Who owns Vanguard S&P Mid-Cap 400 ETF?
Institutional ownership of IVOO from SEC Form 13F filings across 212 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
212
13F holders
$1.48B
value, 2026 filers
25.3%
of shares outstanding (11.6M sh)
38
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of IVOO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | 2.0M | $266.8M | 0.0% | 4.4% | +10.9% |
| 2 | BANK OF AMERICA CORP /DE/ | 1.4M | $180.6M | 0.0% | 3% | -0.9% |
| 3 | MORGAN STANLEY | 964,765 | $125.8M | 0.0% | 2.1% | +2.6% |
| 4 | UBS Group AG | 821,464 | $107.1M | 0.0% | 1.8% | -2.4% |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 716,227 | $93.4M | 0.0% | 1.6% | +15.5% |
| 6 | RAYMOND JAMES FINANCIAL INC | 374,873 | $48.9M | 0.0% | 0.8% | +2.0% |
| 7 | LPL Financial LLC | 329,634 | $43.0M | 0.0% | 0.7% | +8.0% |
| 8 | WELLS FARGO & COMPANY/MN | 309,484 | $40.4M | 0.0% | 0.7% | +0.5% |
| 9 | Savant Capital, LLC | 308,501 | $37.6M | 0.1% | 0.7% | +91.5% |
| 10 | AMERIPRISE FINANCIAL INC | 281,849 | $36.7M | 0.0% | 0.6% | +17.6% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 263,058 | $34.3M | 0.0% | 0.6% | -1.7% |
| 12 | ROYAL BANK OF CANADA | 251,422 | $32.8M | 0.0% | 0.5% | +12.2% |
| 13 | Cetera Investment Advisers | 225,150 | $29.4M | 0.0% | 0.5% | +93.3% |
| 14 | MONETA GROUP INVESTMENT ADVISORS LLC | 216,259 | $28.2M | 0.2% | 0.5% | +36.4% |
| 15 | JPMORGAN CHASE & CO | 176,964 | $22.9M | 0.0% | 0.4% | -4.9% |
| 16 | Cambridge Investment Research Advisors, Inc. | 153,242 | $19,982 | 0.0% | 0.3% | +57.0% |
| 17 | Allworth Financial LP | 145,277 | $18.9M | 0.1% | 0.3% | -2.8% |
| 18 | EVERGREEN CAPITAL MANAGEMENT LLC | 142,946 | $18.6M | 0.3% | 0.3% | +20.0% |
| 19 | OSAIC HOLDINGS, INC. | 121,800 | $15.9M | 0.0% | 0.3% | -2.4% |
| 20 | D.A. DAVIDSON & CO. | 101,477 | $13.2M | 0.1% | 0.2% | -3.6% |
| 21 | Rockefeller Capital Management L.P. | 95,378 | $12.4M | 0.0% | 0.2% | +1.8% |
| 22 | STIFEL FINANCIAL CORP | 93,167 | $12.1M | 0.0% | 0.2% | +2.6% |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 87,607 | $11.4M | 0.0% | 0.2% | -31.0% |
| 24 | RAELIPSKIE PARTNERSHIP | 81,865 | $10.7M | 4.0% | 0.2% | -0.3% |
| 25 | Pathstone Holdings, LLC | 79,504 | $10.4M | 0.0% | 0.2% | -0.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.