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 |
| Atria Investments, Inc | 0.01% | Add +0.6% | 10,906 | $1.2M |
| FMR LLC | 0.00% | Add +13.1% | 10,789 | $1.2M |
| Sax Wealth Advisors, LLC | 0.05% | No change | 10,407 | $1.2M |
| Naples Global Advisors, LLC | 0.09% | Add +0.4% | 10,205 | $1.1M |
| Capital Analysts, LLC | 0.03% | Add +72.4% | 10,088 | $1.1M |
| Pitcairn Wealth Advisors LLC | 0.10% | — | 10,060 | $1.1M |
| Summit Financial Strategies, Inc. | 0.09% | No change | 9,954 | $1.1M |
| Valeo Financial Advisors, LLC | 0.02% | No change | 9,691 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +53.1% | 9,555 | $1.1M |
| 1834 Investment Advisors Co. | 0.13% | Reduce -4.9% | 9,537 | $1.1M |
| Zhang Financial LLC | 0.04% | Add +0.1% | 9,417 | $1.1M |
| Betterment LLC | 0.00% | Add +48.0% | 8,481 | $948K |
| Chicago Partners Investment Group LLC | 0.02% | Add +12.9% | 7,728 | $911K |
| Brooklyn Investment Group | 0.04% | Add +247.3% | 8,034 | $911K |
| PACK Private Wealth, LLC | 0.41% | No change | 8,099 | $905K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.1% | 7,855 | $878K |
| Jane Street Group, LLC | 0.00% | Add +5.0% | 7,788 | $871K |
| Baird Financial Group, Inc. | 0.00% | Add +30.7% | 7,404 | $828K |
| Turtle Creek Wealth Advisors, LLC | 0.06% | No change | 7,133 | $797K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 7,127 | $797K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +0.1% | 7,041 | $787K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +1.8% | 6,912 | $773K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -50.0% | 6,884 | $770K |
| Pachira Investments Inc. | 0.37% | Add +56.1% | 6,868 | $768K |
| Evoke Wealth, LLC | 0.01% | Add +0.4% | 6,852 | $766K |
| Spire Wealth Management | 0.03% | Reduce -3.1% | 6,817 | $762K |
| Walkner Condon Financial Advisors LLC | 0.11% | Add +3.5% | 6,807 | $761K |
| Hanover Advisors Inc. | 0.29% | Reduce -0.4% | 6,633 | $742K |
| Manchester Capital Management LLC | 0.10% | No change | 6,488 | $725K |
| Taylor Hoffman Capital Management LLC | 0.22% | Reduce -3.1% | 6,472 | $724K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -11.0% | 6,465 | $723K |
| O'ROURKE & COMPANY, Inc | 0.28% | Add +0.5% | 6,464 | $723K |
| McKinley Carter Wealth Services, Inc. | 0.04% | No change | 6,452 | $721K |
| Clearstead Advisors, LLC | 0.01% | Add +1097.0% | 6,440 | $720K |
| Anson Capital, Inc. | 0.52% | Add +1.3% | 6,433 | $719K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -1.4% | 6,294 | $704K |
| TD Private Client Wealth LLC | 0.01% | Add +11.6% | 6,279 | $702K |
| Castle Wealth Management LLC | 0.23% | Reduce -11.9% | 6,254 | $699K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Reduce -5.8% | 6,236 | $697K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -2.3% | 6,158 | $688K |
| Simon Quick Advisors, LLC | 0.03% | Reduce -26.4% | 6,138 | $686K |
| Fort Sheridan Advisors LLC | 0.09% | Reduce -27.4% | 6,055 | $677K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +1.8% | 6,027 | $674K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.8% | 5,717 | $666K |
| IRON Financial LLC | 0.28% | Add +0.2% | 5,533 | $619K |
| Stordahl Capital Management, Inc. | 0.12% | Add +2.2% | 5,410 | $605K |
| Sargent Investment Group, LLC | 0.08% | New | 5,362 | $599K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.2% | 5,060 | $566K |
| STAR Financial Bank | 0.29% | No change | 5,057 | $565K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +5.4% | 5,020 | $561K |
| Affiance Financial, LLC | 0.09% | Reduce -0.9% | 4,984 | $557K |
| Grant Street Asset Management, Inc. | 0.11% | Reduce -4.0% | 4,717 | $527K |
| Diversify Advisory Services, LLC | 0.02% | Add +2.7% | 4,437 | $526K |
| CRA Financial Services, LLC | 0.07% | No change | 4,628 | $517K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 4,590 | $513K |
| Reflection Asset Management | 0.36% | — | 4,472 | $512K |
| 1900 Wealth Management LLC | 0.03% | Add +1.0% | 4,507 | $504K |
| US Bancorp \de | 0.00% | Reduce -0.7% | 4,461 | $499K |
| Signature Equity Partners, LLC | 0.28% | — | 4,455 | $498K |
| CGN Advisors LLC | 0.04% | Add +15.3% | 4,400 | $492K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -6.7% | 4,267 | $477K |
| Tribridge Partners Financial LLC | 0.19% | Reduce -4.3% | 3,997 | $447K |
| Stratos Wealth Partners, LTD. | 0.01% | No change | 3,905 | $437K |
| PFG Advisors | 0.02% | Reduce -30.8% | 3,894 | $435K |
| Tiaa Trust, National Association | 0.00% | Reduce -1.3% | 3,709 | $415K |
| Northern Trust Corp. | 0.00% | Add +2.6% | 3,685 | $412K |
| Hemenway Trust Co LLC | 0.03% | Add +46.9% | 3,660 | $409K |
| DUTCH ASSET Corp | 0.31% | — | 3,564 | $398K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 3,460 | $387K |
| Bedell Frazier Investment Counselling, LLC | 0.07% | Reduce -87.0% | 3,423 | $383K |
| Bokf, NA | 0.01% | No change | 3,413 | $382K |
| 1ST Source Bank | 0.02% | No change | 3,404 | $381K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -22.5% | 3,371 | $377K |
| FourThought Financial Partners, LLC | 0.03% | New | 3,284 | $367K |
| Lanark Financial, Inc. | 0.03% | Add +0.1% | 3,238 | $362K |
| Sage Mountain Advisors LLC | 0.02% | No change | 3,226 | $361K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -2.5% | 3,207 | $359K |
| Fiduciary Family Office, LLC | 0.10% | No change | 3,190 | $357K |
| Samalin Investment Counsel, LLC | 0.13% | Add +0.3% | 3,149 | $352K |
| Pinnacle Associates Ltd. | 0.00% | No change | 3,141 | $351K |
| Tandem Investment Partners LLC | 0.29% | No change | 3,125 | $349K |
| American Trust | 0.03% | Reduce -32.1% | 3,111 | $348K |
| HighTower Advisors, LLC | 0.00% | Add +18.5% | 3,094 | $346K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -1.3% | 3,064 | $343K |
| Waldron Private Wealth LLC | 0.01% | No change | 3,052 | $341K |
| New England Private Wealth Advisors LLC | 0.04% | Add +0.4% | 3,017 | $337K |
| Sigma Planning Corp | 0.01% | New | 3,014 | $337K |
| Composition Wealth, LLC | 0.00% | No change | 3,013 | $337K |
| Merit Financial Group, LLC | 0.00% | Reduce -5.8% | 2,996 | $335K |
| Bank of Montreal | 0.00% | No change | 2,930 | $328K |
| Equitable Holdings, Inc. | 0.00% | Add +6.0% | 2,918 | $326K |
| Embree Financial Group | 0.04% | Reduce -1.6% | 2,878 | $322K |
| NewEdge Wealth, LLC | 0.00% | No change | 2,826 | $316K |
| Stage Harbor Financial, LLC | 0.21% | No change | 2,791 | $312K |
| Essex Bank | 0.07% | No change | 2,791 | $312K |
| Nwam LLC | 0.02% | No change | 2,600 | $306K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.3% | 2,621 | $293K |
| Blair William & Co. | 0.00% | Add +455.0% | 2,531 | $283K |
| Kieckhefer Group LLC | 0.13% | Add +0.2% | 2,474 | $277K |
| Mascagni Wealth Management, Inc. | 0.20% | Add +0.4% | 2,404 | $269K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 2,396 | $268K |
| Cozad Asset Management Inc. | 0.02% | No change | 2,386 | $267K |
| Chemistry Wealth Management LLC | 0.05% | No change | 2,370 | $265K |
| CoreCap Advisors, LLC | 0.01% | Add +2.9% | 2,294 | $256K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +16.4% | 2,282 | $255K |
| Wealth Watch Advisors, INC | 0.09% | Add +33.2% | 2,269 | $254K |
| Evernest Financial Advisors, LLC | 0.05% | Reduce -3.0% | 2,073 | $252K |
| Verum Partners LLC | 0.05% | Reduce -14.9% | 2,227 | $249K |
| HBK Sorce Advisory LLC | 0.01% | No change | 2,031 | $247K |
| 49 Wealth Management, LLC | 0.02% | Add +0.4% | 2,199 | $246K |
| Chilton Investment Co. Inc. | 0.01% | No change | 2,185 | $244K |
| Alaethes Wealth, LLC | 0.07% | Add +16.3% | 2,160 | $241K |
| Valued Retirements, Inc. | 0.24% | No change | 2,158 | $241K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2.5% | 2,147 | $240K |
| Opulen Financial Group LLC | 0.17% | Add +0.3% | 2,079 | $232K |
| Mountain Capital Investment Advisors Inc. | 0.04% | Reduce -17.1% | 1,942 | $229K |
| Eastern Bank | 0.00% | No change | 2,043 | $228K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,041 | $228K |
| Sierra Capital LLC | 0.02% | No change | 2,043 | $228K |
| Alpha Financial Partners LLC | 0.14% | Reduce -2.9% | 2,033 | $227K |
| LJI Wealth Management, LLC | 0.03% | No change | 2,002 | $224K |
| Smith Thornton Advisors LLC | 0.11% | No change | 2,000 | $224K |
| Nicholas Hoffman & Company, LLC. | 0.01% | New | 1,989 | $222K |
| Snider Financial Group | 0.06% | Reduce -5.0% | 1,971 | $220K |
| Alliance Wealth Advisors, LLC | 0.11% | No change | 1,968 | $220K |
| Arkadios Wealth Advisors | 0.00% | No change | 1,934 | $216K |
| Principal Securities, Inc. | 0.00% | Reduce -35.5% | 1,905 | $213K |
| Global Retirement Partners, LLC | 0.00% | Add +0.2% | 1,716 | $192K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -5.7% | 1,660 | $186K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -47.5% | 1,526 | $171K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,476 | $165K |
| Comerica Bank | 0.00% | Reduce -25.6% | 1,353 | $151K |
| Ramirez Asset Management, Inc. | 0.02% | No change | 1,280 | $143K |
| IFP Advisors, Inc | 0.00% | No change | 1,206 | $135K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 1,105 | $124K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.04% | Reduce -45.9% | 1,039 | $116K |
| AE Wealth Management LLC | 0.00% | Add +29.1% | 993 | $111K |
| Atlas Capital Advisors Inc. | 0.01% | — | 967 | $108K |
| Adkins Seale Capital Management LLC | 0.11% | — | 953 | $107K |
| Independence Bank of Kentucky | 0.01% | No change | 948 | $106K |
| Colonial Trust Co / SC | 0.01% | No change | 880 | $99K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 822 | $92K |
| Bessemer Group Inc. | 0.00% | Add +788.9% | 800 | $89K |
| Barrett & Company, Inc. | 0.03% | No change | 792 | $89K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -8.6% | 740 | $83K |
| International Assets Investment Management, LLC | 0.01% | New | 718 | $80K |
| Align Financial, LLC | 0.04% | — | 63,950 | $64K |
| Bogart Wealth, LLC | 0.00% | No change | 567 | $63K |
| Geneos Wealth Management Inc. | 0.00% | No change | 560 | $63K |
| IFC & Insurance Marketing, Inc. | 0.06% | — | 507 | $57K |
| MAI Capital Management | 0.00% | New | 475 | $53K |
| Atomic Invest LLC | 0.03% | — | 443 | $50K |
| BlackRock, Inc. | 0.00% | No change | 400 | $45K |
| Lodestone Wealth Management LLC | 0.02% | New | 389 | $43K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 371 | $42K |
| Optima Capital LLC | 0.02% | New | 346 | $39K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -16.2% | 311 | $35K |
| Ameriflex Group, Inc. | 0.02% | Reduce -49.8% | 286 | $32K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.4% | 271 | $30K |
| Cwm, LLC | 0.00% | Reduce -27.0% | 262 | $29K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 258 | $29K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -5.2% | 254 | $28K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 252 | $28K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 181 | $20K |
| AlphaCore Capital LLC | 0.00% | No change | 170 | $19K |
| Signaturefd, LLC | 0.00% | No change | 154 | $17K |
| Sound Income Strategies, LLC | 0.00% | New | 145 | $17K |
| Bellevue Asset Management, LLC | 0.01% | No change | 150 | $17K |
| GHP Investment Advisors, Inc. | 0.00% | Add +5.4% | 136 | $15K |
| Assetmark, Inc. | 0.00% | Add +0.8% | 127 | $14K |
| Fortitude Family Office, LLC | 0.00% | No change | 100 | $11K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -91.9% | 85 | $10K |
| St Germain D J Co. Inc. | 0.00% | No change | 82 | $9K |
| Harbor Asset Planning, Inc. | 0.01% | No change | 78 | $9K |
| Parallel Advisors, LLC | 0.00% | Reduce -56.7% | 78 | $9K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 66 | $7K |
| Arax Advisory Partners | 0.00% | New | 60 | $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 |
| Front Row Advisors LLC | 0.00% | No change | 30 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 26 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -35.9% | 25 | $3K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 10 | $1K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 10 | $1K |
| SHP Wealth Management | 0.00% | — | 10 | $1K |
| Rialto Wealth Management, LLC | 0.00% | No change | 6 | $671 |
"% 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.