Vanguard S&P Mid-Cap 400 ETFIVOOETF
13F holders, Q2 2024 (June 30)234holders +3
23new positions
19sold out
$99.01avg. 13F price*
At the end of Q2 2024, 234 institutions reported holding Vanguard S&P Mid-Cap 400 ETF (IVOO) in their 13F filings, up 3 from Q1 2024. 23 opened new positions and 19 sold out. The largest holders were Bank of America Corp. ($116.6M), Morgan Stanley ($97.6M) and Lockheed Martin Investment Management Co. ($89.2M).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $10.5M |
| Exits | 19 | $11.3M |
All 13F filers, Q1 2024 → Q2 2024: 532,784 shares bought and 389,636 shares sold, net +143,148 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 234 holders
| Bank of America Corp. | 0.01% | Add +5.3% | 1,176,423 | $116.6M |
| Morgan Stanley | 0.01% | Reduce -8.6% | 984,919 | $97.6M |
| Lockheed Martin Investment Management Co. | 5.16% | No change | 900,000 | $89.2M |
| UBS Group AG | 0.02% | Add +3.4% | 570,223 | $56.5M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +4.4% | 368,093 | $36.5M |
| LPL Financial LLC | 0.02% | Add +0.4% | 313,602 | $31.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.1% | 259,203 | $25.7M |
| Soltis Investment Advisors LLC | 2.45% | Add +11.6% | 233,525 | $23.1M |
| WNY Asset Management, LLC | 2.41% | Reduce -5.8% | 183,879 | $18.2M |
| Raymond James & Associates | 0.01% | Add +8.4% | 178,624 | $17.7M |
| Wells Fargo & Company | 0.00% | Reduce -14.4% | 174,231 | $17.3M |
| Royal Bank of Canada | 0.00% | Add +2.7% | 157,794 | $15.6M |
| Cetera Investment Advisers | 0.03% | Reduce -0.3% | 152,144 | $15.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +2.9% | 144,204 | $14.3M |
| Savant Capital, LLC | 0.13% | Add +1136.5% | 129,742 | $12.9M |
| Old National Bancorp | 0.28% | Add +12.3% | 120,942 | $12.0M |
| D.A. Davidson & Co. | 0.09% | Add +0.3% | 98,401 | $9.8M |
| Sentinel Trust Co. Lba | 1.18% | Add +25.9% | 97,100 | $9.6M |
| Pathstone Holdings, LLC | 0.04% | Reduce -3.3% | 94,281 | $9.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -2.1% | 92,158 | $9.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +17.1% | 89,152 | $8.8M |
| JPMorgan Chase & Co. | 0.00% | Add +11.4% | 88,698 | $8.8M |
| Osaic Holdings, Inc. | 0.02% | Reduce -25.7% | 80,699 | $8.0M |
| Texas Capital Bank Wealth Management Services Inc | 0.82% | Reduce -4.7% | 79,368 | $7.9M |
| Francis Financial, Inc. | 2.15% | Add +632.0% | 71,536 | $7.1M |
| Raelipskie Partnership | 3.40% | Reduce -0.7% | 64,342 | $6.4M |
| Stifel Financial Corp. | 0.01% | Add +5.6% | 63,788 | $6.3M |
| Phoenix Financial Ltd. | 0.10% | Add +0.6% | 63,438 | $6.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.0% | 60,080 | $5.9M |
| Bryant Woods Investment Advisors, LLC | 4.02% | Reduce -11.6% | 65,407 | $5.5M |
| Cerity Partners LLC | 0.01% | Reduce -0.7% | 54,663 | $5.4M |
| Asset Planning Corporation | 3.86% | Add +7.6% | 52,023 | $5.2M |
| Harbor Advisory Corp. | 1.70% | Reduce -4.9% | 49,623 | $4.9M |
| Evergreen Capital Management LLC | 0.17% | New | 47,955 | $4.8M |
| Phillips Financial Management, LLC | 0.39% | Add +0.4% | 47,358 | $4.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.7% | 47,097 | $4.7M |
| Private Advisor Group, LLC | 0.03% | Reduce -1.4% | 43,965 | $4.4M |
| 1834 Investment Advisors Co. | 0.47% | Add +4.8% | 39,517 | $3.9M |
| Mariner, LLC | 0.01% | Reduce -3.4% | 39,377 | $3.9M |
| Goldman Sachs Group Inc. | 0.00% | No change | 37,718 | $3.7M |
| Harbour Investments, Inc. | 0.12% | Add +5.3% | 36,790 | $3.6M |
| Lebenthal Global Advisors, LLC | 0.78% | Reduce -0.1% | 36,074 | $3.6M |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 2.99% | No change | 35,130 | $3.5M |
| Gateway Advisory, LLC | 0.56% | Add +2.6% | 33,480 | $3.3M |
| Checchi Capital Advisers, LLC | 0.26% | No change | 33,337 | $3.3M |
| First American Bank | 0.24% | No change | 31,892 | $3.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +42.8% | 31,687 | $3.1M |
| Creative Planning | 0.00% | Add +2.6% | 27,962 | $2.8M |
| MML Investors Services, LLC | 0.01% | Reduce -17.4% | 27,202 | $2.7M |
| Truist Financial Corp. | 0.00% | Add +1.5% | 25,278 | $2.5M |
| Waverly Advisors, LLC | 0.04% | No change | 21,299 | $2.1M |
| Fiduciary Trust Co | 0.03% | No change | 20,734 | $2.1M |
| Coastline Trust Co | 0.24% | Add +2.3% | 20,392 | $2.0M |
| Marble Harbor Investment Counsel, LLC | 0.23% | Reduce -2.9% | 19,830 | $2.0M |
| Eq LLC | 1.12% | Add +1.4% | 18,912 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.1% | 18,727 | $1.9M |
| Truepoint, Inc. | 0.05% | No change | 18,200 | $1.8M |
| Simon Quick Advisors, LLC | 0.12% | Reduce -11.8% | 17,828 | $1.8M |
| Octavia Wealth Advisors, LLC | 0.24% | Add +1.3% | 17,449 | $1.7M |
| Klingman & Associates, LLC | 0.10% | No change | 14,899 | $1.5M |
| Greenleaf Trust | 0.01% | Add +0.9% | 14,177 | $1.4M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.57% | No change | 13,920 | $1.4M |
| Edge Financial Advisors LLC | 1.42% | Add +89.7% | 13,884 | $1.4M |
| Fairway Wealth LLC | 0.79% | Add +1.9% | 13,561 | $1.3M |
| Vanguard Group Inc. | 0.00% | Reduce -0.5% | 13,031 | $1.3M |
| Bleakley Financial Group, LLC | 0.04% | Add +0.9% | 12,969 | $1.3M |
| Simplicity Wealth,LLC | 0.03% | Add +0.9% | 12,969 | $1.3M |
| Warwick Investment Management, Inc. | 0.30% | Reduce -0.6% | 12,802 | $1.3M |
| Rwa Wealth Partners, LLC | 0.02% | Add +1.8% | 12,697 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +33.3% | 12,444 | $1.2M |
| First Bancorp, Inc | 0.91% | No change | 12,420 | $1.2M |
| New Century Financial Group, LLC | 0.51% | New | 12,038 | $1.2M |
| Anson Capital, Inc. | 1.15% | Reduce -0.3% | 11,752 | $1.2M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -1.1% | 11,480 | $1.1M |
| Sax Wealth Advisors, LLC | 0.11% | No change | 11,340 | $1.1M |
| Ritter Daniher Financial Advisory LLC / DE | 0.35% | Add +0.9% | 11,150 | $1.1M |
| Sittner & Nelson, LLC | 0.54% | No change | 11,050 | $1.1M |
| Virtu Financial LLC | 0.08% | New | 10,999 | $1.1M |
| Zhang Financial LLC | 0.07% | No change | 10,727 | $1.1M |
| Spire Wealth Management | 0.04% | Reduce -11.7% | 10,724 | $1.1M |
| WealthBridge Capital Management, LLC | 0.35% | Reduce -18.1% | 10,699 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -23.4% | 10,699 | $1.1M |
| Naples Global Advisors, LLC | 0.10% | No change | 10,215 | $1.0M |
| Pitcairn Co. | 0.06% | No change | 10,060 | $997K |
| Summit Financial Strategies, Inc. | 0.12% | No change | 9,973 | $988K |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -41.8% | 9,875 | $979K |
| Source Financial Advisors LLC | 0.28% | Add +1.1% | 9,238 | $916K |
| Manchester Capital Management LLC | 0.11% | Reduce -70.5% | 9,140 | $906K |
| Valmark Advisers, Inc. | 0.01% | Reduce -1.4% | 8,616 | $854K |
| PACK Private Wealth, LLC | 0.52% | Add +0.9% | 8,448 | $837K |
| &partners | 0.03% | New | 8,007 | $794K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.2% | 7,650 | $758K |
| Raymond James Trust N.A. | 0.02% | Add +10.7% | 7,620 | $755K |
| O'ROURKE & COMPANY, Inc | 0.41% | No change | 7,369 | $730K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +171.0% | 7,250 | $719K |
| Sanctuary Advisors, LLC | 0.01% | — | 7,292 | $714K |
| Fifth Third Securities, Inc. | 0.07% | Reduce -0.1% | 7,175 | $714K |
| Turtle Creek Wealth Advisors, LLC | 0.16% | No change | 7,133 | $707K |
| FMR LLC | 0.00% | Reduce -9.8% | 6,998 | $694K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -54.4% | 6,972 | $694K |
"% 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.