ETF Holders

Who owns IVOO?

Small or mid cap

Vanguard S&P Mid-Cap 400 ETF · Vanguard

345 institutions reported holding IVOO, worth $2.2B, in Form 13F filings for June 30, 2026.

13F holders
345
Institutional value
$2.2B
Change from prior quarter
+26.9%
+$459.5M, with price moves
New and sold-out firms
61 / 11
100 added, 94 trimmed

Top 10 institutional holders of IVOO

FirmLocationValueSharesChange
Goldman Sachs Group Inc.New York, NY$266.8M2,045,932+201,557 shares
Hantz Financial Services, Inc.Southfield, MI$249.9M1,916,060+405,094 shares
Bank of America Corp.Charlotte, NC$180.6M1,385,207−12,161 shares
Morgan StanleyNew York, NY$125.8M964,765+24,194 shares
UBS Group AGZurich, Switzerland$107.1M821,464−20,453 shares
Northwestern Mutual Wealth Management CoMilwaukee, WI$93.4M716,227+95,868 shares
Lockheed Martin Investment Management CoBethesda, MD$70.4M540,000No change
Raymond James Financial Inc.St. Petersburg, FL$48.9M374,873+7,198 shares
Starr Indemnity & Liability CoNew York, NY$47.5M364,098No change
LPL Financial LLCFort Mill, SC$43.0M329,634+24,549 shares
335 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Compare what they hold: IVOO vs JMEE, IVOO vs TMSL, IVOO vs MDYG, IVOO vs PSC.

Frequently asked questions

Who owns IVOO?

345 institutional managers reported holding IVOO in Form 13F filings for June 30, 2026, worth $2.2B in total. The largest reported position was held by Goldman Sachs Group Inc., at $266.8M.

Did institutions buy or sell IVOO last quarter?

Reported 13F value rose 26.9% from March 31, 2026, which includes price moves as well as buying and selling. 61 firms reported a new position and 11 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is IVOO ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.