Who owns Vanguard S&P Mid-Cap 400 ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IVOO from SEC Form 13F filings across 347 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.
As of the 2026-06-30 reporting period, 347 institutions disclosed 16.6M shares of Vanguard S&P Mid-Cap 400 ETF worth $2.16B — about 36.1% of shares outstanding; the largest disclosed holder is GOLDMAN SACHS GROUP INC. Source: SEC Form 13F filings, parsed by EvidInvest.
347
13F holders
$2.16B
value, 2026 filers
36.1%
of shares outstanding (16.6M sh)
62
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 | HANTZ FINANCIAL SERVICES, INC. | 1.9M | $249.9M | 3.4% | 4.2% | +26.8% |
| 3 | BANK OF AMERICA CORP /DE/ | 1.4M | $180.6M | 0.0% | 3% | -0.9% |
| 4 | MORGAN STANLEY | 964,765 | $125.8M | 0.0% | 2.1% | +2.6% |
| 5 | UBS Group AG | 821,464 | $107.1M | 0.0% | 1.8% | -2.4% |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 716,227 | $93.4M | 0.0% | 1.6% | +15.5% |
| 7 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 540,000 | $70.4M | 2.8% | 1.2% | 0.0% |
| 8 | RAYMOND JAMES FINANCIAL INC | 374,873 | $48.9M | 0.0% | 0.8% | +2.0% |
| 9 | Starr Indemnity & Liability Co | 364,098 | $47.5M | 12.6% | 0.8% | 0.0% |
| 10 | LPL Financial LLC | 329,634 | $43.0M | 0.0% | 0.7% | +8.0% |
| 11 | WELLS FARGO & COMPANY/MN | 309,484 | $40.4M | 0.0% | 0.7% | +0.5% |
| 12 | Savant Capital, LLC | 308,501 | $37.6M | 0.1% | 0.7% | +91.5% |
| 13 | AMERIPRISE FINANCIAL INC | 281,849 | $36.7M | 0.0% | 0.6% | +17.6% |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 263,058 | $34.3M | 0.0% | 0.6% | -1.7% |
| 15 | ROYAL BANK OF CANADA | 251,422 | $32.8M | 0.0% | 0.5% | +12.2% |
| 16 | C V STARR & CO INC | 227,427 | $29.7M | 15.8% | 0.5% | 0.0% |
| 17 | Cetera Investment Advisers | 225,150 | $29.4M | 0.0% | 0.5% | +93.3% |
| 18 | MONETA GROUP INVESTMENT ADVISORS LLC | 216,259 | $28.2M | 0.2% | 0.5% | +36.4% |
| 19 | Francis Financial, Inc. | 182,027 | $23.7M | 3.9% | 0.4% | +3.1% |
| 20 | JPMORGAN CHASE & CO | 176,964 | $22.9M | 0.0% | 0.4% | -4.9% |
| 21 | OLD NATIONAL BANCORP /IN/ | 148,192 | $19.3M | 0.4% | 0.3% | +0.2% |
| 22 | Allworth Financial LP | 145,277 | $18.9M | 0.1% | 0.3% | -2.8% |
| 23 | EVERGREEN CAPITAL MANAGEMENT LLC | 142,946 | $18.6M | 0.3% | 0.3% | +20.0% |
| 24 | OSAIC HOLDINGS, INC. | 121,800 | $15.9M | 0.0% | 0.3% | -2.4% |
| 25 | NWM ADVISORS, LLC | 121,546 | $15.8M | 12.5% | 0.3% | +9.4% |
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.