Vanguard S&P Mid-Cap 400 ETFIVOOETF
13F holders, Q1 2024 (March 31)231holders
$102.99avg. 13F price*
At the end of Q1 2024, 231 institutions reported holding Vanguard S&P Mid-Cap 400 ETF (IVOO) in their 13F filings. The largest holders were Bank of America Corp. ($115.1M), Morgan Stanley ($111.0M) and Lockheed Martin Investment Management Co. ($92.7M).
- Company
- Vanguard S&P Mid-Cap 400 ETF
- CUSIP
- 921932885
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $17.3M |
| Exits | 15 | $36.3M |
Ownership 231 holders
| Bank of America Corp. | 0.01% | Add +11.6% | 1,117,195 | $115.1M |
| Morgan Stanley | 0.01% | Reduce -3.0% | 1,077,277 | $111.0M |
| Lockheed Martin Investment Management Co. | 6.73% | Reduce -8.2% | 900,000 | $92.7M |
| UBS Group AG | 0.02% | Add +26.3% | 551,678 | $56.8M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +3.4% | 352,654 | $36.3M |
| LPL Financial LLC | 0.02% | Add +0.8% | 312,312 | $32.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.3% | 253,930 | $26.2M |
| Soltis Investment Advisors LLC | 2.41% | Add +2.5% | 209,346 | $21.6M |
| Wells Fargo & Company | 0.01% | Add +7.9% | 203,640 | $21.0M |
| WNY Asset Management, LLC | 3.07% | Reduce -0.1% | 195,109 | $20.1M |
| Raymond James & Associates | 0.01% | Add +3.9% | 164,793 | $17.0M |
| Royal Bank of Canada | 0.00% | Add +2.4% | 153,642 | $15.8M |
| Cetera Investment Advisers | 0.04% | Add +3490.4% | 152,662 | $15.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.7% | 140,177 | $14.4M |
| Osaic Holdings, Inc. | 0.03% | Add +1.5% | 108,580 | $11.2M |
| Old National Bancorp | 0.26% | Add +5.6% | 107,680 | $11.1M |
| D.A. Davidson & Co. | 0.09% | Add +2.8% | 98,084 | $10.1M |
| Pathstone Holdings, LLC | 0.05% | Reduce -7.0% | 97,486 | $10.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -0.5% | 94,173 | $9.7M |
| Texas Capital Bank Wealth Management Services Inc | 0.94% | Reduce -8.9% | 83,298 | $8.6M |
| JPMorgan Chase & Co. | 0.00% | Add +19.2% | 79,619 | $8.2M |
| Sentinel Trust Co. Lba | 1.03% | Add +175.4% | 77,100 | $7.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -0.7% | 76,143 | $7.8M |
| Bryant Woods Investment Advisors, LLC | 4.49% | Reduce -0.5% | 73,944 | $7.6M |
| Raelipskie Partnership | 3.80% | Add +9.9% | 64,822 | $6.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.5% | 63,903 | $6.6M |
| Phoenix Financial Ltd. | 0.09% | Add +33.5% | 63,038 | $6.5M |
| Stifel Financial Corp. | 0.01% | Add +19.3% | 60,397 | $6.2M |
| Cerity Partners LLC | 0.01% | Add +11.1% | 55,071 | $5.7M |
| Harbor Advisory Corp. | 1.83% | Reduce -0.3% | 52,203 | $5.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.1% | 48,415 | $5.0M |
| Asset Planning Corporation | 3.64% | New | 48,360 | $5.0M |
| Phillips Financial Management, LLC | 0.40% | Add +20.1% | 47,162 | $4.9M |
| Private Advisor Group, LLC | 0.03% | Reduce -3.7% | 44,611 | $4.6M |
| Mariner, LLC | 0.01% | Add +4.2% | 40,767 | $4.2M |
| Goldman Sachs Group Inc. | 0.00% | No change | 37,718 | $3.9M |
| 1834 Investment Advisors Co. | 0.46% | Add +30.2% | 37,689 | $3.9M |
| Lebenthal Global Advisors, LLC | 0.83% | Reduce -1.4% | 36,104 | $3.7M |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 4.79% | No change | 35,130 | $3.6M |
| Harbour Investments, Inc. | 0.13% | Add +6.6% | 34,947 | $3.6M |
| Eagle Strategies LLC | 0.78% | New | 34,185 | $3.5M |
| Checchi Capital Advisers, LLC | 0.27% | No change | 33,337 | $3.4M |
| MML Investors Services, LLC | 0.01% | Add +1.0% | 32,941 | $3.4M |
| Gateway Advisory, LLC | 0.59% | Add +1.6% | 32,644 | $3.4M |
| First American Bank | 0.25% | No change | 31,892 | $3.3M |
| Manchester Capital Management LLC | 0.39% | Reduce -0.2% | 31,040 | $3.2M |
| Keystone Financial Group | 0.44% | Add +2.7% | 29,292 | $3.0M |
| Creative Planning | 0.00% | Add +0.1% | 27,254 | $2.8M |
| Northern Trust Corp. | 0.00% | Reduce -59.6% | 26,862 | $2.8M |
| Truist Financial Corp. | 0.00% | Add +17.3% | 24,915 | $2.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -7.3% | 22,197 | $2.3M |
| Waverly Advisors, LLC | 0.05% | Add +3.0% | 21,299 | $2.2M |
| Fiduciary Trust Co | 0.03% | No change | 20,734 | $2.1M |
| Marble Harbor Investment Counsel, LLC | 0.24% | Reduce -3.8% | 20,430 | $2.1M |
| Simon Quick Advisors, LLC | 0.16% | Reduce -27.1% | 20,211 | $2.1M |
| Coastline Trust Co | 0.25% | Add +0.5% | 19,931 | $2.1M |
| Eq LLC | 1.18% | Add +2.4% | 18,660 | $1.9M |
| Truepoint, Inc. | 0.05% | Add +100.0% | 18,200 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.8% | 17,995 | $1.9M |
| Octavia Wealth Advisors, LLC | 0.26% | Reduce -0.1% | 17,227 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.09% | New | 16,971 | $1.7M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Add +2.9% | 15,291 | $1.6M |
| Klingman & Associates, LLC | 0.11% | No change | 14,899 | $1.5M |
| Greenleaf Trust | 0.01% | Reduce -1.0% | 14,056 | $1.4M |
| Atria Investments, Inc | 0.02% | Reduce -0.8% | 13,963 | $1.4M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.59% | No change | 13,920 | $1.4M |
| Fairway Wealth LLC | 0.93% | Add +0.7% | 13,310 | $1.4M |
| Vanguard Group Inc. | 0.00% | Add +0.7% | 13,098 | $1.3M |
| WealthBridge Capital Management, LLC | 0.45% | Reduce -0.9% | 13,061 | $1.3M |
| Warwick Investment Management, Inc. | 0.32% | New | 12,882 | $1.3M |
| Bleakley Financial Group, LLC | 0.04% | Add +0.9% | 12,857 | $1.3M |
| Simplicity Wealth,LLC | 0.03% | New | 12,857 | $1.3M |
| Rwa Wealth Partners, LLC | 0.02% | No change | 12,476 | $1.3M |
| First Bancorp, Inc | 0.97% | No change | 12,420 | $1.3M |
| Spire Wealth Management | 0.02% | Reduce -5.9% | 12,142 | $1.3M |
| Anson Capital, Inc. | 1.75% | Reduce -2.1% | 11,793 | $1.2M |
| Sax Wealth Advisors, LLC | 0.14% | Add +0.0% | 11,340 | $1.2M |
| M Holdings Securities, Inc. | 0.20% | No change | 11,282 | $1.2M |
| Sittner & Nelson, LLC | 0.57% | Reduce -2.1% | 11,050 | $1.1M |
| Ritter Daniher Financial Advisory LLC / DE | 0.38% | No change | 11,050 | $1.1M |
| Zhang Financial LLC | 0.08% | Add +44.8% | 10,727 | $1.1M |
| Level Four Advisory Services, LLC | 0.06% | No change | 11,613 | $1.1M |
| Savant Capital, LLC | 0.01% | Add +0.0% | 10,493 | $1.1M |
| Naples Global Advisors, LLC | 0.11% | No change | 10,215 | $1.1M |
| Pitcairn Co. | 0.07% | No change | 10,060 | $1.0M |
| Summit Financial Strategies, Inc. | 0.14% | Add +0.1% | 9,973 | $1.0M |
| Francis Financial, Inc. | 0.33% | New | 9,772 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +68.8% | 9,334 | $961K |
| Source Financial Advisors LLC | 0.29% | Add +2.2% | 9,139 | $941K |
| Valmark Advisers, Inc. | 0.02% | Reduce -7.8% | 8,737 | $900K |
| Jane Street Group, LLC | 0.00% | New | 8,488 | $874K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -1.9% | 8,425 | $868K |
| PACK Private Wealth, LLC | 0.54% | Add +0.3% | 8,373 | $863K |
| FMR LLC | 0.00% | Add +9.1% | 7,760 | $799K |
| Thrivent Financial for Lutherans | 0.00% | Add +1.0% | 7,668 | $790K |
| Edge Financial Advisors LLC | 0.67% | — | 7,319 | $762K |
| O'ROURKE & COMPANY, Inc | 0.44% | Add +0.1% | 7,369 | $759K |
| Hanover Advisors Inc. | 0.31% | Add +15.9% | 7,280 | $750K |
| Fifth Third Securities, Inc. | 0.07% | Reduce -6.2% | 7,180 | $740K |
| Turtle Creek Wealth Advisors, LLC | 0.18% | No change | 7,133 | $735K |
| McKinley Carter Wealth Services, Inc. | 0.05% | No change | 7,084 | $730K |
| Castle Wealth Management LLC | 0.38% | Reduce -7.4% | 6,973 | $718K |
| Raymond James Trust N.A. | 0.02% | Reduce -0.7% | 6,885 | $709K |
| Walkner Condon Financial Advisors LLC | 0.14% | Add +2.9% | 6,530 | $673K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.8% | 6,386 | $658K |
| Sound View Wealth Advisors Group, LLC | 0.07% | Reduce -7.4% | 6,062 | $624K |
| Taylor Hoffman Wealth Management | 0.26% | Add +0.7% | 6,021 | $620K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +0.6% | 5,955 | $613K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -51.1% | 5,681 | $585K |
| Captrust Financial Advisors | 0.00% | Reduce -14.9% | 5,523 | $569K |
| IRON Financial LLC | 0.31% | Add +0.2% | 5,432 | $560K |
| Pacific Sage Partners, LLC | 0.14% | No change | 5,182 | $534K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -0.8% | 5,111 | $526K |
| Affiance Financial, LLC | 0.14% | No change | 5,030 | $518K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -45.7% | 4,738 | $488K |
| 1900 Wealth Management LLC | 0.04% | Add +16.6% | 4,723 | $487K |
| CRA Financial Services, LLC | 0.10% | No change | 4,628 | $477K |
| GTS Securities LLC | 0.01% | No change | 4,573 | $471K |
| Comerica Bank | 0.00% | Add +0.9% | 4,337 | $447K |
| Stordahl Capital Management, Inc. | 0.11% | Add +10.7% | 4,321 | $445K |
| R. W. Roge & Company, Inc. | 0.26% | Reduce -0.8% | 4,207 | $434K |
| Tiaa Trust, National Association | 0.00% | No change | 4,066 | $419K |
| US Bancorp \de | 0.00% | Add +3.0% | 3,882 | $400K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +17.9% | 3,818 | $393K |
| AdvisorNet Financial, Inc | 0.04% | Add +172.4% | 3,634 | $374K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.1% | 3,745 | $368K |
| New England Private Wealth Advisors LLC | 0.06% | Add +0.3% | 3,547 | $363K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 3,460 | $356K |
| 1ST Source Bank | 0.02% | No change | 3,404 | $351K |
| Kathleen S. Wright Associates Inc. | 0.16% | Add +0.1% | 3,284 | $338K |
| Principal Securities, Inc. | 0.01% | Add +39.4% | 3,267 | $337K |
| Sage Mountain Advisors LLC | 0.03% | No change | 3,226 | $332K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.8% | 3,141 | $324K |
| Embree Financial Group | 0.06% | Add +0.2% | 3,062 | $315K |
| Thoroughbred Financial Services, LLC | 0.03% | New | 3,054 | $314K |
| Waldron Private Wealth LLC | 0.01% | No change | 3,044 | $314K |
| Chemistry Wealth Management LLC | 0.08% | No change | 3,040 | $313K |
| Benchmark Wealth Management, LLC | 0.17% | Add +2.0% | 2,983 | $307K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -0.3% | 2,904 | $299K |
| IHT Wealth Management, LLC | 0.01% | No change | 2,904 | $299K |
| Vertex Planning Partners, LLC | 0.08% | No change | 2,900 | $299K |
| Sigma Planning Corp | 0.01% | New | 2,800 | $289K |
| TD Private Client Wealth LLC | 0.01% | Reduce -0.6% | 2,740 | $282K |
| Baird Financial Group, Inc. | 0.00% | Reduce -77.2% | 2,731 | $281K |
| NewEdge Wealth, LLC | 0.01% | Add +0.8% | 2,850 | $280K |
| Cambridge Trust Co. | 0.01% | Reduce -21.3% | 2,701 | $278K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +3.7% | 2,675 | $276K |
| Verum Partners LLC | 0.09% | Reduce -43.0% | 2,577 | $265K |
| Nwam LLC | 0.02% | No change | 2,600 | $262K |
| Equitable Holdings, Inc. | 0.00% | Add +2.9% | 2,544 | $262K |
| Gratus Capital, LLC | 0.01% | Reduce -99.2% | 2,534 | $261K |
| CGN Advisors LLC | 0.03% | Reduce -3.9% | 2,475 | $255K |
| Cozad Asset Management Inc. | 0.03% | No change | 2,386 | $246K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.2% | 2,363 | $243K |
| Corient Private Wealth LP | 0.00% | Add +1.6% | 2,355 | $243K |
| Cherry Creek Investment Advisors, Inc. | 0.13% | Reduce -6.8% | 2,331 | $240K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +697.3% | 2,320 | $239K |
| Qube Research & Technologies Ltd | 0.00% | Add +32.7% | 2,290 | $236K |
| Valued Retirements, Inc. | 0.36% | No change | 2,158 | $222K |
| 49 Wealth Management, LLC | 0.05% | No change | 2,168 | $222K |
| Davis R M Inc. | 0.00% | Reduce -34.3% | 2,120 | $218K |
| Heartwood Wealth Advisors LLC | 0.03% | New | 2,100 | $216K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -20.5% | 2,095 | $216K |
| NewEdge Advisors, LLC | 0.00% | Add +2941.2% | 2,068 | $213K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -15.9% | 2,506 | $212K |
| HBK Sorce Advisory LLC | 0.01% | New | 2,030 | $209K |
| HFG Advisors, Inc. | 0.19% | New | 2,029 | $209K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 1,980 | $204K |
| Alliance Wealth Advisors, LLC | 0.13% | New | 1,968 | $203K |
| Carolinas Wealth Consulting LLC | 0.04% | New | 1,946 | $200K |
| Hexagon Capital Partners LLC | 0.04% | No change | 1,900 | $196K |
| Lanark Financial, Inc. | 0.02% | Reduce -9.3% | 1,782 | $183K |
| LifeSteps Financial, Inc. | 0.13% | New | 1,716 | $177K |
| Allworth Financial LP | 0.00% | Add +9962.5% | 1,610 | $166K |
| Capital Analysts, LLC | 0.01% | Add +4.0% | 1,481 | $153K |
| Global Retirement Partners, LLC | 0.01% | Add +0.6% | 1,457 | $150K |
| Atlas Capital Advisors Inc. | 0.02% | Add +38.8% | 1,373 | $141K |
| Ramirez Asset Management, Inc. | 0.03% | No change | 1,280 | $132K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,200 | $124K |
| Gilliland Jeter Wealth Management LLC | 0.04% | New | 1,112 | $115K |
| Evermay Wealth Management LLC | 0.02% | Add +0.2% | 1,028 | $106K |
| IFP Advisors, Inc | 0.00% | No change | 1,020 | $105K |
| Optimum Investment Advisors | 0.05% | No change | 1,000 | $103K |
| FSA Wealth Management LLC | 0.04% | New | 937 | $97K |
| Barrett & Company, Inc. | 0.04% | Reduce -12.3% | 923 | $95K |
| Colonial Trust Co / SC | 0.02% | No change | 880 | $90K |
| Tanglewood Legacy Advisors, LLC | 0.04% | No change | 822 | $85K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 763 | $79K |
| Moser Wealth Advisors, LLC | 0.04% | No change | 756 | $78K |
| Avior Wealth Management, LLC | 0.00% | Add +0.1% | 741 | $76K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 759 | $73K |
| Salomon & Ludwin, LLC | 0.01% | New | 638 | $66K |
| Private Ocean, LLC | 0.01% | New | 620 | $64K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 615 | $63K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -25.5% | 529 | $54K |
| Quadrant Capital Group LLC | 0.00% | No change | 485 | $50K |
| Blue Trust, Inc. | 0.00% | No change | 460 | $47K |
| BlackRock Inc. | 0.00% | No change | 400 | $41K |
| Russell Investments Group, Ltd. | 0.00% | New | 396 | $41K |
| Halpern Financial, Inc. | 0.01% | No change | 316 | $32K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +24.4% | 306 | $32K |
| Blair William & Co. | 0.00% | Reduce -25.0% | 300 | $31K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +286.8% | 294 | $30K |
| Geneos Wealth Management Inc. | 0.00% | No change | 280 | $29K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.4% | 265 | $27K |
| CIBC Private Wealth Group LLC | 0.00% | New | 240 | $25K |
| Cwm, LLC | 0.00% | No change | 202 | $21K |
| National Bank of Canada | 0.00% | Add +66.7% | 195 | $20K |
| Amundi | 0.00% | No change | 190 | $18K |
| Fernwood Investment Management, LLC | 0.01% | New | 165 | $17K |
| Signaturefd, LLC | 0.00% | No change | 154 | $16K |
| Bellevue Asset Management, LLC | 0.01% | No change | 150 | $15K |
| Creekmur Asset Management LLC | 0.01% | New | 149 | $15K |
| Beacon Capital Management, LLC | 0.00% | No change | 140 | $14K |
| Bank of Montreal | 0.00% | New | 129 | $13K |
| St Germain D J Co. Inc. | 0.00% | New | 122 | $13K |
| City State Bank | 0.00% | No change | 100 | $10K |
| Transcendent Capital Group LLC | 0.01% | No change | 88 | $9K |
| Parallel Advisors, LLC | 0.00% | No change | 78 | $8K |
| Key Financial Inc | 0.00% | No change | 57 | $6K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 57 | $6K |
| Assetmark, Inc. | 0.00% | Reduce -76.1% | 55 | $6K |
| REAP Financial Group, LLC | 0.00% | No change | 40 | $4K |
| Front Row Advisors LLC | 0.00% | No change | 30 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | — | 26 | $3K |
| American Capital Advisory, LLC | 0.00% | No change | 22 | $2K |
| Operose Advisors LLC | 0.00% | New | 11 | $1K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | New | 10 | $1K |
| McClarren Financial Advisors, Inc. | 0.00% | Add +100.0% | 2 | $1K |
| Caitlin John, LLC | 0.00% | No change | 8 | $837 |
| Macroview Investment Management LLC | 0.00% | No change | 4 | $413 |
"% 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.