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 |
| First Bancorp, Inc | 0.65% | Reduce -1.4% | 11,363 | $1.3M |
| Corient Private Wealth LP | 0.00% | Reduce -12.9% | 11,188 | $1.3M |
| Sittner & Nelson, LLC | 0.46% | No change | 11,050 | $1.3M |
| Brooklyn Investment Group | 0.04% | Add +37.4% | 11,041 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +273.4% | 10,895 | $1.2M |
| WealthBridge Capital Management, LLC | 0.28% | Reduce -3.8% | 10,495 | $1.2M |
| Atria Investments, Inc | 0.01% | Reduce -3.8% | 10,495 | $1.2M |
| Base Wealth Management LLC | 0.66% | Reduce -14.3% | 10,295 | $1.2M |
| Naples Global Advisors, LLC | 0.09% | No change | 10,205 | $1.2M |
| Sax Wealth Advisors, LLC | 0.06% | No change | 10,407 | $1.2M |
| FMR LLC | 0.00% | Reduce -5.9% | 10,157 | $1.2M |
| Summit Financial Strategies, Inc. | 0.09% | No change | 9,954 | $1.1M |
| Pitcairn Wealth Advisors LLC | 0.10% | No change | 10,060 | $1.1M |
| Zhang Financial LLC | 0.04% | Add +4.1% | 9,800 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | No change | 9,691 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +0.0% | 9,558 | $1.1M |
| Pachira Investments Inc. | 0.49% | Add +34.0% | 9,203 | $1.1M |
| 1834 Investment Advisors Co. | 0.13% | Reduce -5.0% | 9,064 | $1.0M |
| Betterment LLC | 0.00% | Add +4.7% | 8,881 | $1.0M |
| Capital Analysts, LLC | 0.03% | Reduce -12.7% | 8,806 | $1.0M |
| Oasis Advisors, LLC | 0.20% | New | 7,108 | $1.0M |
| Chicago Partners Investment Group LLC | 0.02% | Add +1.4% | 7,832 | $963K |
| PACK Private Wealth, LLC | 0.43% | No change | 8,099 | $926K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.6% | 7,809 | $893K |
| FourThought Financial Partners, LLC | 0.08% | Add +137.7% | 7,807 | $892K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -0.9% | 7,062 | $865K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +6.2% | 7,341 | $839K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +4.1% | 7,330 | $838K |
| Smartleaf Asset Management LLC | 0.03% | New | 7,512 | $834K |
| Evoke Wealth, LLC | 0.01% | Reduce -0.0% | 6,851 | $783K |
| Walkner Condon Financial Advisors LLC | 0.10% | No change | 6,807 | $778K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -1.2% | 6,799 | $777K |
| Hanover Advisors Inc. | 0.31% | No change | 6,633 | $758K |
| Spire Wealth Management | 0.03% | Reduce -4.6% | 6,505 | $744K |
| Manchester Capital Management LLC | 0.11% | No change | 6,488 | $742K |
| McKinley Carter Wealth Services, Inc. | 0.04% | No change | 6,452 | $738K |
| Anson Capital, Inc. | 0.50% | Reduce -0.2% | 6,422 | $734K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.3% | 6,380 | $729K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Reduce -0.3% | 6,220 | $711K |
| O'ROURKE & COMPANY, Inc | 0.28% | Reduce -4.5% | 6,173 | $706K |
| TD Private Client Wealth LLC | 0.01% | Reduce -1.8% | 6,168 | $705K |
| Castle Wealth Management LLC | 0.23% | Reduce -2.4% | 6,105 | $698K |
| Fort Sheridan Advisors LLC | 0.08% | Add +0.5% | 6,086 | $696K |
| Simon Quick Advisors, LLC | 0.03% | Reduce -1.1% | 6,073 | $694K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +0.2% | 6,038 | $690K |
| Baird Financial Group, Inc. | 0.00% | Reduce -18.9% | 6,007 | $687K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -3.2% | 5,960 | $681K |
| Taylor Hoffman Capital Management LLC | 0.21% | Reduce -8.0% | 5,954 | $681K |
| Sovereign Investment Advisors, LLC | 0.14% | New | 5,934 | $678K |
| Turtle Creek Wealth Advisors, LLC | 0.05% | Reduce -17.0% | 5,922 | $677K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.5% | 5,576 | $643K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +11.3% | 5,588 | $638K |
| IRON Financial LLC | 0.28% | Add +0.1% | 5,541 | $633K |
| Stordahl Capital Management, Inc. | 0.13% | Add +2.4% | 5,540 | $633K |
| Sargent Investment Group, LLC | 0.08% | No change | 5,362 | $613K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 5,205 | $595K |
| Diversify Wealth Management, LLC | 0.01% | New | 4,861 | $589K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.2% | 5,070 | $580K |
| STAR Financial Bank | 0.27% | Reduce -0.8% | 5,014 | $573K |
| Affiance Financial, LLC | 0.09% | No change | 4,984 | $570K |
| Reflection Asset Management | 0.34% | Add +0.1% | 4,475 | $548K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -24.8% | 4,733 | $541K |
| Grant Street Asset Management, Inc. | 0.10% | Add +0.3% | 4,730 | $541K |
| 1900 Wealth Management LLC | 0.03% | Add +2.8% | 4,632 | $530K |
| CRA Financial Services, LLC | 0.07% | No change | 4,628 | $529K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 4,590 | $525K |
| AdvisorNet Financial, Inc | 0.03% | Add +0.0% | 4,268 | $488K |
| Signature Equity Partners, LLC | 0.26% | Reduce -4.7% | 4,246 | $485K |
| WNY Asset Management, LLC | 0.05% | — | 4,240 | $485K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +78.8% | 4,081 | $467K |
| Tribridge Partners Financial LLC | 0.19% | Add +0.3% | 4,008 | $462K |
| CGN Advisors LLC | 0.04% | Reduce -9.3% | 3,992 | $456K |
| Stratos Wealth Partners, LTD. | 0.01% | No change | 3,905 | $446K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 3,709 | $424K |
| Northern Trust Corp. | 0.00% | No change | 3,685 | $421K |
| Hemenway Trust Co LLC | 0.03% | No change | 3,660 | $418K |
| Bedell Frazier Investment Counselling, LLC | 0.08% | Add +2.2% | 3,499 | $400K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 3,460 | $396K |
| Bokf, NA | 0.01% | No change | 3,413 | $390K |
| 1ST Source Bank | 0.02% | No change | 3,404 | $389K |
| Colter Lewis Investment Partners LLC | 0.36% | New | 3,381 | $387K |
| Lanark Financial, Inc. | 0.03% | Add +0.1% | 3,241 | $371K |
| Sage Mountain Advisors LLC | 0.03% | No change | 3,226 | $369K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.1% | 3,211 | $367K |
| Fiduciary Family Office, LLC | 0.10% | No change | 3,190 | $365K |
| Sigma Planning Corp | 0.01% | Add +5.6% | 3,183 | $364K |
| Independent Advisor Alliance | 0.00% | New | 3,174 | $363K |
| Samalin Investment Counsel, LLC | 0.13% | Add +0.3% | 3,159 | $361K |
| Motley Fool Wealth Management, LLC | 0.04% | Reduce -77.7% | 3,154 | $361K |
| Pinnacle Associates Ltd. | 0.00% | No change | 3,141 | $359K |
| Tandem Investment Partners LLC | 0.30% | No change | 3,125 | $357K |
| HighTower Advisors, LLC | 0.00% | Add +0.8% | 3,120 | $357K |
| Crestwood Advisors Group, LLC | 0.01% | Add +0.8% | 3,089 | $353K |
| Waldron Private Wealth LLC | 0.01% | No change | 3,052 | $349K |
| New England Private Wealth Advisors LLC | 0.04% | Add +0.3% | 3,026 | $346K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.2% | 3,026 | $346K |
| Composition Wealth, LLC | 0.00% | No change | 3,013 | $344K |
| Merit Financial Group, LLC | 0.00% | Add +0.2% | 3,002 | $343K |
| Bank of Montreal | 0.00% | No change | 2,930 | $335K |
| Embree Financial Group | 0.04% | Add +0.2% | 2,885 | $330K |
| LJI Wealth Management, LLC | 0.05% | Add +43.4% | 2,870 | $328K |
| NewEdge Wealth, LLC | 0.00% | Add +0.9% | 2,852 | $326K |
| Stage Harbor Financial, LLC | 0.21% | No change | 2,791 | $319K |
| Essex Bank | 0.07% | No change | 2,791 | $319K |
| Joel Isaacson & Co., LLC | 0.01% | Add +3.7% | 2,719 | $311K |
| American Trust | 0.03% | Reduce -14.9% | 2,647 | $303K |
| Nwam LLC | 0.02% | No change | 2,600 | $297K |
| Kieckhefer Group LLC | 0.13% | Add +0.2% | 2,478 | $283K |
| Cozad Asset Management Inc. | 0.02% | No change | 2,386 | $273K |
| Wealth Watch Advisors, INC | 0.11% | Add +4.8% | 2,377 | $272K |
| Chemistry Wealth Management LLC | 0.05% | No change | 2,370 | $271K |
| Mascagni Wealth Management, Inc. | 0.19% | Reduce -3.0% | 2,331 | $267K |
| Chilton Investment Co. Inc. | 0.01% | Add +4.0% | 2,272 | $260K |
| CoreCap Advisors, LLC | 0.01% | Reduce -1.1% | 2,269 | $259K |
| Verum Partners LLC | 0.05% | Add +0.3% | 2,233 | $255K |
| McAdam, LLC | 0.01% | New | 2,227 | $255K |
| HBK Sorce Advisory LLC | 0.01% | No change | 2,031 | $254K |
| Evernest Financial Advisors, LLC | 0.05% | Reduce -0.6% | 2,061 | $254K |
| Alaethes Wealth, LLC | 0.07% | Add +2.8% | 2,221 | $254K |
| 49 Wealth Management, LLC | 0.02% | Add +0.3% | 2,205 | $252K |
| Valued Retirements, Inc. | 0.24% | No change | 2,158 | $247K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.5% | 2,157 | $247K |
| RFG Advisory, LLC | 0.00% | New | 2,138 | $244K |
| Opulen Financial Group LLC | 0.17% | Add +0.3% | 2,085 | $238K |
| Alpha Financial Partners LLC | 0.14% | Add +2.0% | 2,074 | $237K |
| Eastern Bank | 0.00% | No change | 2,043 | $234K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,041 | $233K |
| Smith Thornton Advisors LLC | 0.12% | No change | 2,000 | $229K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 1,989 | $227K |
| Snider Financial Group | 0.07% | No change | 1,971 | $225K |
| Alliance Wealth Advisors, LLC | 0.11% | No change | 1,968 | $225K |
| Parkway Wealth Management Group, LLC | 0.03% | New | 1,879 | $225K |
| Principal Securities, Inc. | 0.00% | Add +3.1% | 1,964 | $225K |
| Arkadios Wealth Advisors | 0.00% | No change | 1,934 | $221K |
| J. Safra Sarasin Holding AG | 0.00% | New | 1,922 | $220K |
| PFG Advisors | 0.01% | Reduce -54.0% | 1,791 | $205K |
| Sloy Dahl & Holst, LLC | 0.03% | New | 1,770 | $202K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 1,751 | $200K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -4.5% | 1,585 | $181K |
| Advisory Services Network, LLC | 0.00% | New | 1,493 | $171K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,476 | $169K |
| Fifth Third Bancorp | 0.00% | New | 1,343 | $154K |
| Ramirez Asset Management, Inc. | 0.02% | No change | 1,280 | $146K |
| IFP Advisors, Inc | 0.00% | No change | 1,206 | $138K |
| Vanguard Advisers Inc. | 0.00% | — | 1,184 | $135K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 1,105 | $126K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.04% | No change | 1,039 | $119K |
| AE Wealth Management LLC | 0.00% | Add +0.1% | 994 | $114K |
| Atlas Capital Advisors Inc. | 0.01% | Add +1.0% | 977 | $112K |
| Adkins Seale Capital Management LLC | 0.11% | No change | 953 | $109K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +277.0% | 950 | $109K |
| Independence Bank of Kentucky | 0.01% | No change | 948 | $108K |
| Colonial Trust Co / SC | 0.01% | No change | 880 | $98K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 822 | $94K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 809 | $92K |
| Bessemer Group Inc. | 0.00% | No change | 800 | $91K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -2.2% | 724 | $83K |
| International Assets Investment Management, LLC | 0.01% | No change | 718 | $83K |
| Barrett & Company, Inc. | 0.03% | Reduce -11.4% | 702 | $80K |
| Align Financial, LLC | 0.04% | Reduce -99.1% | 572 | $65K |
| Bogart Wealth, LLC | 0.00% | No change | 567 | $65K |
| Geneos Wealth Management Inc. | 0.00% | No change | 560 | $64K |
| MAI Capital Management | 0.00% | Add +4.2% | 495 | $57K |
| Financial Life Planners | 0.04% | New | 400 | $46K |
| BlackRock, Inc. | 0.00% | No change | 400 | $46K |
| Lodestone Wealth Management LLC | 0.02% | No change | 389 | $44K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 371 | $42K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 311 | $36K |
| North Ridge Wealth Advisors, Inc. | 0.02% | New | 301 | $34K |
| Ameriflex Group, Inc. | 0.02% | Add +0.3% | 287 | $33K |
| Sound Income Strategies, LLC | 0.00% | Add +92.4% | 279 | $32K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.4% | 272 | $31K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 258 | $29K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -21.3% | 200 | $23K |
| Private Wealth Management Group, LLC | 0.01% | New | 200 | $23K |
| Assetmark, Inc. | 0.00% | Add +43.3% | 182 | $21K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 181 | $21K |
| Cwm, LLC | 0.00% | Reduce -31.7% | 179 | $20K |
| AlphaCore Capital LLC | 0.00% | No change | 170 | $19K |
| Signaturefd, LLC | 0.00% | No change | 154 | $18K |
| Bellevue Asset Management, LLC | 0.01% | No change | 150 | $17K |
| Salem Investment Counselors Inc. | 0.00% | New | 140 | $16K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -11.0% | 121 | $14K |
| Fortitude Family Office, LLC | 0.00% | No change | 100 | $11K |
| Abound Wealth Management | 0.00% | New | 94 | $11K |
| Darwin Wealth Management, LLC | 0.00% | Add +1.2% | 86 | $10K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 80 | $9K |
| Harbor Asset Planning, Inc. | 0.01% | No change | 78 | $9K |
| Parallel Advisors, LLC | 0.00% | No change | 78 | $9K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 66 | $8K |
| Key Financial Inc | 0.00% | No change | 57 | $7K |
| City State Bank | 0.00% | No change | 50 | $6K |
| St Germain D J Co. Inc. | 0.00% | Reduce -40.2% | 49 | $6K |
| Blue Trust, Inc. | 0.00% | No change | 42 | $5K |
| REAP Financial Group, LLC | 0.00% | No change | 40 | $5K |
| SBI Securities Co., Ltd. | 0.00% | Add +24.0% | 31 | $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 |
| Rialto Wealth Management, LLC | 0.00% | No change | 6 | $686 |
| Rossby Financial, LCC | 0.00% | New | 1 | $115 |
"% 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.