Vanguard S&P Mid-Cap 400 ETFIVOOETF
13F holders, Q4 2024 (December 31)272holders +23
26new positions
17sold out
2famous investors
$105.72avg. 13F price*
At the end of Q4 2024, 272 institutions reported holding Vanguard S&P Mid-Cap 400 ETF (IVOO) in their 13F filings, up 23 from Q3 2024. 26 opened new positions and 17 sold out. The largest holders were Bank of America Corp. ($137.1M), Morgan Stanley ($108.1M) and Lockheed Martin Investment Management Co. ($95.0M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $50.1M |
| Exits | 17 | $6.4M |
All 13F filers, Q3 2024 → Q4 2024: 1,321,436 shares bought and 217,811 shares sold, net +1,103,625 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 272 holders
| Bank of America Corp. | 0.01% | Add +5.0% | 1,299,749 | $137.1M |
| Morgan Stanley | 0.01% | Add +1.6% | 1,024,565 | $108.1M |
| Lockheed Martin Investment Management Co. | 3.78% | No change | 900,000 | $95.0M |
| UBS Group AG | 0.02% | Add +21.9% | 745,633 | $78.7M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +9.3% | 458,632 | $48.4M |
| Mountain Capital Investment Advisors Inc. | 7.92% | New | 349,199 | $38.3M |
| LPL Financial LLC | 0.01% | Add +8.3% | 334,295 | $35.3M |
| Raymond James Financial Inc. | 0.01% | — | 291,814 | $30.8M |
| Hantz Financial Services, Inc. | 0.50% | Add +125.2% | 271,525 | $28.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.1% | 254,231 | $26.8M |
| Wells Fargo & Company | 0.01% | Add +19.3% | 224,943 | $23.7M |
| Allworth Financial LP | 0.10% | Add +10219.8% | 166,149 | $18.4M |
| Royal Bank of Canada | 0.00% | Add +5.5% | 169,847 | $17.9M |
| Francis Financial, Inc. | 4.20% | Add +14.7% | 156,625 | $16.5M |
| Soltis Investment Advisors LLC | 1.53% | Reduce -9.4% | 156,273 | $16.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +5.8% | 148,196 | $15.6M |
| JPMorgan Chase & Co. | 0.00% | Add +5.5% | 147,357 | $15.5M |
| Cetera Investment Advisers | 0.03% | Reduce -2.8% | 143,705 | $15.2M |
| WNY Asset Management, LLC | 1.81% | Add +3.4% | 138,762 | $14.6M |
| Sentinel Trust Co. Lba | 1.53% | Reduce -0.6% | 126,100 | $13.3M |
| Old National Bancorp | 0.31% | Add +1.0% | 125,409 | $13.2M |
| Savant Capital, LLC | 0.10% | Reduce -2.8% | 116,282 | $12.3M |
| Coign Capital Advisors LLC | 10.71% | — | 110,228 | $11.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +2.9% | 103,343 | $10.9M |
| D.A. Davidson & Co. | 0.09% | Add +1.6% | 102,531 | $10.8M |
| Evergreen Capital Management LLC | 0.35% | Add +46.3% | 100,718 | $10.6M |
| Osaic Holdings, Inc. | 0.02% | Add +11.3% | 88,659 | $9.4M |
| Pathstone Holdings, LLC | 0.04% | Reduce -3.3% | 87,973 | $9.3M |
| Bryant Woods Investment Advisors, LLC | 3.97% | Add +6.8% | 77,596 | $8.2M |
| Lebenthal Global Advisors, LLC | 1.49% | Add +30.0% | 77,180 | $8.1M |
| Raelipskie Partnership | 3.70% | Add +5.6% | 70,562 | $7.4M |
| Stifel Financial Corp. | 0.01% | Add +5.7% | 67,120 | $7.1M |
| Texas Capital Bank Wealth Management Services Inc | 0.68% | Reduce -3.8% | 62,812 | $6.6M |
| Cerity Partners LLC | 0.01% | Add +6.7% | 59,036 | $6.2M |
| Asset Planning Corporation | 3.86% | Add +9.9% | 58,462 | $6.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +107.1% | 58,284 | $6.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +12.1% | 54,795 | $5.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.6% | 53,417 | $5.6M |
| Harbor Advisory Corp. | 1.72% | No change | 49,537 | $5.2M |
| Phoenix Financial Ltd. | 0.07% | Reduce -27.1% | 46,975 | $5.0M |
| Private Advisor Group, LLC | 0.03% | Add +3.1% | 45,347 | $4.8M |
| Harbour Investments, Inc. | 0.12% | Add +2.0% | 39,661 | $4.2M |
| Phillips Financial Management, LLC | 0.33% | Reduce -16.1% | 39,249 | $4.1M |
| EP Wealth Advisors, LLC | 0.03% | Add +2.1% | 38,946 | $4.1M |
| Goldman Sachs Group Inc. | 0.00% | No change | 37,718 | $4.0M |
| Mariner, LLC | 0.01% | Add +1.8% | 36,937 | $3.9M |
| Legacy Solutions, LLC | 4.16% | — | 36,171 | $3.8M |
| Atlas Legacy Advisors, LLC | 0.92% | — | 36,164 | $3.8M |
| First American Bank | 0.26% | Add +9.4% | 34,787 | $3.7M |
| Checchi Capital Advisers, LLC | 0.27% | Add +2.3% | 34,105 | $3.6M |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 3.57% | Reduce -5.3% | 33,264 | $3.5M |
| Keystone Financial Group | 0.30% | Reduce -0.5% | 29,257 | $3.1M |
| Coastline Trust Co | 0.36% | Add +2.1% | 28,898 | $3.0M |
| Creative Planning | 0.00% | Add +1.9% | 28,515 | $3.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +28.7% | 26,731 | $2.8M |
| Truist Financial Corp. | 0.00% | Add +1.9% | 26,486 | $2.8M |
| MML Investors Services, LLC | 0.01% | Reduce 0.0% | 25,853 | $2.7M |
| Motley Fool Wealth Management, LLC | 0.14% | New | 25,675 | $2.7M |
| SpringVest Wealth Management LLC | 2.09% | — | 23,101 | $2.4M |
| Eq LLC | 1.11% | Add +4.9% | 22,397 | $2.4M |
| Waverly Advisors, LLC | 0.03% | No change | 21,299 | $2.2M |
| Fiduciary Trust Co | 0.03% | No change | 20,734 | $2.2M |
| SoundView Advisors Inc. | 0.87% | — | 20,034 | $2.1M |
| Marble Harbor Investment Counsel, LLC | 0.23% | No change | 19,830 | $2.1M |
| 1834 Investment Advisors Co. | 0.24% | Reduce -22.8% | 18,280 | $1.9M |
| Truepoint, Inc. | 0.05% | No change | 18,200 | $1.9M |
| Octavia Wealth Advisors, LLC | 0.23% | Reduce -0.3% | 17,574 | $1.9M |
| Fairway Wealth LLC | 0.83% | Add +26.6% | 17,535 | $1.8M |
| Warwick Investment Management, Inc. | 0.36% | Add +18.3% | 16,730 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -34.3% | 16,511 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -34.3% | 16,511 | $1.7M |
| Edge Financial Advisors LLC | 1.52% | Add +0.7% | 16,112 | $1.7M |
| Focus Partners Wealth | 0.00% | New | 15,905 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +273.1% | 15,145 | $1.6M |
| Klingman & Associates, LLC | 0.10% | Reduce -0.1% | 14,886 | $1.6M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.56% | No change | 13,920 | $1.5M |
| Greenleaf Trust | 0.01% | Reduce -2.9% | 13,562 | $1.4M |
| Vanguard Group Inc. | 0.00% | Add +1.4% | 13,408 | $1.4M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -1.8% | 12,252 | $1.3M |
| Bleakley Financial Group, LLC | 0.04% | Add +2.3% | 12,234 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -6.4% | 11,892 | $1.3M |
| &partners | 0.01% | Add +39.7% | 11,661 | $1.2M |
| First Bancorp, Inc | 0.83% | No change | 11,487 | $1.2M |
| Sax Wealth Advisors, LLC | 0.09% | Add +0.1% | 11,353 | $1.2M |
| M Holdings Securities, Inc. | 0.19% | New | 11,282 | $1.2M |
| Anson Capital, Inc. | 1.03% | Add +3.4% | 11,207 | $1.2M |
| Sittner & Nelson, LLC | 0.51% | No change | 11,050 | $1.2M |
| Ritter Daniher Financial Advisory LLC / DE | 0.33% | Reduce -0.3% | 11,039 | $1.2M |
| Fort Sheridan Advisors LLC | 0.17% | Add +28.7% | 10,982 | $1.2M |
| WealthBridge Capital Management, LLC | 0.31% | Add +0.3% | 10,745 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +0.2% | 10,739 | $1.1M |
| Simon Quick Advisors, LLC | 0.07% | Reduce -27.3% | 10,499 | $1.1M |
| Naples Global Advisors, LLC | 0.10% | Reduce -0.5% | 10,165 | $1.1M |
| Pitcairn Co. | 0.06% | No change | 10,060 | $1.1M |
| Summit Financial Strategies, Inc. | 0.12% | No change | 9,954 | $1.1M |
| Spire Wealth Management | 0.03% | Reduce -5.9% | 9,753 | $1.0M |
| Zhang Financial LLC | 0.06% | Add +0.1% | 9,716 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.7% | 8,708 | $963K |
| PACK Private Wealth, LLC | 0.53% | No change | 8,485 | $895K |
| Park Avenue Securities LLC | 0.01% | New | 8,468 | $893K |
"% 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.