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 |
| McKinley Carter Wealth Services, Inc. | 0.04% | Reduce -1.9% | 6,949 | $689K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +7.5% | 6,862 | $680K |
| Fort Sheridan Advisors LLC | 0.11% | New | 6,823 | $676K |
| Walkner Condon Financial Advisors LLC | 0.14% | No change | 6,530 | $647K |
| Castle Wealth Management LLC | 0.31% | Reduce -8.2% | 6,405 | $637K |
| Hanover Advisors Inc. | 0.28% | Reduce -12.4% | 6,380 | $632K |
| Sound View Wealth Advisors Group, LLC | 0.06% | No change | 6,062 | $601K |
| Taylor Hoffman Wealth Management | 0.24% | Add +0.1% | 6,025 | $591K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -0.3% | 5,940 | $589K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -1.1% | 5,621 | $557K |
| Captrust Financial Advisors | 0.00% | No change | 5,523 | $547K |
| IRON Financial LLC | 0.30% | No change | 5,432 | $538K |
| Pacific Sage Partners, LLC | 0.13% | No change | 5,182 | $514K |
| Flagship Harbor Advisors, LLC | 0.03% | No change | 5,111 | $507K |
| Affiance Financial, LLC | 0.13% | No change | 5,030 | $499K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +3.1% | 4,884 | $484K |
| CRA Financial Services, LLC | 0.09% | No change | 4,628 | $459K |
| Stordahl Capital Management, Inc. | 0.11% | Add +4.4% | 4,511 | $447K |
| GTS Securities LLC | 0.01% | Reduce -2.7% | 4,448 | $441K |
| 1900 Wealth Management LLC | 0.04% | Reduce -8.8% | 4,308 | $427K |
| Northern Trust Corp. | 0.00% | Reduce -84.4% | 4,186 | $415K |
| R. W. Roge & Company, Inc. | 0.23% | Reduce -1.3% | 4,151 | $411K |
| Tiaa Trust, National Association | 0.00% | No change | 4,066 | $403K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.3% | 3,755 | $391K |
| US Bancorp \de | 0.00% | Reduce -0.1% | 3,880 | $385K |
| Savvy Advisors, Inc. | 0.12% | New | 3,758 | $372K |
| New England Private Wealth Advisors LLC | 0.06% | Reduce -0.0% | 3,546 | $351K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -3.0% | 3,524 | $349K |
| Baird Financial Group, Inc. | 0.00% | Add +27.9% | 3,493 | $346K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 3,460 | $343K |
| 1ST Source Bank | 0.02% | No change | 3,404 | $337K |
| Kathleen S. Wright Associates Inc. | 0.15% | No change | 3,284 | $325K |
| Sage Mountain Advisors LLC | 0.03% | No change | 3,226 | $320K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +3.2% | 3,152 | $312K |
| Pinnacle Associates Ltd. | 0.00% | No change | 3,141 | $311K |
| Principal Securities, Inc. | 0.01% | Reduce -4.0% | 3,135 | $311K |
| Embree Financial Group | 0.06% | No change | 3,062 | $304K |
| Waldron Private Wealth LLC | 0.01% | No change | 3,044 | $303K |
| Crestwood Advisors Group, LLC | 0.01% | Add +3.4% | 3,003 | $298K |
| Avantax Advisory Services, Inc. | 0.00% | Add +27.0% | 3,002 | $297K |
| Corient Private Wealth LP | 0.00% | Add +26.8% | 2,985 | $296K |
| Vertex Planning Partners, LLC | 0.07% | No change | 2,900 | $287K |
| Benchmark Wealth Management, LLC | 0.15% | Reduce -2.9% | 2,898 | $287K |
| Equitable Holdings, Inc. | 0.00% | Add +13.3% | 2,883 | $286K |
| NewEdge Wealth, LLC | 0.01% | Reduce -0.8% | 2,826 | $280K |
| IHT Wealth Management, LLC | 0.01% | Reduce -3.4% | 2,804 | $278K |
| NewEdge Advisors, LLC | 0.00% | Add +31.2% | 2,714 | $269K |
| TD Private Client Wealth LLC | 0.01% | Reduce -1.0% | 2,712 | $269K |
| Sigma Planning Corp | 0.01% | Reduce -7.3% | 2,595 | $257K |
| Verum Partners LLC | 0.08% | Reduce -0.2% | 2,571 | $255K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -69.6% | 2,561 | $255K |
| Ameritas Advisory Services, LLC | 0.01% | New | 2,558 | $254K |
| Comerica Bank | 0.00% | Reduce -41.3% | 2,546 | $252K |
| CGN Advisors LLC | 0.03% | Add +1.4% | 2,511 | $249K |
| Cozad Asset Management Inc. | 0.02% | No change | 2,386 | $236K |
| Chemistry Wealth Management LLC | 0.06% | Reduce -22.0% | 2,370 | $235K |
| Bridges Investment Management Inc. | 0.00% | New | 2,370 | $235K |
| Cherry Creek Investment Advisors, Inc. | 0.12% | Reduce -2.4% | 2,275 | $225K |
| Capital Investment Advisory Services, LLC | 0.02% | New | 2,260 | $224K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -14.0% | 2,155 | $214K |
| Valued Retirements, Inc. | 0.32% | No change | 2,158 | $214K |
| 49 Wealth Management, LLC | 0.04% | No change | 2,168 | $213K |
| Arkadios Wealth Advisors | 0.01% | New | 2,124 | $211K |
| Bristlecone Advisors, LLC | 0.02% | New | 2,058 | $204K |
| HFG Advisors, Inc. | 0.19% | Add +0.1% | 2,032 | $201K |
| HBK Sorce Advisory LLC | 0.01% | No change | 2,030 | $201K |
| Carolinas Wealth Consulting LLC | 0.04% | No change | 1,946 | $194K |
| Hexagon Capital Partners LLC | 0.04% | No change | 1,900 | $188K |
| Allworth Financial LP | 0.00% | No change | 1,610 | $164K |
| Lanark Financial, Inc. | 0.01% | Reduce -9.1% | 1,620 | $160K |
| Capital Analysts, LLC | 0.01% | Reduce -5.1% | 1,405 | $139K |
| Ramirez Asset Management, Inc. | 0.03% | No change | 1,280 | $127K |
| Atlas Capital Advisors Inc. | 0.02% | Reduce -6.8% | 1,280 | $127K |
| IFP Advisors, Inc | 0.00% | Add +18.2% | 1,206 | $120K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,200 | $119K |
| Gilliland Jeter Wealth Management LLC | 0.04% | No change | 1,112 | $110K |
| Global Retirement Partners, LLC | 0.00% | Reduce -24.9% | 1,095 | $109K |
| Pinnacle Bancorp, Inc. | 0.03% | New | 1,067 | $106K |
| Evermay Wealth Management LLC | 0.02% | No change | 1,028 | $102K |
| Optimum Investment Advisors | 0.04% | No change | 1,000 | $99K |
| Barrett & Company, Inc. | 0.04% | No change | 923 | $91K |
| Colonial Trust Co / SC | 0.02% | No change | 880 | $87K |
| Tanglewood Legacy Advisors, LLC | 0.04% | No change | 822 | $81K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 759 | $80K |
| Moser Wealth Advisors, LLC | 0.04% | No change | 756 | $75K |
| Avior Wealth Management, LLC | 0.00% | No change | 741 | $74K |
| Private Ocean, LLC | 0.01% | No change | 620 | $61K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 615 | $61K |
| Bogart Wealth, LLC | 0.00% | New | 567 | $56K |
| International Assets Investment Management, LLC | 0.00% | New | 520 | $52K |
| Quadrant Capital Group LLC | 0.00% | No change | 485 | $48K |
| Blue Trust, Inc. | 0.00% | No change | 460 | $47K |
| Mather Group, Llc. | 0.00% | New | 424 | $44K |
| Asset Dedication, LLC | 0.00% | New | 400 | $40K |
| BlackRock Inc. | 0.00% | No change | 400 | $40K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -54.0% | 351 | $35K |
| Halpern Financial, Inc. | 0.01% | No change | 316 | $31K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -42.3% | 305 | $30K |
| Blair William & Co. | 0.00% | No change | 300 | $30K |
| Jones Financial Companies LLLP | 0.00% | New | 300 | $30K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 294 | $29K |
| Lowe Wealth Advisors, LLC | 0.01% | New | 288 | $29K |
| Geneos Wealth Management Inc. | 0.00% | No change | 280 | $28K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 265 | $26K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -19.6% | 246 | $24K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 240 | $24K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -40.9% | 234 | $23K |
| Smartleaf Asset Management LLC | 0.00% | New | 226 | $22K |
| Raleigh Capital Management Inc. | 0.01% | New | 202 | $20K |
| Cwm, LLC | 0.00% | No change | 202 | $20K |
| National Bank of Canada | 0.00% | No change | 195 | $19K |
| Amundi | 0.00% | No change | 190 | $19K |
| Signaturefd, LLC | 0.00% | No change | 154 | $15K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 150 | $15K |
| Bellevue Asset Management, LLC | 0.01% | No change | 150 | $15K |
| Creekmur Asset Management LLC | 0.00% | No change | 149 | $15K |
| Hantz Financial Services, Inc. | 0.00% | New | 144 | $14K |
| Beacon Capital Management, LLC | 0.00% | No change | 140 | $14K |
| Bank of Montreal | 0.00% | No change | 129 | $13K |
| City State Bank | 0.00% | No change | 100 | $10K |
| Transcendent Capital Group LLC | 0.01% | No change | 88 | $9K |
| St Germain D J Co. Inc. | 0.00% | Reduce -32.8% | 82 | $8K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 80 | $8K |
| Parallel Advisors, LLC | 0.00% | No change | 78 | $8K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 57 | $6K |
| Key Financial Inc | 0.00% | No change | 57 | $6K |
| Assetmark, Inc. | 0.00% | Reduce -1.8% | 54 | $5K |
| 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% | No change | 26 | $3K |
| American Capital Advisory, LLC | 0.00% | No change | 22 | $2K |
| Operose Advisors LLC | 0.00% | No change | 11 | $1K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 10 | $991 |
| McClarren Financial Advisors, Inc. | 0.00% | Add +4850.0% | 99 | $0 |
"% 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.