Security record · archived quarter
IVOO
Vanguard S&P Mid-Cap 400 ETF · Financial Services · Asset Management - Global
47Tracked holders
0Δ holders
8.16MShares held
$912.11MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.1% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 6.77K | $836,503 | n/a | n/a |
| Q2 2026 | 53 | +6 | 9.15M | $1.19B | +6 | n/a |
| Q1 2026 | 48 | +1 | 8.52M | $973.11M | +3 | −2 |
| Q4 2025 | 47 | 0 | 8.16M | $912.11M | n/a | n/a |
| Q3 2025 | 7 | -1 | 3.01M | $331.99M | n/a | −1 |
| Q2 2025 | 5 | 0 | 36.38K | $3.82M | n/a | n/a |
| Q1 2025 | 2 | 0 | 13.63K | $1.35M | n/a | n/a |
| Q4 2024 | 2 | +1 | 7.93K | $837,143 | +1 | n/a |
| Q3 2024 | 1 | +1 | 3.44K | $362,839 | +1 | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 1.69M | +2.9% | $188.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Bank Of America Corp /De/ | 1.33M | n/a | $148.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 1.01M | +2.5% | $112.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | UBS Group AG | 868.73K | n/a | $97.12M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Northwestern Mutual Wealth… | 555.86K | n/a | $62.14M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 338.43K | n/a | $37.84M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Wells Fargo & Company/Mn | 272.62K | n/a | $30.48M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | LPL Financial LLC | 271.79K | n/a | $30.39M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 259.21K | n/a | $28.98M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 232.06K | n/a | $25.94M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 11 | Ameriprise Financial Inc | 218.30K | n/a | $24.42M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 181.59K | -48.3% | $20.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 13 | Osaic Holdings, Inc. | 142.26K | n/a | $15.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Commonwealth Equity Services, Llc | 140.53K | n/a | $15.71M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 119.68K | n/a | $13.38M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 79.45K | n/a | $8.88M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 17 | Brown Advisory Inc | 64.59K | n/a | $7.22M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 57.57K | n/a | $6.44M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Cerity Partners LLC | 49.20K | n/a | $5.50M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Mariner, LLC | 35.95K | n/a | $4.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Creative Planning | 30.38K | n/a | $3.40M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Corient Private Wealth LP | 25.70K | n/a | $2.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Truist Financial Corp | 22.49K | n/a | $2.51M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 21.15K | n/a | $2.36M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | The Vanguard Group ✦ (passive) | 15.52K | +0.3% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Bank of New York Mellon Corp | 14.53K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 27 | Susquehanna International Group, Llp | 14.00K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Gotham Asset Management ✦ | 12.25K | +256.5% | $1.37M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 29 | Focus Partners Wealth | 12.01K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 11.47K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 10.79K | +13.1% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Captrust Financial Advisors | 9.55K | n/a | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Jane Street Group, Llc | 7.79K | n/a | $870,698 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 7.40K | n/a | $827,767 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Wealth Enhancement Advisory… | 5.72K | n/a | $665,830 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Us Bancorp \De\ | 4.46K | n/a | $498,740 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Northern Trust Corp | 3.69K | n/a | $411,983 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Mercer Global Advisors Inc /Adv | 3.37K | n/a | $376,845 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 3.09K | n/a | $345,947 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 2.93K | n/a | $327,574 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Blair William & Co/Il | 2.53K | n/a | $282,980 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | BlackRock ✦ (passive) | 400 | 0.0% | $44,720 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Cwm, Llc | 262 | n/a | $29,000 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 254 | n/a | $28,410 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Kayne Anderson Rudnick Investment… | 181 | n/a | $20,232 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Assetmark, Inc | 127 | n/a | $14,199 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 66 | n/a | $7,379 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 298 holders, 14.81M shares, $1.49B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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