Vanguard S&P Mid-Cap 400 ETFIVOOETF
13F holders, Q3 2025 (September 30)273holders −1
18new positions
12sold out
1famous investor
$110.38avg. 13F price*
At the end of Q3 2025, 273 institutions reported holding Vanguard S&P Mid-Cap 400 ETF (IVOO) in their 13F filings, down 1 from Q2 2025. 18 opened new positions and 12 sold out. The largest holders were Goldman Sachs Group Inc. ($181.4M), Bank of America Corp. ($144.2M) and Morgan Stanley ($108.7M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $8.8M |
| Exits | 12 | $8.1M |
All 13F filers, Q2 2025 → Q3 2025: 794,282 shares bought and 438,114 shares sold, net +356,168 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 273 holders
| Goldman Sachs Group Inc. | 0.03% | Add +9.8% | 1,643,031 | $181.4M |
| Bank of America Corp. | 0.01% | Add +10.7% | 1,306,760 | $144.2M |
| Morgan Stanley | 0.01% | Add +1.6% | 984,604 | $108.7M |
| UBS Group AG | 0.02% | Reduce -11.7% | 867,178 | $95.7M |
| Hantz Financial Services, Inc. | 1.31% | Add +45.0% | 782,136 | $86.3M |
| Lockheed Martin Investment Management Co. | 2.68% | Reduce -12.0% | 660,000 | $72.9M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +1.8% | 543,766 | $60.0M |
| Starr Indemnity & Liability Co | 13.12% | No change | 364,098 | $40.2M |
| Raymond James Financial Inc. | 0.01% | Add +4.3% | 326,896 | $36.1M |
| LPL Financial LLC | 0.01% | Reduce -3.5% | 287,500 | $31.7M |
| Wells Fargo & Company | 0.01% | Add +9.7% | 261,325 | $28.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.9% | 259,129 | $28.6M |
| C V Starr & Co. Inc. | 11.59% | No change | 227,427 | $25.1M |
| Royal Bank of Canada | 0.00% | Reduce -2.2% | 224,151 | $24.7M |
| Ameriprise Financial Inc. | 0.01% | Add +5.4% | 215,275 | $23.8M |
| JPMorgan Chase & Co. | 0.00% | Add +1.3% | 175,606 | $19.4M |
| Francis Financial, Inc. | 3.05% | Add +6.4% | 155,178 | $17.1M |
| Allworth Financial LP | 0.08% | Reduce -1.8% | 154,973 | $17.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.6% | 148,817 | $16.4M |
| Old National Bancorp | 0.28% | Add +4.5% | 147,115 | $16.2M |
| D.A. Davidson & Co. | 0.09% | Reduce -2.3% | 128,221 | $14.2M |
| Osaic Holdings, Inc. | 0.02% | Add +6.7% | 122,856 | $13.6M |
| Cetera Investment Advisers | 0.02% | Add +8.4% | 122,432 | $13.5M |
| Evergreen Capital Management LLC | 0.31% | Add +4.1% | 118,959 | $13.1M |
| Savant Capital, LLC | 0.06% | Reduce -2.5% | 95,168 | $10.5M |
| Coign Capital Advisors LLC | 5.76% | Reduce -7.8% | 94,743 | $10.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -11.9% | 94,126 | $10.4M |
| Bryant Woods Investment Advisors, LLC | 3.62% | Add +4.1% | 83,910 | $9.3M |
| Pathstone Holdings, LLC | 0.03% | Reduce -0.8% | 82,201 | $9.1M |
| Lebenthal Global Advisors, LLC | 1.51% | Add +0.4% | 78,126 | $8.6M |
| Asset Planning Corporation | 4.07% | Add +1.2% | 77,674 | $8.6M |
| Raelipskie Partnership | 3.58% | Reduce -2.6% | 75,565 | $8.3M |
| Moneta Group Investment Advisors LLC | 0.06% | Add +16.3% | 70,683 | $7.8M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -2.3% | 61,787 | $6.8M |
| Sentinel Trust Co. Lba | 0.69% | Reduce -0.7% | 61,247 | $6.8M |
| Brown Advisory Inc. | 0.01% | Reduce -0.6% | 59,597 | $6.6M |
| Soltis Investment Advisors LLC | 0.43% | Reduce -8.8% | 56,232 | $6.2M |
| Stifel Financial Corp. | 0.01% | Reduce -22.9% | 54,808 | $6.0M |
| Texas Capital Bank Wealth Management Services Inc | 0.49% | Reduce -0.7% | 53,870 | $5.9M |
| Cerity Partners LLC | 0.01% | Reduce -0.5% | 51,177 | $5.6M |
| Checchi Capital Advisers, LLC | 0.38% | Add +12.8% | 49,635 | $5.5M |
| Harbor Advisory Corp. | 1.61% | Reduce -0.0% | 49,445 | $5.5M |
| Warwick Investment Management, Inc. | 0.91% | Add +74.0% | 47,262 | $5.2M |
| Harbour Investments, Inc. | 0.12% | Add +8.4% | 46,026 | $5.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.1% | 43,916 | $4.8M |
| Private Advisor Group, LLC | 0.02% | Reduce -4.5% | 40,811 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -3.5% | 40,284 | $4.4M |
| Legacy Solutions, LLC | 3.82% | Add +0.4% | 38,478 | $4.2M |
| Mariner, LLC | 0.01% | Reduce -0.9% | 36,381 | $4.0M |
| Coastline Trust Co | 0.42% | Reduce -0.4% | 35,516 | $3.9M |
| First American Bank | 0.25% | Add +0.5% | 35,355 | $3.9M |
| Phillips Financial Management, LLC | 0.25% | Reduce -14.6% | 33,810 | $3.7M |
| MetLife Investment Management, LLC | 0.02% | No change | 33,264 | $3.7M |
| Atlas Legacy Advisors, LLC | 0.70% | Reduce -8.9% | 32,781 | $3.6M |
| Creative Planning | 0.00% | Add +0.1% | 32,185 | $3.6M |
| Valmark Advisers, Inc. | 0.05% | Reduce -0.9% | 31,906 | $3.5M |
| Keystone Financial Group | 0.24% | Reduce -1.0% | 28,689 | $3.2M |
| Bedell Frazier Investment Counselling, LLC | 0.59% | New | 26,223 | $2.9M |
| Eq LLC | 0.92% | Add +3.6% | 24,594 | $2.7M |
| Fiduciary Trust Co | 0.03% | Reduce -0.8% | 22,925 | $2.5M |
| Fairway Wealth LLC | 0.71% | Add +29.7% | 22,827 | $2.5M |
| SpringVest Wealth Management LLC | 1.81% | Reduce -0.9% | 22,257 | $2.5M |
| Truist Financial Corp. | 0.00% | Add +6.3% | 21,670 | $2.4M |
| &partners | 0.01% | Reduce -11.4% | 21,181 | $2.3M |
| MML Investors Services, LLC | 0.01% | Reduce -7.5% | 21,150 | $2.3M |
| Waverly Advisors, LLC | 0.02% | No change | 20,940 | $2.3M |
| BNP Paribas Financial Markets | 0.00% | New | 20,000 | $2.2M |
| Marble Harbor Investment Counsel, LLC | 0.23% | No change | 19,830 | $2.2M |
| Valpey Financial Services, LLC | 1.43% | Reduce -4.0% | 19,778 | $2.2M |
| Truepoint, Inc. | 0.05% | No change | 18,200 | $2.0M |
| Octavia Wealth Advisors, LLC | 0.18% | Reduce -4.7% | 16,348 | $1.8M |
| Vanguard Group Inc. | 0.00% | Reduce -1.0% | 15,470 | $1.7M |
| Phoenix Financial Ltd. | 0.02% | No change | 15,000 | $1.7M |
| Klingman & Associates, LLC | 0.08% | No change | 14,807 | $1.6M |
| Greenleaf Trust | 0.01% | Reduce -2.8% | 14,707 | $1.6M |
| Gibraltar Capital Management, Inc. | 0.28% | Reduce -68.0% | 13,920 | $1.5M |
| Bleakley Financial Group, LLC | 0.04% | Add +1.6% | 13,919 | $1.5M |
| Wealthspire Advisors, LLC | 0.01% | Add +119.8% | 13,768 | $1.5M |
| Park Avenue Securities LLC | 0.01% | Add +5.0% | 13,708 | $1.5M |
| Base Wealth Management LLC | 0.86% | Reduce -10.0% | 13,679 | $1.5M |
| Ieq Capital, LLC | 0.00% | Add +15.6% | 12,739 | $1.4M |
| Rwa Wealth Partners, LLC | 0.02% | No change | 12,252 | $1.4M |
| First Bancorp, Inc | 0.68% | Add +0.4% | 11,528 | $1.3M |
| Sittner & Nelson, LLC | 0.44% | No change | 11,050 | $1.2M |
| Corient Private Wealth LP | 0.00% | Add +1.7% | 11,019 | $1.2M |
| Ritter Daniher Financial Advisory LLC / DE | 0.21% | Reduce -1.1% | 10,859 | $1.2M |
| WealthBridge Capital Management, LLC | 0.28% | Reduce -0.1% | 10,846 | $1.2M |
| Atria Investments, Inc | 0.01% | Reduce -0.0% | 10,846 | $1.2M |
| Envision Financial Planning, LLC | 0.50% | Add +13.7% | 10,580 | $1.2M |
| Sax Wealth Advisors, LLC | 0.06% | Reduce -3.6% | 10,407 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Add +19.9% | 10,269 | $1.1M |
| Naples Global Advisors, LLC | 0.09% | No change | 10,165 | $1.1M |
| Pitcairn Co. | 0.09% | No change | 10,060 | $1.1M |
| 1834 Investment Advisors Co. | 0.14% | Reduce -18.8% | 10,030 | $1.1M |
| Summit Financial Strategies, Inc. | 0.09% | No change | 9,954 | $1.1M |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -23.5% | 9,691 | $1.1M |
| FMR LLC | 0.00% | Add +2.4% | 9,541 | $1.1M |
| Zhang Financial LLC | 0.04% | Reduce -4.7% | 9,412 | $1.0M |
| Focus Partners Wealth | 0.00% | Reduce -14.8% | 9,194 | $1.0M |
| Simon Quick Advisors, LLC | 0.04% | Reduce -7.2% | 8,340 | $921K |
"% 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.