Who Owns Vanguard S&P Mid-Cap 400 ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Vanguard S&P Mid-Cap 400 ETF.
Who crossed 5% of IVOO →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Violich Capital Management, Inc.COM55.3K shheld | $6.7M |
| LEGACY SOLUTIONS, LLCMIDCP 400 IDX38.1K shadded | $4.6M |
| Councilor Wealth, LLCMIDCP 400 IDX31.4K shadded | $3.8M |
| Farther Finance Advisors, LLCETF19.3K shadded | $2.4M |
| Valeo Financial Advisors, LLCETF9.3K shheld | $1.1M |
| CoreCap Advisors, LLCETF2.3K shadded | $275.5K |
| EASTERN BANKMIDCP 400 IDX2K shheld | $248.8K |
| Ledgewood Wealth Advisors, LLCMIDCP 400 IDX1.6K shheld | $200.7K |
| Central Pacific Bank - Trust DivisionMIDCP 400 IDX26 shheld | $3.2K |
| GAMMA Investing LLCETF10 shheld | $1.2K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
More on IVOO
Follow Vanguard S&P Mid-Cap 400 ETF (IVOO) by email
New trades in Vanguard S&P Mid-Cap 400 ETF (IVOO) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.