
Vanguard S&P Mid-Cap 400 ETF is an exchange-traded fund on ARCA. As of Q3 2025, 273 institutional investors hold shares in this ETF, with total holdings valued at $1.5B. GOLDMAN SACHS GROUP INC is the largest holder with a position valued at $181.4M.
Overview of institutional ownership in IVOO as of Q3 2025
Institutions with the largest positions in IVOO as of Q3 2025
| Institution | Position Value |
|---|---|
GOLDMAN SACHS GROUP INC Institution | $181.4M 0.03% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $144.2M 0.01% of portfolio |
MORGAN STANLEY RIA/Wealth | $108.7M 0.01% of portfolio |
UBS Group AG Institution | $95.7M 0.02% of portfolio |
HANTZ FINANCIAL SERVICES, INC. RIA/Wealth | $86.3M 1.41% of portfolio |
L LOCKHEED MARTIN INVESTMENT MANAGEMENT CO Institution | $72.9M 2.68% of portfolio |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $60.0M 0.04% of portfolio |
S Starr Indemnity & Liability Co Institution | $40.2M 13.12% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $36.1M 0.01% of portfolio |
L LPL Financial LLC Institution | $31.7M 0.01% of portfolio |
Institutional buying and selling activity for IVOO in Q3 2025
| Institution | Net Bought |
|---|---|
HANTZ FINANCIAL SERVICES, INC. RIA/Wealth | +$26.8M +242.7K shares |
GOLDMAN SACHS GROUP INC Institution | +$16.2M +146.6K shares |
BANK OF AMERICA CORP /DE/ Institution | +$13.9M +126.4K shares |
B Bedell Investment Counselling RIA/Wealth | +$2.9M +26.2K shares |
WELLS FARGO & COMPANY/MN Institution | +$2.5M +23.0K shares |
Warwick Investment Management, Inc. Private Equity | +$2.2M +20.1K shares |
B BNP PARIBAS ARBITRAGE, SA Institution | +$2.2M +20.0K shares |
MORGAN STANLEY RIA/Wealth | +$1.8M +15.9K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$1.5M +13.4K shares |
AMERIPRISE FINANCIAL INC Institution | +$1.2M +11.1K shares |
| Institution | Net Sold |
|---|---|
UBS Group AG Institution | −$12.7M −115.4K shares |
L LOCKHEED MARTIN INVESTMENT MANAGEMENT CO Institution | −$9.9M −90.0K shares |
V Virtu Financial LLC Institution | −$4.6M −43.9K shares |
Gibraltar Capital Management, Inc. RIA/Wealth | −$3.3M −29.6K shares |
SoundView Advisors Inc. RIA/Wealth | −$1.8M −17.4K shares |
S STIFEL FINANCIAL CORP Long Only Manager | −$1.8M −16.3K shares |
−$1.4M −12.7K shares | |
L LPL Financial LLC Institution | −$1.1M −10.3K shares |
Coign Capital Advisors LLC RIA/Wealth | −$883.0K −8.0K shares |
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | −$797.8K −7.6K shares |
Institutions that initiated new positions or completely exited IVOO in Q3 2025
| Institution | Position Value |
|---|---|
B Bedell Investment Counselling RIA/Wealth | $2.9M 26.2K shares |
B BNP PARIBAS ARBITRAGE, SA Institution | $2.2M 20.0K shares |
Miracle Mile Advisors, LLC RIA/Wealth | $332.6K 3.0K shares |
Nilsine Partners, LLC RIA/Wealth | $298.5K 2.7K shares |
CHILTON INVESTMENT CO LLC Hedge Fund•Long/Short | $241.2K 2.2K shares |
CULLEN/FROST BANKERS, INC. Institution | $162.9K 1.5K shares |
Harwood Advisory Group, LLC RIA/Wealth | $115.4K 1.0K shares |
Financial Life Planners RIA/Wealth | $44.2K 400.0 shares |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager | $20.0K 181.0 shares |
Fortitude Family Office, LLC Family Office | $11.0K 100.0 shares |
| Institution | Previous Position |
|---|---|
V Virtu Financial LLC Institution | $4.6M 43.9K shares |
SoundView Advisors Inc. RIA/Wealth | $1.8M 17.4K shares |
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | $797.8K 7.6K shares |
Glenmede Investment Management, LP Long Only Manager | $419.9K 4.0K shares |
A Apella Capital, LLC Institution | $323.1K 3.0K shares |
Mount Yale Investment Advisors, LLC RIA/Wealth | $58.5K 557.0 shares |
CITIGROUP INC Institution | $42.8K 408.0 shares |
ATTICUS WEALTH MANAGEMENT, LLC RIA/Wealth | $42.6K 405.0 shares |
B Beacon Capital Management, LLC RIA/Wealth | $14.8K 141.0 shares |
Transce3nd, LLC RIA/Wealth | $7.5K 71.0 shares |
Institutions with the largest Call and Put options positions in IVOO as of Q3 2025
| Institution | Position Value |
|---|---|
B Belvedere Trading LLC Institution | - - contracts |
| Institution | Position Value |
|---|---|
B Belvedere Trading LLC Institution | - - contracts |
Institutions with IVOO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
S Starr Indemnity & Liability Co Institution | 13.12% $40.2M |
C C V STARR & CO INC Institution | 11.59% $25.1M |
Coign Capital Advisors LLC RIA/Wealth | 6.43% $10.5M |
ASSET PLANNING CORPORATION RIA/Wealth | 4.18% $8.6M |
R RAELIPSKIE PARTNERSHIP Institution | 4.12% $8.3M |
L LEGACY SOLUTIONS, LLC RIA/Wealth | 3.82% $4.2M |
B Bryant Woods Investment Advisors, LLC Institution | 3.62% $9.3M |
Francis Financial, Inc. RIA/Wealth | 3.13% $17.1M |
L LOCKHEED MARTIN INVESTMENT MANAGEMENT CO Institution | 2.68% $72.9M |
S SpringVest Wealth Management LLC Institution | 1.81% $2.5M |
Discover hedge funds investing in IVOO


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $3.7B | 16.23% | |
ETF ETF | $612.1M | 2.65% | |
Semiconductors Technology | $534.2M | 2.32% |
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