Vanguard S&P Mid-Cap 400 ETFIVOOETF

13F holders, Q2 2026 (June 30)
344holders +43
58new positions
9sold out
4famous investors
$130.13avg. 13F price*

At the end of Q2 2026, 344 institutions reported holding Vanguard S&P Mid-Cap 400 ETF (IVOO) in their 13F filings, up 43 from Q1 2026. 58 opened new positions and 9 sold out. The largest holders were Goldman Sachs Group Inc. ($266.8M), Hantz Financial Services, Inc. ($249.9M) and Bank of America Corp. ($180.6M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Vanguard S&P Mid-Cap 400 ETF
CUSIP
921932885
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 231Q1 2024Q2 2024: 234Q2 2024Q3 2024: 249Q3 2024Q4 2024: 272Q4 2024Q1 2025: 268Q1 2025Q2 2025: 274Q2 2025Q3 2025: 273Q3 2025Q4 2025: 288Q4 2025Q1 2026: 301Q1 2026Q2 2026: 344Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions58$62.1M
Exits9$2.3M

All 13F filers, Q1 2026 → Q2 2026: 1,865,545 shares bought and 239,855 shares sold, net +1,625,690 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 344 holders

Goldman Sachs Group Inc. 0.03% Add +10.9% 2,045,932 $266.8M
Hantz Financial Services, Inc. 3.38% Add +26.8% 1,916,060 $249.9M
Bank of America Corp. 0.01% Reduce -0.9% 1,385,207 $180.6M
Morgan Stanley 0.01% Add +2.6% 964,765 $125.8M
UBS Group AG 0.02% Reduce -2.4% 821,464 $107.1M
Northwestern Mutual Wealth Management Co. 0.05% Add +15.4% 716,227 $93.4M
Lockheed Martin Investment Management Co. 2.79% No change 540,000 $70.4M
Raymond James Financial Inc. 0.01% Add +2.0% 374,873 $48.9M
Starr Indemnity & Liability Co 12.59% No change 364,098 $47.5M
LPL Financial LLC 0.01% Add +8.1% 329,634 $43.0M
Wells Fargo & Company 0.01% Add +0.5% 309,484 $40.4M
Savant Capital, LLC 0.11% Add +91.5% 308,501 $37.6M
Ameriprise Financial Inc. 0.01% Add +17.6% 281,849 $36.7M
Envestnet Asset Management Inc. 0.01% Reduce -1.7% 263,058 $34.3M
Royal Bank of Canada 0.01% Add +12.2% 251,422 $32.8M
C V Starr & Co. Inc. 15.83% No change 227,427 $29.7M
Cetera Investment Advisers 0.03% Add +93.3% 225,150 $29.4M
Moneta Group Investment Advisors LLC 0.21% Add +36.4% 216,259 $28.2M
Francis Financial, Inc. 3.89% Add +3.1% 182,027 $23.7M
JPMorgan Chase & Co. 0.00% Reduce -4.9% 176,964 $22.9M
Old National Bancorp 0.38% Add +0.2% 148,192 $19.3M
Allworth Financial LP 0.08% Reduce -2.8% 145,277 $18.9M
Evergreen Capital Management LLC 0.33% Add +20.0% 142,946 $18.6M
Osaic Holdings, Inc. 0.02% Reduce -2.4% 121,800 $15.9M
NWM Advisors, LLC 12.48% Add +9.4% 121,546 $15.8M
Warwick Investment Management, Inc. 1.54% Add +20.1% 105,480 $13.8M
D.A. Davidson & Co. 0.07% Reduce -3.6% 101,477 $13.2M
Rockefeller Capital Management L.P. 0.02% Add +1.8% 95,378 $12.4M
Stifel Financial Corp. 0.01% Add +2.6% 93,167 $12.1M
Coign Capital Advisors LLC 5.30% Reduce -0.9% 90,278 $11.8M
Commonwealth Equity Services, LLC 0.01% Reduce -31.0% 87,607 $11.4M
Bryant Woods Investment Advisors, LLC 3.09% Reduce -0.0% 85,263 $11.1M
Raelipskie Partnership 4.03% Reduce -0.3% 81,865 $10.7M
Pathstone Holdings, LLC 0.03% Reduce -0.9% 79,504 $10.4M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -21.5% 76,621 $10.0M
Elevation Point Wealth Partners, LLC 0.18% New 74,317 $9.7M
Vestmark Advisory Solutions, Inc. 0.09% New 73,550 $9.6M
Kastel Capital Advisors, LLC 6.05% Add +5.1% 83,696 $9.6M
Two Sigma Investments, LP 0.01% New 70,617 $9.2M
Janney Montgomery Scott LLC 0.02% Add +7.7% 69,565 $9.1M
Brown Advisory Inc. 0.01% Add +0.1% 65,112 $8.5M
Checchi Capital Advisers, LLC 0.54% Add +8.1% 64,929 $8.5M
Violich Capital Management, Inc. 0.78% Add +23.4% 55,295 $7.2M
Sentinel Trust Co. Lba 0.63% No change 54,746 $7.1M
Cerity Partners LLC 0.01% Add +2.9% 53,979 $7.0M
Harbor Advisory Corp. 1.73% No change 49,445 $6.4M
Lebenthal Global Advisors, LLC 0.87% Reduce -39.0% 49,355 $6.4M
Kestra Advisory Services, LLC 0.02% Reduce -11.8% 48,593 $6.3M
Texas Capital Bank Wealth Management Services Inc 0.34% Reduce -1.2% 48,062 $6.3M
Soltis Investment Advisors LLC 0.35% Reduce -8.9% 46,703 $6.1M
Harbour Investments, Inc. 0.08% Reduce -4.2% 44,676 $5.8M
Valmark Advisers, Inc. 0.06% Reduce -2.6% 44,059 $5.7M
Savvy Advisors, Inc. 0.12% Add +0.0% 41,997 $5.5M
Private Advisor Group, LLC 0.02% Add +11.1% 40,698 $5.3M
EP Wealth Advisors, LLC 0.02% Add +0.8% 40,119 $5.2M
Blair William & Co. 0.01% Add +96.8% 38,715 $5.0M
Atlas Legacy Advisors, LLC 0.71% Add +4.4% 37,075 $4.8M
Legacy Solutions, LLC 3.90% Add +0.5% 36,939 $4.8M
Susquehanna International Group, LLP 0.00% New 35,656 $4.6M
First American Bank 0.25% Reduce -0.8% 34,408 $4.5M
Creative Planning 0.00% Add +10.8% 33,918 $4.4M
Axxcess Wealth Management, LLC 0.07% New 32,264 $4.2M
Phillips Financial Management, LLC 0.29% Reduce -4.4% 30,737 $4.0M
Coastline Trust Co 0.35% Reduce -0.2% 30,274 $3.9M
Citigroup Inc. 0.00% Reduce -1.1% 30,088 $3.9M
Jones Financial Companies LLLP 0.00% Add +48.7% 29,872 $3.9M
Mariner, LLC 0.00% Reduce -11.8% 29,084 $3.8M
Bluespring Wealth Management, LLC 0.07% New 28,728 $3.7M
Keystone Financial Group 0.22% Add +0.8% 28,637 $3.7M
Councilor Wealth, LLC 1.50% Add +46.2% 28,347 $3.7M
Truist Financial Corp. 0.00% Add +22.2% 27,852 $3.6M
Eq LLC 0.89% Add +3.7% 27,639 $3.6M
Meitav Investment House Ltd. 0.02% New 27,592 $3.6M
Clearstead Advisors, LLC 0.03% Add +4.7% 26,584 $3.5M
MML Investors Services, LLC 0.01% Add +8.2% 25,671 $3.3M
Tempo Wealth, LLC 0.49% Reduce -0.0% 25,256 $3.3M
Fairway Wealth LLC 0.74% Add +2.3% 24,863 $3.2M
Fiduciary Trust Co 0.04% Add +8.4% 24,856 $3.2M
Geneos Wealth Management Inc. 0.06% Add +4169.1% 23,907 $3.1M
MetLife Investment Management, LLC 0.01% No change 23,490 $3.1M
&partners 0.01% Reduce -7.9% 22,925 $3.0M
Bank of New York Mellon Corp 0.00% Add +62.3% 21,552 $2.8M
Waverly Advisors, LLC 0.02% Add +0.8% 21,156 $2.8M
SpringVest Wealth Management LLC 1.72% Reduce -5.4% 20,922 $2.7M
Provident Co of the Employees of the Hebrew University LTD 2.06% New 20,714 $2.7M
Marble Harbor Investment Counsel, LLC 0.27% No change 20,660 $2.7M
Nuveen, LLC 0.00% New 20,379 $2.7M
Valpey Financial Services, LLC 1.53% Reduce -1.7% 19,657 $2.6M
Truepoint, Inc. 0.05% No change 18,200 $2.4M
Bleakley Financial Group, LLC 0.03% Add +50.8% 18,081 $2.4M
Andrews Advisory Associates, LLC 1.12% Reduce -24.4% 17,798 $2.3M
Farther Finance Advisors, LLC 0.02% Add +15.5% 17,056 $2.2M
Capital Analysts, LLC 0.05% Add +93.5% 17,036 $2.2M
Pinnacle Financial Partners, Inc. 0.02% Add +33.8% 16,962 $2.2M
CIBC Bancorp USA Inc. 0.00% Reduce -8.5% 16,967 $2.2M
US Bancorp \de 0.00% Add +22.6% 15,348 $2.0M
Octavia Wealth Advisors, LLC 0.17% Reduce -4.9% 15,028 $2.0M
Colter Lewis Investment Partners LLC 0.87% Add +344.3% 15,021 $2.0M
SoundView Advisors Inc. 0.63% Add +0.2% 14,921 $1.9M
Klingman & Associates, LLC 0.08% Reduce -0.8% 14,753 $1.9M

"% of holder's portfolio" is IVOO's weight in each manager's 13F, not the share of Vanguard S&P Mid-Cap 400 ETF the manager owns.

Show all 344 holders