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 |
| Valmark Advisers, Inc. | 0.01% | Reduce -0.8% | 8,433 | $890K |
| FMR LLC | 0.00% | Add +1.3% | 7,535 | $795K |
| Great Valley Advisor Group, Inc. | 0.02% | No change | 7,457 | $787K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +6.0% | 7,288 | $769K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -2.5% | 7,048 | $744K |
| Sound View Wealth Advisors Group, LLC | 0.06% | Add +0.4% | 6,997 | $738K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -14.7% | 6,541 | $737K |
| McKinley Carter Wealth Services, Inc. | 0.04% | No change | 6,949 | $733K |
| O'ROURKE & COMPANY, Inc | 0.36% | Reduce -6.3% | 6,907 | $729K |
| Fifth Third Securities, Inc. | 0.06% | Reduce -4.7% | 6,708 | $708K |
| Walkner Condon Financial Advisors LLC | 0.14% | Add +4.5% | 6,696 | $706K |
| Manchester Capital Management LLC | 0.08% | No change | 6,488 | $684K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -43.0% | 6,439 | $679K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -9.0% | 6,262 | $661K |
| Stage Harbor Financial, LLC | 0.56% | No change | 6,146 | $648K |
| Essex Bank | 0.16% | No change | 6,146 | $648K |
| Castle Wealth Management LLC | 0.25% | Reduce -5.7% | 5,975 | $630K |
| Avantax Advisory Services, Inc. | 0.00% | Add +57.4% | 5,975 | $630K |
| Hanover Advisors Inc. | 0.26% | Reduce -8.7% | 5,911 | $624K |
| Taylor Hoffman Capital Management LLC | 0.22% | Reduce -0.3% | 5,867 | $619K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -1.5% | 5,865 | $619K |
| Concurrent Investment Advisors, LLC | 0.02% | New | 5,719 | $603K |
| Captrust Financial Advisors | 0.00% | Add +0.1% | 5,529 | $583K |
| IRON Financial LLC | 0.33% | Add +0.7% | 5,489 | $579K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +56.9% | 5,214 | $550K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.1% | 5,119 | $540K |
| US Bancorp \de | 0.00% | Add +30.4% | 5,059 | $534K |
| Affiance Financial, LLC | 0.13% | No change | 5,030 | $531K |
| Ameritas Advisory Services, LLC | 0.02% | Add +21.2% | 4,881 | $515K |
| Chicago Partners Investment Group LLC | 0.02% | Add +32.5% | 4,792 | $510K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +136.7% | 4,679 | $494K |
| American Trust | 0.04% | New | 4,677 | $493K |
| CRA Financial Services, LLC | 0.08% | No change | 4,628 | $488K |
| AdvisorNet Financial, Inc | 0.04% | Add +25.5% | 4,571 | $482K |
| Stordahl Capital Management, Inc. | 0.11% | Add +0.7% | 4,515 | $476K |
| Renaissance Technologies | 0.00% | New | 4,500 | $475K |
| Tandem Wealth Advisors LLC | 0.23% | New | 4,355 | $459K |
| 1900 Wealth Management LLC | 0.04% | No change | 4,308 | $454K |
| NewEdge Advisors, LLC | 0.00% | Add +30.7% | 3,777 | $398K |
| Northern Trust Corp. | 0.00% | Reduce -1.9% | 3,775 | $398K |
| Tiaa Trust, National Association | 0.00% | Reduce -7.6% | 3,758 | $396K |
| Baird Financial Group, Inc. | 0.00% | Reduce -5.2% | 3,662 | $386K |
| Diversify Advisory Services, LLC | 0.02% | Add +84.3% | 3,576 | $375K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +3.4% | 3,531 | $372K |
| Independent Advisor Alliance | 0.00% | New | 3,526 | $372K |
| CGN Advisors LLC | 0.04% | Add +41.7% | 3,492 | $368K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 3,487 | $368K |
| Corient Private Wealth LP | 0.00% | Reduce -20.4% | 3,486 | $368K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 3,460 | $365K |
| Gotham Asset Management | 0.00% | No change | 3,435 | $362K |
| 1ST Source Bank | 0.02% | No change | 3,404 | $359K |
| Flow Traders U.S. LLC | 0.01% | New | 3,394 | $358K |
| Samalin Investment Counsel, LLC | 0.15% | New | 3,337 | $352K |
| Kathleen S. Wright Associates Inc. | 0.15% | Add +0.5% | 3,309 | $349K |
| Centricity Wealth Management, LLC | 0.32% | — | 3,258 | $344K |
| R. W. Roge & Company, Inc. | 0.18% | No change | 3,247 | $342K |
| Sage Mountain Advisors LLC | 0.02% | No change | 3,226 | $340K |
| Crestwood Advisors Group, LLC | 0.01% | Add +7.1% | 3,215 | $339K |
| Pinnacle Associates Ltd. | 0.00% | Add +0.8% | 3,141 | $331K |
| Embree Financial Group | 0.06% | Add +0.7% | 3,095 | $326K |
| Waldron Private Wealth LLC | 0.01% | No change | 3,044 | $321K |
| Mascagni Wealth Management, Inc. | 0.32% | — | 3,243 | $320K |
| New England Private Wealth Advisors LLC | 0.05% | Reduce -16.4% | 2,975 | $314K |
| TD Private Client Wealth LLC | 0.01% | Add +2.9% | 2,962 | $313K |
| Vertex Planning Partners, LLC | 0.07% | No change | 2,900 | $306K |
| Evernest Financial Advisors, LLC | 0.08% | Reduce -9.6% | 2,885 | $304K |
| Principal Securities, Inc. | 0.01% | No change | 2,863 | $302K |
| Bank of Montreal | 0.00% | No change | 2,860 | $302K |
| NewEdge Wealth, LLC | 0.01% | No change | 2,826 | $298K |
| Benchmark Wealth Management, LLC | 0.15% | Add +1.4% | 2,818 | $297K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.5% | 2,669 | $282K |
| Wealth Watch Advisors, INC | 0.17% | — | 2,658 | $280K |
| Equitable Holdings, Inc. | 0.00% | Add +5.4% | 2,656 | $280K |
| Nwam LLC | 0.02% | No change | 2,600 | $274K |
| Verum Partners LLC | 0.08% | Add +0.6% | 2,595 | $274K |
| Townsquare Capital LLC | 0.00% | New | 2,582 | $272K |
| Capital Analysts, LLC | 0.01% | Add +79.4% | 2,531 | $267K |
| Hemenway Trust Co LLC | 0.02% | No change | 2,492 | $263K |
| Opulen Financial Group LLC | 0.24% | — | 2,492 | $263K |
| Bank of New York Mellon Corp | 0.00% | Add +14.2% | 2,443 | $258K |
| 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 -0.8% | 2,342 | $247K |
| Alpha Financial Partners LLC | 0.19% | New | 2,337 | $247K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -95.0% | 2,271 | $240K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.7% | 2,268 | $239K |
| Kieckhefer Group LLC | 0.14% | — | 2,260 | $238K |
| Cherry Creek Investment Advisors, Inc. | 0.12% | Reduce -1.8% | 2,240 | $236K |
| Valeo Financial Advisors, LLC | 0.01% | New | 2,213 | $233K |
| 49 Wealth Management, LLC | 0.03% | No change | 2,168 | $229K |
| Valued Retirements, Inc. | 0.31% | No change | 2,158 | $228K |
| Eastern Bank | 0.00% | No change | 2,151 | $227K |
| Assetmark, Inc. | 0.00% | Add +1592.9% | 2,133 | $225K |
| Arkadios Wealth Advisors | 0.01% | No change | 2,124 | $224K |
| Betterment LLC | 0.00% | New | 2,117 | $223K |
| Snider Financial Group | 0.07% | New | 2,089 | $220K |
| Bristlecone Advisors, LLC | 0.02% | No change | 2,058 | $217K |
| HBK Sorce Advisory LLC | 0.01% | No change | 2,030 | $214K |
| Smith Thornton Advisors LLC | 0.13% | No change | 2,000 | $211K |
| HighTower Advisors, LLC | 0.00% | New | 1,974 | $208K |
| Alliance Wealth Advisors, LLC | 0.12% | No change | 1,968 | $208K |
| Global Retirement Partners, LLC | 0.01% | Add +77.2% | 1,947 | $205K |
| Carolinas Wealth Consulting LLC | 0.04% | No change | 1,946 | $205K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.07% | — | 1,919 | $202K |
| Pachira Investments Inc. | 0.12% | New | 1,915 | $202K |
| LJI Wealth Management, LLC | 0.04% | No change | 1,900 | $200K |
| 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. | 0.04% | Reduce -1.1% | 1,105 | $117K |
| Evermay Wealth Management LLC | 0.02% | Add +0.7% | 1,039 | $110K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -3.2% | 1,032 | $109K |
| Optimum Investment Advisors | 0.05% | No change | 1,000 | $106K |
| Independence Bank of Kentucky | 0.02% | New | 948 | $100K |
| FSA Wealth Management LLC | 0.04% | Add +0.6% | 947 | $100K |
| 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% | No change | 772 | $81K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 680 | $72K |
| Moser Wealth Advisors, LLC | 0.03% | No change | 631 | $67K |
| Farther Finance Advisors, LLC | 0.00% | Add +102.6% | 618 | $65K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 615 | $65K |
| Hexagon Capital Partners LLC | 0.01% | No change | 600 | $63K |
| Avior Wealth Management, LLC | 0.00% | Reduce -3.6% | 587 | $62K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -24.8% | 571 | $60K |
| Bogart Wealth, LLC | 0.00% | No change | 567 | $60K |
| Quadrant Capital Group LLC | 0.00% | No change | 485 | $51K |
| Menard Financial Group LLC | 0.03% | New | 480 | $51K |
| Jones Financial Companies LLLP | 0.00% | Add +58.3% | 475 | $50K |
| Asset Dedication, LLC | 0.00% | No change | 400 | $42K |
| BlackRock, Inc. | 0.00% | No change | 400 | $42K |
| VSM Wealth Advisory, LLC | 0.01% | — | 371 | $39K |
| Cwm, LLC | 0.00% | Add +75.7% | 355 | $37K |
| AE Wealth Management LLC | 0.00% | New | 350 | $37K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 294 | $33K |
| Ameriflex Group, Inc. | 0.01% | — | 284 | $31K |
| Russell Investments Group, Ltd. | 0.00% | No change | 294 | $31K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 288 | $30K |
| National Bank of Canada | 0.00% | Add +37.3% | 276 | $29K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.8% | 268 | $28K |
| Trifecta Capital Advisors, LLC | 0.01% | New | 258 | $27K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 246 | $26K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 240 | $26K |
| Blair William & Co. | 0.00% | No change | 200 | $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 |
| Van Hulzen Asset Management, LLC | 0.00% | New | 142 | $15K |
| Beacon Capital Management, LLC | 0.00% | Add +0.7% | 141 | $15K |
| Amundi | 0.00% | No change | 90 | $10K |
| Transcendent Capital Group LLC | 0.00% | Add +1.1% | 89 | $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% | No change | 77 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 66 | $7K |
| MPWM Advisory Solutions, LLC | 0.00% | — | 60 | $6K |
| Key Financial Inc | 0.00% | No change | 57 | $6K |
| City State Bank | 0.00% | Reduce -50.0% | 50 | $5K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 45 | $5K |
| Blue Trust, Inc. | 0.00% | Reduce -87.9% | 42 | $4K |
| REAP Financial Group, LLC | 0.00% | No change | 40 | $4K |
| Front Row Advisors LLC | 0.00% | No change | 30 | $3K |
| SBI Securities Co., Ltd. | 0.00% | — | 28 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 26 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -95.6% | 10 | $1K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | — | 10 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 10 | $987 |
| Rialto Wealth Management, LLC | 0.00% | — | 6 | $633 |
| RE Dickinson Investment Advisors, LLC | 0.00% | New | 442 | $466 |
| Lanark Financial, Inc. | 0.02% | — | 1 | $171 |
"% 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.