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

Vanguard S&P Mid-Cap 400 ETF logo
$128.21 +0.57 (+0.45%)
As of 07/24/2026 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)
148
Total
Institutional Inflows
(last 12 months)
$568.29M
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$196.69M
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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
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%
5/22/2026WNY Asset Management LLC4,240$485K0.1%N/A0.015%
5/19/2026NewEdge Advisors LLC7,749$886K0.0%-1.3%0.028%
5/19/2026Bank of America Corp DE1,397,368$159.75M0.0%+5.2%5.059%
5/18/2026Royal Bank of Canada224,117$25.62M0.0%-3.4%0.811%
5/18/2026Envision Financial Planning LLC13,773$1.58M0.6%+20.4%0.050%
5/15/2026Wealth Watch Advisors INC2,377$272K0.1%+4.8%0.009%
5/15/2026Waverly Advisors LLC20,996$2.40M0.0%-1.0%0.076%
5/13/2026Cetera Investment Advisers116,460$13.31M0.0%-2.7%0.422%
5/13/2026Signature Equity Partners LLC4,246$485K0.3%-4.7%0.015%
5/8/2026Cassaday & Co Wealth Management LLC809$92K0.0%N/A0.003%
5/6/2026Zhang Financial LLC9,800$1.12M0.0%+4.1%0.035%
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%
5/5/2026Sigma Planning Corp3,183$364K0.0%+5.6%0.012%
5/5/2026Checchi Capital Advisers LLC60,077$6.87M0.3%+7.3%0.218%
5/4/2026Bleakley Financial Group LLC11,987$1.37M0.0%-12.6%0.043%
5/4/2026Chicago Partners Investment Group LLC7,832$963K0.0%+1.3%0.028%
5/4/2026J. Safra Sarasin Holding AG1,922$220K0.0%N/A0.007%
5/2/2026Diversify Wealth Management LLC4,861$589K0.0%N/A0.018%
5/2/2026Valmark Advisers Inc.45,224$5.17M0.1%+41.8%0.164%
5/1/2026Castle Wealth Management LLC6,105$698K0.2%-2.4%0.022%
5/1/2026Fifth Third Bancorp1,343$154K0.0%N/A0.005%
5/1/2026American Trust2,647$303K0.0%-14.9%0.010%
5/1/2026SoundView Advisors Inc.14,894$1.70M0.6%-0.8%0.054%
4/30/2026Kestra 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%
4/27/2026Turtle Creek Wealth Advisors LLC5,922$677K0.1%-17.0%0.021%
4/27/2026Private 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%
4/22/2026Janney 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%
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4/21/2026Parkway 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%
4/17/2026WealthBridge 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%
2/19/2026Axxcess 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%
2/18/2026 Andrews 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%
2/18/2026American 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%
2/17/2026Private 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%
2/13/2026Kestra 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%
2/13/2026Wealthspire 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%
2/12/2026Commonwealth 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%
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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%
2/11/2026Janney 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%


IVOO Institutional Ownership - Frequently Asked Questions

During the previous two years, 284 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), 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.

Of the 234 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).

Institutional investors have bought a total of 5,134,909 shares in the last 24 months. This purchase volume represents approximately $568.29M in transactions.

Of the 105 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), Bank of America Corp DE ($193.17K), WNY Asset Management LLC ($135.46K), Lockheed Martin Investment Management Co. ($120K), UBS Group AG ($115.36K), and Francis Financial Inc. ($45.67K).

Institutional investors have sold a total of 1,810,862 shares in the last 24 months. This volume of shares sold represents approximately $196.69M in transactions.


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This page (NYSEARCA:IVOO) was last updated on 7/25/2026 by MarketBeat.com Staff.
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