Who Owns IVOO?
Vanguard S&P Mid-Cap 400 ETF — Institutional Ownership & 13F Holdings
$123.15
+0.23 (+0.19%)
Market Cap
$5.3B
Shares Outstanding
40,283,377
Institutional Holders
265
Total Inst. Value
$1.0B
% of Float Held
—
QoQ Holder Change
+104
Institutional data as of Q1 2025
New Positions
56
Closed Positions
24
Increased
88
Decreased
53
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $135.6M | 1,373,549 |
| 2 | MORGAN STANLEY | $89.8M | 910,201 |
| 3 | UBS Group AG | $84.4M | 854,799 |
| 4 | GOLDMAN SACHS GROUP INC | $84.2M | 853,272 |
| 5 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | $74.0M | 750,000 |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $48.0M | 486,406 |
| 7 | HANTZ FINANCIAL SERVICES, INC.New | $37.6M | 380,759 |
| 8 | RAYMOND JAMES FINANCIAL INC | $30.4M | 308,127 |
| 9 | Mountain Capital Investment Advisors Inc. | $29.2M | 303,747 |
| 10 | WELLS FARGO & COMPANY/MN | $23.6M | 239,380 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +74K | $135.6M |
| UBS Group AG | +109K | $84.4M |
| GOLDMAN SACHS GROUP INC | +816K | $84.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +28K | $48.0M |
| HANTZ FINANCIAL SERVICES, INC.New | +381K | $37.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | -150K | $74.0M |
| MORGAN STANLEY | -114K | $89.8M |
| Soltis Investment Advisors LLC | -78K | $7.7M |
| Mountain Capital Investment Advisors Inc. | -45K | $29.2M |
| LPL Financial LLC | -42K | $29K |
Famous Fund Managers
Related Stocks
Frequently Asked Questions
How many institutional investors hold IVOO?
As of Q1 2025, 265 institutional investors report holding IVOO (Vanguard S&P Mid-Cap 400 ETF) in their 13F filings.
Which hedge fund owns the most IVOO?
The largest institutional holder of IVOO is BANK OF AMERICA CORP /DE/ with $135.6M in shares.
Are institutions buying or selling IVOO?
This quarter, 56 institutions opened new positions in IVOO and 24 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.