Vanguard S&P Mid-Cap 400 ETFIVOOETF
13F holders, Q3 2024 (September 30)249holders +15
29new positions
13sold out
1famous investor
$105.66avg. 13F price*
At the end of Q3 2024, 249 institutions reported holding Vanguard S&P Mid-Cap 400 ETF (IVOO) in their 13F filings, up 15 from Q2 2024. 29 opened new positions and 13 sold out. The largest holders were Bank of America Corp. ($130.8M), Morgan Stanley ($106.5M) and Lockheed Martin Investment Management Co. ($95.1M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Vanguard S&P Mid-Cap 400 ETF
- CUSIP
- 921932885
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $19.5M |
| Exits | 13 | $3.8M |
All 13F filers, Q2 2024 → Q3 2024: 828,460 shares bought and 243,967 shares sold, net +584,493 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 249 holders
| Bank of America Corp. | 0.01% | Add +5.3% | 1,238,439 | $130.8M |
| Morgan Stanley | 0.01% | Add +2.4% | 1,008,175 | $106.5M |
| Lockheed Martin Investment Management Co. | 4.40% | No change | 900,000 | $95.1M |
| UBS Group AG | 0.02% | Add +7.3% | 611,854 | $64.6M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +14.0% | 419,560 | $44.3M |
| LPL Financial LLC | 0.01% | Reduce -1.6% | 308,746 | $32.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.3% | 265,096 | $28.0M |
| Raymond James & Associates | 0.01% | Add +7.5% | 192,080 | $20.3M |
| Wells Fargo & Company | 0.00% | Add +8.3% | 188,629 | $19.9M |
| Soltis Investment Advisors LLC | 1.78% | Reduce -26.1% | 172,497 | $18.2M |
| Royal Bank of Canada | 0.00% | Add +2.1% | 161,044 | $17.0M |
| Cetera Investment Advisers | 0.03% | Reduce -2.8% | 147,820 | $15.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.9% | 140,061 | $14.8M |
| JPMorgan Chase & Co. | 0.00% | Add +57.5% | 139,737 | $14.8M |
| Francis Financial, Inc. | 3.82% | Add +91.0% | 136,608 | $14.4M |
| WNY Asset Management, LLC | 1.65% | Reduce -27.1% | 134,142 | $14.2M |
| Sentinel Trust Co. Lba | 1.53% | Add +30.7% | 126,900 | $13.4M |
| Old National Bancorp | 0.30% | Add +2.7% | 124,156 | $13.1M |
| Hantz Financial Services, Inc. | 0.23% | Add +83625.0% | 120,564 | $12.7M |
| Savant Capital, LLC | 0.10% | Reduce -7.8% | 119,607 | $12.6M |
| D.A. Davidson & Co. | 0.09% | Add +2.5% | 100,879 | $10.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +12.7% | 100,428 | $10.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +0.7% | 92,770 | $9.8M |
| Pathstone Holdings, LLC | 0.04% | Reduce -3.5% | 90,951 | $9.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -1.3% | 79,673 | $8.4M |
| Bryant Woods Investment Advisors, LLC | 3.91% | Add +11.1% | 72,659 | $7.7M |
| Evergreen Capital Management LLC | 0.24% | Add +43.6% | 68,858 | $7.3M |
| Raelipskie Partnership | 3.44% | Add +3.9% | 66,832 | $7.1M |
| Texas Capital Bank Wealth Management Services Inc | 0.68% | Reduce -17.7% | 65,290 | $6.9M |
| Phoenix Financial Ltd. | 0.10% | Add +1.6% | 64,420 | $6.8M |
| Stifel Financial Corp. | 0.01% | Reduce -0.5% | 63,493 | $6.7M |
| Ameriprise Financial Inc. | 0.00% | Add +0.6% | 60,426 | $6.4M |
| Lebenthal Global Advisors, LLC | 1.27% | Add +64.6% | 59,379 | $6.3M |
| Cerity Partners LLC | 0.01% | Add +1.3% | 55,357 | $5.9M |
| Asset Planning Corporation | 3.67% | Add +2.2% | 53,188 | $5.6M |
| Harbor Advisory Corp. | 1.71% | Reduce -0.2% | 49,537 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.8% | 48,880 | $5.2M |
| Phillips Financial Management, LLC | 0.38% | Reduce -1.2% | 46,810 | $4.9M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +1665.0% | 45,201 | $4.8M |
| Private Advisor Group, LLC | 0.03% | Add +0.1% | 43,996 | $4.6M |
| Harbour Investments, Inc. | 0.12% | Add +5.7% | 38,872 | $4.1M |
| EP Wealth Advisors, LLC | 0.03% | New | 38,150 | $4.0M |
| Goldman Sachs Group Inc. | 0.00% | No change | 37,718 | $4.0M |
| Mariner, LLC | 0.01% | Reduce -7.9% | 36,276 | $3.8M |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 3.70% | No change | 35,130 | $3.7M |
| Gateway Advisory, LLC | 0.58% | Add +2.3% | 34,263 | $3.6M |
| Checchi Capital Advisers, LLC | 0.26% | No change | 33,337 | $3.5M |
| First American Bank | 0.24% | Reduce -0.3% | 31,807 | $3.4M |
| Keystone Financial Group | 0.40% | New | 29,400 | $3.1M |
| Coastline Trust Co | 0.35% | Add +38.7% | 28,292 | $3.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -11.2% | 28,143 | $3.0M |
| Creative Planning | 0.00% | Add +0.0% | 27,973 | $3.0M |
| Truist Financial Corp. | 0.00% | Add +2.9% | 26,003 | $2.7M |
| MML Investors Services, LLC | 0.01% | Reduce -5.0% | 25,854 | $2.7M |
| Orion Porfolio Solutions, LLC | 0.03% | New | 25,119 | $2.7M |
| Orion Portfolio Solutions, LLC | 0.03% | New | 25,119 | $2.7M |
| 1834 Investment Advisors Co. | 0.29% | Reduce -40.1% | 23,662 | $2.5M |
| Eq LLC | 1.13% | Add +12.9% | 21,347 | $2.3M |
| Waverly Advisors, LLC | 0.04% | No change | 21,299 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +10.9% | 20,768 | $2.2M |
| Fiduciary Trust Co | 0.03% | No change | 20,734 | $2.2M |
| Marble Harbor Investment Counsel, LLC | 0.23% | No change | 19,830 | $2.1M |
| Truepoint, Inc. | 0.05% | No change | 18,200 | $1.9M |
| Octavia Wealth Advisors, LLC | 0.23% | Add +1.0% | 17,628 | $1.9M |
| Edge Financial Advisors LLC | 1.50% | Add +15.2% | 15,998 | $1.7M |
| Klingman & Associates, LLC | 0.10% | No change | 14,899 | $1.6M |
| Simon Quick Advisors, LLC | 0.10% | Reduce -19.1% | 14,431 | $1.5M |
| Warwick Investment Management, Inc. | 0.35% | Add +10.4% | 14,139 | $1.5M |
| Greenleaf Trust | 0.01% | Reduce -1.5% | 13,967 | $1.5M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.57% | No change | 13,920 | $1.5M |
| Fairway Wealth LLC | 0.74% | Add +2.1% | 13,845 | $1.5M |
| Vanguard Group Inc. | 0.00% | Add +1.5% | 13,226 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +28.7% | 12,710 | $1.3M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -1.8% | 12,473 | $1.3M |
| New Century Financial Group, LLC | 0.47% | Reduce -0.2% | 12,014 | $1.3M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -7.8% | 11,959 | $1.3M |
| First Bancorp, Inc | 0.84% | Reduce -7.5% | 11,487 | $1.2M |
| Sax Wealth Advisors, LLC | 0.11% | Add +0.1% | 11,347 | $1.2M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -1.6% | 11,301 | $1.2M |
| Ritter Daniher Financial Advisory LLC / DE | 0.34% | Reduce -0.7% | 11,067 | $1.2M |
| Sittner & Nelson, LLC | 0.52% | No change | 11,050 | $1.2M |
| Anson Capital, Inc. | 1.02% | Reduce -7.8% | 10,840 | $1.1M |
| WealthBridge Capital Management, LLC | 0.33% | Add +0.1% | 10,713 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +0.1% | 10,713 | $1.1M |
| Spire Wealth Management | 0.04% | Reduce -3.4% | 10,365 | $1.1M |
| Naples Global Advisors, LLC | 0.10% | No change | 10,215 | $1.1M |
| Pitcairn Co. | 0.06% | No change | 10,060 | $1.1M |
| Summit Financial Strategies, Inc. | 0.12% | Reduce -0.2% | 9,954 | $1.1M |
| Zhang Financial LLC | 0.06% | Reduce -9.5% | 9,711 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +21.5% | 8,861 | $1.0M |
| Jane Street Group, LLC | 0.00% | New | 9,401 | $993K |
| Source Financial Advisors LLC | 0.29% | Add +1.7% | 9,392 | $992K |
| Fort Sheridan Advisors LLC | 0.14% | Add +25.1% | 8,534 | $901K |
| Valmark Advisers, Inc. | 0.01% | Reduce -1.3% | 8,504 | $898K |
| PACK Private Wealth, LLC | 0.51% | Add +0.4% | 8,485 | $896K |
| &partners | 0.02% | Add +4.3% | 8,347 | $882K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.3% | 7,670 | $813K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +2.9% | 7,457 | $788K |
| FMR LLC | 0.00% | Add +6.3% | 7,439 | $786K |
| O'ROURKE & COMPANY, Inc | 0.39% | Add +0.1% | 7,375 | $779K |
"% 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.