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 |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.3% | 8,909 | $935K |
| Bank of New York Mellon Corp | 0.00% | Add +52.9% | 8,562 | $899K |
| Castle Wealth Management LLC | 0.31% | Add +43.2% | 8,188 | $860K |
| Captrust Financial Advisors | 0.00% | Add +46.0% | 8,094 | $850K |
| Evoke Wealth, LLC | 0.02% | New | 8,077 | $848K |
| PACK Private Wealth, LLC | 0.45% | Reduce -4.9% | 8,073 | $848K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +1.1% | 7,623 | $800K |
| Renaissance Technologies | 0.00% | Reduce -25.5% | 7,600 | $798K |
| Spire Wealth Management | 0.03% | Reduce -10.1% | 7,578 | $795K |
| Sanctuary Advisors, LLC | 0.00% | No change | 7,265 | $763K |
| Turtle Creek Wealth Advisors, LLC | 0.09% | New | 7,133 | $749K |
| Hanover Advisors Inc. | 0.30% | Add +7.3% | 7,076 | $743K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +1.7% | 7,038 | $739K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -3.4% | 6,591 | $718K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +3.2% | 6,774 | $711K |
| Taylor Hoffman Capital Management LLC | 0.24% | Reduce -4.9% | 6,745 | $708K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Reduce -5.5% | 6,625 | $695K |
| Walkner Condon Financial Advisors LLC | 0.13% | No change | 6,596 | $692K |
| O'ROURKE & COMPANY, Inc | 0.32% | Reduce -5.1% | 6,594 | $692K |
| Manchester Capital Management LLC | 0.09% | No change | 6,488 | $681K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Reduce -6.3% | 6,452 | $677K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -1.1% | 6,375 | $669K |
| Wealthspire Advisors, LLC | 0.00% | No change | 6,263 | $658K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -5.5% | 6,078 | $638K |
| Anson Capital, Inc. | 0.51% | Add +3.9% | 6,072 | $637K |
| Mountain Capital Investment Advisors Inc. | 0.12% | Reduce -98.1% | 5,868 | $624K |
| Tribridge Partners Financial LLC | 0.37% | — | 5,924 | $622K |
| Mercer Global Advisors Inc. | 0.00% | New | 5,910 | $620K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -0.2% | 5,910 | $620K |
| IRON Financial LLC | 0.31% | Add +0.2% | 5,515 | $579K |
| Betterment LLC | 0.00% | Reduce -17.7% | 5,319 | $558K |
| Baird Financial Group, Inc. | 0.00% | Add +9.8% | 5,264 | $553K |
| Stordahl Capital Management, Inc. | 0.12% | Add +8.1% | 5,176 | $543K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.1% | 5,133 | $539K |
| Affiance Financial, LLC | 0.11% | No change | 5,030 | $528K |
| STAR Financial Bank | 0.33% | New | 5,014 | $526K |
| Susquehanna International Group, LLP | 0.00% | Reduce -49.5% | 4,917 | $516K |
| Grant Street Asset Management, Inc. | 0.12% | Add +70.7% | 4,898 | $514K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +3.4% | 4,684 | $491K |
| CRA Financial Services, LLC | 0.07% | No change | 4,628 | $486K |
| AdvisorNet Financial, Inc | 0.03% | Add +0.0% | 4,573 | $480K |
| US Bancorp \de | 0.00% | Reduce -2.5% | 4,495 | $472K |
| 1900 Wealth Management LLC | 0.04% | Add +3.5% | 4,461 | $468K |
| American Trust | 0.04% | New | 4,417 | $464K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.3% | 4,213 | $455K |
| Diversify Advisory Services, LLC | 0.02% | Add +4.6% | 4,197 | $453K |
| Capital Analysts, LLC | 0.01% | Reduce -26.1% | 4,204 | $441K |
| TD Private Client Wealth LLC | 0.01% | Add +9.4% | 4,132 | $434K |
| Glenmede Investment Management, LP | 0.00% | — | 4,000 | $420K |
| CGN Advisors LLC | 0.04% | Add +13.9% | 3,982 | $418K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -13.6% | 3,905 | $410K |
| Jones Financial Companies LLLP | 0.00% | Add +64.1% | 3,818 | $401K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +9.8% | 3,813 | $400K |
| Tiaa Trust, National Association | 0.00% | No change | 3,758 | $395K |
| Pachira Investments Inc. | 0.29% | New | 3,615 | $379K |
| Northern Trust Corp. | 0.00% | Reduce -9.1% | 3,593 | $377K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 3,460 | $363K |
| Gotham Asset Management | 0.00% | No change | 3,435 | $361K |
| Bokf, NA | 0.01% | Add +260.0% | 3,413 | $358K |
| 1ST Source Bank | 0.02% | No change | 3,404 | $357K |
| Waldron Private Wealth LLC | 0.02% | No change | 3,369 | $354K |
| Samalin Investment Counsel, LLC | 0.14% | Add +7.5% | 3,350 | $352K |
| Kathleen S. Wright Associates Inc. | 0.14% | Add +0.2% | 3,325 | $349K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -58.2% | 3,291 | $345K |
| Lanark Financial, Inc. | 0.03% | Add +98.3% | 3,233 | $339K |
| Sage Mountain Advisors LLC | 0.02% | No change | 3,226 | $339K |
| Fiduciary Family Office, LLC | 0.11% | Reduce -31.4% | 3,190 | $335K |
| Pinnacle Associates Ltd. | 0.00% | No change | 3,141 | $330K |
| Tandem Investment Partners LLC | 0.29% | New | 3,125 | $328K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -47.0% | 3,122 | $328K |
| Crestwood Advisors Group, LLC | 0.01% | Add +0.8% | 3,090 | $324K |
| Apella Capital, LLC | 0.01% | No change | 3,025 | $323K |
| New England Private Wealth Advisors LLC | 0.05% | Add +0.3% | 2,995 | $323K |
| Centricity Wealth Management, LLC | 0.25% | No change | 3,013 | $316K |
| Bank of Montreal | 0.00% | Add +2.5% | 2,930 | $308K |
| Embree Financial Group | 0.05% | Add +0.3% | 2,918 | $306K |
| Vertex Planning Partners, LLC | 0.06% | No change | 2,900 | $304K |
| NewEdge Advisors, LLC | 0.00% | Reduce -23.6% | 2,880 | $302K |
| Principal Securities, Inc. | 0.01% | No change | 2,863 | $301K |
| NewEdge Wealth, LLC | 0.00% | No change | 2,826 | $299K |
| Benchmark Wealth Management, LLC | 0.13% | Add +3.0% | 2,841 | $298K |
| Mascagni Wealth Management, Inc. | 0.25% | Reduce -12.9% | 2,823 | $296K |
| Stage Harbor Financial, LLC | 0.24% | Reduce -49.9% | 2,791 | $293K |
| Essex Bank | 0.07% | Reduce -49.9% | 2,791 | $293K |
| Equitable Holdings, Inc. | 0.00% | Add +3.3% | 2,745 | $288K |
| Nwam LLC | 0.02% | No change | 2,600 | $277K |
| Verum Partners LLC | 0.06% | Add +0.3% | 2,610 | $274K |
| Hemenway Trust Co LLC | 0.02% | No change | 2,492 | $262K |
| Kieckhefer Group LLC | 0.14% | Add +8.9% | 2,466 | $259K |
| Cozad Asset Management Inc. | 0.02% | No change | 2,386 | $250K |
| Chemistry Wealth Management LLC | 0.05% | No change | 2,370 | $249K |
| CoreCap Advisors, LLC | 0.01% | Add +0.4% | 2,370 | $249K |
| WNY Asset Management, LLC | 0.03% | Reduce -98.3% | 2,336 | $245K |
| Brooklyn Investment Group | 0.03% | New | 2,313 | $243K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.3% | 2,283 | $240K |
| 49 Wealth Management, LLC | 0.02% | Add +0.4% | 2,183 | $229K |
| Valued Retirements, Inc. | 0.26% | No change | 2,158 | $227K |
| Evernest Financial Advisors, LLC | 0.07% | Reduce -26.7% | 2,145 | $225K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +207.9% | 2,094 | $220K |
| Snider Financial Group | 0.06% | Reduce -0.7% | 2,074 | $218K |
| Alpha Financial Partners LLC | 0.16% | Reduce -16.4% | 2,067 | $217K |
| Opulen Financial Group LLC | 0.18% | Reduce -23.5% | 2,065 | $217K |
| Bristlecone Advisors, LLC | 0.02% | No change | 2,058 | $216K |
| Eastern Bank | 0.00% | No change | 2,043 | $214K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +83.5% | 2,041 | $214K |
| Sierra Capital LLC | 0.02% | New | 2,043 | $214K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -1.9% | 2,038 | $214K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.1% | 2,031 | $213K |
| LJI Wealth Management, LLC | 0.04% | New | 2,002 | $210K |
| Smith Thornton Advisors LLC | 0.12% | New | 2,000 | $210K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.0% | 1,989 | $209K |
| Comerica Bank | 0.00% | Reduce -18.1% | 1,984 | $208K |
| Alliance Wealth Advisors, LLC | 0.11% | New | 1,968 | $207K |
| Alaethes Wealth, LLC | 0.06% | New | 1,938 | $203K |
| Arkadios Wealth Advisors | 0.01% | New | 1,934 | $203K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.07% | No change | 1,919 | $201K |
| Global Retirement Partners, LLC | 0.00% | — | 1,709 | $179K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -21.1% | 1,665 | $175K |
| Ramirez Asset Management, Inc. | 0.02% | No change | 1,280 | $134K |
| IFP Advisors, Inc | 0.00% | No change | 1,206 | $127K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 1,105 | $116K |
| Optimum Investment Advisors | 0.05% | No change | 1,000 | $105K |
| Independence Bank of Kentucky | 0.01% | No change | 948 | $100K |
| Colonial Trust Co / SC | 0.01% | No change | 880 | $92K |
| Tanglewood Legacy Advisors, LLC | 0.04% | No change | 822 | $86K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 810 | $85K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -24.9% | 800 | $84K |
| Barrett & Company, Inc. | 0.03% | No change | 792 | $83K |
| Moser Wealth Advisors, LLC | 0.03% | No change | 631 | $66K |
| Bogart Wealth, LLC | 0.00% | No change | 567 | $60K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -46.6% | 560 | $59K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 557 | $58K |
| FSA Wealth Management LLC | 0.02% | Reduce -3.9% | 490 | $56K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -8.4% | 523 | $55K |
| Citigroup Inc. | 0.00% | Reduce -13.0% | 408 | $43K |
| Atticus Wealth Management, LLC | 0.01% | New | 405 | $43K |
| BlackRock, Inc. | 0.00% | Add +0.3% | 401 | $42K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +53.7% | 378 | $40K |
| AE Wealth Management LLC | 0.00% | Add +7.4% | 376 | $39K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 371 | $39K |
| Ameriflex Group, Inc. | 0.02% | No change | 285 | $30K |
| National Bank of Canada | 0.00% | Add +0.7% | 271 | $28K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.4% | 269 | $28K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -8.8% | 268 | $28K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 258 | $27K |
| Assetmark, Inc. | 0.00% | Add +96.1% | 253 | $27K |
| Blair William & Co. | 0.00% | Reduce -44.4% | 251 | $26K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 240 | $25K |
| Cwm, LLC | 0.00% | Reduce -90.4% | 202 | $21K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 200 | $21K |
| Parallel Advisors, LLC | 0.00% | No change | 180 | $19K |
| AlphaCore Capital LLC | 0.00% | Reduce -80.1% | 170 | $18K |
| 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 |
| Beacon Capital Management, LLC | 0.00% | No change | 141 | $15K |
| GHP Investment Advisors, Inc. | 0.00% | Add +67.5% | 129 | $14K |
| Clearstead Advisors, LLC | 0.00% | Add +93.0% | 110 | $12K |
| St Germain D J Co. Inc. | 0.00% | No change | 82 | $9K |
| Harbor Asset Planning, Inc. | 0.01% | — | 78 | $8K |
| Transce3nd, LLC | 0.00% | New | 71 | $7K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 66 | $7K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 60 | $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% | No change | 48 | $5K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -12.5% | 42 | $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 | $1K |
| Fourth Dimension Wealth, LLC | 0.00% | Reduce -77.8% | 10 | $1K |
| Rialto Wealth Management, LLC | 0.00% | No change | 6 | $630 |
"% 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.