We are live on ! Find out more
IVOO icon

Vanguard S&P Mid-Cap 400 ETF
IVOO

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30.9M +$4.44M +71,156 +17%
Ameriprise
2
Ameriprise
Minnesota
$21.2M +$9.19M +147,274 +80%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$16.3M -$34.6K -554 -0.2%
LPL Financial
4
LPL Financial
California
$15.7M +$3.62M +57,924 +31%
UBS Group
5
UBS Group
Switzerland
$14.8M +$93.2K +1,494 +0.6%
Bank of America
6
Bank of America
North Carolina
$12.9M +$1.2M +19,202 +11%
Wells Fargo
7
Wells Fargo
California
$11.3M +$855K +13,704 +8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$10.5M +$109K +1,750 +1%
FA
9
FDx Advisors
Illinois
$9.52M +$2.3M +36,836 +33%
RJA
10
Raymond James & Associates
Florida
$4.81M +$613K +9,824 +15%
B
11
Bridgeworth
Alabama
$4.79M +$2.43M +39,012 +109%
Bessemer Group
12
Bessemer Group
New Jersey
$4.61M – – –
TCB
13
Texas Capital Bancshares
Texas
$4.08M -$155K -2,476 -4%
SLF
14
Sun Life Financial
Ontario, Canada
$4.02M +$387K +6,200 +11%
HCM
15
Hollencrest Capital Management
California
$3.07M – – –
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$2.29M +$570K +9,128 +34%
Jane Street
17
Jane Street
New York
$2.18M +$2.13M +34,094 New
CF
18
Centaurus Financial
California
$2.11M +$2.06M +33,032 New
BC
19
Bartlett & Co
Ohio
$2.01M – – –
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$2M +$42.8K +686 +2%
PFM
21
Phillips Financial Management
Indiana
$1.92M -$87.6K -1,404 -5%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.88M -$348K -5,576 -16%
AG
23
Advisor Group
Arizona
$1.6M +$851K +13,642 +120%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.57M +$53.7K +860 +4%
CT
25
Coastline Trust
Rhode Island
$1.51M +$56.2K +900 +4%
1
2 3 4