증권 기록 · 과거 분기 (아카이브)
IVOO
Vanguard S&P Mid-Cap 400 ETF · Financial Services · Asset Management - Global
47추적 보유자
0Δ 보유자
8.16M보유 주식 수
$912.11M보고 가치
+0신규 편입 포지션
−0청산
모멘텀 입력값 (비교 가능한 운용사): 보유자 폭 0.0% · 주식 흐름 -1.1% · 순 신규 포지션 0.0% — 산식
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q4 2025
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 53 | +6 | 9.15M | $1.19B | +6 | — |
| Q1 2026 | 48 | +1 | 8.52M | $973.11M | +3 | −2 |
| Q4 2025 | 47 | 0 | 8.16M | $912.11M | — | — |
| Q3 2025 | 7 | -1 | 3.01M | $331.99M | — | −1 |
| Q2 2025 | 5 | 0 | 36.38K | $3.82M | — | — |
| Q1 2025 | 2 | 0 | 13.63K | $1.35M | — | — |
| Q4 2024 | 2 | +1 | 7.93K | $837,143 | +1 | — |
| Q3 2024 | 1 | +1 | 3.44K | $362,839 | +1 | — |
보유 현황 · Q4 2025
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 1.69M | +2.9% | $188.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 1.69M | +2.9% | $188.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 1.69M | +2.9% | $188.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 1.69M | +2.9% | $188.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.33M | — | $148.49M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.33M | — | $148.49M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.33M | — | $148.49M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.01M | +2.5% | $112.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 1.01M | +2.5% | $112.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 1.01M | +2.5% | $112.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 868.73K | — | $97.12M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 868.73K | — | $97.12M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 868.73K | — | $97.12M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 555.86K | — | $62.14M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 338.43K | — | $37.84M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 338.43K | — | $37.84M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 338.43K | — | $37.84M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 272.62K | — | $30.48M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 272.62K | — | $30.48M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 272.62K | — | $30.48M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | LPL Financial LLC | 271.79K | — | $30.39M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 259.21K | — | $28.98M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 232.06K | — | $25.94M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 232.06K | — | $25.94M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 232.06K | — | $25.94M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 232.06K | — | $25.94M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 218.30K | — | $24.42M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 181.59K | -48.3% | $20.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 181.59K | -48.3% | $20.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 181.59K | -48.3% | $20.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 181.59K | -48.3% | $20.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 142.26K | — | $15.91M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 142.26K | — | $15.91M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Commonwealth Equity Services, Llc | 140.53K | — | $15.71M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cetera Investment Advisers | 119.68K | — | $13.38M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Stifel Financial Corp | 79.45K | — | $8.88M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Stifel Financial Corp | 79.45K | — | $8.88M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Stifel Financial Corp | 79.45K | — | $8.88M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Stifel Financial Corp | 79.45K | — | $8.88M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Brown Advisory Inc | 64.59K | — | $7.22M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 57.57K | — | $6.44M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 57.57K | — | $6.44M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 57.57K | — | $6.44M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Cerity Partners LLC | 49.20K | — | $5.50M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Cerity Partners LLC | 49.20K | — | $5.50M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Mariner, LLC | 35.95K | — | $4.02M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Mariner, LLC | 35.95K | — | $4.02M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Creative Planning | 30.38K | — | $3.40M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Corient Private Wealth LP | 25.70K | — | $2.88M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Corient Private Wealth LP | 25.70K | — | $2.88M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Truist Financial Corp | 22.49K | — | $2.51M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Mml Investors Services, Llc | 21.15K | — | $2.36M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | The Vanguard Group ✦ (패시브) | 15.52K | +0.3% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | The Vanguard Group ✦ (패시브) | 15.52K | +0.3% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Bank of New York Mellon Corp | 14.53K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Bank of New York Mellon Corp | 14.53K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 14.53K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Bank of New York Mellon Corp | 14.53K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Susquehanna International Group, Llp | 14.00K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Susquehanna International Group, Llp | 14.00K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Gotham Asset Management ✦ | 12.25K | +256.5% | $1.37M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 62 | Focus Partners Wealth | 12.01K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Jones Financial Companies Lllp | 11.47K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Fidelity (FMR) ✦ | 10.79K | +13.1% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Captrust Financial Advisors | 9.55K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Jane Street Group, Llc | 7.79K | — | $870,698 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Baird Financial Group, Inc. | 7.40K | — | $827,767 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Baird Financial Group, Inc. | 7.40K | — | $827,767 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Wealth Enhancement Advisory… | 5.72K | — | $665,830 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Us Bancorp \De\ | 4.46K | — | $498,740 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Us Bancorp \De\ | 4.46K | — | $498,740 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Northern Trust Corp | 3.69K | — | $411,983 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Mercer Global Advisors Inc /Adv | 3.37K | — | $376,845 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | HighTower Advisors, LLC | 3.09K | — | $345,947 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Bank Of Montreal /Can/ | 2.93K | — | $327,574 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Bank Of Montreal /Can/ | 2.93K | — | $327,574 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Blair William & Co/Il | 2.53K | — | $282,980 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | BlackRock ✦ (패시브) | 400 | 0.0% | $44,720 | 0.0% | Held | 3 | SEC ↗ |
| 79 | Cwm, Llc | 262 | — | $29,000 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Russell Investments Group, Ltd. | 254 | — | $28,410 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Kayne Anderson Rudnick Investment… | 181 | — | $20,232 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Assetmark, Inc | 127 | — | $14,199 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Pnc Financial Services Group, Inc. | 66 | — | $7,379 | 0.0% | n/c | 1 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| 이번 분기 신규 추적 매수자가 없습니다. |
청산됨
| 이번 분기 추적된 청산 종목이 없습니다. |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 298 보유 기관, 14.81M 주식, $1.49B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q4 2025 ·
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