Security record
IVOO
Vanguard S&P Mid-Cap 400 ETF · Financial Services · Asset Management - Global
53Tracked holders
+6Δ holders
9.15MShares held
$1.19BReported value
+6New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +12.8% ·
share flow +7.4% ·
net new positions +11.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 2.05M | +10.9% | $266.79M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | Bank Of America Corp /De/ | 1.39M | -0.9% | $180.63M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 964.76K | +2.6% | $125.81M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 4 | UBS Group AG | 821.46K | -2.4% | $107.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 5 | Northwestern Mutual Wealth… | 716.23K | +15.4% | $93.40M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 374.87K | +2.0% | $48.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | LPL Financial LLC | 329.63K | +8.1% | $42.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 309.48K | +0.5% | $40.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Ameriprise Financial Inc | 281.85K | +17.6% | $36.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 263.06K | -1.7% | $34.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 251.42K | +12.2% | $32.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 12 | Cetera Investment Advisers | 225.15K | +93.3% | $29.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 176.96K | -4.9% | $22.92M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 14 | Osaic Holdings, Inc. | 121.80K | -2.4% | $15.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Rockefeller Capital Management L.P. | 95.38K | +1.8% | $12.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 16 | Stifel Financial Corp | 93.17K | +2.6% | $12.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 17 | Commonwealth Equity Services, Llc | 87.61K | -31.0% | $11.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 70.62K | New | $9.21M | 0.0% | New | 1 | SEC ↗ |
| 19 | Brown Advisory Inc | 65.11K | +0.1% | $8.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Cerity Partners LLC | 53.98K | +2.9% | $7.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Blair William & Co/Il | 38.72K | +96.8% | $5.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 35.66K | New | $4.65M | 0.0% | New | 1 | SEC ↗ ×2 |
| 23 | Creative Planning | 33.92K | +10.8% | $4.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Citigroup Inc | 30.09K | -1.1% | $3.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 29.87K | +48.7% | $3.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Mariner, LLC | 29.08K | -11.8% | $3.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Truist Financial Corp | 27.85K | +22.2% | $3.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 25.67K | +8.2% | $3.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 21.55K | +62.2% | $2.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 30 | Nuveen, LLC | 20.38K | New | $2.66M | 0.0% | New | 1 | SEC ↗ |
| 31 | CIBC Bancorp USA Inc. | 16.97K | -8.5% | $2.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 32 | Us Bancorp \De\ | 15.35K | +22.6% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Corient Private Wealth LP | 14.75K | +31.9% | $1.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Gotham Asset Management ✦ | 12.25K | 0.0% | $1.60M | 0.0% | Held | 8 | SEC ↗ |
| 35 | Focus Partners Wealth | 11.32K | +19.7% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 11.18K | +10.1% | $1.46M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Wealth Enhancement Advisory… | 6.82K | +22.3% | $872,930 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Baird Financial Group, Inc. | 6.04K | +0.6% | $788,008 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | Captrust Financial Advisors | 5.67K | -40.7% | $739,569 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 4.87K | -6.4% | $635,048 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Northern Trust Corp | 3.69K | 0.0% | $480,524 | 0.0% | Held | 3 | SEC ↗ |
| 42 | HighTower Advisors, LLC | 3.12K | +0.1% | $407,311 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 2.93K | 0.0% | $382,072 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 44 | Mercer Global Advisors Inc /Adv | 2.89K | -4.4% | $377,181 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Fisher Asset Management ✦ | 2.23K | New | $290,531 | 0.0% | New | 1 | SEC ↗ |
| 46 | Citadel Advisors ✦ | 2.13K | New | $278,013 | 0.0% | New | 1 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 1.74K | New | $227,418 | 0.0% | New | 1 | SEC ↗ |
| 48 | Fifth Third Bancorp | 1.26K | -5.9% | $164,825 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | BlackRock ✦ (passive) | 400 | 0.0% | $52,160 | 0.0% | Held | 5 | SEC ↗ |
| 50 | Assetmark, Inc | 304 | +67.0% | $39,642 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Kayne Anderson Rudnick Investment… | 181 | 0.0% | $23,597 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 66 | 0.0% | $8,606 | 0.0% | Held | 3 | SEC ↗ |
| 53 | Russell Investments Group, Ltd. | 1 | -99.5% | $130 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $9.21M | 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% |
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: Q2 2026 ·
Methodology ·
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