VANGUARD S&P MID-CAP 400 ETF IVOO
$128.67
-0.5% 52w: $100.94 – $130.40
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data100.94115.67130.40
Jun 20, 2025 Jul 2, 2026
Institutional holders
299
+13 QoQ
13F value
$1.71B
+3.5% QoQ
Smart-money holders
9
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
30.0×
$315K calls / $10K puts
Institutional value by quarter
Number of holders
Who owns IVOO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | Bank broker | 1.8M | $210.8M | 0.0% | +9.1% |
| HANTZ FINANCIAL SERVICES, INC. | Wealth advisor | 1.5M | $172.7M | 2.6% | +39.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.4M | $159.7M | 0.0% | +5.2% |
| MORGAN STANLEY | Bank broker | 940.6K | $107.5M | 0.0% | -6.8% |
| UBS Group AG | Bank broker | 841.9K | $96.2M | 0.0% | -3.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 620.4K | $70.9M | 0.0% | +11.6% |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | Other | 540.0K | $61.7M | 2.3% | -14.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 367.7K | $42.0M | 0.0% | +8.6% |
| Starr Indemnity & Liability Co | Wealth advisor | 364.1K | $41.6M | 10.6% | Held |
| WELLS FARGO & COMPANY/MN | Bank broker | 307.8K | $35.2M | 0.0% | +12.9% |
| LPL Financial LLC | Bank broker | 305.1K | $34.9M | 0.0% | +12.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 267.7K | $30.6M | 0.0% | +3.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 239.7K | $26.7M | 0.0% | +9.8% |
| C V STARR & CO INC | Wealth advisor | 227.4K | $26.0M | 13.6% | Held |
| ROYAL BANK OF CANADA | Bank broker | 224.1K | $25.6M | 0.0% | -3.4% |
| JPMORGAN CHASE & CO | Bank broker | 186.1K | $20.7M | 0.0% | +2.5% |
| Francis Financial, Inc. | Wealth advisor | 176.5K | $20.2M | 3.7% | +8.5% |
| Savant Capital, LLC | Wealth advisor | 161.1K | $18.4M | 0.1% | -35.7% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 158.6K | $18.1M | 0.1% | +54.5% |
| Allworth Financial LP | Wealth advisor | 149.5K | $17.1M | 0.1% | +0.5% |
| OLD NATIONAL BANCORP /IN/ | Other | 147.9K | $16.9M | 0.3% | -2.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 126.9K | $14.5M | 0.0% | -9.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 124.8K | $14.3M | 0.0% | -12.3% |
| EVERGREEN CAPITAL MANAGEMENT LLC | Diversified mechanical | 119.1K | $13.6M | 0.3% | +4.3% |
| Cetera Investment Advisers | Wealth advisor | 116.5K | $13.3M | 0.0% | -2.7% |
| NWM ADVISORS, LLC | Wealth advisor | 111.1K | $12.7M | 11.6% | -1.6% |
| D.A. DAVIDSON & CO. | Wealth advisor | 105.2K | $12.0M | 0.1% | -22.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 97.6K | $11.2M | 0.0% | +1.5% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 93.7K | $10.7M | 0.0% | +62.7% |
| Coign Capital Advisors LLC | Wealth advisor | 91.1K | $10.4M | 5.5% | -1.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 90.8K | $10.4M | 0.0% | +14.3% |
| Warwick Investment Management, Inc. | Wealth advisor | 87.9K | $10.0M | 1.5% | +28.6% |
| Bryant Woods Investment Advisors, LLC | Wealth advisor | 85.3K | $9.8M | 3.6% | +3.4% |
| RAELIPSKIE PARTNERSHIP | Wealth advisor | 82.1K | $9.4M | 4.0% | +1.0% |
| Lebenthal Global Advisors, LLC | Wealth advisor | 80.9K | $9.2M | 1.3% | +0.9% |
| Pathstone Holdings, LLC | Diversified mechanical | 80.2K | $9.2M | 0.0% | -2.1% |
| Kastel Capital Advisors, LLC | Wealth advisor | 79.7K | $8.9M | 5.5% | Held |
| BROWN ADVISORY INC | Diversified mechanical | 65.0K | $7.4M | 0.0% | +0.7% |
| Janney Montgomery Scott LLC | Diversified mechanical | 64.6K | $7.4M | 0.0% | +3.4% |
| Checchi Capital Advisers, LLC | Wealth advisor | 60.1K | $6.9M | 0.5% | +7.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 55.1K | $6.3M | 0.0% | +10.1% |
| SENTINEL TRUST CO LBA | Wealth advisor | 54.7K | $6.3M | 0.6% | Held |
| Cerity Partners LLC | Diversified mechanical | 52.5K | $6.0M | 0.0% | +6.7% |
| Soltis Investment Advisors LLC | Other | 51.3K | $5.9M | 0.4% | -6.3% |
| HARBOR ADVISORY CORP /MA/ | Wealth advisor | 49.4K | $5.7M | 1.7% | Held |
| Texas Capital Bank Wealth Management Services Inc | Wealth advisor | 48.6K | $5.6M | 0.3% | -2.8% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 46.6K | $5.3M | 0.1% | -2.0% |
| Valmark Advisers, Inc. | Wealth advisor | 45.2K | $5.2M | 0.1% | +41.8% |
| Violich Capital Management, Inc. ★2 | Fundamental diversified | 44.8K | $5.1M | 0.6% | +69.0% |
| Savvy Advisors, Inc. | Wealth advisor | 42.0K | $4.8M | 0.1% | +0.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.