IVOO Institutional Ownership & Shareholders
VANGUARD S&P MID-CAP 400 ETF (IVOO) is currently held by 335 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.06B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Goldman Sachs Group Inc is currently the largest disclosed institutional shareholder of IVOO tracked by InsiderSet, reporting ownership valued at approximately $266.79M in its June 30, 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 $253.88M, representing an estimated loss of -4.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed IVOO value among the investors covered in this analysis. Major shareholders include Goldman Sachs Group Inc, Hantz Financial Services, Inc., Bank Of America Corp, 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
335
Total Reported Value
$2.06B
Largest Holder
Goldman Sachs Group Inc
Largest Position
$266.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
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% | 2,045,932 | $266,789,533 | $253,879,702 | -$12,909,831 | -4.84% | |
| Hantz Financial Services, Inc. | 3.38% | 1,916,060 | $249,854,000 | $237,763,885 | -$12,090,115 | -4.84% | |
| Bank Of America Corp | 0.01% | 1,385,207 | $180,631,030 | $171,890,337 | -$8,740,693 | -4.84% | |
| Morgan Stanley | 0.01% | 964,765 | $125,805,566 | $119,717,689 | -$6,087,877 | -4.84% | |
| Ubs Group Ag | 0.02% | 821,464 | $107,118,906 | $101,935,468 | -$5,183,438 | -4.84% | |
| Lockheed Martin Investment Management Co | 2.79% | 540,000 | $70,416,000 | $67,008,600 | -$3,407,400 | -4.84% | |
| Raymond James Financial Inc | 0.01% | 374,873 | $48,883,324 | $46,517,991 | -$2,365,333 | -4.84% | |
| Starr Indemnity & Liability Co | 12.59% | 364,098 | $47,478,379 | $45,180,921 | -$2,297,458 | -4.84% | |
| Lpl Financial Llc | 0.01% | 329,634 | $42,984,297 | $40,904,283 | -$2,080,014 | -4.84% | |
| Wells Fargo & Company/Mn | 0.01% | 309,484 | $40,356,635 | $38,403,870 | -$1,952,765 | -4.84% | |
| Savant Capital, Llc | 0.11% | 308,501 | $37,637,445 | $38,281,889 | +$644,444 | +1.71% | |
| Ameriprise Financial Inc | 0.01% | 281,849 | $36,748,851 | $34,974,642 | -$1,774,209 | -4.83% | |
| Envestnet Asset Management Inc | 0.01% | 263,058 | $34,302,818 | $32,642,867 | -$1,659,951 | -4.84% | |
| Royal Bank Of Canada | 0.01% | 251,422 | $32,785,000 | $31,198,956 | -$1,586,044 | -4.84% | |
| C V Starr & Co Inc | 15.83% | 227,427 | $29,656,481 | $28,221,416 | -$1,435,065 | -4.84% | |
| Cetera Investment Advisers | 0.03% | 225,150 | $29,359,493 | $27,938,864 | -$1,420,630 | -4.84% | |
| Moneta Group Investment Advisors Llc | 0.21% | 216,259 | $28,200,220 | $26,835,579 | -$1,364,641 | -4.84% | |
| Warwick Investment Management, Inc. | 3.03% | 217,102 | $26,434,324 | $26,940,187 | +$505,863 | +1.91% | |
| Francis Financial, Inc. | 3.89% | 182,027 | $23,736,347 | $22,587,730 | -$1,148,617 | -4.84% | |
| Jpmorgan Chase & Co | 0.00% | 176,964 | $22,916,839 | $21,959,463 | -$957,376 | -4.18% | |
| Evergreen Capital Management Llc | 0.34% | 159,713 | $19,446,596 | $19,818,786 | +$372,190 | +1.91% | |
| Allworth Financial Lp | 0.08% | 145,277 | $18,944,093 | $18,027,423 | -$916,670 | -4.84% | |
| Old National Bancorp | 0.37% | 152,593 | $18,579,722 | $18,935,265 | +$355,543 | +1.91% | |
| Osaic Holdings, Inc. | 0.02% | 121,800 | $15,893,694 | $15,114,162 | -$779,532 | -4.90% | |
| Nwm Advisors, Llc | 12.48% | 121,546 | $15,849,598 | $15,082,643 | -$766,955 | -4.84% | |
| Rockefeller Capital Management L.P. | 0.02% | 95,378 | $12,437,392 | $11,835,456 | -$601,936 | -4.84% | |
| D.A. Davidson & Co. | 0.07% | 101,463 | $12,354,139 | $12,590,544 | +$236,405 | +1.91% | |
| Stifel Financial Corp | 0.01% | 93,167 | $12,149,145 | $11,561,093 | -$588,052 | -4.84% | |
| Coign Capital Advisors Llc | 5.30% | 90,278 | $11,772,262 | $11,202,597 | -$569,665 | -4.84% | |
| Commonwealth Equity Services, Llc | 0.01% | 87,607 | $11,423,919 | $10,871,153 | -$552,766 | -4.84% | |
| Raelipskie Partnership | 4.03% | 81,865 | $10,675,196 | $10,158,628 | -$516,568 | -4.84% | |
| Bryant Woods Investment Advisors, Llc | 3.00% | 87,403 | $10,641,885 | $10,845,838 | +$203,953 | +1.92% | |
| Elevation Point Wealth Partners, Llc | 0.18% | 74,317 | $9,690,912 | $9,221,997 | -$468,915 | -4.84% | |
| Vestmark Advisory Solutions, Inc. | 0.09% | 73,550 | $9,590,895 | $9,126,820 | -$464,076 | -4.84% | |
| Kastel Capital Advisors, Llc | 6.05% | 83,696 | $9,568,178 | $10,385,837 | +$817,659 | +8.55% | |
| Two Sigma Investments, Lp | 0.01% | 70,617 | $9,208,457 | $8,762,864 | -$445,593 | -4.84% | |
| Pathstone Holdings, Llc | 0.04% | 80,224 | $9,171,186 | $9,954,996 | +$783,810 | +8.55% | |
| Janney Montgomery Scott Llc | 0.02% | 69,565 | $9,071,000 | $8,632,321 | -$438,679 | -4.84% | |
| Brown Advisory Inc | 0.01% | 65,112 | $8,490,605 | $8,079,748 | -$410,857 | -4.84% | |
| Checchi Capital Advisers, Llc | 0.54% | 64,929 | $8,466,783 | $8,057,040 | -$409,743 | -4.84% | |
| Sentinel Trust Co Lba | 0.63% | 54,746 | $7,139,000 | $6,793,431 | -$345,569 | -4.84% | |
| Cerity Partners Llc | 0.01% | 53,979 | $7,036,877 | $6,698,254 | -$338,623 | -4.81% | |
| Violich Capital Management, Inc. | 0.73% | 55,295 | $6,732,719 | $6,861,557 | +$128,838 | +1.91% | |
| Harbor Advisory Corp | 1.73% | 49,445 | $6,447,628 | $6,135,630 | -$311,998 | -4.84% | |
| Kestra Advisory Services, Llc | 0.02% | 48,593 | $6,336,583 | $6,029,905 | -$306,678 | -4.84% | |
| Texas Capital Bank Wealth Management Services Inc | 0.34% | 48,062 | $6,267,265 | $5,964,014 | -$303,251 | -4.84% | |
| Lebenthal Global Advisors, Llc | 0.80% | 49,260 | $5,997,925 | $6,112,673 | +$114,748 | +1.91% | |
| Harbour Investments, Inc. | 0.08% | 44,676 | $5,825,754 | $5,543,845 | -$281,909 | -4.84% | |
| Valmark Advisers, Inc. | 0.06% | 44,059 | $5,745,294 | $5,467,281 | -$278,013 | -4.84% | |
| Soltis Investment Advisors Llc | 0.26% | 46,116 | $5,615,127 | $5,722,534 | +$107,407 | +1.91% |
Frequently asked questions about IVOO
Who are the largest institutional holders of IVOO?
The largest institutional holders of IVOO reported in the latest SEC Form 13F filings include Goldman Sachs Group Inc, Hantz Financial Services, Inc., Bank Of America Corp, Morgan Stanley, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported IVOO position.
What is IVOO institutional ownership?
This page tracks IVOO positions reported by institutional investment managers through SEC Form 13F. VANGUARD S&P MID-CAP 400 ETF (IVOO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IVOO?
InsiderSet currently tracks 335 institutional managers reporting IVOO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IVOO shareholders.
How much IVOO stock do institutions own?
Institutional investment managers disclosed approximately $2.06B in IVOO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IVOO institutional ownership last updated?
The latest IVOO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IVOO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IVOO position after the reporting date.
Are institutions buying or selling IVOO?
Institutional buying and selling can be analyzed by comparing IVOO positions across consecutive 13F reporting periods. InsiderSet's IVOO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IVOO ownership changes.
How has IVOO institutional ownership changed over time?
InsiderSet tracks IVOO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.