026	Archer Investment Corp	293	$38K	0.0%	N/A	0.001%
8/3/2026	Phillips Financial Management LLC	30,737	$4.01M	0.3%	-4.4%	0.106%
7/9/2026	Kastel Capital Advisors LLC	83,696	$10.91M	6.5%	+5.1%	0.287%
7/9/2026	Ledgewood Wealth Advisors LLC	1,648	$215K	0.1%	N/A	0.006%
7/9/2026	Valeo Financial Advisors LLC	9,289	$1.21M	0.0%	-4.1%	0.032%
7/7/2026	Legacy Solutions LLC	36,939	$4.82M	3.9%	+0.5%	0.129%
7/6/2026	Dogwood Wealth Management LLC	201	$26K	0.0%	N/A	0.001%
7/1/2026	First Financial Bank Trust Division	1,546	$202K	0.0%	N/A	0.006%
5/22/2026	WNY Asset Management LLC	4,240	$485K	0.1%	N/A	0.015%
5/19/2026	NewEdge Advisors LLC	7,749	$886K	0.0%	-1.3%	0.028%
5/19/2026	Bank of America Corp DE	1,397,368	$159.75M	0.0%	+5.2%	5.059%
5/18/2026	Royal Bank of Canada	224,117	$25.62M	0.0%	-3.4%	0.811%
5/18/2026	Envision Financial Planning LLC	13,773	$1.58M	0.6%	+20.4%	0.050%
5/15/2026	Wealth Watch Advisors INC	2,377	$272K	0.1%	+4.8%	0.009%
5/15/2026	Waverly Advisors LLC	20,996	$2.40M	0.0%	-1.0%	0.076%
5/13/2026	Cetera Investment Advisers	116,460	$13.31M	0.0%	-2.7%	0.422%
The end may be near for these iconic stocks (Ad) Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required. Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
5/13/2026	Signature Equity Partners LLC	4,246	$485K	0.3%	-4.7%	0.015%
5/8/2026	Cassaday & Co Wealth Management LLC	809	$92K	0.0%	N/A	0.003%
5/6/2026	Zhang Financial LLC	9,800	$1.12M	0.0%	+4.1%	0.035%
5/5/2026	D.A. Davidson & CO.	105,248	$12.03M	0.1%	-22.4%	0.381%
5/5/2026	Bank of New York Mellon Corp	13,283	$1.52M	0.0%	-8.6%	0.048%
5/5/2026	Sanctuary Advisors LLC	6,380	$729K	0.0%	-1.3%	0.023%
5/5/2026	Sigma Planning Corp	3,183	$364K	0.0%	+5.6%	0.012%
5/5/2026	Checchi Capital Advisers LLC	60,077	$6.87M	0.3%	+7.3%	0.218%
5/4/2026	Bleakley Financial Group LLC	11,987	$1.37M	0.0%	-12.6%	0.043%
5/4/2026	Chicago Partners Investment Group LLC	7,832	$963K	0.0%	+1.3%	0.028%
5/4/2026	J. Safra Sarasin Holding AG	1,922	$220K	0.0%	N/A	0.007%
5/2/2026	Diversify Wealth Management LLC	4,861	$589K	0.0%	N/A	0.018%
5/2/2026	Valmark Advisers Inc.	45,224	$5.17M	0.1%	+41.8%	0.164%
5/1/2026	Castle Wealth Management LLC	6,105	$698K	0.2%	-2.4%	0.022%
5/1/2026	Fifth Third Bancorp	1,343	$154K	0.0%	N/A	0.005%
5/1/2026	American Trust	2,647	$303K	0.0%	-14.9%	0.010%
5/1/2026	SoundView Advisors Inc.	14,894	$1.70M	0.6%	-0.8%	0.054%
4/30/2026	Kestra Advisory Services LLC	55,120	$6.30M	0.0%	+10.1%	0.200%
4/30/2026	Base Wealth Management LLC	10,295	$1.18M	0.7%	-14.3%	0.037%
4/28/2026	Bryant Woods Investment Advisors LLC	85,291	$9.75M	3.6%	+3.4%	0.309%
4/27/2026	Turtle Creek Wealth Advisors LLC	5,922	$677K	0.1%	-17.0%	0.021%
4/27/2026	Private Advisor Group LLC	36,627	$4.19M	0.0%	-3.1%	0.133%
4/27/2026	Sound Income Strategies LLC	279	$32K	0.0%	+92.4%	0.001%
4/24/2026	Financial Life Planners	400	$46K	0.0%	N/A	0.001%
4/22/2026	Janney Montgomery Scott LLC	64,567	$7.38M	0.0%	+3.4%	0.234%
4/21/2026	OLD National Bancorp IN	147,903	$16.91M	0.3%	-2.3%	0.535%
4/21/2026	Parkway Wealth Management Group LLC	1,879	$225K	0.0%	N/A	0.007%
4/21/2026	First American Bank	34,683	$3.97M	0.2%	-1.3%	0.126%
4/20/2026	RFG Advisory LLC	2,138	$244K	0.0%	N/A	0.008%
4/17/2026	WealthBridge Capital Management LLC	10,495	$1.20M	0.3%	-3.8%	0.038%
3/17/2026	Rockefeller Capital Management L.P.	57,570	$6.44M	0.0%	+31.1%	0.215%
3/11/2026	DUTCH ASSET Corp	3,564	$398K	0.3%	N/A	0.013%
3/9/2026	Corient Private Wealth LLC	12,848	$1.44M	0.0%	+16.6%	0.048%
3/4/2026	Valpey Financial Services LLC	20,614	$2.31M	1.5%	+4.2%	0.077%
3/2/2026	Reflection Asset Management	4,472	$512K	0.4%	N/A	0.017%
2/25/2026	Tempo Wealth LLC	25,810	$2.89M	0.5%	N/A	0.096%
2/19/2026	Axxcess Wealth Management LLC	32,084	$3.59M	0.0%	N/A	0.120%
2/19/2026	Corient Private Wealth LLC	12,848	$1.44M	0.0%	+16.6%	0.048%
2/18/2026	Ameriflex Group Inc.	286	$32K	0.0%	-49.8%	0.001%
2/18/2026	Mercer Global Advisors Inc. ADV	3,371	$377K	0.0%	-22.5%	0.013%
2/18/2026	Andrews Advisory Associates LLC	48,095	$5.38M	2.9%	N/A	0.180%
2/18/2026	Beacon Pointe Advisors LLC	2,282	$255K	0.0%	+16.4%	0.009%
2/18/2026	EP Wealth Advisors LLC	38,668	$4.32M	0.0%	N/A	0.144%
2/18/2026	Kastel Capital Advisors LLC	79,651	$8.91M	5.5%	N/A	0.297%
2/18/2026	Gotham Asset Management LLC	12,246	$1.37M	0.0%	+256.5%	0.046%
2/18/2026	Align Financial LLC	63,950	$7.15M	0.0%	N/A	0.239%
2/18/2026	American Trust	3,111	$348K	0.0%	-32.1%	0.012%
2/17/2026	Cetera Investment Advisers	119,683	$13.38M	0.0%	-2.2%	0.447%
2/17/2026	Envision Financial Planning LLC	11,436	$1.28M	0.5%	+8.1%	0.043%
2/17/2026	Equitable Holdings Inc.	2,918	$326K	0.0%	+6.0%	0.011%
The end may be near for these iconic stocks (Ad) Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required. Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
2/17/2026	Wealth Watch Advisors INC	2,269	$254K	0.1%	+33.2%	0.008%
2/17/2026	Osaic Holdings Inc.	142,256	$15.91M	0.0%	+15.8%	0.531%
2/17/2026	Private Advisor Group LLC	37,789	$4.23M	0.0%	-7.4%	0.141%
2/17/2026	Captrust Financial Advisors	9,555	$1.07M	0.0%	+53.1%	0.036%
2/17/2026	&PARTNERS	25,332	$2.83M	0.0%	+19.6%	0.095%
2/17/2026	Blair William & Co. IL	2,531	$283K	0.0%	+455.0%	0.009%
2/17/2026	Royal Bank of Canada	232,057	$25.94M	0.0%	+3.5%	0.867%
2/16/2026	Sargent Investment Group LLC	5,362	$599K	0.1%	N/A	0.020%
2/16/2026	Mariner LLC	35,951	$4.02M	0.0%	-1.2%	0.134%
2/16/2026	Evelyn Partners Investment Management Europe Ltd	1,039	$116K	0.0%	-45.9%	0.004%

IVOO Institutional Ownership - Frequently Asked Questions

During the previous two years, 287 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 ($159.75M), Hantz Financial Services Inc. ($120.89M), Morgan Stanley ($112.85M), UBS Group AG ($97.12M), Northwestern Mutual Wealth Management Co. ($93.40M), and Lockheed Martin Investment Management Co. ($70.43M).Learn more on Vanguard S&P Mid-Cap 400 ETF's institutional investors.

Of the 235 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 ($768.72K), Raymond James Financial Inc. ($618.71K), Starr Indemnity & Liability Co ($364.10K), and Mountain Capital Investment Advisors Inc. ($349.20K).

Institutional investors have bought a total of 4,565,448 shares in the last 24 months. This purchase volume represents approximately $513.61M in transactions.

Of the 94 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), Lockheed Martin Investment Management Co. ($120K), UBS Group AG ($115.36K), D.A. Davidson & CO. ($33.40K), Gibraltar Capital Management Inc. ($29.61K), LPL Financial LLC ($15.71K), and Coign Capital Advisors LLC ($10.15K).

Institutional investors have sold a total of 1,010,650 shares in the last 24 months. This volume of shares sold represents approximately $112.77M in transactions.

Related Companies

Institutional ownership data for NYSEARCA:IVOO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.

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

IVOO Institutional Buying and Selling by Quarter

Vanguard S&P Mid-Cap 400 ETF Major Shareholders & Ownership History

IVOO Institutional Ownership - Frequently Asked Questions

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

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

IVOO Institutional Buying and Selling by Quarter

Vanguard S&P Mid-Cap 400 ETF Major Shareholders & Ownership History

IVOO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVOO shares?

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

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

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

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

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