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

Vanguard S&P Mid-Cap 400 ETF logo
$123.63 -1.08 (-0.87%)
Closing price 04:10 PM Eastern
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$123.62 -0.02 (-0.01%)
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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)
143
Total
Institutional Inflows
(last 12 months)
$513.27M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$113.76M
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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
9/23/2026 Envestnet Asset Management Inc.263,058$34.30M0.0%-1.7%0.873%
9/9/2026 Sequoia Financial Advisors LLC2,409$314K0.0%N/A0.008%
9/9/2026 Capital Analysts LLC17,036$2.22M0.1%+93.5%0.059%
9/9/2026 Integrated Wealth Concepts LLC1,762$230K0.0%N/A0.006%
9/9/2026 NewEdge Advisors LLC7,550$984K0.0%-3.3%0.026%
9/8/2026 Allworth Financial LP145,277$18.94M0.1%-2.8%0.499%
9/8/2026 Waverly Advisors LLC21,156$2.76M0.0%+0.8%0.073%
9/2/2026 Citadel Advisors LLC2,132$278K0.0%N/A0.007%
8/28/2026 NWM Advisors LLC121,546$15.85M12.5%+9.4%0.417%
8/27/2026 Corient Private Wealth LP13,877$1.81M0.0%+24.0%0.048%
8/23/2026 Kintra Wealth LLC12,228$1.62M0.1%-2.8%0.042%
8/22/2026 Aureum Wealth Management LLC1,602$209K0.1%N/A0.006%
8/22/2026 Jim Saulnier & Associates LLC2,608$340K0.2%N/A0.009%
8/22/2026 Concurrent Investment Advisors LLC7,257$946K0.0%-1.1%0.025%
8/20/2026 NorthLanding Financial Partners LLC1,764$230K0.2%N/A0.006%
8/20/2026 Susquehanna International Group LLP35,656$4.65M0.0%N/A0.122%
8/20/2026 Sigma Planning Corp3,760$490K0.0%+18.1%0.013%
8/20/2026 Benjamin Edwards Inc.2,047$267K0.0%N/A0.007%
8/20/2026 Northwestern Mutual Wealth Management Co.716,227$93.40M0.0%+15.5%2.460%
8/20/2026 Greenleaf Trust12,659$1.65M0.0%-3.6%0.043%
8/19/2026 Archer Investment Corp293$38K0.0%N/A0.001%
8/15/2026 First Bancorp Inc ME11,363$1.48M0.6%N/A0.039%
8/7/2026 Texas Capital Bank Wealth Management Services Inc48,062$6.27M0.3%-1.2%0.165%
8/6/2026 Global Retirement Partners LLC746$97K0.0%N/A0.003%
8/6/2026 Bank of New York Mellon Corp21,552$2.81M0.0%+62.3%0.074%
8/6/2026 Fort Sheridan Advisors LLC5,605$731K0.1%-7.9%0.019%
8/6/2026 Capital Analysts LLC17,036$2.22M0.1%+93.5%0.059%
8/5/2026 Janney Montgomery Scott LLC69,565$9.07M0.0%+7.7%0.239%
8/5/2026 Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD6,090$794K0.0%N/A0.021%
8/5/2026 Checchi Capital Advisers LLC64,929$8.47M0.4%+8.1%0.223%
8/5/2026 McAdam LLC2,055$268K0.0%-7.7%0.007%
8/4/2026 Archer Investment Corp293$38K0.0%N/A0.001%
8/3/2026 Phillips Financial Management LLC30,737$4.01M0.3%-4.4%0.106%
7/9/2026 Kastel Capital Advisors LLC83,696$10.91M6.5%+5.1%0.287%
7/9/2026 Ledgewood Wealth Advisors LLC1,648$215K0.1%N/A0.006%
7/9/2026 Valeo Financial Advisors LLC9,289$1.21M0.0%-4.1%0.032%
7/7/2026 Legacy Solutions LLC36,939$4.82M3.9%+0.5%0.129%
7/6/2026 Dogwood Wealth Management LLC201$26K0.0%N/A0.001%
7/1/2026 First Financial Bank Trust Division1,546$202K0.0%N/A0.006%
5/22/2026 WNY Asset Management LLC4,240$485K0.1%N/A0.015%
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5/19/2026 NewEdge Advisors LLC7,749$886K0.0%-1.3%0.028%
5/19/2026 Bank of America Corp DE1,397,368$159.75M0.0%+5.2%5.059%
5/18/2026 Royal Bank of Canada224,117$25.62M0.0%-3.4%0.811%
5/18/2026 Envision Financial Planning LLC13,773$1.58M0.6%+20.4%0.050%
5/15/2026 Wealth Watch Advisors INC2,377$272K0.1%+4.8%0.009%
5/15/2026 Waverly Advisors LLC20,996$2.40M0.0%-1.0%0.076%
5/13/2026 Cetera Investment Advisers116,460$13.31M0.0%-2.7%0.422%
5/13/2026 Signature Equity Partners LLC4,246$485K0.3%-4.7%0.015%
5/8/2026 Cassaday & Co Wealth Management LLC809$92K0.0%N/A0.003%
5/6/2026 Zhang Financial LLC9,800$1.12M0.0%+4.1%0.035%
5/5/2026 D.A. Davidson & CO.105,248$12.03M0.1%-22.4%0.381%
5/5/2026 Bank of New York Mellon Corp13,283$1.52M0.0%-8.6%0.048%
5/5/2026 Sanctuary 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%
3/17/2026 Rockefeller Capital Management L.P.57,570$6.44M0.0%+31.1%0.215%
3/11/2026 DUTCH ASSET Corp3,564$398K0.3%N/A0.013%
3/9/2026 Corient Private Wealth LLC12,848$1.44M0.0%+16.6%0.048%
3/4/2026 Valpey Financial Services LLC20,614$2.31M1.5%+4.2%0.077%
3/2/2026Reflection Asset Management4,472$512K0.4%N/A0.017%
2/25/2026 Tempo Wealth LLC25,810$2.89M0.5%N/A0.096%
2/19/2026 Axxcess Wealth Management LLC32,084$3.59M0.0%N/A0.120%
2/19/2026 Corient Private Wealth LLC12,848$1.44M0.0%+16.6%0.048%
2/18/2026 Ameriflex Group Inc.286$32K0.0%-49.8%0.001%
2/18/2026 Mercer Global Advisors Inc. ADV3,371$377K0.0%-22.5%0.013%
2/18/2026 Andrews Advisory Associates LLC48,095$5.38M2.9%N/A0.180%
2/18/2026 Beacon Pointe Advisors LLC2,282$255K0.0%+16.4%0.009%
2/18/2026 EP Wealth Advisors LLC38,668$4.32M0.0%N/A0.144%
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2/18/2026 Kastel Capital Advisors LLC79,651$8.91M5.5%N/A0.297%
2/18/2026 Gotham Asset Management LLC12,246$1.37M0.0%+256.5%0.046%
2/18/2026 Align Financial LLC63,950$7.15M0.0%N/A0.239%
2/18/2026 American Trust3,111$348K0.0%-32.1%0.012%
2/17/2026 Cetera Investment Advisers119,683$13.38M0.0%-2.2%0.447%
2/17/2026 Envision Financial Planning LLC11,436$1.28M0.5%+8.1%0.043%
2/17/2026 Equitable Holdings Inc.2,918$326K0.0%+6.0%0.011%
2/17/2026 Wealth Watch Advisors INC2,269$254K0.1%+33.2%0.008%
2/17/2026 Osaic 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%


IVOO Institutional Ownership - Frequently Asked Questions

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 ($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 238 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 4,559,185 shares in the last 24 months. This purchase volume represents approximately $513.27M in transactions.

Of the 95 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 Allworth Financial LP ($13.13K).

Institutional investors have sold a total of 1,017,837 shares in the last 24 months. This volume of shares sold represents approximately $113.76M 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 9/23/2026. New 13F filings are added each quarter as they're published.
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