VANGUARD S&P MID-CAP 400 ETF (IVOO) Institutional Shareholders
VANGUARD S&P MID-CAP 400 ETF (IVOO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.53B in IVOO holdings during the latest filing period.
Goldman Sachs Group Inc is currently the largest disclosed institutional shareholder of IVOO tracked by InsiderSet, reporting ownership valued at approximately $210.85M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $234.90M, representing an estimated gain of +11.41% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed IVOO value among the investors covered in this analysis. Major shareholders include Goldman Sachs Group Inc, Bank Of America Corp, Morgan Stanley, and several other long-term asset managers with concentrated positions in VANGUARD S&P MID-CAP 400 ETF (IVOO).
This page ranks the largest institutional IVOO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
318
Total Reported Value
$1.53B
Largest Holder
Goldman Sachs Group Inc
Largest Position
$210.85M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 0.03% | 1,844,375 | $210,848,950 | $234,899,600 | +$24,050,650 | +11.41% | |
| Bank Of America Corp | 0.01% | 1,397,368 | $159,747,154 | $177,968,788 | +$18,221,634 | +11.41% | |
| Morgan Stanley | 0.01% | 940,571 | $107,526,180 | $119,791,123 | +$12,264,943 | +11.41% | |
| Ubs Group Ag | 0.02% | 841,917 | $96,247,951 | $107,226,549 | +$10,978,598 | +11.41% | |
| Northwestern Mutual Wealth Management Co | 0.04% | 620,359 | $70,919,362 | $79,008,922 | +$8,089,560 | +11.41% | |
| Lockheed Martin Investment Management Co | 2.26% | 540,000 | $61,732,800 | $68,774,400 | +$7,041,600 | +11.41% | |
| Raymond James Financial Inc | 0.01% | 367,675 | $42,032,514 | $46,827,088 | +$4,794,574 | +11.41% | |
| Starr Indemnity & Liability Co | 10.58% | 364,098 | $41,623,683 | $46,371,521 | +$4,747,838 | +11.41% | |
| Wells Fargo & Company/Mn | 0.01% | 307,813 | $35,189,225 | $39,203,064 | +$4,013,839 | +11.41% | |
| Lpl Financial Llc | 0.01% | 305,085 | $34,877,343 | $38,855,626 | +$3,978,283 | +11.41% | |
| Envestnet Asset Management Inc | 0.01% | 267,709 | $30,604,464 | $34,095,418 | +$3,490,954 | +11.41% | |
| Ameriprise Financial Inc | 0.01% | 239,726 | $26,677,407 | $30,531,503 | +$3,854,096 | +14.45% | |
| C V Starr & Co Inc | 13.56% | 227,427 | $25,999,455 | $28,965,103 | +$2,965,648 | +11.41% | |
| Royal Bank Of Canada | 0.00% | 224,117 | $25,620,000 | $28,543,541 | +$2,923,541 | +11.41% | |
| Francis Financial, Inc. | 3.75% | 176,517 | $20,179,447 | $22,481,205 | +$2,301,758 | +11.41% | |
| Old National Bancorp | 0.38% | 148,192 | $19,324,236 | $18,873,733 | -$450,503 | -2.33% | |
| Evergreen Capital Management Llc | 0.33% | 142,946 | $18,640,165 | $18,205,603 | -$434,562 | -2.33% | |
| Savant Capital, Llc | 0.09% | 161,136 | $18,421,090 | $20,522,281 | +$2,101,191 | +11.41% | |
| Moneta Group Investment Advisors Llc | 0.14% | 158,553 | $18,125,809 | $20,193,310 | +$2,067,501 | +11.41% | |
| Allworth Financial Lp | 0.07% | 149,524 | $17,093,543 | $19,043,377 | +$1,949,834 | +11.41% | |
| Osaic Holdings, Inc. | 0.02% | 124,792 | $14,275,164 | $15,893,509 | +$1,618,345 | +11.34% | |
| Warwick Investment Management, Inc. | 1.54% | 105,480 | $13,754,656 | $13,433,933 | -$320,723 | -2.33% | |
| Cetera Investment Advisers | 0.01% | 116,460 | $13,313,692 | $14,832,346 | +$1,518,654 | +11.41% | |
| D.A. Davidson & Co. | 0.07% | 101,477 | $13,232,609 | $12,924,111 | -$308,498 | -2.33% | |
| Nwm Advisors, Llc | 11.57% | 111,130 | $12,704,382 | $14,153,517 | +$1,449,135 | +11.41% | |
| Coign Capital Advisors Llc | 5.30% | 90,278 | $11,772,262 | $11,497,806 | -$274,456 | -2.33% | |
| Commonwealth Equity Services, Llc | 0.01% | 87,607 | $11,423,919 | $11,157,628 | -$266,291 | -2.33% | |
| Bryant Woods Investment Advisors, Llc | 3.09% | 85,263 | $11,118,066 | $10,859,096 | -$258,970 | -2.33% | |
| Rockefeller Capital Management L.P. | 0.02% | 93,666 | $10,707,954 | $11,929,302 | +$1,221,348 | +11.41% | |
| Stifel Financial Corp | 0.01% | 90,812 | $10,381,752 | $11,565,816 | +$1,184,064 | +11.41% | |
| Kastel Capital Advisors, Llc | 6.05% | 83,696 | $9,568,178 | $10,659,523 | +$1,091,345 | +11.41% | |
| Raelipskie Partnership | 3.97% | 82,080 | $9,383,386 | $10,453,709 | +$1,070,323 | +11.41% | |
| Pathstone Holdings, Llc | 0.04% | 80,224 | $9,171,186 | $10,217,329 | +$1,046,143 | +11.41% | |
| Brown Advisory Inc | 0.01% | 65,012 | $7,432,172 | $8,279,928 | +$847,756 | +11.41% | |
| Violich Capital Management, Inc. | 0.78% | 55,295 | $7,210,468 | $7,042,371 | -$168,097 | -2.33% | |
| Checchi Capital Advisers, Llc | 0.47% | 60,077 | $6,867,982 | $7,651,407 | +$783,425 | +11.41% | |
| Lebenthal Global Advisors, Llc | 0.87% | 49,355 | $6,435,860 | $6,285,853 | -$150,007 | -2.33% | |
| Kestra Advisory Services, Llc | 0.02% | 48,593 | $6,336,583 | $6,188,804 | -$147,779 | -2.33% | |
| Soltis Investment Advisors Llc | 0.35% | 46,703 | $6,090,133 | $5,948,094 | -$142,039 | -2.33% | |
| Cerity Partners Llc | 0.01% | 52,472 | $6,009,749 | $6,682,834 | +$673,085 | +11.20% | |
| Harbor Advisory Corp | 1.70% | 49,445 | $5,652,552 | $6,297,315 | +$644,763 | +11.41% | |
| Texas Capital Bank Wealth Management Services Inc | 0.33% | 48,646 | $5,561,211 | $6,195,555 | +$634,344 | +11.41% | |
| Harbour Investments, Inc. | 0.08% | 46,617 | $5,329,043 | $5,937,141 | +$608,098 | +11.41% | |
| Private Advisor Group, Llc | 0.02% | 40,698 | $5,307,061 | $5,183,297 | -$123,764 | -2.33% | |
| Valmark Advisers, Inc. | 0.06% | 45,224 | $5,170,008 | $5,759,729 | +$589,721 | +11.41% | |
| Atlas Legacy Advisors, Llc | 0.71% | 37,075 | $4,826,495 | $4,721,872 | -$104,623 | -2.17% | |
| Legacy Solutions, Llc | 3.90% | 36,939 | $4,816,830 | $4,704,551 | -$112,279 | -2.33% | |
| Savvy Advisors, Inc. | 0.13% | 41,979 | $4,799,070 | $5,346,445 | +$547,375 | +11.41% | |
| Ep Wealth Advisors, Llc | 0.02% | 39,817 | $4,551,879 | $5,071,093 | +$519,214 | +11.41% | |
| First American Bank | 0.25% | 34,408 | $4,486,803 | $4,382,203 | -$104,600 | -2.33% |
Frequently asked questions about IVOO
Who owns the most IVOO stock?
The largest holders of IVOO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD S&P MID-CAP 400 ETF (IVOO).
Is IVOO widely held by superinvestors?
Many widely followed stocks like IVOO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IVOO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.