Vanguard S&P Mid-Cap 400 ETFIVOOETF
13F holders, Q4 2025 (December 31)288holders +15
17new positions
8sold out
1famous investor
$111.33avg. 13F price*
At the end of Q4 2025, 288 institutions reported holding Vanguard S&P Mid-Cap 400 ETF (IVOO) in their 13F filings, up 15 from Q3 2025. 17 opened new positions and 8 sold out. The largest holders were Goldman Sachs Group Inc. ($189.0M), Bank of America Corp. ($148.5M) and Hantz Financial Services, Inc. ($120.9M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $17.0M |
| Exits | 8 | $4.8M |
All 13F filers, Q3 2025 → Q4 2025: 1,026,547 shares bought and 202,891 shares sold, net +823,656 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 288 holders
| Goldman Sachs Group Inc. | 0.03% | Add +2.9% | 1,690,313 | $189.0M |
| Bank of America Corp. | 0.01% | Add +1.6% | 1,328,178 | $148.5M |
| Hantz Financial Services, Inc. | 1.78% | Add +38.3% | 1,081,311 | $120.9M |
| Morgan Stanley | 0.01% | Add +2.5% | 1,009,424 | $112.9M |
| UBS Group AG | 0.02% | Add +0.2% | 868,725 | $97.1M |
| Lockheed Martin Investment Management Co. | 2.35% | Reduce -4.5% | 630,000 | $70.4M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +2.2% | 555,856 | $62.1M |
| Starr Indemnity & Liability Co | 11.56% | No change | 364,098 | $40.7M |
| Raymond James Financial Inc. | 0.01% | Add +3.5% | 338,429 | $37.8M |
| Wells Fargo & Company | 0.01% | Add +4.3% | 272,623 | $30.5M |
| LPL Financial LLC | 0.01% | Reduce -5.5% | 271,790 | $30.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.0% | 259,215 | $29.0M |
| Savant Capital, LLC | 0.16% | Add +163.4% | 250,648 | $28.0M |
| Royal Bank of Canada | 0.00% | Add +3.5% | 232,057 | $25.9M |
| C V Starr & Co. Inc. | 13.97% | No change | 227,427 | $25.4M |
| Ameriprise Financial Inc. | 0.01% | Add +1.4% | 218,298 | $24.4M |
| JPMorgan Chase & Co. | 0.00% | Add +3.4% | 181,585 | $20.3M |
| Francis Financial, Inc. | 3.56% | Add +4.9% | 162,744 | $18.2M |
| Old National Bancorp | 0.28% | Add +2.9% | 151,439 | $16.9M |
| Allworth Financial LP | 0.07% | Reduce -4.0% | 148,854 | $16.6M |
| Osaic Holdings, Inc. | 0.02% | Add +15.8% | 142,256 | $15.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -5.6% | 140,526 | $15.7M |
| D.A. Davidson & Co. | 0.09% | Add +5.7% | 135,573 | $15.2M |
| Cetera Investment Advisers | 0.01% | Reduce -2.3% | 119,683 | $13.4M |
| Evergreen Capital Management LLC | 0.29% | Reduce -4.0% | 114,263 | $12.8M |
| NWM Advisors, LLC | 10.98% | — | 112,919 | $12.6M |
| Moneta Group Investment Advisors LLC | 0.09% | Add +45.2% | 102,646 | $11.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +2.2% | 96,161 | $10.8M |
| Coign Capital Advisors LLC | 5.42% | Reduce -2.3% | 92,598 | $10.4M |
| Bryant Woods Investment Advisors, LLC | 3.57% | Reduce -1.7% | 82,493 | $9.2M |
| Pathstone Holdings, LLC | 0.04% | Reduce -0.3% | 81,946 | $9.2M |
| Raelipskie Partnership | 3.81% | Add +7.5% | 81,255 | $9.1M |
| Lebenthal Global Advisors, LLC | 1.38% | Add +2.6% | 80,172 | $9.0M |
| Kastel Capital Advisors, LLC | 5.47% | — | 79,651 | $8.9M |
| Stifel Financial Corp. | 0.01% | Add +45.0% | 79,455 | $8.9M |
| Warwick Investment Management, Inc. | 1.18% | Add +44.6% | 68,321 | $7.6M |
| Brown Advisory Inc. | 0.01% | Add +8.4% | 64,592 | $7.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +1.1% | 62,448 | $7.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +31.1% | 57,570 | $6.4M |
| Checchi Capital Advisers, LLC | 0.43% | Add +12.8% | 55,980 | $6.3M |
| Sentinel Trust Co. Lba | 0.60% | Reduce -10.6% | 54,746 | $6.1M |
| Soltis Investment Advisors LLC | 0.40% | Reduce -2.8% | 54,672 | $6.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +24.3% | 50,077 | $5.6M |
| Texas Capital Bank Wealth Management Services Inc | 0.32% | Reduce -7.1% | 50,063 | $5.6M |
| Harbor Advisory Corp. | 1.67% | No change | 49,445 | $5.5M |
| Cerity Partners LLC | 0.01% | Reduce -3.9% | 49,197 | $5.5M |
| Andrews Advisory Associates, LLC | 2.86% | — | 48,095 | $5.4M |
| Harbour Investments, Inc. | 0.11% | Add +3.3% | 47,553 | $5.3M |
| Savvy Advisors, Inc. | 0.15% | New | 41,877 | $4.7M |
| Legacy Solutions, LLC | 3.88% | Add +2.5% | 39,459 | $4.4M |
| EP Wealth Advisors, LLC | 0.02% | — | 38,668 | $4.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -7.4% | 37,789 | $4.2M |
| Mariner, LLC | 0.00% | Reduce -1.2% | 35,951 | $4.0M |
| First American Bank | 0.24% | Reduce -0.6% | 35,140 | $3.9M |
| Atlas Legacy Advisors, LLC | 0.69% | Add +6.8% | 34,997 | $3.9M |
| Phillips Financial Management, LLC | 0.24% | No change | 33,810 | $3.8M |
| Axxcess Wealth Management, LLC | 0.06% | New | 32,084 | $3.6M |
| Valmark Advisers, Inc. | 0.04% | Reduce -0.1% | 31,888 | $3.6M |
| Coastline Trust Co | 0.33% | Reduce -11.3% | 31,516 | $3.5M |
| Creative Planning | 0.00% | Reduce -5.6% | 30,382 | $3.4M |
| Keystone Financial Group | 0.24% | Reduce -0.3% | 28,611 | $3.2M |
| Violich Capital Management, Inc. | 0.33% | New | 26,500 | $3.0M |
| Tempo Wealth, LLC | 0.51% | — | 25,810 | $2.9M |
| Eq LLC | 0.82% | Add +3.1% | 25,361 | $2.8M |
| &partners | 0.01% | Add +19.6% | 25,332 | $2.8M |
| Fairway Wealth LLC | 0.73% | Add +6.2% | 24,235 | $2.7M |
| MetLife Investment Management, LLC | 0.01% | Reduce -29.4% | 23,490 | $2.6M |
| Fiduciary Trust Co | 0.03% | No change | 22,925 | $2.6M |
| Truist Financial Corp. | 0.00% | Add +3.8% | 22,494 | $2.5M |
| SpringVest Wealth Management LLC | 1.73% | Reduce -0.2% | 22,211 | $2.5M |
| Waverly Advisors, LLC | 0.02% | Add +1.3% | 21,205 | $2.4M |
| MML Investors Services, LLC | 0.01% | No change | 21,150 | $2.4M |
| Valpey Financial Services, LLC | 1.47% | Add +4.2% | 20,614 | $2.3M |
| Truepoint, Inc. | 0.05% | No change | 18,200 | $2.0M |
| Marble Harbor Investment Counsel, LLC | 0.21% | Reduce -10.5% | 17,750 | $2.0M |
| Octavia Wealth Advisors, LLC | 0.17% | Reduce -3.4% | 15,798 | $1.8M |
| Vanguard Group Inc. | 0.00% | Add +0.3% | 15,523 | $1.7M |
| SoundView Advisors Inc. | 0.59% | New | 15,015 | $1.7M |
| Klingman & Associates, LLC | 0.08% | Add +0.5% | 14,877 | $1.7M |
| Bank of New York Mellon Corp | 0.00% | Add +41.5% | 14,530 | $1.6M |
| Greenleaf Trust | 0.01% | Reduce -2.5% | 14,336 | $1.6M |
| Gibraltar Capital Management, Inc. | 0.27% | Add +1.4% | 14,120 | $1.6M |
| Motley Fool Wealth Management, LLC | 0.12% | New | 14,117 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +147.8% | 14,001 | $1.6M |
| Bleakley Financial Group, LLC | 0.03% | Reduce -1.5% | 13,713 | $1.5M |
| CIBC Private Wealth Group LLC | 0.00% | Add +5591.7% | 13,660 | $1.5M |
| Quadrant Capital Group LLC | 0.05% | Add +2706.8% | 13,613 | $1.5M |
| Ieq Capital, LLC | 0.00% | Add +1.2% | 12,888 | $1.4M |
| Corient Private Wealth LP | 0.00% | Add +16.6% | 12,848 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Reduce -6.8% | 12,776 | $1.4M |
| Rwa Wealth Partners, LLC | 0.01% | No change | 12,252 | $1.4M |
| Gotham Asset Management | 0.01% | Add +256.5% | 12,246 | $1.4M |
| Base Wealth Management LLC | 0.72% | Reduce -12.2% | 12,017 | $1.3M |
| Sittner & Nelson, LLC | 0.48% | No change | 11,050 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +30.6% | 12,005 | $1.3M |
| First Bancorp, Inc | 0.69% | No change | 11,528 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +115.2% | 11,466 | $1.3M |
| Envision Financial Planning, LLC | 0.48% | Add +8.1% | 11,436 | $1.3M |
| Ritter Daniher Financial Advisory LLC / DE | 0.21% | Add +4.4% | 11,335 | $1.3M |
| WealthBridge Capital Management, LLC | 0.28% | Add +0.6% | 10,906 | $1.2M |
"% 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.