IVOO — VANGUARD S&P MID-CAP 400 ETF
As of Q2 2026, 15 SEC-registered investment managers reported holding IVOO (VANGUARD S&P MID-CAP 400 ETF) in their latest 13F filings, with a combined reported value of $762.07M across 5.85M shares. That is +8.4% by share count (+455.23K shares) versus the previous quarter, while reported value moved +23.7%. Ownership is concentrated: the five largest holders account for 94.6% of reported value and the top ten for 99.9%.
Compared with the prior quarter, 4 opened new positions, 5 added to existing stakes, 3 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Goldman Sachs Group history | Q2 2026 | 2.05M | $266.79M | 0.02% | Add |
| Bank of America Corp history | Q2 2026 | 1.39M | $180.63M | 0.01% | Reduce |
| Morgan Stanley history | Q2 2026 | 964.76K | $125.81M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 821.46K | $107.12M | 0.01% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 309.48K | $40.36M | 0.01% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 176.96K | $22.92M | 0.00% | New |
| Two Sigma Investments history | Q2 2026 | 70.62K | $9.21M | 0.01% | New |
| Citigroup Inc history | Q2 2026 | 30.09K | $3.92M | 0.00% | Reduce |
| BNY Mellon history | Q2 2026 | 21.55K | $2.81M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 15.52K | $1.74M | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | Q2 2026 | 11.18K | $1.46M | 0.00% | Add |
| Renaissance Technologies history | Q2 2025 | 7.60K | $797.85K | 0.00% | Reduce |
| Northern Trust Corp history | Q2 2026 | 3.69K | $480.52K | 0.00% | Hold |
| Prudential Financial history | Q3 2024 | 3.21K | $339.34K | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 2.13K | $278.01K | 0.00% | New |
| AQR Capital Management history | Q2 2026 | 1.74K | $227.42K | 0.00% | New |
| BlackRock Inc history | Q2 2026 | 400 | $52.16K | 0.00% | Hold |
| PNC Financial Services history | Q2 2026 | 66 | $8.61K | 0.00% | Hold |
| Amundi US history | Q1 2025 | 90 | $8.47K | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 176.96K sh · $22.92M
- Two Sigma Investments 70.62K sh · $9.21M
- Citadel Advisors 2.13K sh · $278.01K
- AQR Capital Management 1.74K sh · $227.42K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 19 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs Group | 18.88K | 18.98K | 18.96K | 18.96K | 18.88K | 18.88K | 37.72K | 37.72K | 37.72K | 37.72K | 37.72K | 37.72K | 37.72K | 37.72K | 853.27K | 1.50M | 1.64M | 1.69M | 1.84M | 2.05M |
| Bank of America Corp | 164.85K | 179.59K | 207.13K | 223.98K | 255.36K | 281.95K | 618.65K | 626.40K | 866.21K | 1.00M | 1.12M | 1.18M | 1.24M | 1.30M | 1.37M | 1.18M | 1.31M | 1.33M | 1.40M | 1.39M |
| Morgan Stanley | 422.49K | 358.55K | 374.54K | 395.15K | 414.06K | 409.83K | 830.83K | 822.48K | 767.39K | 1.11M | 1.08M | 984.92K | 1.01M | 1.02M | 910.20K | 968.68K | 984.60K | 1.01M | 940.57K | 964.76K |
| UBS Group AG | 139.25K | 141.63K | 146.36K | 119.24K | 126.08K | 144.20K | 403.75K | 414.52K | 423.53K | 436.66K | 551.68K | 570.22K | 611.85K | 745.63K | 854.80K | 982.54K | 867.18K | 868.73K | 841.92K | 821.46K |
| Wells Fargo & Co | 93.68K | 102.01K | 102.81K | 96.14K | 109.16K | 96.26K | 209.21K | 207.91K | 196.63K | 188.77K | 203.64K | 174.23K | 188.63K | 224.94K | 239.38K | 238.34K | 261.32K | 272.62K | 307.81K | 309.48K |
| JPMorgan Chase & Co | 6.94K | 7.22K | 132.70K | 7.87K | 7.81K | 7.86K | 28.64K | 34.66K | 47.93K | 66.80K | 79.62K | 88.70K | 139.74K | 147.36K | 201.16K | 173.29K | 175.61K | 181.59K | — | 176.96K |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 70.62K |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 469 | 408 | — | — | 30.42K | 30.09K |
| BNY Mellon | — | — | — | — | — | — | — | — | — | — | — | — | 2.14K | 2.44K | 5.60K | 8.56K | 10.27K | 14.53K | 13.28K | 21.55K |
| Fidelity Management & Research (FMR) | 1.48K | 1.51K | 1.52K | 2.54K | 2.57K | 2.56K | 5.20K | 6.70K | 6.76K | 7.11K | 7.76K | 7.00K | 7.44K | 7.54K | 9.17K | 9.31K | 9.54K | 10.79K | 10.16K | 11.18K |
| Northern Trust Corp | 1.93K | 1.92K | 2.08K | 2.34K | 2.04K | 2.12K | 5.27K | 4.92K | 4.62K | 66.54K | 26.86K | 4.19K | 3.85K | 3.77K | 3.95K | 3.59K | 3.59K | 3.69K | 3.69K | 3.69K |
| Citadel Advisors | — | — | 15.29K | 5.18K | 15.21K | — | — | — | 8.95K | 19.18K | — | — | — | — | — | — | — | — | — | 2.13K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.74K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 400 | 400 | 400 | 401 | 400 | 400 | 400 | 400 |
| PNC Financial Services | 1.02K | 596 | 597 | 599 | 446 | 450 | 894 | 894 | 2.35K | 762 | 763 | 351 | 66 | 66 | 66 | 66 | 66 | 66 | 66 | 66 |
| Vanguard Group | 29.73K | — | — | — | — | — | — | 12.33K | 12.46K | 12.30K | 13.10K | 13.03K | 13.23K | 13.41K | 13.42K | 15.63K | 15.47K | 15.52K | — | — |
| Renaissance Technologies | — | — | — | 1.40K | 1.50K | — | — | — | 2.60K | — | — | — | — | 4.50K | 10.20K | 7.60K | — | — | — | — |
| Amundi US | — | 95 | 95 | 95 | 95 | 95 | 190 | 190 | 190 | 190 | 190 | 190 | 90 | 90 | 90 | — | — | — | — | — |
| Prudential Financial | — | — | — | — | — | 1.24K | — | — | — | — | — | — | 3.21K | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details