证券记录 · 已归档季度
IVOO
Vanguard S&P Mid-Cap 400 ETF · Financial Services · Asset Management - Global
47被追踪持有人
0Δ持有人
8.16M持有股份
$912.11M报告持仓市值
+0新建仓位
−0清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -1.1% · 净新建仓位 0.0% — 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (被动) | 15.52K | +0.3% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | The Vanguard Group ✦ (被动) | 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 ✦ (被动) | 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 ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 298 持有人, 14.81M 股份, $1.49B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据