Vanguard S&P Mid-Cap 400 ETFIVOOETF
13F holders, Q1 2025 (March 31)268holders −4
21new positions
21sold out
2famous investors
$98.62avg. 13F price*
At the end of Q1 2025, 268 institutions reported holding Vanguard S&P Mid-Cap 400 ETF (IVOO) in their 13F filings, down 4 from Q4 2024. 21 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($135.6M), Morgan Stanley ($89.8M) and UBS Group AG ($84.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $14.1M |
| Exits | 21 | $10.3M |
All 13F filers, Q4 2024 → Q1 2025: 1,699,566 shares bought and 709,195 shares sold, net +990,371 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 268 holders
| Bank of America Corp. | 0.01% | Add +5.7% | 1,373,549 | $135.6M |
| Morgan Stanley | 0.01% | Reduce -11.2% | 910,201 | $89.8M |
| UBS Group AG | 0.02% | Add +14.6% | 854,799 | $84.4M |
| Goldman Sachs Group Inc. | 0.02% | Add +2162.2% | 853,272 | $84.2M |
| Lockheed Martin Investment Management Co. | 3.01% | Reduce -16.7% | 750,000 | $74.0M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +6.1% | 486,406 | $48.0M |
| Hantz Financial Services, Inc. | 0.66% | Add +40.2% | 380,759 | $37.6M |
| Raymond James Financial Inc. | 0.01% | Add +5.6% | 308,127 | $30.4M |
| Mountain Capital Investment Advisors Inc. | 6.27% | Reduce -13.0% | 303,747 | $29.2M |
| LPL Financial LLC | 0.01% | Reduce -12.6% | 292,247 | $28.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.9% | 252,047 | $24.9M |
| Wells Fargo & Company | 0.01% | Add +6.4% | 239,380 | $23.6M |
| JPMorgan Chase & Co. | 0.00% | Add +36.5% | 201,158 | $19.9M |
| Royal Bank of Canada | 0.00% | Add +15.4% | 195,972 | $19.3M |
| Francis Financial, Inc. | 4.60% | Add +22.2% | 191,464 | $18.9M |
| Ameriprise Financial Inc. | 0.01% | Add +251.3% | 187,637 | $18.6M |
| Allworth Financial LP | 0.09% | Reduce -2.3% | 162,315 | $15.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.0% | 149,666 | $14.8M |
| WNY Asset Management, LLC | 1.62% | Reduce -0.7% | 137,796 | $13.6M |
| Old National Bancorp | 0.34% | Add +5.4% | 132,189 | $13.0M |
| Cetera Investment Advisers | 0.02% | Reduce -21.4% | 112,955 | $11.1M |
| D.A. Davidson & Co. | 0.09% | Add +9.2% | 111,961 | $11.1M |
| Evergreen Capital Management LLC | 0.36% | Add +6.7% | 107,430 | $10.6M |
| Osaic Holdings, Inc. | 0.02% | Add +20.4% | 106,743 | $10.5M |
| Savant Capital, LLC | 0.09% | Reduce -8.3% | 106,572 | $10.5M |
| Coign Capital Advisors LLC | 7.89% | Reduce -5.7% | 103,959 | $10.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -0.9% | 102,430 | $10.1M |
| Pathstone Holdings, LLC | 0.04% | Add +16.3% | 102,342 | $10.1M |
| Sentinel Trust Co. Lba | 1.00% | Reduce -31.7% | 86,100 | $8.5M |
| Lebenthal Global Advisors, LLC | 1.46% | Add +2.1% | 78,778 | $7.8M |
| Soltis Investment Advisors LLC | 0.69% | Reduce -49.8% | 78,450 | $7.7M |
| Bryant Woods Investment Advisors, LLC | 3.69% | Add +0.2% | 77,735 | $7.7M |
| Raelipskie Partnership | 3.59% | Add +0.2% | 70,715 | $7.0M |
| Stifel Financial Corp. | 0.01% | Add +0.6% | 67,512 | $6.7M |
| Asset Planning Corporation | 3.51% | Add +3.1% | 60,290 | $6.0M |
| Cerity Partners LLC | 0.01% | Add +2.1% | 60,272 | $5.9M |
| Texas Capital Bank Wealth Management Services Inc | 0.60% | Reduce -4.9% | 59,737 | $5.9M |
| Janney Montgomery Scott LLC | 0.02% | Add +6.3% | 58,253 | $5.8M |
| Virtu Financial LLC | 0.31% | New | 56,952 | $5.6M |
| Harbor Advisory Corp. | 1.64% | No change | 49,537 | $4.9M |
| Private Advisor Group, LLC | 0.03% | Reduce -3.3% | 43,846 | $4.3M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -25.4% | 43,507 | $4.3M |
| Harbour Investments, Inc. | 0.11% | Add +0.1% | 39,688 | $3.9M |
| Phillips Financial Management, LLC | 0.30% | Add +0.9% | 39,595 | $3.9M |
| Checchi Capital Advisers, LLC | 0.27% | Add +12.0% | 38,190 | $3.8M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -2.0% | 38,150 | $3.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +41.6% | 37,851 | $3.7M |
| Legacy Solutions, LLC | 4.04% | Add +2.8% | 37,184 | $3.7M |
| Atlas Legacy Advisors, LLC | 0.92% | Reduce -1.6% | 35,572 | $3.6M |
| Phoenix Financial Ltd. | 0.05% | Reduce -22.8% | 36,252 | $3.6M |
| First American Bank | 0.25% | Add +0.2% | 34,852 | $3.4M |
| Mariner, LLC | 0.01% | Reduce -6.8% | 34,430 | $3.4M |
| MetLife Investment Management, LLC | 0.02% | New | 33,264 | $3.3M |
| Coastline Trust Co | 0.35% | Reduce -1.0% | 28,598 | $2.8M |
| Keystone Financial Group | 0.29% | Reduce -2.3% | 28,593 | $2.8M |
| Creative Planning | 0.00% | Reduce -2.7% | 27,750 | $2.7M |
| Truist Financial Corp. | 0.00% | Add +2.4% | 27,124 | $2.7M |
| Warwick Investment Management, Inc. | 0.49% | Add +41.6% | 23,683 | $2.3M |
| Fiduciary Trust Co | 0.03% | Add +11.9% | 23,211 | $2.3M |
| SpringVest Wealth Management LLC | 1.88% | Reduce -0.8% | 22,919 | $2.3M |
| MML Investors Services, LLC | 0.01% | Reduce -13.2% | 22,446 | $2.2M |
| Eq LLC | 1.03% | Reduce -0.7% | 22,245 | $2.2M |
| Waverly Advisors, LLC | 0.02% | Reduce -3.7% | 20,507 | $2.0M |
| SoundView Advisors Inc. | 0.81% | Reduce -0.2% | 19,985 | $2.0M |
| Marble Harbor Investment Counsel, LLC | 0.22% | No change | 19,830 | $2.0M |
| Fairway Wealth LLC | 0.69% | Add +7.7% | 18,891 | $1.9M |
| Truepoint, Inc. | 0.05% | No change | 18,200 | $1.8M |
| Octavia Wealth Advisors, LLC | 0.21% | Add +0.0% | 17,579 | $1.7M |
| Base Wealth Management LLC | 1.29% | — | 17,162 | $1.7M |
| Klingman & Associates, LLC | 0.09% | No change | 14,886 | $1.5M |
| Greenleaf Trust | 0.01% | Add +3.9% | 14,084 | $1.4M |
| Gibraltar Capital Management, Inc. | 0.30% | New | 13,920 | $1.4M |
| Vanguard Group Inc. | 0.00% | Add +0.1% | 13,418 | $1.3M |
| Park Avenue Securities LLC | 0.02% | Add +52.6% | 12,926 | $1.3M |
| 1834 Investment Advisors Co. | 0.16% | Reduce -31.5% | 12,530 | $1.2M |
| Rwa Wealth Partners, LLC | 0.02% | No change | 12,252 | $1.2M |
| &partners | 0.01% | Add +0.3% | 11,698 | $1.2M |
| First Bancorp, Inc | 0.74% | No change | 11,487 | $1.1M |
| Fort Sheridan Advisors LLC | 0.17% | Add +3.3% | 11,343 | $1.1M |
| M Holdings Securities, Inc. | 0.19% | No change | 11,282 | $1.1M |
| Sax Wealth Advisors, LLC | 0.08% | Reduce -0.7% | 11,277 | $1.1M |
| Sittner & Nelson, LLC | 0.47% | No change | 11,050 | $1.1M |
| Ritter Daniher Financial Advisory LLC / DE | 0.30% | Reduce -0.5% | 10,979 | $1.1M |
| WealthBridge Capital Management, LLC | 0.30% | Add +1.6% | 10,916 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +1.6% | 10,916 | $1.1M |
| Renaissance Technologies | 0.00% | Add +126.7% | 10,200 | $1.0M |
| Naples Global Advisors, LLC | 0.10% | No change | 10,165 | $1.0M |
| Pitcairn Co. | 0.06% | No change | 10,060 | $993K |
| Focus Partners Wealth | 0.00% | Reduce -37.0% | 10,027 | $990K |
| Summit Financial Strategies, Inc. | 0.10% | No change | 9,954 | $982K |
| Zhang Financial LLC | 0.05% | Add +1.6% | 9,867 | $974K |
| Susquehanna International Group, LLP | 0.00% | Reduce -35.8% | 9,727 | $960K |
| Simon Quick Advisors, LLC | 0.05% | Reduce -8.4% | 9,616 | $949K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -42.7% | 9,457 | $933K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -42.7% | 9,457 | $933K |
| FMR LLC | 0.00% | Add +21.7% | 9,167 | $905K |
| Avantax Advisory Services, Inc. | 0.01% | Add +48.6% | 8,882 | $877K |
| Valmark Advisers, Inc. | 0.01% | Add +3.0% | 8,687 | $857K |
| PACK Private Wealth, LLC | 0.50% | No change | 8,485 | $837K |
| Spire Wealth Management | 0.03% | Reduce -13.5% | 8,433 | $832K |
"% 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.