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 |
| Fort Sheridan Advisors LLC | 0.12% | Reduce -23.1% | 8,337 | $920K |
| PACK Private Wealth, LLC | 0.42% | Add +0.3% | 8,099 | $894K |
| NewEdge Advisors, LLC | 0.00% | Add +173.1% | 7,866 | $868K |
| Jane Street Group, LLC | 0.00% | New | 7,421 | $819K |
| Sanctuary Advisors, LLC | 0.00% | No change | 7,265 | $802K |
| Turtle Creek Wealth Advisors, LLC | 0.07% | No change | 7,133 | $787K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -6.5% | 7,127 | $787K |
| Castle Wealth Management LLC | 0.26% | Reduce -13.3% | 7,101 | $784K |
| Spire Wealth Management | 0.03% | Reduce -7.1% | 7,037 | $777K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -0.1% | 7,032 | $776K |
| Chicago Partners Investment Group LLC | 0.02% | Add +3.8% | 6,842 | $760K |
| Evoke Wealth, LLC | 0.02% | Reduce -15.5% | 6,825 | $753K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +0.3% | 6,792 | $750K |
| Taylor Hoffman Capital Management LLC | 0.23% | Reduce -1.0% | 6,680 | $737K |
| Hanover Advisors Inc. | 0.29% | Reduce -5.8% | 6,662 | $735K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Reduce -0.1% | 6,622 | $731K |
| Walkner Condon Financial Advisors LLC | 0.12% | Reduce -0.3% | 6,577 | $726K |
| Manchester Capital Management LLC | 0.10% | No change | 6,488 | $716K |
| McKinley Carter Wealth Services, Inc. | 0.04% | No change | 6,452 | $712K |
| O'ROURKE & COMPANY, Inc | 0.30% | Reduce -2.5% | 6,431 | $710K |
| Level Four Advisory Services, LLC | 0.02% | Add +0.1% | 6,381 | $704K |
| Anson Capital, Inc. | 0.53% | Add +4.6% | 6,349 | $701K |
| Fifth Third Securities, Inc. | 0.05% | Add +3.7% | 6,301 | $696K |
| Captrust Financial Advisors | 0.00% | Reduce -22.9% | 6,241 | $689K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +0.2% | 5,923 | $654K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +39.5% | 5,879 | $648K |
| Capital Analysts, LLC | 0.02% | Add +39.2% | 5,851 | $645K |
| Betterment LLC | 0.00% | Add +7.7% | 5,730 | $632K |
| Baird Financial Group, Inc. | 0.00% | Add +7.6% | 5,665 | $625K |
| Susquehanna International Group, LLP | 0.00% | Add +14.9% | 5,650 | $624K |
| PFG Advisors | 0.03% | New | 5,629 | $621K |
| TD Private Client Wealth LLC | 0.01% | Add +36.2% | 5,628 | $621K |
| IRON Financial LLC | 0.29% | Add +0.2% | 5,524 | $610K |
| Jones Financial Companies LLLP | 0.00% | Add +39.5% | 5,327 | $589K |
| Stordahl Capital Management, Inc. | 0.12% | Add +2.3% | 5,295 | $585K |
| STAR Financial Bank | 0.33% | Add +0.9% | 5,057 | $558K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -1.6% | 5,052 | $558K |
| Affiance Financial, LLC | 0.10% | No change | 5,030 | $555K |
| Grant Street Asset Management, Inc. | 0.11% | Add +0.3% | 4,913 | $542K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +1.7% | 4,764 | $525K |
| CRA Financial Services, LLC | 0.07% | No change | 4,628 | $511K |
| American Trust | 0.04% | Add +3.8% | 4,584 | $506K |
| AdvisorNet Financial, Inc | 0.03% | Add +0.0% | 4,574 | $505K |
| US Bancorp \de | 0.00% | Reduce -0.1% | 4,490 | $496K |
| 1900 Wealth Management LLC | 0.03% | No change | 4,461 | $492K |
| Pachira Investments Inc. | 0.27% | Add +21.7% | 4,399 | $486K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -26.4% | 4,352 | $480K |
| Diversify Advisory Services, LLC | 0.02% | Add +3.0% | 4,321 | $474K |
| Tribridge Partners Financial LLC | 0.21% | Reduce -29.5% | 4,177 | $463K |
| Stratos Wealth Partners, LTD. | 0.01% | No change | 3,905 | $431K |
| CGN Advisors LLC | 0.03% | Reduce -4.2% | 3,815 | $421K |
| Tiaa Trust, National Association | 0.00% | No change | 3,758 | $415K |
| Northern Trust Corp. | 0.00% | No change | 3,593 | $397K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 3,460 | $382K |
| Gotham Asset Management | 0.00% | No change | 3,435 | $379K |
| Bokf, NA | 0.01% | No change | 3,413 | $377K |
| 1ST Source Bank | 0.02% | No change | 3,404 | $376K |
| Kathleen S. Wright Associates Inc. | 0.14% | Add +0.2% | 3,333 | $368K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 3,291 | $363K |
| Lanark Financial, Inc. | 0.03% | Add +0.1% | 3,236 | $357K |
| Sage Mountain Advisors LLC | 0.02% | No change | 3,226 | $356K |
| Fiduciary Family Office, LLC | 0.10% | No change | 3,190 | $352K |
| Merit Financial Group, LLC | 0.00% | New | 3,181 | $351K |
| Pinnacle Associates Ltd. | 0.00% | No change | 3,141 | $347K |
| Samalin Investment Counsel, LLC | 0.12% | Reduce -6.3% | 3,138 | $346K |
| Tandem Investment Partners LLC | 0.28% | No change | 3,125 | $345K |
| Crestwood Advisors Group, LLC | 0.01% | Add +0.5% | 3,104 | $343K |
| Waldron Private Wealth LLC | 0.01% | Reduce -9.4% | 3,052 | $337K |
| Composition Wealth, LLC | 0.01% | New | 3,013 | $333K |
| New England Private Wealth Advisors LLC | 0.04% | Add +0.4% | 3,006 | $332K |
| Principal Securities, Inc. | 0.01% | Add +3.1% | 2,952 | $326K |
| Bank of Montreal | 0.00% | No change | 2,930 | $323K |
| Embree Financial Group | 0.04% | Add +0.3% | 2,926 | $323K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +74.5% | 2,906 | $321K |
| Vertex Planning Partners, LLC | 0.06% | No change | 2,900 | $320K |
| NewEdge Wealth, LLC | 0.00% | No change | 2,826 | $310K |
| Stage Harbor Financial, LLC | 0.23% | No change | 2,791 | $308K |
| Essex Bank | 0.07% | No change | 2,791 | $308K |
| Equitable Holdings, Inc. | 0.00% | Add +0.3% | 2,752 | $304K |
| Nilsine Partners, LLC | 0.03% | New | 2,704 | $298K |
| WNY Asset Management, LLC | 0.03% | Add +14.9% | 2,684 | $296K |
| Verum Partners LLC | 0.06% | Add +0.3% | 2,618 | $289K |
| Joel Isaacson & Co., LLC | 0.01% | Add +14.4% | 2,612 | $288K |
| HighTower Advisors, LLC | 0.00% | Add +31.3% | 2,611 | $288K |
| Nwam LLC | 0.02% | No change | 2,600 | $287K |
| Hemenway Trust Co LLC | 0.02% | No change | 2,492 | $275K |
| Kieckhefer Group LLC | 0.13% | Add +0.2% | 2,470 | $273K |
| Mascagni Wealth Management, Inc. | 0.20% | Reduce -15.2% | 2,395 | $264K |
| Cozad Asset Management Inc. | 0.02% | No change | 2,386 | $263K |
| Chemistry Wealth Management LLC | 0.05% | No change | 2,370 | $262K |
| Mountain Capital Investment Advisors Inc. | 0.05% | Reduce -60.1% | 2,342 | $259K |
| CoreCap Advisors, LLC | 0.01% | Reduce -5.9% | 2,230 | $246K |
| Brooklyn Investment Group | 0.03% | No change | 2,313 | $243K |
| 49 Wealth Management, LLC | 0.02% | Add +0.3% | 2,190 | $242K |
| Chilton Investment Co. Inc. | 0.00% | New | 2,185 | $241K |
| Evernest Financial Advisors, LLC | 0.07% | Reduce -0.4% | 2,136 | $236K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2,094 | $231K |
| Alpha Financial Partners LLC | 0.15% | Add +1.3% | 2,093 | $231K |
| Snider Financial Group | 0.06% | No change | 2,074 | $229K |
| Opulen Financial Group LLC | 0.17% | Add +0.3% | 2,072 | $229K |
| Bristlecone Advisors, LLC | 0.02% | No change | 2,058 | $227K |
| Valued Retirements, Inc. | 0.26% | No change | 2,158 | $227K |
| Sierra Capital LLC | 0.02% | No change | 2,043 | $226K |
| Eastern Bank | 0.00% | No change | 2,043 | $226K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,041 | $225K |
| HBK Sorce Advisory LLC | 0.01% | No change | 2,031 | $224K |
| LJI Wealth Management, LLC | 0.04% | No change | 2,002 | $221K |
| Smith Thornton Advisors LLC | 0.12% | No change | 2,000 | $221K |
| Alliance Wealth Advisors, LLC | 0.11% | No change | 1,968 | $217K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -48.6% | 1,961 | $216K |
| Arkadios Wealth Advisors | 0.01% | No change | 1,934 | $213K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.07% | No change | 1,919 | $212K |
| Alaethes Wealth, LLC | 0.06% | Reduce -4.1% | 1,858 | $205K |
| Comerica Bank | 0.00% | Reduce -8.3% | 1,819 | $201K |
| Capital Investment Advisory Services, LLC | 0.02% | New | 1,760 | $194K |
| Global Retirement Partners, LLC | 0.00% | Add +0.2% | 1,713 | $189K |
| Wealth Watch Advisors, INC | 0.08% | New | 1,703 | $188K |
| Advisory Services Network, LLC | 0.00% | New | 1,685 | $186K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,476 | $163K |
| Ramirez Asset Management, Inc. | 0.02% | No change | 1,280 | $141K |
| IFP Advisors, Inc | 0.00% | No change | 1,206 | $133K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 1,105 | $122K |
| Darwin Wealth Management, LLC | 0.04% | New | 1,045 | $115K |
| Independence Bank of Kentucky | 0.01% | No change | 948 | $105K |
| Optimum Investment Advisors | 0.04% | Reduce -10.0% | 900 | $99K |
| Colonial Trust Co / SC | 0.01% | No change | 880 | $97K |
| Tanglewood Legacy Advisors, LLC | 0.04% | No change | 822 | $91K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 810 | $89K |
| Barrett & Company, Inc. | 0.03% | No change | 792 | $87K |
| AE Wealth Management LLC | 0.00% | Add +104.5% | 769 | $85K |
| Ameriflex Group, Inc. | 0.02% | Add +100.0% | 570 | $63K |
| Bogart Wealth, LLC | 0.00% | No change | 567 | $63K |
| Geneos Wealth Management Inc. | 0.00% | No change | 560 | $62K |
| Clearstead Advisors, LLC | 0.00% | Add +389.1% | 538 | $59K |
| FSA Wealth Management LLC | 0.02% | Reduce -7.5% | 453 | $55K |
| Quadrant Capital Group LLC | 0.00% | New | 485 | $54K |
| Blair William & Co. | 0.00% | Add +81.7% | 456 | $50K |
| Financial Life Planners | 0.03% | New | 400 | $44K |
| BlackRock, Inc. | 0.00% | Reduce -0.3% | 400 | $44K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 371 | $41K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -29.1% | 371 | $41K |
| Cwm, LLC | 0.00% | Add +77.7% | 359 | $40K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.4% | 270 | $30K |
| Russell Investments Group, Ltd. | 0.00% | No change | 268 | $30K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 258 | $28K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -33.3% | 252 | $28K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -92.1% | 248 | $27K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 240 | $26K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 200 | $22K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 181 | $20K |
| Parallel Advisors, LLC | 0.00% | No change | 180 | $20K |
| AlphaCore Capital LLC | 0.00% | No change | 170 | $19K |
| Signaturefd, LLC | 0.00% | No change | 154 | $17K |
| Bellevue Asset Management, LLC | 0.01% | No change | 150 | $17K |
| Creekmur Asset Management LLC | 0.00% | No change | 149 | $16K |
| National Bank of Canada | 0.00% | Reduce -48.7% | 139 | $15K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 129 | $14K |
| Assetmark, Inc. | 0.00% | Reduce -50.2% | 126 | $14K |
| Fortitude Family Office, LLC | 0.00% | New | 100 | $11K |
| Bessemer Group Inc. | 0.00% | New | 90 | $10K |
| St Germain D J Co. Inc. | 0.00% | No change | 82 | $9K |
| Harbor Asset Planning, Inc. | 0.01% | No change | 78 | $9K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 66 | $7K |
| Key Financial Inc | 0.00% | No change | 57 | $6K |
| City State Bank | 0.00% | No change | 50 | $6K |
| Blue Trust, Inc. | 0.00% | No change | 42 | $5K |
| REAP Financial Group, LLC | 0.00% | No change | 40 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -7.1% | 39 | $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% | No change | 10 | $1K |
| Rialto Wealth Management, LLC | 0.00% | No change | 6 | $663 |
"% 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.