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 |
| International Assets Investment Management, LLC | 0.06% | Add +962.3% | 5,524 | $769K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +5.3% | 7,228 | $763K |
| Turtle Creek Wealth Advisors, LLC | 0.15% | No change | 7,133 | $753K |
| Fifth Third Securities, Inc. | 0.07% | Reduce -1.9% | 7,041 | $744K |
| Sound View Wealth Advisors Group, LLC | 0.06% | Add +15.0% | 6,969 | $736K |
| Raymond James Trust N.A. | 0.02% | Reduce -8.7% | 6,955 | $735K |
| McKinley Carter Wealth Services, Inc. | 0.04% | No change | 6,949 | $734K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -1.3% | 6,879 | $729K |
| Wealthspire Advisors, LLC | 0.01% | Add +22.4% | 6,881 | $727K |
| Manchester Capital Management LLC | 0.08% | Reduce -29.0% | 6,488 | $685K |
| Hanover Advisors Inc. | 0.29% | Add +1.5% | 6,474 | $684K |
| Walkner Condon Financial Advisors LLC | 0.14% | Reduce -1.9% | 6,405 | $677K |
| Castle Wealth Management LLC | 0.27% | Reduce -1.1% | 6,335 | $671K |
| Stage Harbor Financial, LLC | 0.60% | New | 6,146 | $656K |
| Essex Bank | 0.16% | New | 6,146 | $649K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +0.2% | 5,954 | $629K |
| Taylor Hoffman Capital Management LLC | 0.24% | — | 5,886 | $617K |
| Captrust Financial Advisors | 0.00% | Reduce -0.0% | 5,522 | $583K |
| IRON Financial LLC | 0.31% | Add +0.3% | 5,451 | $576K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.0% | 5,112 | $540K |
| Affiance Financial, LLC | 0.13% | No change | 5,030 | $531K |
| CRA Financial Services, LLC | 0.09% | No change | 4,628 | $489K |
| Stordahl Capital Management, Inc. | 0.11% | Reduce -0.6% | 4,482 | $469K |
| GTS Securities LLC | 0.01% | Reduce -0.3% | 4,436 | $468K |
| Corient Private Wealth LP | 0.00% | Add +46.6% | 4,377 | $462K |
| 1900 Wealth Management LLC | 0.04% | No change | 4,308 | $455K |
| Tiaa Trust, National Association | 0.00% | No change | 4,066 | $429K |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.4% | 4,059 | $429K |
| Ameritas Advisory Services, LLC | 0.02% | Add +57.4% | 4,027 | $425K |
| US Bancorp \de | 0.00% | No change | 3,880 | $410K |
| Baird Financial Group, Inc. | 0.00% | Add +10.5% | 3,861 | $408K |
| Northern Trust Corp. | 0.00% | Reduce -8.0% | 3,850 | $407K |
| Avantax Advisory Services, Inc. | 0.00% | Add +26.4% | 3,796 | $401K |
| AdvisorNet Financial, Inc | 0.03% | Add +3.4% | 3,643 | $385K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -3.6% | 3,618 | $382K |
| New England Private Wealth Advisors LLC | 0.06% | Add +0.4% | 3,559 | $376K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 3,460 | $365K |
| Gotham Asset Management | 0.00% | New | 3,435 | $363K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +8.3% | 3,414 | $360K |
| 1ST Source Bank | 0.02% | No change | 3,404 | $360K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -32.0% | 3,323 | $351K |
| Kathleen S. Wright Associates Inc. | 0.14% | Add +0.2% | 3,292 | $348K |
| Stratos Investment Management, LLC | 0.02% | New | 3,271 | $346K |
| R. W. Roge & Company, Inc. | 0.18% | Reduce -21.8% | 3,247 | $342K |
| Sage Mountain Advisors LLC | 0.03% | No change | 3,226 | $341K |
| Prudential Financial Inc. | 0.00% | New | 3,213 | $339K |
| Evernest Financial Advisors, LLC | 0.09% | New | 3,191 | $337K |
| Embree Financial Group | 0.06% | Add +0.4% | 3,073 | $325K |
| Waldron Private Wealth LLC | 0.01% | No change | 3,044 | $323K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 3,003 | $317K |
| Vertex Planning Partners, LLC | 0.07% | No change | 2,900 | $306K |
| NewEdge Advisors, LLC | 0.00% | Add +6.5% | 2,890 | $305K |
| TD Private Client Wealth LLC | 0.01% | Add +6.2% | 2,879 | $304K |
| Principal Securities, Inc. | 0.01% | Reduce -8.7% | 2,863 | $302K |
| Bank of Montreal | 0.00% | Add +2117.1% | 2,860 | $302K |
| NewEdge Wealth, LLC | 0.01% | No change | 2,826 | $299K |
| Benchmark Wealth Management, LLC | 0.14% | Reduce -4.1% | 2,778 | $293K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -0.8% | 3,116 | $293K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 2,737 | $289K |
| Nwam LLC | 0.02% | New | 2,600 | $275K |
| Verum Partners LLC | 0.08% | Add +0.3% | 2,579 | $272K |
| Equitable Holdings, Inc. | 0.00% | Reduce -12.6% | 2,519 | $266K |
| Hemenway Trust Co LLC | 0.02% | New | 2,492 | $263K |
| CGN Advisors LLC | 0.03% | Reduce -1.8% | 2,465 | $260K |
| Cozad Asset Management Inc. | 0.02% | No change | 2,386 | $252K |
| Chemistry Wealth Management LLC | 0.06% | No change | 2,370 | $250K |
| Bridges Investment Management Inc. | 0.00% | No change | 2,370 | $250K |
| Comerica Bank | 0.00% | Reduce -7.3% | 2,360 | $249K |
| Cherry Creek Investment Advisors, Inc. | 0.12% | Add +0.3% | 2,281 | $241K |
| IHT Wealth Management, LLC | 0.01% | Reduce -19.3% | 2,262 | $239K |
| Joel Isaacson & Co., LLC | 0.01% | New | 2,253 | $238K |
| 49 Wealth Management, LLC | 0.04% | No change | 2,168 | $229K |
| Valued Retirements, Inc. | 0.31% | No change | 2,158 | $228K |
| Eastern Bank | 0.00% | New | 2,151 | $227K |
| Bank of New York Mellon Corp | 0.00% | New | 2,140 | $226K |
| Arkadios Wealth Advisors | 0.01% | No change | 2,124 | $224K |
| Bristlecone Advisors, LLC | 0.02% | No change | 2,058 | $217K |
| HFG Advisors, Inc. | 0.19% | No change | 2,032 | $215K |
| HBK Sorce Advisory LLC | 0.01% | No change | 2,030 | $214K |
| Smith Thornton Advisors LLC | 0.14% | New | 2,000 | $211K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 1,977 | $209K |
| Merit Financial Group, LLC | 0.00% | New | 1,969 | $208K |
| Alliance Wealth Advisors, LLC | 0.12% | New | 1,968 | $208K |
| Sigma Planning Corp | 0.01% | Reduce -24.4% | 1,963 | $207K |
| Carolinas Wealth Consulting LLC | 0.04% | No change | 1,946 | $206K |
| Diversify Advisory Services, LLC | 0.01% | New | 1,940 | $206K |
| OneDigital Investment Advisors LLC | 0.00% | New | 1,940 | $205K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 1,938 | $205K |
| LJI Wealth Management, LLC | 0.04% | New | 1,900 | $201K |
| Lanark Financial, Inc. | 0.01% | Add +0.1% | 1,622 | $171K |
| Allworth Financial LP | 0.00% | No change | 1,610 | $170K |
| Capital Analysts, LLC | 0.01% | Add +0.4% | 1,411 | $149K |
| Ramirez Asset Management, Inc. | 0.03% | No change | 1,280 | $135K |
| IFP Advisors, Inc | 0.00% | No change | 1,206 | $127K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,200 | $127K |
| Pinnacle Bancorp, Inc. | 0.03% | Add +4.7% | 1,117 | $118K |
| Gilliland Jeter Wealth Management LLC | 0.04% | No change | 1,112 | $117K |
| Global Retirement Partners, LLC | 0.00% | Add +0.4% | 1,099 | $116K |
| Atlas Capital Advisors Inc. | 0.02% | Reduce -16.7% | 1,066 | $113K |
| Evermay Wealth Management LLC | 0.02% | Add +0.4% | 1,032 | $109K |
| Optimum Investment Advisors | 0.05% | No change | 1,000 | $106K |
| FSA Wealth Management LLC | 0.04% | — | 941 | $99K |
| Barrett & Company, Inc. | 0.04% | No change | 923 | $97K |
| Colonial Trust Co / SC | 0.01% | No change | 880 | $93K |
| Tanglewood Legacy Advisors, LLC | 0.04% | No change | 822 | $87K |
| Geneos Wealth Management Inc. | 0.00% | Add +175.7% | 772 | $82K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 759 | $80K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 680 | $73K |
| Moser Wealth Advisors, LLC | 0.03% | Reduce -16.5% | 631 | $67K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 615 | $65K |
| Avior Wealth Management, LLC | 0.00% | Reduce -17.8% | 609 | $64K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -68.4% | 600 | $63K |
| Bogart Wealth, LLC | 0.00% | No change | 567 | $60K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 550 | $58K |
| Quadrant Capital Group LLC | 0.00% | No change | 485 | $51K |
| Asset Dedication, LLC | 0.00% | No change | 400 | $42K |
| BlackRock, Inc. | 0.00% | — | 400 | $42K |
| FNY Investment Advisers, LLC | 0.02% | New | 400 | $42K |
| Blue Trust, Inc. | 0.00% | Reduce -24.4% | 348 | $34K |
| Halpern Financial, Inc. | 0.01% | No change | 316 | $33K |
| Farther Finance Advisors, LLC | 0.00% | No change | 305 | $32K |
| Jones Financial Companies LLLP | 0.00% | No change | 300 | $32K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 294 | $31K |
| Russell Investments Group, Ltd. | 0.00% | Add +25.6% | 294 | $31K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 288 | $30K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.4% | 266 | $28K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 246 | $26K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 240 | $25K |
| Smartleaf Asset Management LLC | 0.00% | No change | 226 | $24K |
| National Bank of Canada | 0.00% | Add +3.1% | 201 | $21K |
| Blair William & Co. | 0.00% | Reduce -33.3% | 200 | $21K |
| Cwm, LLC | 0.00% | No change | 202 | $21K |
| Signaturefd, LLC | 0.00% | No change | 154 | $16K |
| Bellevue Asset Management, LLC | 0.01% | No change | 150 | $16K |
| Creekmur Asset Management LLC | 0.00% | No change | 149 | $16K |
| Beacon Capital Management, LLC | 0.00% | No change | 140 | $15K |
| Assetmark, Inc. | 0.00% | Add +133.3% | 126 | $13K |
| City State Bank | 0.00% | No change | 100 | $11K |
| Amundi | 0.00% | Reduce -52.6% | 90 | $9K |
| Transcendent Capital Group LLC | 0.00% | No change | 88 | $9K |
| St Germain D J Co. Inc. | 0.00% | No change | 82 | $9K |
| Parallel Advisors, LLC | 0.00% | No change | 78 | $8K |
| GHP Investment Advisors, Inc. | 0.00% | Add +35.1% | 77 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -81.2% | 66 | $7K |
| Key Financial Inc | 0.00% | No change | 57 | $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% | No change | 26 | $3K |
| Claris Advisors, LLC / Mo / | 0.00% | New | 18 | $2K |
"% 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.