Vanguard S&P Mid-Cap 400 ETFIVOOETF
13F holders, Q2 2026 (June 30)344holders +43
58new positions
9sold out
4famous investors
$130.13avg. 13F price*
At the end of Q2 2026, 344 institutions reported holding Vanguard S&P Mid-Cap 400 ETF (IVOO) in their 13F filings, up 43 from Q1 2026. 58 opened new positions and 9 sold out. The largest holders were Goldman Sachs Group Inc. ($266.8M), Hantz Financial Services, Inc. ($249.9M) and Bank of America Corp. ($180.6M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $62.1M |
| Exits | 9 | $2.3M |
All 13F filers, Q1 2026 → Q2 2026: 1,865,545 shares bought and 239,855 shares sold, net +1,625,690 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 344 holders
| Goldman Sachs Group Inc. | 0.03% | Add +10.9% | 2,045,932 | $266.8M |
| Hantz Financial Services, Inc. | 3.38% | Add +26.8% | 1,916,060 | $249.9M |
| Bank of America Corp. | 0.01% | Reduce -0.9% | 1,385,207 | $180.6M |
| Morgan Stanley | 0.01% | Add +2.6% | 964,765 | $125.8M |
| UBS Group AG | 0.02% | Reduce -2.4% | 821,464 | $107.1M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +15.4% | 716,227 | $93.4M |
| Lockheed Martin Investment Management Co. | 2.79% | No change | 540,000 | $70.4M |
| Raymond James Financial Inc. | 0.01% | Add +2.0% | 374,873 | $48.9M |
| Starr Indemnity & Liability Co | 12.59% | No change | 364,098 | $47.5M |
| LPL Financial LLC | 0.01% | Add +8.1% | 329,634 | $43.0M |
| Wells Fargo & Company | 0.01% | Add +0.5% | 309,484 | $40.4M |
| Savant Capital, LLC | 0.11% | Add +91.5% | 308,501 | $37.6M |
| Ameriprise Financial Inc. | 0.01% | Add +17.6% | 281,849 | $36.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.7% | 263,058 | $34.3M |
| Royal Bank of Canada | 0.01% | Add +12.2% | 251,422 | $32.8M |
| C V Starr & Co. Inc. | 15.83% | No change | 227,427 | $29.7M |
| Cetera Investment Advisers | 0.03% | Add +93.3% | 225,150 | $29.4M |
| Moneta Group Investment Advisors LLC | 0.21% | Add +36.4% | 216,259 | $28.2M |
| Francis Financial, Inc. | 3.89% | Add +3.1% | 182,027 | $23.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.9% | 176,964 | $22.9M |
| Old National Bancorp | 0.38% | Add +0.2% | 148,192 | $19.3M |
| Allworth Financial LP | 0.08% | Reduce -2.8% | 145,277 | $18.9M |
| Evergreen Capital Management LLC | 0.33% | Add +20.0% | 142,946 | $18.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -2.4% | 121,800 | $15.9M |
| NWM Advisors, LLC | 12.48% | Add +9.4% | 121,546 | $15.8M |
| Warwick Investment Management, Inc. | 1.54% | Add +20.1% | 105,480 | $13.8M |
| D.A. Davidson & Co. | 0.07% | Reduce -3.6% | 101,477 | $13.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.8% | 95,378 | $12.4M |
| Stifel Financial Corp. | 0.01% | Add +2.6% | 93,167 | $12.1M |
| Coign Capital Advisors LLC | 5.30% | Reduce -0.9% | 90,278 | $11.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -31.0% | 87,607 | $11.4M |
| Bryant Woods Investment Advisors, LLC | 3.09% | Reduce -0.0% | 85,263 | $11.1M |
| Raelipskie Partnership | 4.03% | Reduce -0.3% | 81,865 | $10.7M |
| Pathstone Holdings, LLC | 0.03% | Reduce -0.9% | 79,504 | $10.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -21.5% | 76,621 | $10.0M |
| Elevation Point Wealth Partners, LLC | 0.18% | New | 74,317 | $9.7M |
| Vestmark Advisory Solutions, Inc. | 0.09% | New | 73,550 | $9.6M |
| Kastel Capital Advisors, LLC | 6.05% | Add +5.1% | 83,696 | $9.6M |
| Two Sigma Investments, LP | 0.01% | New | 70,617 | $9.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +7.7% | 69,565 | $9.1M |
| Brown Advisory Inc. | 0.01% | Add +0.1% | 65,112 | $8.5M |
| Checchi Capital Advisers, LLC | 0.54% | Add +8.1% | 64,929 | $8.5M |
| Violich Capital Management, Inc. | 0.78% | Add +23.4% | 55,295 | $7.2M |
| Sentinel Trust Co. Lba | 0.63% | No change | 54,746 | $7.1M |
| Cerity Partners LLC | 0.01% | Add +2.9% | 53,979 | $7.0M |
| Harbor Advisory Corp. | 1.73% | No change | 49,445 | $6.4M |
| Lebenthal Global Advisors, LLC | 0.87% | Reduce -39.0% | 49,355 | $6.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -11.8% | 48,593 | $6.3M |
| Texas Capital Bank Wealth Management Services Inc | 0.34% | Reduce -1.2% | 48,062 | $6.3M |
| Soltis Investment Advisors LLC | 0.35% | Reduce -8.9% | 46,703 | $6.1M |
| Harbour Investments, Inc. | 0.08% | Reduce -4.2% | 44,676 | $5.8M |
| Valmark Advisers, Inc. | 0.06% | Reduce -2.6% | 44,059 | $5.7M |
| Savvy Advisors, Inc. | 0.12% | Add +0.0% | 41,997 | $5.5M |
| Private Advisor Group, LLC | 0.02% | Add +11.1% | 40,698 | $5.3M |
| EP Wealth Advisors, LLC | 0.02% | Add +0.8% | 40,119 | $5.2M |
| Blair William & Co. | 0.01% | Add +96.8% | 38,715 | $5.0M |
| Atlas Legacy Advisors, LLC | 0.71% | Add +4.4% | 37,075 | $4.8M |
| Legacy Solutions, LLC | 3.90% | Add +0.5% | 36,939 | $4.8M |
| Susquehanna International Group, LLP | 0.00% | New | 35,656 | $4.6M |
| First American Bank | 0.25% | Reduce -0.8% | 34,408 | $4.5M |
| Creative Planning | 0.00% | Add +10.8% | 33,918 | $4.4M |
| Axxcess Wealth Management, LLC | 0.07% | New | 32,264 | $4.2M |
| Phillips Financial Management, LLC | 0.29% | Reduce -4.4% | 30,737 | $4.0M |
| Coastline Trust Co | 0.35% | Reduce -0.2% | 30,274 | $3.9M |
| Citigroup Inc. | 0.00% | Reduce -1.1% | 30,088 | $3.9M |
| Jones Financial Companies LLLP | 0.00% | Add +48.7% | 29,872 | $3.9M |
| Mariner, LLC | 0.00% | Reduce -11.8% | 29,084 | $3.8M |
| Bluespring Wealth Management, LLC | 0.07% | New | 28,728 | $3.7M |
| Keystone Financial Group | 0.22% | Add +0.8% | 28,637 | $3.7M |
| Councilor Wealth, LLC | 1.50% | Add +46.2% | 28,347 | $3.7M |
| Truist Financial Corp. | 0.00% | Add +22.2% | 27,852 | $3.6M |
| Eq LLC | 0.89% | Add +3.7% | 27,639 | $3.6M |
| Meitav Investment House Ltd. | 0.02% | New | 27,592 | $3.6M |
| Clearstead Advisors, LLC | 0.03% | Add +4.7% | 26,584 | $3.5M |
| MML Investors Services, LLC | 0.01% | Add +8.2% | 25,671 | $3.3M |
| Tempo Wealth, LLC | 0.49% | Reduce -0.0% | 25,256 | $3.3M |
| Fairway Wealth LLC | 0.74% | Add +2.3% | 24,863 | $3.2M |
| Fiduciary Trust Co | 0.04% | Add +8.4% | 24,856 | $3.2M |
| Geneos Wealth Management Inc. | 0.06% | Add +4169.1% | 23,907 | $3.1M |
| MetLife Investment Management, LLC | 0.01% | No change | 23,490 | $3.1M |
| &partners | 0.01% | Reduce -7.9% | 22,925 | $3.0M |
| Bank of New York Mellon Corp | 0.00% | Add +62.3% | 21,552 | $2.8M |
| Waverly Advisors, LLC | 0.02% | Add +0.8% | 21,156 | $2.8M |
| SpringVest Wealth Management LLC | 1.72% | Reduce -5.4% | 20,922 | $2.7M |
| Provident Co of the Employees of the Hebrew University LTD | 2.06% | New | 20,714 | $2.7M |
| Marble Harbor Investment Counsel, LLC | 0.27% | No change | 20,660 | $2.7M |
| Nuveen, LLC | 0.00% | New | 20,379 | $2.7M |
| Valpey Financial Services, LLC | 1.53% | Reduce -1.7% | 19,657 | $2.6M |
| Truepoint, Inc. | 0.05% | No change | 18,200 | $2.4M |
| Bleakley Financial Group, LLC | 0.03% | Add +50.8% | 18,081 | $2.4M |
| Andrews Advisory Associates, LLC | 1.12% | Reduce -24.4% | 17,798 | $2.3M |
| Farther Finance Advisors, LLC | 0.02% | Add +15.5% | 17,056 | $2.2M |
| Capital Analysts, LLC | 0.05% | Add +93.5% | 17,036 | $2.2M |
| Pinnacle Financial Partners, Inc. | 0.02% | Add +33.8% | 16,962 | $2.2M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -8.5% | 16,967 | $2.2M |
| US Bancorp \de | 0.00% | Add +22.6% | 15,348 | $2.0M |
| Octavia Wealth Advisors, LLC | 0.17% | Reduce -4.9% | 15,028 | $2.0M |
| Colter Lewis Investment Partners LLC | 0.87% | Add +344.3% | 15,021 | $2.0M |
| SoundView Advisors Inc. | 0.63% | Add +0.2% | 14,921 | $1.9M |
| Klingman & Associates, LLC | 0.08% | Reduce -0.8% | 14,753 | $1.9M |
| Vanguard National Trust Co | 0.10% | Reduce -1.6% | 14,607 | $1.9M |
| Gibraltar Capital Management, Inc. | 0.28% | No change | 14,120 | $1.8M |
| Corient Private Wealth LP | 0.00% | Add +24.0% | 13,877 | $1.8M |
| Envision Financial Planning, LLC | 0.58% | Reduce -0.6% | 13,691 | $1.8M |
| Quadrant Capital Group LLC | 0.05% | No change | 13,613 | $1.8M |
| Greenleaf Trust | 0.02% | Reduce -3.6% | 12,659 | $1.7M |
| Kintra Wealth, LLC | 0.08% | Reduce -2.8% | 12,228 | $1.6M |
| Zhang Financial LLC | 0.05% | Add +25.2% | 12,266 | $1.6M |
| Gotham Asset Management | 0.00% | No change | 12,246 | $1.6M |
| First Bancorp, Inc | 0.58% | No change | 11,363 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +19.7% | 11,321 | $1.5M |
| FMR LLC | 0.00% | Add +10.1% | 11,182 | $1.5M |
| Pachira Investments Inc. | 0.54% | Add +20.3% | 11,072 | $1.4M |
| Ritter Daniher Financial Advisory LLC / DE | 0.22% | Reduce -4.1% | 10,947 | $1.4M |
| Sittner & Nelson, LLC | 0.45% | Reduce -1.4% | 10,900 | $1.4M |
| WealthBridge Capital Management, LLC | 0.27% | Reduce -0.3% | 10,461 | $1.4M |
| Atria Investments, Inc | 0.01% | Reduce -0.3% | 10,461 | $1.4M |
| Naples Global Advisors, LLC | 0.08% | No change | 10,205 | $1.3M |
| Pitcairn Wealth Advisors LLC | 0.14% | No change | 10,060 | $1.3M |
| Summit Financial Strategies, Inc. | 0.09% | No change | 9,954 | $1.3M |
| FourThought Financial Partners, LLC | 0.10% | Add +25.9% | 9,828 | $1.3M |
| Centennial Bank | 0.40% | New | 9,494 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Reduce -24.2% | 9,425 | $1.2M |
| Base Wealth Management LLC | 0.57% | Reduce -8.5% | 9,419 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -4.2% | 9,289 | $1.2M |
| NewEdge Wealth, LLC | 0.01% | Add +222.5% | 9,198 | $1.2M |
| Sax Wealth Advisors, LLC | 0.05% | No change | 10,407 | $1.2M |
| MAI Capital Management | 0.00% | Add +1699.4% | 8,907 | $1.2M |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -29.2% | 8,677 | $1.1M |
| 1834 Investment Advisors Co. | 0.13% | Reduce -6.7% | 8,458 | $1.1M |
| PACK Private Wealth, LLC | 0.44% | No change | 8,099 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | New | 7,967 | $1.0M |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.3% | 7,550 | $984K |
| Smartleaf Asset Management LLC | 0.03% | No change | 7,512 | $973K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -3.1% | 7,588 | $969K |
| Betterment LLC | 0.00% | Reduce -16.9% | 7,382 | $963K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -1.1% | 7,257 | $946K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.6% | 7,211 | $940K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +2.1% | 7,210 | $940K |
| Ieq Capital, LLC | 0.00% | Reduce -44.8% | 7,101 | $926K |
| Wealthspire Advisors, LLC | 0.01% | Add +1.5% | 6,898 | $899K |
| Walkner Condon Financial Advisors LLC | 0.10% | No change | 6,807 | $888K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +22.3% | 6,817 | $873K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.2% | 6,458 | $842K |
| McKinley Carter Wealth Services, Inc. | 0.04% | No change | 6,452 | $841K |
| Anson Capital, Inc. | 0.55% | Add +0.5% | 6,452 | $841K |
| Spire Wealth Management | 0.02% | Reduce -2.9% | 6,314 | $823K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Reduce -0.1% | 6,211 | $810K |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0.03% | New | 6,090 | $794K |
| Hanover Advisors Inc. | 0.29% | Reduce -8.4% | 6,073 | $792K |
| Simon Quick Advisors, LLC | 0.03% | No change | 6,073 | $792K |
| Baird Financial Group, Inc. | 0.00% | Add +0.6% | 6,043 | $788K |
| Taylor Hoffman Capital Management LLC | 0.19% | Add +1.0% | 6,015 | $784K |
| Sovereign Investment Advisors, LLC | 0.15% | No change | 5,934 | $774K |
| Turtle Creek Wealth Advisors, LLC | 0.04% | Reduce -0.3% | 5,906 | $770K |
| O'ROURKE & COMPANY, Inc | 0.27% | Reduce -4.6% | 5,890 | $768K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -2.5% | 5,814 | $758K |
| Castle Wealth Management LLC | 0.22% | Reduce -4.8% | 5,812 | $758K |
| Keybank National Association | 0.00% | New | 5,781 | $754K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +2.7% | 5,738 | $748K |
| TD Private Client Wealth LLC | 0.01% | Reduce -7.1% | 5,731 | $747K |
| Captrust Financial Advisors | 0.00% | Reduce -40.7% | 5,672 | $740K |
| Manchester Capital Management LLC | 0.10% | Reduce -12.6% | 5,670 | $739K |
| Fort Sheridan Advisors LLC | 0.08% | Reduce -7.9% | 5,605 | $731K |
| IRON Financial LLC | 0.30% | Add +0.1% | 5,548 | $724K |
| Stordahl Capital Management, Inc. | 0.13% | Reduce -0.4% | 5,519 | $720K |
| Sargent Investment Group, LLC | 0.08% | No change | 5,362 | $699K |
| Diversify Advisory Services, LLC | 0.01% | New | 5,406 | $695K |
| Diversify Wealth Management, LLC | 0.01% | Add +11.2% | 5,406 | $695K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -12.4% | 5,286 | $689K |
| STAR Financial Bank | 0.27% | No change | 5,014 | $654K |
| Affiance Financial, LLC | 0.09% | Add +0.3% | 4,997 | $652K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -6.4% | 4,870 | $635K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -5.9% | 4,770 | $622K |
| Grant Street Asset Management, Inc. | 0.10% | Reduce -0.2% | 4,720 | $616K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -1.4% | 4,667 | $609K |
| 1900 Wealth Management LLC | 0.03% | Add +0.6% | 4,658 | $607K |
| CRA Financial Services, LLC | 0.07% | No change | 4,628 | $603K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 4,590 | $599K |
| AdvisorNet Financial, Inc | 0.03% | No change | 4,268 | $557K |
| Signature Equity Partners, LLC | 0.25% | Reduce -0.3% | 4,231 | $552K |
| WNY Asset Management, LLC | 0.05% | Reduce -0.9% | 4,200 | $548K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -1.2% | 4,031 | $526K |
| CGN Advisors LLC | 0.04% | Reduce -0.2% | 3,984 | $520K |
| Tribridge Partners Financial LLC | 0.20% | Reduce -0.2% | 4,000 | $514K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.4% | 3,922 | $512K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Add +3.0% | 3,819 | $498K |
| Sigma Planning Corp | 0.01% | Add +18.1% | 3,760 | $490K |
| Northern Trust Corp. | 0.00% | No change | 3,685 | $481K |
| Hemenway Trust Co LLC | 0.03% | No change | 3,660 | $477K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 3,460 | $451K |
| Bokf, NA | 0.01% | No change | 3,413 | $445K |
| 1ST Source Bank | 0.02% | No change | 3,404 | $444K |
| Lanark Financial, Inc. | 0.03% | Add +0.1% | 3,243 | $423K |
| Sage Mountain Advisors LLC | 0.03% | No change | 3,226 | $421K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 3,211 | $419K |
| Fiduciary Family Office, LLC | 0.10% | No change | 3,190 | $416K |
| Samalin Investment Counsel, LLC | 0.13% | Add +0.3% | 3,167 | $413K |
| Pinnacle Associates Ltd. | 0.00% | No change | 3,141 | $410K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 3,124 | $407K |
| Crestwood Advisors Group, LLC | 0.01% | Add +0.3% | 3,099 | $404K |
| Waldron Private Wealth LLC | 0.01% | No change | 3,052 | $398K |
| Composition Wealth, LLC | 0.00% | No change | 3,013 | $393K |
| Merit Financial Group, LLC | 0.00% | Add +0.2% | 3,007 | $392K |
| New England Private Wealth Advisors LLC | 0.04% | Add +0.3% | 3,034 | $389K |
| Tandem Investment Partners LLC | 0.30% | Reduce -5.6% | 2,950 | $385K |
| Bank of Montreal | 0.00% | No change | 2,930 | $382K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.4% | 2,892 | $377K |
| Embree Financial Group | 0.04% | Add +0.2% | 2,892 | $377K |
| Joel Isaacson & Co., LLC | 0.01% | Add +1.7% | 2,766 | $361K |
| LJI Wealth Management, LLC | 0.05% | Reduce -4.1% | 2,752 | $359K |
| Equitable Holdings, Inc. | 0.00% | Reduce -75.8% | 2,634 | $344K |
| Jim Saulnier & Associates, LLC | 0.14% | New | 2,608 | $340K |
| Kieckhefer Group LLC | 0.14% | Add +5.2% | 2,607 | $340K |
| American Trust | 0.03% | Reduce -1.6% | 2,605 | $340K |
| Nwam LLC | 0.02% | No change | 2,600 | $339K |
| Stage Harbor Financial, LLC | 0.19% | Reduce -10.8% | 2,490 | $325K |
| Essex Bank | 0.07% | Reduce -10.8% | 2,490 | $325K |
| Alaethes Wealth, LLC | 0.09% | Add +9.6% | 2,435 | $318K |
| Wealth Watch Advisors, INC | 0.10% | Add +2.0% | 2,424 | $316K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 2,409 | $314K |
| Columbia Advisory Partners LLC | 0.17% | New | 2,393 | $312K |
| Cozad Asset Management Inc. | 0.02% | No change | 2,386 | $311K |
| Chemistry Wealth Management LLC | 0.05% | No change | 2,370 | $309K |
| Mascagni Wealth Management, Inc. | 0.19% | Add +0.9% | 2,351 | $307K |
| Chilton Investment Co. Inc. | 0.01% | No change | 2,272 | $296K |
| CoreCap Advisors, LLC | 0.01% | Reduce -0.7% | 2,253 | $294K |
| Verum Partners LLC | 0.04% | Add +0.2% | 2,238 | $292K |
| Fisher Asset Management | 0.00% | New | 2,228 | $291K |
| Arkadios Wealth Advisors | 0.00% | Add +11.8% | 2,163 | $282K |
| Valued Retirements, Inc. | 0.25% | No change | 2,158 | $281K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.5% | 2,147 | $280K |
| Citadel Advisors | 0.00% | New | 2,132 | $278K |
| Opulen Financial Group LLC | 0.17% | Add +0.2% | 2,090 | $273K |
| Evernest Financial Advisors, LLC | 0.06% | No change | 2,061 | $269K |
| McAdam, LLC | 0.01% | Reduce -7.7% | 2,055 | $268K |
| Benjamin Edwards Inc. | 0.00% | New | 2,047 | $267K |
| Eastern Bank | 0.00% | No change | 2,043 | $266K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,041 | $266K |
| HBK Sorce Advisory LLC | 0.01% | No change | 2,031 | $265K |
| Apollon Wealth Management, LLC | 0.00% | New | 2,028 | $264K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 1,989 | $259K |
| Snider Financial Group | 0.07% | No change | 1,971 | $257K |
| Alliance Wealth Advisors, LLC | 0.10% | No change | 1,968 | $257K |
| Smith Thornton Advisors LLC | 0.11% | No change | 2,000 | $255K |
| Parkway Wealth Management Group, LLC | 0.03% | No change | 1,879 | $245K |
| Principal Securities, Inc. | 0.00% | Reduce -8.7% | 1,793 | $234K |
| Sloy Dahl & Holst, LLC | 0.03% | No change | 1,770 | $231K |
| Florida Financial Advisors, LLC | 0.04% | New | 1,764 | $230K |
| NorthLanding Financial Partners, LLC | 0.16% | New | 1,764 | $230K |
| Integrated Wealth Concepts LLC | 0.00% | New | 1,762 | $230K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 1,751 | $228K |
| Krane Financial Solutions LLC | 0.14% | New | 1,747 | $228K |
| AQR Capital Management | 0.00% | New | 1,744 | $227K |
| Rockingstone Advisors LLC | 0.09% | New | 1,740 | $227K |
| Fairfield, Bush & Co. | 0.11% | New | 1,730 | $226K |
| Whalerock Point Partners, LLC | 0.04% | New | 1,700 | $222K |
| First Financial Group Corp | 0.16% | New | 1,694 | $221K |
| J. Safra Sarasin Holding AG | 0.00% | No change | 1,922 | $220K |
| Stephens Inc. | 0.00% | New | 1,672 | $218K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.00% | New | 1,654 | $216K |
| Ledgewood Wealth Advisors, LLC | 0.11% | New | 1,648 | $215K |
| IHT Wealth Management, LLC | 0.00% | New | 1,642 | $214K |
| Lutz Financial Services LLC | 0.01% | New | 1,638 | $214K |
| Aureum Wealth Management, LLC | 0.13% | New | 1,602 | $209K |
| DUTCH ASSET Corp | 0.10% | New | 1,600 | $209K |
| Sepio Capital, LP | 0.01% | New | 1,600 | $209K |
| GW Henssler & Associates Ltd. | 0.01% | New | 1,556 | $203K |
| PFG Advisors | 0.01% | Reduce -13.6% | 1,548 | $202K |
| First Financial Bank - Trust Division | 0.01% | New | 1,546 | $202K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 1,543 | $201K |
| Shufro Rose & Co. LLC | 0.01% | New | 1,535 | $200K |
| Sierra Capital LLC | 0.02% | New | 1,535 | $200K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -4.4% | 1,515 | $198K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,476 | $192K |
| LifeSteps Financial, Inc. | 0.09% | New | 1,436 | $187K |
| Vanguard Advisers Inc. | 0.00% | Add +19.6% | 1,416 | $185K |
| Cassaday & Co Wealth Management LLC | 0.00% | Add +60.6% | 1,299 | $169K |
| Ramirez Asset Management, Inc. | 0.02% | No change | 1,280 | $167K |
| Fifth Third Bancorp | 0.00% | Reduce -5.9% | 1,264 | $165K |
| IFP Advisors, Inc | 0.00% | Reduce -2.3% | 1,178 | $154K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 1,105 | $144K |
| Investment Counsel Co. of Nevada | 0.26% | New | 1,054 | $137K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -0.5% | 972 | $127K |
| Adkins Seale Capital Management LLC | 0.11% | No change | 953 | $124K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 950 | $124K |
| Independence Bank of Kentucky | 0.01% | No change | 948 | $124K |
| Colonial Trust Co / SC | 0.01% | No change | 880 | $114K |
| Evelyn Partners Group Ltd | 0.00% | — | 834 | $109K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 822 | $107K |
| Bessemer Group Inc. | 0.00% | No change | 800 | $104K |
| AE Wealth Management LLC | 0.00% | Reduce -23.5% | 760 | $99K |
| Global Retirement Partners, LLC | 0.00% | — | 746 | $97K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 724 | $94K |
| International Assets Investment Management, LLC | 0.01% | No change | 718 | $93K |
| IFG Advisory, LLC | 0.00% | New | 691 | $90K |
| Brooklyn FI, LLC | 0.02% | New | 693 | $89K |
| Barrett & Company, Inc. | 0.02% | Reduce -11.4% | 622 | $81K |
| Bogart Wealth, LLC | 0.00% | Add +6.0% | 601 | $78K |
| Salem Investment Counselors Inc. | 0.00% | Add +328.6% | 600 | $78K |
| Align Financial, LLC | 0.04% | No change | 572 | $75K |
| Financial Life Planners | 0.03% | No change | 400 | $52K |
| BlackRock, Inc. | 0.00% | No change | 400 | $52K |
| Lodestone Wealth Management LLC | 0.02% | No change | 389 | $51K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 380 | $50K |
| VSM Wealth Advisory, LLC | 0.01% | Reduce -2.2% | 363 | $47K |
| Assetmark, Inc. | 0.00% | Add +67.0% | 304 | $40K |
| Archer Investment Corp | 0.01% | New | 293 | $38K |
| Ameriflex Group, Inc. | 0.02% | Add +0.3% | 288 | $38K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +250.0% | 280 | $37K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.4% | 273 | $36K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 258 | $34K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -19.9% | 249 | $32K |
| Dogwood Wealth Management LLC | 0.01% | New | 201 | $26K |
| Buck Wealth Strategies, LLC | 0.00% | New | 189 | $25K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 181 | $24K |
| Arax Advisory Partners | 0.00% | New | 174 | $23K |
| AlphaCore Capital LLC | 0.00% | No change | 170 | $22K |
| Signaturefd, LLC | 0.00% | No change | 154 | $20K |
| Bellevue Asset Management, LLC | 0.01% | No change | 150 | $20K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 121 | $16K |
| Fortitude Family Office, LLC | 0.00% | No change | 100 | $13K |
| Abound Wealth Management | 0.00% | No change | 94 | $12K |
| Bfsg, LLC | 0.00% | New | 90 | $12K |
| Darwin Wealth Management, LLC | 0.00% | No change | 86 | $11K |
| Harbor Asset Planning, Inc. | 0.01% | No change | 78 | $10K |
| Parallel Advisors, LLC | 0.00% | No change | 78 | $10K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 66 | $9K |
| Key Financial Inc | 0.00% | No change | 57 | $7K |
| City State Bank | 0.00% | No change | 50 | $7K |
| Blue Trust, Inc. | 0.00% | No change | 42 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | New | 42 | $5K |
| SBI Securities Co., Ltd. | 0.00% | Add +32.3% | 41 | $5K |
| REAP Financial Group, LLC | 0.00% | No change | 40 | $5K |
| St Germain D J Co. Inc. | 0.00% | Reduce -36.7% | 31 | $4K |
| Front Row Advisors LLC | 0.00% | No change | 30 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 26 | $3K |
| Oakmont Advisory Group, LLC | 0.00% | New | 26 | $3K |
| Fiduciary Financial Advisors | 0.00% | New | 18 | $2K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 10 | $1K |
| GAMMA Investing LLC | 0.00% | New | 10 | $1K |
| Rialto Wealth Management, LLC | 0.00% | No change | 6 | $783 |
| Tucker Asset Management LLC | 0.00% | New | 4 | $556 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -99.5% | 1 | $130 |
"% 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.