Vanguard S&P Mid-Cap 400 ETFIVOOETF
13F holders, Q1 2026 (March 31)301holders +13
28new positions
15sold out
1famous investor
$114.25avg. 13F price*
At the end of Q1 2026, 301 institutions reported holding Vanguard S&P Mid-Cap 400 ETF (IVOO) in their 13F filings, up 13 from Q4 2025. 28 opened new positions and 15 sold out. The largest holders were Goldman Sachs Group Inc. ($210.8M), Hantz Financial Services, Inc. ($172.7M) and Bank of America Corp. ($159.7M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $16.6M |
| Exits | 15 | $8.4M |
All 13F filers, Q4 2025 → Q1 2026: 1,276,870 shares bought and 571,912 shares sold, net +704,958 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 301 holders
| Goldman Sachs Group Inc. | 0.03% | Add +9.1% | 1,844,375 | $210.8M |
| Hantz Financial Services, Inc. | 2.63% | Add +39.7% | 1,510,966 | $172.7M |
| Bank of America Corp. | 0.01% | Add +5.2% | 1,397,368 | $159.7M |
| Morgan Stanley | 0.01% | Reduce -6.8% | 940,571 | $107.5M |
| UBS Group AG | 0.02% | Reduce -3.1% | 841,917 | $96.2M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +11.6% | 620,359 | $70.9M |
| Lockheed Martin Investment Management Co. | 2.26% | Reduce -14.3% | 540,000 | $61.7M |
| Raymond James Financial Inc. | 0.01% | Add +8.6% | 367,675 | $42.0M |
| Starr Indemnity & Liability Co | 10.58% | No change | 364,098 | $41.6M |
| Wells Fargo & Company | 0.01% | Add +12.9% | 307,813 | $35.2M |
| LPL Financial LLC | 0.01% | Add +12.3% | 305,085 | $34.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.3% | 267,709 | $30.6M |
| Ameriprise Financial Inc. | 0.01% | Add +9.8% | 239,726 | $26.7M |
| C V Starr & Co. Inc. | 13.56% | No change | 227,427 | $26.0M |
| Royal Bank of Canada | 0.00% | Reduce -3.4% | 224,117 | $25.6M |
| JPMorgan Chase & Co. | 0.00% | Add +2.5% | 186,081 | $20.7M |
| Francis Financial, Inc. | 3.75% | Add +8.5% | 176,517 | $20.2M |
| Savant Capital, LLC | 0.09% | Reduce -35.7% | 161,136 | $18.4M |
| Moneta Group Investment Advisors LLC | 0.14% | Add +54.5% | 158,553 | $18.1M |
| Allworth Financial LP | 0.07% | Add +0.5% | 149,524 | $17.1M |
| Old National Bancorp | 0.28% | Reduce -2.3% | 147,903 | $16.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -9.7% | 126,886 | $14.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -12.3% | 124,792 | $14.3M |
| Evergreen Capital Management LLC | 0.30% | Add +4.3% | 119,132 | $13.6M |
| Cetera Investment Advisers | 0.01% | Reduce -2.7% | 116,460 | $13.3M |
| NWM Advisors, LLC | 11.57% | Reduce -1.6% | 111,130 | $12.7M |
| D.A. Davidson & Co. | 0.07% | Reduce -22.4% | 105,248 | $12.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +1.5% | 97,634 | $11.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +62.7% | 93,666 | $10.7M |
| Coign Capital Advisors LLC | 5.47% | Reduce -1.6% | 91,116 | $10.4M |
| Stifel Financial Corp. | 0.01% | Add +14.3% | 90,812 | $10.4M |
| Warwick Investment Management, Inc. | 1.46% | Add +28.6% | 87,859 | $10.0M |
| Bryant Woods Investment Advisors, LLC | 3.59% | Add +3.4% | 85,291 | $9.8M |
| Raelipskie Partnership | 3.97% | Add +1.0% | 82,080 | $9.4M |
| Lebenthal Global Advisors, LLC | 1.34% | Add +0.9% | 80,900 | $9.2M |
| Pathstone Holdings, LLC | 0.04% | Reduce -2.1% | 80,224 | $9.2M |
| Kastel Capital Advisors, LLC | 5.47% | No change | 79,651 | $8.9M |
| Brown Advisory Inc. | 0.01% | Add +0.7% | 65,012 | $7.4M |
| Janney Montgomery Scott LLC | 0.02% | Add +3.4% | 64,567 | $7.4M |
| Checchi Capital Advisers, LLC | 0.47% | Add +7.3% | 60,077 | $6.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +10.1% | 55,120 | $6.3M |
| Sentinel Trust Co. Lba | 0.62% | No change | 54,746 | $6.3M |
| Cerity Partners LLC | 0.01% | Add +6.7% | 52,472 | $6.0M |
| Soltis Investment Advisors LLC | 0.38% | Reduce -6.3% | 51,250 | $5.9M |
| Harbor Advisory Corp. | 1.70% | No change | 49,445 | $5.7M |
| Texas Capital Bank Wealth Management Services Inc | 0.33% | Reduce -2.8% | 48,646 | $5.6M |
| Harbour Investments, Inc. | 0.08% | Reduce -2.0% | 46,617 | $5.3M |
| Valmark Advisers, Inc. | 0.06% | Add +41.8% | 45,224 | $5.2M |
| Violich Capital Management, Inc. | 0.60% | Add +69.0% | 44,795 | $5.1M |
| Savvy Advisors, Inc. | 0.13% | Add +0.2% | 41,979 | $4.8M |
| EP Wealth Advisors, LLC | 0.02% | Add +3.0% | 39,817 | $4.6M |
| Legacy Solutions, LLC | 3.90% | Reduce -6.8% | 36,771 | $4.2M |
| Private Advisor Group, LLC | 0.02% | Reduce -3.1% | 36,627 | $4.2M |
| Atlas Legacy Advisors, LLC | 0.74% | Add +1.5% | 35,516 | $4.1M |
| First American Bank | 0.25% | Reduce -1.3% | 34,683 | $4.0M |
| Mariner, LLC | 0.00% | Reduce -8.3% | 32,956 | $3.8M |
| Phillips Financial Management, LLC | 0.27% | Reduce -4.9% | 32,162 | $3.7M |
| Creative Planning | 0.00% | Add +0.7% | 30,607 | $3.5M |
| Citigroup Inc. | 0.00% | New | 30,420 | $3.5M |
| Coastline Trust Co | 0.34% | Reduce -3.8% | 30,330 | $3.5M |
| Keystone Financial Group | 0.22% | Reduce -0.7% | 28,417 | $3.2M |
| Eq LLC | 0.86% | Add +5.1% | 26,656 | $3.0M |
| Clearstead Advisors, LLC | 0.03% | Add +294.2% | 25,387 | $2.9M |
| Tempo Wealth, LLC | 0.50% | Reduce -2.1% | 25,263 | $2.9M |
| &partners | 0.01% | Reduce -1.7% | 24,890 | $2.8M |
| Fairway Wealth LLC | 0.73% | Add +0.3% | 24,304 | $2.8M |
| MML Investors Services, LLC | 0.01% | Add +12.2% | 23,725 | $2.7M |
| Andrews Advisory Associates, LLC | 1.42% | Reduce -51.1% | 23,536 | $2.7M |
| MetLife Investment Management, LLC | 0.01% | No change | 23,490 | $2.7M |
| Fiduciary Trust Co | 0.03% | No change | 22,925 | $2.6M |
| Truist Financial Corp. | 0.00% | Add +1.4% | 22,797 | $2.6M |
| SpringVest Wealth Management LLC | 1.73% | Reduce -0.4% | 22,123 | $2.5M |
| Waverly Advisors, LLC | 0.02% | Reduce -1.0% | 20,996 | $2.4M |
| Marble Harbor Investment Counsel, LLC | 0.26% | Add +16.4% | 20,660 | $2.4M |
| Valpey Financial Services, LLC | 1.49% | Reduce -3.0% | 19,988 | $2.3M |
| Blair William & Co. | 0.01% | Add +677.3% | 19,674 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +75.3% | 20,094 | $2.2M |
| Councilor Wealth, LLC | 1.08% | New | 19,394 | $2.2M |
| CIBC Bancorp USA Inc. | 0.00% | — | 18,548 | $2.1M |
| Truepoint, Inc. | 0.05% | No change | 18,200 | $2.1M |
| Octavia Wealth Advisors, LLC | 0.17% | Reduce -0.0% | 15,796 | $1.8M |
| SoundView Advisors Inc. | 0.61% | Reduce -0.8% | 14,894 | $1.7M |
| Farther Finance Advisors, LLC | 0.02% | New | 14,762 | $1.7M |
| Klingman & Associates, LLC | 0.08% | Add +0.0% | 14,878 | $1.7M |
| Vanguard National Trust Co | 0.11% | — | 14,841 | $1.7M |
| Gibraltar Capital Management, Inc. | 0.28% | No change | 14,120 | $1.6M |
| Envision Financial Planning, LLC | 0.57% | Add +20.4% | 13,773 | $1.6M |
| Quadrant Capital Group LLC | 0.05% | No change | 13,613 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.6% | 13,283 | $1.5M |
| Greenleaf Trust | 0.01% | Reduce -8.4% | 13,134 | $1.5M |
| Ieq Capital, LLC | 0.01% | Reduce -0.1% | 12,874 | $1.5M |
| Pinnacle Financial Partners, Inc. | 0.01% | New | 12,678 | $1.4M |
| Kintra Wealth, LLC | 0.10% | New | 12,574 | $1.4M |
| US Bancorp \de | 0.00% | Add +180.6% | 12,518 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Reduce -2.7% | 12,427 | $1.4M |
| Rwa Wealth Partners, LLC | 0.02% | No change | 12,252 | $1.4M |
| Gotham Asset Management | 0.00% | No change | 12,246 | $1.4M |
| Bleakley Financial Group, LLC | 0.02% | Reduce -12.6% | 11,987 | $1.4M |
| Ritter Daniher Financial Advisory LLC / DE | 0.22% | Add +0.7% | 11,414 | $1.3M |
| Focus Partners Wealth | 0.00% | Reduce -21.2% | 9,455 | $1.3M |
"% 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.