Vanguard S&P Mid-Cap 400 ETFIVOOETF
13F holders, Q2 2025 (June 30)274holders +6
21new positions
19sold out
2famous investors
$104.75avg. 13F price*
At the end of Q2 2025, 274 institutions reported holding Vanguard S&P Mid-Cap 400 ETF (IVOO) in their 13F filings, up 6 from Q1 2025. 21 opened new positions and 19 sold out. The largest holders were Goldman Sachs Group Inc. ($157.1M), Bank of America Corp. ($123.9M) and UBS Group AG ($103.1M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $70.2M |
| Exits | 19 | $4.9M |
All 13F filers, Q1 2025 → Q2 2025: 2,108,056 shares bought and 928,829 shares sold, net +1,179,227 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 274 holders
| Goldman Sachs Group Inc. | 0.03% | Add +75.4% | 1,496,468 | $157.1M |
| Bank of America Corp. | 0.01% | Reduce -14.1% | 1,180,379 | $123.9M |
| UBS Group AG | 0.02% | Add +14.9% | 982,542 | $103.1M |
| Morgan Stanley | 0.01% | Add +6.4% | 968,679 | $101.7M |
| Lockheed Martin Investment Management Co. | 2.88% | No change | 750,000 | $78.7M |
| Hantz Financial Services, Inc. | 0.92% | Add +41.7% | 539,465 | $56.6M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +9.8% | 534,247 | $56.1M |
| Starr Indemnity & Liability Co | 13.99% | New | 364,098 | $38.2M |
| Raymond James Financial Inc. | 0.01% | Add +1.8% | 313,532 | $32.9M |
| LPL Financial LLC | 0.01% | Add +1.9% | 297,844 | $31.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.9% | 256,737 | $27.0M |
| Wells Fargo & Company | 0.01% | Reduce -0.4% | 238,336 | $25.0M |
| Royal Bank of Canada | 0.00% | Add +17.0% | 229,277 | $24.1M |
| C V Starr & Co. Inc. | 12.41% | New | 227,427 | $23.9M |
| Ameriprise Financial Inc. | 0.01% | Add +8.8% | 204,205 | $21.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.8% | 173,289 | $18.2M |
| Allworth Financial LP | 0.08% | Reduce -2.8% | 157,741 | $16.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.1% | 149,772 | $15.7M |
| Francis Financial, Inc. | 3.54% | Reduce -23.9% | 145,797 | $15.3M |
| Old National Bancorp | 0.26% | Add +6.5% | 140,767 | $14.8M |
| D.A. Davidson & Co. | 0.10% | Add +17.3% | 131,296 | $13.8M |
| Osaic Holdings, Inc. | 0.02% | Add +7.8% | 115,106 | $12.1M |
| Evergreen Capital Management LLC | 0.36% | Add +6.4% | 114,281 | $12.0M |
| Cetera Investment Advisers | 0.02% | Reduce -0.1% | 112,893 | $11.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +4.3% | 106,816 | $11.2M |
| Coign Capital Advisors LLC | 7.30% | Reduce -1.2% | 102,743 | $10.8M |
| Savant Capital, LLC | 0.07% | Reduce -8.4% | 97,637 | $10.2M |
| Pathstone Holdings, LLC | 0.03% | Reduce -19.0% | 82,887 | $8.7M |
| Bryant Woods Investment Advisors, LLC | 3.65% | Add +3.7% | 80,608 | $8.5M |
| Lebenthal Global Advisors, LLC | 1.53% | Reduce -1.2% | 77,837 | $8.2M |
| Raelipskie Partnership | 3.73% | Add +9.7% | 77,565 | $8.1M |
| Asset Planning Corporation | 4.29% | Add +27.4% | 76,785 | $8.1M |
| Stifel Financial Corp. | 0.01% | Add +5.3% | 71,080 | $7.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +8.6% | 63,252 | $6.6M |
| Sentinel Trust Co. Lba | 0.70% | Reduce -28.3% | 61,700 | $6.5M |
| Soltis Investment Advisors LLC | 0.51% | Reduce -21.4% | 61,679 | $6.5M |
| Moneta Group Investment Advisors LLC | 0.08% | Add +1064.3% | 60,790 | $6.4M |
| Brown Advisory Inc. | 0.01% | Add +1249.2% | 59,944 | $6.3M |
| Texas Capital Bank Wealth Management Services Inc | 0.53% | Reduce -9.2% | 54,261 | $5.7M |
| Cerity Partners LLC | 0.01% | Reduce -14.7% | 51,442 | $5.4M |
| Harbor Advisory Corp. | 1.65% | Reduce -0.2% | 49,459 | $5.2M |
| Checchi Capital Advisers, LLC | 0.32% | Add +15.2% | 44,011 | $4.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.1% | 43,965 | $4.6M |
| Virtu Financial LLC | 0.24% | Reduce -22.9% | 43,895 | $4.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -2.6% | 42,722 | $4.5M |
| Harbour Investments, Inc. | 0.11% | Add +7.0% | 42,467 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +10.3% | 41,760 | $4.4M |
| Phillips Financial Management, LLC | 0.30% | No change | 39,595 | $4.2M |
| Legacy Solutions, LLC | 3.85% | Add +3.1% | 38,325 | $4.0M |
| EP Wealth Advisors, LLC | 0.03% | Add +0.2% | 38,230 | $4.0M |
| Mariner, LLC | 0.01% | Add +6.6% | 36,710 | $3.9M |
| Atlas Legacy Advisors, LLC | 0.83% | Add +1.2% | 36,003 | $3.8M |
| Coastline Trust Co | 0.43% | Add +24.7% | 35,673 | $3.7M |
| First American Bank | 0.25% | Add +0.9% | 35,170 | $3.7M |
| MetLife Investment Management, LLC | 0.02% | No change | 33,264 | $3.5M |
| Valmark Advisers, Inc. | 0.05% | Add +270.5% | 32,184 | $3.4M |
| Creative Planning | 0.00% | Add +15.9% | 32,161 | $3.4M |
| Keystone Financial Group | 0.28% | Add +1.4% | 28,980 | $3.0M |
| Warwick Investment Management, Inc. | 0.55% | Add +14.7% | 27,167 | $2.9M |
| &partners | 0.02% | Add +104.4% | 23,914 | $2.5M |
| Eq LLC | 0.97% | Add +6.7% | 23,745 | $2.5M |
| Fiduciary Trust Co | 0.03% | Reduce -0.4% | 23,111 | $2.4M |
| MML Investors Services, LLC | 0.01% | Add +1.8% | 22,856 | $2.4M |
| SpringVest Wealth Management LLC | 1.91% | Reduce -2.0% | 22,454 | $2.4M |
| Waverly Advisors, LLC | 0.02% | Add +2.1% | 20,940 | $2.2M |
| Valpey Financial Services, LLC | 1.50% | — | 20,595 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -24.9% | 20,380 | $2.1M |
| Marble Harbor Investment Counsel, LLC | 0.23% | No change | 19,830 | $2.1M |
| Truepoint, Inc. | 0.05% | No change | 18,200 | $1.9M |
| Fairway Wealth LLC | 0.59% | Reduce -6.8% | 17,600 | $1.8M |
| SoundView Advisors Inc. | 0.67% | Reduce -13.2% | 17,350 | $1.8M |
| Octavia Wealth Advisors, LLC | 0.20% | Reduce -2.4% | 17,150 | $1.8M |
| Vanguard Group Inc. | 0.00% | Add +16.5% | 15,630 | $1.6M |
| Base Wealth Management LLC | 1.02% | Reduce -11.5% | 15,192 | $1.6M |
| Greenleaf Trust | 0.01% | Add +7.5% | 15,134 | $1.6M |
| Phoenix Financial Ltd. | 0.02% | Reduce -58.6% | 15,000 | $1.6M |
| Klingman & Associates, LLC | 0.09% | Reduce -0.5% | 14,807 | $1.6M |
| Gibraltar Capital Management, Inc. | 0.29% | Add +212.7% | 43,530 | $1.5M |
| Bleakley Financial Group, LLC | 0.04% | New | 13,701 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Add +1.0% | 13,059 | $1.4M |
| Valeo Financial Advisors, LLC | 0.03% | Add +472.5% | 12,675 | $1.3M |
| 1834 Investment Advisors Co. | 0.16% | Reduce -1.5% | 12,347 | $1.3M |
| Rwa Wealth Partners, LLC | 0.02% | No change | 12,252 | $1.3M |
| First Bancorp, Inc | 0.69% | No change | 11,487 | $1.2M |
| Sittner & Nelson, LLC | 0.47% | No change | 11,050 | $1.2M |
| Ieq Capital, LLC | 0.01% | New | 11,017 | $1.2M |
| Ritter Daniher Financial Advisory LLC / DE | 0.28% | No change | 10,979 | $1.2M |
| WealthBridge Capital Management, LLC | 0.29% | Reduce -0.6% | 10,853 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -0.6% | 10,849 | $1.1M |
| Fort Sheridan Advisors LLC | 0.16% | Reduce -4.4% | 10,845 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +107.2% | 10,838 | $1.1M |
| Sax Wealth Advisors, LLC | 0.07% | Reduce -4.2% | 10,799 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +7.6% | 10,790 | $1.1M |
| Naples Global Advisors, LLC | 0.09% | No change | 10,165 | $1.1M |
| Pitcairn Co. | 0.07% | No change | 10,060 | $1.1M |
| Summit Financial Strategies, Inc. | 0.10% | No change | 9,954 | $1.0M |
| Zhang Financial LLC | 0.05% | Add +0.0% | 9,871 | $1.0M |
| FMR LLC | 0.00% | Add +1.6% | 9,314 | $978K |
| Envision Financial Planning, LLC | 0.46% | Add +10.8% | 9,305 | $977K |
| Simon Quick Advisors, LLC | 0.05% | Reduce -6.5% | 8,990 | $944K |
"% 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.