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 |
| Envision Financial Planning, LLC | 0.42% | New | 8,402 | $829K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +5.5% | 7,866 | $776K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +3.4% | 7,538 | $744K |
| Thrivent Financial for Lutherans | 0.00% | No change | 6,541 | $737K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -16.6% | 7,265 | $717K |
| Taylor Hoffman Capital Management LLC | 0.26% | Add +20.9% | 7,094 | $704K |
| Sound View Wealth Advisors Group, LLC | 0.06% | Add +0.2% | 7,013 | $692K |
| O'ROURKE & COMPANY, Inc | 0.34% | Add +0.6% | 6,951 | $686K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.8% | 6,918 | $683K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Reduce -0.9% | 6,887 | $680K |
| Chicago Partners Investment Group LLC | 0.02% | Add +42.4% | 6,825 | $673K |
| Walkner Condon Financial Advisors LLC | 0.13% | Reduce -1.5% | 6,596 | $651K |
| Hanover Advisors Inc. | 0.28% | Add +11.5% | 6,592 | $651K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +14.8% | 6,563 | $648K |
| Manchester Capital Management LLC | 0.08% | No change | 6,488 | $640K |
| Betterment LLC | 0.00% | Add +205.2% | 6,461 | $638K |
| Level Four Advisory Services, LLC | 0.03% | Add +0.2% | 6,449 | $637K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -4.1% | 6,433 | $635K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.0% | 6,263 | $618K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +1.0% | 5,922 | $585K |
| Ameritas Advisory Services, LLC | 0.02% | Add +20.6% | 5,888 | $583K |
| Anson Capital, Inc. | 0.50% | Reduce -47.8% | 5,846 | $577K |
| Castle Wealth Management LLC | 0.22% | Reduce -4.3% | 5,719 | $564K |
| Capital Analysts, LLC | 0.02% | Add +124.9% | 5,693 | $562K |
| Bank of New York Mellon Corp | 0.00% | Add +129.3% | 5,601 | $553K |
| Stage Harbor Financial, LLC | 0.47% | Reduce -9.3% | 5,574 | $550K |
| Essex Bank | 0.14% | Reduce -9.3% | 5,574 | $550K |
| Captrust Financial Advisors | 0.00% | Add +0.3% | 5,544 | $547K |
| IRON Financial LLC | 0.30% | Add +0.3% | 5,506 | $543K |
| Corient Private Wealth LP | 0.00% | Add +50.0% | 5,230 | $516K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.1% | 5,221 | $515K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.1% | 5,126 | $506K |
| Affiance Financial, LLC | 0.12% | No change | 5,030 | $496K |
| Baird Financial Group, Inc. | 0.00% | Add +30.9% | 4,793 | $473K |
| Stordahl Capital Management, Inc. | 0.11% | Add +6.0% | 4,787 | $472K |
| Fiduciary Family Office, LLC | 0.15% | New | 4,650 | $459K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +74.0% | 4,645 | $458K |
| CRA Financial Services, LLC | 0.08% | No change | 4,628 | $457K |
| US Bancorp \de | 0.00% | Reduce -8.9% | 4,610 | $455K |
| Tandem Wealth Advisors LLC | 0.24% | Add +5.2% | 4,580 | $452K |
| AdvisorNet Financial, Inc | 0.03% | Add +0.0% | 4,572 | $451K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +28.3% | 4,529 | $447K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -3.4% | 4,520 | $446K |
| Brown Advisory Inc. | 0.00% | New | 4,443 | $439K |
| 1900 Wealth Management LLC | 0.04% | No change | 4,308 | $425K |
| Northern Trust Corp. | 0.00% | Add +4.7% | 3,952 | $390K |
| Flow Traders U.S. LLC | 0.02% | Add +16.4% | 3,949 | $390K |
| Diversify Advisory Services, LLC | 0.02% | Add +12.3% | 4,014 | $388K |
| TD Private Client Wealth LLC | 0.01% | Add +27.5% | 3,777 | $373K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.2% | 3,769 | $372K |
| Tiaa Trust, National Association | 0.00% | No change | 3,758 | $371K |
| CGN Advisors LLC | 0.03% | Add +0.1% | 3,497 | $345K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -0.4% | 3,472 | $343K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 3,460 | $342K |
| Gotham Asset Management | 0.00% | No change | 3,435 | $339K |
| 1ST Source Bank | 0.02% | No change | 3,404 | $336K |
| Waldron Private Wealth LLC | 0.02% | Add +10.7% | 3,369 | $333K |
| Kathleen S. Wright Associates Inc. | 0.14% | Add +0.2% | 3,317 | $327K |
| Mascagni Wealth Management, Inc. | 0.32% | No change | 3,243 | $320K |
| Sage Mountain Advisors LLC | 0.02% | No change | 3,226 | $318K |
| Pinnacle Associates Ltd. | 0.00% | No change | 3,141 | $310K |
| Samalin Investment Counsel, LLC | 0.13% | Reduce -6.6% | 3,116 | $308K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -4.7% | 3,065 | $303K |
| Principal Securities, Inc. | 0.01% | No change | 2,863 | $302K |
| PFG Advisors | 0.02% | New | 3,040 | $300K |
| Centricity Wealth Management, LLC | 0.27% | Reduce -7.5% | 3,013 | $297K |
| New England Private Wealth Advisors LLC | 0.05% | Add +0.3% | 2,985 | $295K |
| Evernest Financial Advisors, LLC | 0.10% | Add +1.4% | 2,925 | $289K |
| Embree Financial Group | 0.05% | Reduce -6.0% | 2,908 | $287K |
| Apella Capital, LLC | 0.01% | New | 3,025 | $287K |
| Vertex Planning Partners, LLC | 0.06% | No change | 2,900 | $286K |
| Grant Street Asset Management, Inc. | 0.07% | New | 2,869 | $283K |
| Bank of Montreal | 0.00% | No change | 2,860 | $282K |
| NewEdge Wealth, LLC | 0.01% | No change | 2,826 | $279K |
| Benchmark Wealth Management, LLC | 0.13% | Reduce -2.2% | 2,757 | $272K |
| Wallace Advisory Group, LLC | 0.19% | New | 2,552 | $269K |
| Opulen Financial Group LLC | 0.24% | Add +8.3% | 2,698 | $266K |
| Equitable Holdings, Inc. | 0.00% | Add +0.0% | 2,657 | $262K |
| Verum Partners LLC | 0.07% | Add +0.3% | 2,603 | $257K |
| Nwam LLC | 0.02% | No change | 2,600 | $257K |
| Hemenway Trust Co LLC | 0.02% | No change | 2,492 | $246K |
| Alpha Financial Partners LLC | 0.20% | Add +5.7% | 2,471 | $244K |
| Comerica Bank | 0.00% | Add +3.4% | 2,422 | $239K |
| Cozad Asset Management Inc. | 0.02% | No change | 2,386 | $235K |
| Chemistry Wealth Management LLC | 0.05% | No change | 2,370 | $234K |
| CoreCap Advisors, LLC | 0.01% | New | 2,361 | $233K |
| Jones Financial Companies LLLP | 0.00% | Add +389.7% | 2,326 | $229K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.3% | 2,276 | $225K |
| Kieckhefer Group LLC | 0.16% | Add +0.2% | 2,265 | $224K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.1% | 2,214 | $219K |
| 49 Wealth Management, LLC | 0.03% | Add +0.3% | 2,175 | $215K |
| Cherry Creek Investment Advisors, Inc. | 0.11% | Reduce -3.4% | 2,164 | $214K |
| Valued Retirements, Inc. | 0.28% | No change | 2,158 | $213K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 2,111 | $208K |
| Cwm, LLC | 0.00% | Add +492.1% | 2,102 | $207K |
| Snider Financial Group | 0.07% | No change | 2,089 | $206K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -8.5% | 2,078 | $205K |
| HighTower Advisors, LLC | 0.00% | Add +5.0% | 2,073 | $205K |
| Bristlecone Advisors, LLC | 0.02% | No change | 2,058 | $203K |
| Eastern Bank | 0.00% | Reduce -5.0% | 2,043 | $202K |
| HBK Sorce Advisory LLC | 0.01% | No change | 2,030 | $200K |
| Carolinas Wealth Consulting LLC | 0.04% | No change | 1,946 | $192K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.07% | No change | 1,919 | $189K |
| Northwest Capital Management Inc | 0.08% | New | 1,900 | $188K |
| Lanark Financial, Inc. | 0.01% | — | 1,630 | $160K |
| Ramirez Asset Management, Inc. | 0.03% | No change | 1,280 | $126K |
| IFP Advisors, Inc | 0.00% | No change | 1,206 | $119K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,200 | $118K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +80.8% | 1,112 | $110K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 1,105 | $109K |
| Atlas Capital Advisors Inc. | 0.01% | Add +3.2% | 1,065 | $105K |
| Geneos Wealth Management Inc. | 0.00% | Add +35.8% | 1,048 | $103K |
| Optimum Investment Advisors | 0.05% | No change | 1,000 | $99K |
| Independence Bank of Kentucky | 0.01% | No change | 948 | $94K |
| Bokf, NA | 0.00% | New | 948 | $94K |
| Colonial Trust Co / SC | 0.01% | No change | 880 | $87K |
| AlphaCore Capital LLC | 0.01% | New | 856 | $84K |
| Tanglewood Legacy Advisors, LLC | 0.04% | No change | 822 | $81K |
| Blue Bell Private Wealth Management, LLC | 0.02% | New | 810 | $80K |
| Barrett & Company, Inc. | 0.03% | Reduce -14.2% | 792 | $78K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 680 | $67K |
| Moser Wealth Advisors, LLC | 0.03% | No change | 631 | $62K |
| Hexagon Capital Partners LLC | 0.01% | No change | 600 | $59K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 571 | $56K |
| Bogart Wealth, LLC | 0.00% | No change | 567 | $56K |
| FSA Wealth Management LLC | 0.02% | Reduce -46.1% | 510 | $55K |
| Quadrant Capital Group LLC | 0.00% | No change | 485 | $48K |
| Citigroup Inc. | 0.00% | New | 469 | $46K |
| Blair William & Co. | 0.00% | Add +125.5% | 451 | $45K |
| Asset Dedication, LLC | 0.00% | No change | 400 | $39K |
| BlackRock, Inc. | 0.00% | No change | 400 | $39K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 371 | $37K |
| AE Wealth Management LLC | 0.00% | No change | 350 | $35K |
| Russell Investments Group, Ltd. | 0.00% | No change | 294 | $29K |
| Ameriflex Group, Inc. | 0.01% | Add +0.3% | 285 | $28K |
| National Bank of Canada | 0.00% | Reduce -2.5% | 269 | $27K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 268 | $26K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 258 | $25K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 246 | $24K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 240 | $21K |
| Lowe Wealth Advisors, LLC | 0.01% | Reduce -30.6% | 200 | $20K |
| Ssa Swiss Advisors AG | 0.01% | — | 183 | $18K |
| Parallel Advisors, LLC | 0.00% | Add +130.8% | 180 | $18K |
| Signaturefd, LLC | 0.00% | No change | 154 | $15K |
| Coldstream Capital Management Inc. | 0.00% | New | 152 | $15K |
| Bellevue Asset Management, LLC | 0.01% | No change | 150 | $15K |
| Creekmur Asset Management LLC | 0.00% | No change | 149 | $15K |
| Beacon Capital Management, LLC | 0.00% | No change | 141 | $14K |
| Assetmark, Inc. | 0.00% | Reduce -94.0% | 129 | $13K |
| Amundi | 0.00% | No change | 90 | $8K |
| St Germain D J Co. Inc. | 0.00% | No change | 82 | $8K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 77 | $8K |
| JDM Financial Group LLC | 0.00% | New | 72 | $7K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 66 | $7K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 60 | $6K |
| Clearstead Advisors, LLC | 0.00% | New | 57 | $6K |
| Key Financial Inc | 0.00% | No change | 57 | $6K |
| City State Bank | 0.00% | No change | 50 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -92.2% | 48 | $5K |
| SBI Securities Co., Ltd. | 0.00% | Add +71.4% | 48 | $5K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 45 | $4K |
| Blue Trust, Inc. | 0.00% | No change | 42 | $4K |
| 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 |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 10 | $987 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 10 | $987 |
| Rialto Wealth Management, LLC | 0.00% | No change | 6 | $593 |
"% 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.