证券记录 · 已归档季度
IVOO
Vanguard S&P Mid-Cap 400 ETF · Financial Services · Asset Management - Global
53被追踪持有人
+6Δ持有人
9.15M持有股份
$1.19B报告持仓市值
+6新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +12.8% ·
股份流向 +7.4% ·
净新建仓位 +11.3%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
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 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 2.05M | +10.9% | $266.79M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 2.05M | +10.9% | $266.79M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 2.05M | +10.9% | $266.79M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 2.05M | +10.9% | $266.79M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.39M | -0.9% | $180.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.39M | -0.9% | $180.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.39M | -0.9% | $180.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 964.76K | +2.6% | $125.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 964.76K | +2.6% | $125.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 964.76K | +2.6% | $125.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | UBS Group AG | 821.46K | -2.4% | $107.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 821.46K | -2.4% | $107.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 821.46K | -2.4% | $107.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | UBS Group AG | 821.46K | -2.4% | $107.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 716.23K | +15.4% | $93.40M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 374.87K | +2.0% | $48.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 374.87K | +2.0% | $48.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 374.87K | +2.0% | $48.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | LPL Financial LLC | 329.63K | +8.1% | $42.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 309.48K | +0.5% | $40.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 309.48K | +0.5% | $40.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 309.48K | +0.5% | $40.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 281.85K | +17.6% | $36.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 263.06K | -1.7% | $34.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 251.42K | +12.2% | $32.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 251.42K | +12.2% | $32.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 251.42K | +12.2% | $32.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 251.42K | +12.2% | $32.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 251.42K | +12.2% | $32.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Cetera Investment Advisers | 225.15K | +93.3% | $29.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 176.96K | -4.9% | $22.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 176.96K | -4.9% | $22.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 176.96K | -4.9% | $22.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 176.96K | -4.9% | $22.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 176.96K | -4.9% | $22.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 121.80K | -2.4% | $15.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 121.80K | -2.4% | $15.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 95.38K | +1.8% | $12.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 95.38K | +1.8% | $12.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 95.38K | +1.8% | $12.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 95.38K | +1.8% | $12.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Stifel Financial Corp | 93.17K | +2.6% | $12.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Stifel Financial Corp | 93.17K | +2.6% | $12.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Stifel Financial Corp | 93.17K | +2.6% | $12.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Commonwealth Equity Services, Llc | 87.61K | -31.0% | $11.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Two Sigma Investments ✦ | 70.62K | 新增 | $9.21M | 0.0% | New | 1 | SEC ↗ |
| 47 | Brown Advisory Inc | 65.11K | +0.1% | $8.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Cerity Partners LLC | 53.98K | +2.9% | $7.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Cerity Partners LLC | 53.98K | +2.9% | $7.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Blair William & Co/Il | 38.72K | +96.8% | $5.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Susquehanna International Group, Llp | 35.66K | 新增 | $4.65M | 0.0% | New | 1 | SEC ↗ |
| 52 | Susquehanna International Group, Llp | 35.66K | 新增 | $4.65M | 0.0% | New | 1 | SEC ↗ |
| 53 | Creative Planning | 33.92K | +10.8% | $4.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Creative Planning | 33.92K | +10.8% | $4.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Citigroup Inc | 30.09K | -1.1% | $3.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Jones Financial Companies Lllp | 29.87K | +48.7% | $3.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Mariner, LLC | 29.08K | -11.8% | $3.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Truist Financial Corp | 27.85K | +22.2% | $3.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Mml Investors Services, Llc | 25.67K | +8.2% | $3.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Bank of New York Mellon Corp | 21.55K | +62.2% | $2.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Bank of New York Mellon Corp | 21.55K | +62.2% | $2.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Bank of New York Mellon Corp | 21.55K | +62.2% | $2.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Bank of New York Mellon Corp | 21.55K | +62.2% | $2.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Nuveen, LLC | 20.38K | 新增 | $2.66M | 0.0% | New | 1 | SEC ↗ |
| 65 | CIBC Bancorp USA Inc. | 16.97K | -8.5% | $2.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | CIBC Bancorp USA Inc. | 16.97K | -8.5% | $2.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Us Bancorp \De\ | 15.35K | +22.6% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Corient Private Wealth LP | 14.75K | +31.9% | $1.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Gotham Asset Management ✦ | 12.25K | 0.0% | $1.60M | 0.0% | Held | 8 | SEC ↗ |
| 70 | Focus Partners Wealth | 11.32K | +19.7% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Fidelity (FMR) ✦ | 11.18K | +10.1% | $1.46M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 72 | Wealth Enhancement Advisory… | 6.82K | +22.3% | $872,930 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Baird Financial Group, Inc. | 6.04K | +0.6% | $788,008 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Baird Financial Group, Inc. | 6.04K | +0.6% | $788,008 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Captrust Financial Advisors | 5.67K | -40.7% | $739,569 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | UBS AM, a distinct business unit of… | 4.87K | -6.4% | $635,048 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Northern Trust Corp | 3.69K | 0.0% | $480,524 | 0.0% | Held | 3 | SEC ↗ |
| 78 | HighTower Advisors, LLC | 3.12K | +0.1% | $407,311 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Bank Of Montreal /Can/ | 2.93K | 0.0% | $382,072 | 0.0% | Held | 3 | SEC ↗ |
| 80 | Bank Of Montreal /Can/ | 2.93K | 0.0% | $382,072 | 0.0% | Held | 3 | SEC ↗ |
| 81 | Mercer Global Advisors Inc /Adv | 2.89K | -4.4% | $377,181 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Fisher Asset Management ✦ | 2.23K | 新增 | $290,531 | 0.0% | New | 1 | SEC ↗ |
| 83 | Citadel Advisors ✦ | 2.13K | 新增 | $278,013 | 0.0% | New | 1 | SEC ↗ |
| 84 | AQR Capital Management ✦ | 1.74K | 新增 | $227,418 | 0.0% | New | 1 | SEC ↗ |
| 85 | Fifth Third Bancorp | 1.26K | -5.9% | $164,825 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | BlackRock ✦ (被动) | 400 | 0.0% | $52,160 | 0.0% | Held | 5 | SEC ↗ |
| 87 | Assetmark, Inc | 304 | +67.0% | $39,642 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Kayne Anderson Rudnick Investment… | 181 | 0.0% | $23,597 | 0.0% | Held | 3 | SEC ↗ |
| 89 | Pnc Financial Services Group, Inc. | 66 | 0.0% | $8,606 | 0.0% | Held | 3 | SEC ↗ |
| 90 | Russell Investments Group, Ltd. | 1 | -99.5% | $130 | 0.0% | ▼ Trim | 3 | 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
| Two Sigma Investments | $9.21M | 0.0% |
| Susquehanna International… | $4.65M | 0.0% |
| Susquehanna International… | $4.65M | 0.0% |
| Nuveen, LLC | $2.66M | 0.0% |
| Fisher Asset Management | $290,531 | 0.0% |
| Citadel Advisors | $278,013 | 0.0% |
| AQR Capital Management | $227,418 | 0.0% |
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: Q2 2026 ·
方法论 ·
通过API获取此数据