IVOO · VANGUARD S&P MID-CAP 400 INDEX FUND ETF

$128.39 +0.21 (+0.16%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 4

Total Value: $17,937,691

Total Shares: 137,559

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 4 13F filers · Δ vs Mar 31, 2026

Top Holder

88.4%

+76.1 pts

Top 5

100.0%

+56.4 pts

Top 10

100.0%

+41.8 pts

HHI

7,912

Highly concentrated+7,424

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

300

Unchanged

Holder count: -298

Institutional value: -99.0%

Shares held: -99.1%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds	Open
Small NWM ADVISORS, LLC	+10,416	121,546
Large Corient Private Wealth LLC	+2,689	13,877

Top Sellers

vs Mar 31, 2026

No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)	Open
Mega CITADEL ADVISORS LLC	2,132	$278,012
Small TUCKER ASSET MANAGEMENT LLC	4	$521

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega GOLDMAN SACHS GROUP INC	1,844,375	$210,848,948
Mid HANTZ FINANCIAL SERVICES, INC.	1,510,966	$172,733,633
Mega BANK OF AMERICA CORP /DE/	1,397,368	$159,747,109
Mega MORGAN STANLEY	940,571	$107,526,076
Mega UBS Group AG	841,917	$96,247,950