Vault-13

VANGUARD ADMIRAL FDS INC IVOO

MIDCP 400 IDX · ETP · CUSIP 921932885

346 institutional holders +43 vs Q1 2026
16,593,87816.6m shares reported held*
$2.2bnreported value*
58 new 99 added 96 reduced 11 sold out net bought ≈ $219.8m (+1.7m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($10.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $130.26.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 175Q4 22: 189Q1 23: 192Q2 23: 197Q3 23: 199Q4 23: 222Q1 24: 233Q2 24: 235Q3 24: 251Q4 24: 274Q1 25: 271Q2 25: 277Q3 25: 275Q4 25: 289Q1 26: 303Q2 26: 346346Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022175
Q4 2022189
Q1 2023192
Q2 2023197
Q3 2023199
Q4 2023222
Q1 2024233
Q2 2024235
Q3 2024251
Q4 2024274
Q1 2025271
Q2 2025277
Q3 2025275
Q4 2025289
Q1 2026303
Q2 2026346

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 116 bought or addedQ3 24: 74 cut or sold outQ4 24: 116 bought or addedQ4 24: 74 cut or sold outQ4 24Q1 25: 124 bought or addedQ1 25: 88 cut or sold outQ2 25: 122 bought or addedQ2 25: 98 cut or sold outQ2 25Q3 25: 104 bought or addedQ3 25: 96 cut or sold outQ4 25: 120 bought or addedQ4 25: 85 cut or sold outQ4 25Q1 26: 128 bought or addedQ1 26: 96 cut or sold outQ2 26: 157 bought or addedQ2 26: 107 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202411674
Q4 202411674
Q1 202512488
Q2 202512298
Q3 202510496
Q4 202512085
Q1 202612896
Q2 2026157107

Biggest buyers

HANTZ FINANCIAL SERVICES, INC. Added +405,094+405.1k
GOLDMAN SACHS GROUP INC Added +201,557+201.6k
Savant Capital, LLC Added +147,365+147.4k
Cetera Investment Advisers Added +108,690+108.7k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +95,868+95.9k
ELEVATION POINT WEALTH PARTNERS, LLC New +74,317+74.3k
Vestmark Advisory Solutions, Inc. New +73,550+73.5k
TWO SIGMA INVESTMENTS, LP New +70,617+70.6k
MONETA GROUP INVESTMENT ADVISORS LLC Added +57,706+57.7k
Cambridge Investment Research Advisors, Inc. Added +55,608+55.6k

Biggest sellers

COMMONWEALTH EQUITY SERVICES, LLC Reduced -39,279-39.3k
Lebenthal Global Advisors, LLC Reduced -31,545-31.5k
UBS Group AG Reduced -20,453-20.5k
BANK OF AMERICA CORP /DE/ Reduced -12,161-12.2k
JPMORGAN CHASE & CO Reduced -9,117-9.1k
Equitable Holdings, Inc. Reduced -8,261-8.3k
Oasis Advisors, LLC Sold out -7,108-7.1k
EVOKE WEALTH, LLC Sold out -6,851-6.9k
Kestra Advisory Services, LLC Reduced -6,527-6.5k
IEQ CAPITAL, LLC Reduced -5,773-5.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GOLDMAN SACHS GROUP INC 0.03% of their portfolio NEW YORK, NY 2,045,9322.0m $266.8m $266.8m 0.03% Added +201.6k +201,557
2 HANTZ FINANCIAL SERVICES, INC. 3.38% of their portfolio SOUTHFIELD, MI 1,916,0601.9m $249.9m $249.9m 3.38% Added +405.1k +405,094
3 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,385,2071.4m $180.6m $180.6m 0.01% Reduced -12.2k -12,161
4 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 964,765964.8k $125.8m $125.8m 0.01% Added +24.2k +24,194
5 UBS Group AG 0.02% of their portfolio ZURICH, V8 821,464821.5k $107.1m $107.1m 0.02% Reduced -20.5k -20,453
6 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.05% of their portfolio MILWAUKEE, WI 716,227716.2k $93.4m $93.4m 0.05% Added +95.9k +95,868
7 LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 2.79% of their portfolio BETHESDA, MD 540,000540.0k $70.4m $70.4m 2.79% Unchanged
8 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 374,873374.9k $48.9m $48.9m 0.01% Added +7.2k +7,198
9 Starr Indemnity & Liability Co 12.59% of their portfolio NEW YORK, NY 364,098364.1k $47.5m $47.5m 12.59% Unchanged
10 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 329,634329.6k $43.0m $43.0m 0.01% Added +24.5k +24,549
11 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 309,484309.5k $40.4m $40.4m 0.01% Added +1.7k +1,671
12 Savant Capital, LLC 0.11% of their portfolio ROCKFORD, IL 308,501308.5k $37.6m $37.6m 0.11% Added +147.4k +147,365
13 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 281,849281.8k $36.7m $36.7m 0.01% Added +42.1k +42,123
14 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 263,058263.1k $34.3m $34.3m 0.01% Reduced -4.7k -4,651
15 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 251,422251.4k $32.8m $32.8m 0.01% Added +27.3k +27,305
16 C V STARR & CO INC 15.83% of their portfolio NEW YORK, NY 227,427227.4k $29.7m $29.7m 15.83% Unchanged
17 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 225,150225.2k $29.4m $29.4m 0.03% Added +108.7k +108,690
18 MONETA GROUP INVESTMENT ADVISORS LLC 0.21% of their portfolio ST LOUIS, MO 216,259216.3k $28.2m $28.2m 0.21% Added +57.7k +57,706
19 Francis Financial, Inc. 3.89% of their portfolio NEW YORK, NY 182,027182.0k $23.7m $23.7m 3.89% Added +5.5k +5,510
20 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 176,964177.0k $22.9m $22.9m 0.00% Reduced -9.1k -9,117
21 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 153,242153.2k $20.0m $20.0m 0.02% Added +55.6k +55,608
22 OLD NATIONAL BANCORP /IN/ 0.38% of their portfolio EVANSVILLE, IN 148,192148.2k $19.3m $19.3m 0.38% Added +289 +289
23 Allworth Financial LP 0.08% of their portfolio FOLSOM, CA 145,277145.3k $18.9m $18.9m 0.08% Reduced -4.2k -4,247
24 EVERGREEN CAPITAL MANAGEMENT LLC 0.33% of their portfolio Bellevue, WA 142,946142.9k $18.6m $18.6m 0.33% Added +23.8k +23,814
25 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 121,800121.8k $15.9m $15.9m 0.02% Reduced -3.0k -2,992
26 NWM ADVISORS, LLC 12.48% of their portfolio SAN LUIS OBISPO, CA 121,546121.5k $15.8m $15.8m 12.48% Added +10.4k +10,416
27 Warwick Investment Management, Inc. 1.54% of their portfolio BRYAN, TX 105,480105.5k $13.8m $13.8m 1.54% Added +17.6k +17,621
28 D.A. DAVIDSON & CO. 0.07% of their portfolio GREAT FALLS, MT 101,477101.5k $13.2m $13.2m 0.07% Reduced -3.8k -3,771
29 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 95,37895.4k $12.4m $12.4m 0.02% Added +1.7k +1,712
30 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 93,16793.2k $12.1m $12.1m 0.01% Added +2.4k +2,355
31 Coign Capital Advisors LLC 5.30% of their portfolio Draper, UT 90,27890.3k $11.8m $11.8m 5.30% Reduced -838 -838
32 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 87,60787.6k $11.4m $11.4m 0.01% Reduced -39.3k -39,279
33 Bryant Woods Investment Advisors, LLC 3.09% of their portfolio GETZVILLE, NY 85,26385.3k $11.1m $11.1m 3.09% Reduced -28 -28
34 Kastel Capital Advisors, LLC 6.05% of their portfolio WELLESLEY, MA 83,69683.7k $9.6m $9.6m 6.05% Added +4.0k +4,045
35 RAELIPSKIE PARTNERSHIP 4.03% of their portfolio WATERLOO, A6 81,86581.9k $10.7m $10.7m 4.03% Reduced -215 -215
36 Pathstone Holdings, LLC 0.03% of their portfolio ENGLEWOOD, NJ 79,50479.5k $10.4m $10.4m 0.03% Reduced -720 -720
37 ELEVATION POINT WEALTH PARTNERS, LLC 0.18% of their portfolio DENVER, CO 74,31774.3k $9.7m $9.7m 0.18% New
38 Vestmark Advisory Solutions, Inc. 0.09% of their portfolio Wakefield, MA 73,55073.5k $9.6m $9.6m 0.09% New
39 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 70,61770.6k $9.2m $9.2m 0.01% New
40 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 69,56569.6k $9.1m $9.1m 0.02% Added +5.0k +4,998
41 BROWN ADVISORY INC 0.01% of their portfolio BALTIMORE, MD 65,11265.1k $8.5m $8.5m 0.01% Added +100 +100
42 Checchi Capital Advisers, LLC 0.54% of their portfolio BEVERLY HILLS, CA 64,92964.9k $8.5m $8.5m 0.54% Added +4.9k +4,852
43 Violich Capital Management, Inc. 0.78% of their portfolio MILL VALLEY, CA 55,29555.3k $7.2m $7.2m 0.78% Added +10.5k +10,500
44 SENTINEL TRUST CO LBA 0.63% of their portfolio HOUSTON, TX 54,74654.7k $7.1m $7.1m 0.63% Unchanged
45 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 53,97954.0k $7.0m $7.0m 0.01% Added +1.5k +1,507
46 HARBOR ADVISORY CORP /MA/ 1.73% of their portfolio PORTSMOUTH, NH 49,44549.4k $6.4m $6.4m 1.73% Unchanged
47 Lebenthal Global Advisors, LLC 0.87% of their portfolio Hauppauge, NY 49,35549.4k $6.4m $6.4m 0.87% Reduced -31.5k -31,545
48 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 48,59348.6k $6.3m $6.3m 0.02% Reduced -6.5k -6,527
49 Texas Capital Bank Wealth Management Services Inc 0.34% of their portfolio Dallas, TX 48,06248.1k $6.3m $6.3m 0.34% Reduced -584 -584
50 Soltis Investment Advisors LLC 0.35% of their portfolio ST. GEORGE, UT 46,70346.7k $6.1m $6.1m 0.35% Reduced -4.5k -4,547
51 HARBOUR INVESTMENTS, INC. 0.08% of their portfolio MADISON, WI 44,67644.7k $5.8m $5.8m 0.08% Reduced -1.9k -1,941
52 Valmark Advisers, Inc. 0.06% of their portfolio AKRON, OH 44,05944.1k $5.7m $5.7m 0.06% Reduced -1.2k -1,165
53 Savvy Advisors, Inc. 0.12% of their portfolio NEW YORK, NY 41,99742.0k $5.5m $5.5m 0.12% Added +18 +18
54 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 40,69840.7k $5.3m $5.3m 0.02% Added +4.1k +4,071
55 EP Wealth Advisors, LLC 0.02% of their portfolio TORRANCE, CA 40,11940.1k $5.2m $5.2m 0.02% Added +302 +302
56 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 38,71538.7k $5.0m $5.0m 0.01% Added +19.0k +19,041
57 Atlas Legacy Advisors, LLC 0.71% of their portfolio LOS ANGELES, CA 37,07537.1k $4.8m $4.8m 0.71% Added +1.6k +1,559
58 LEGACY SOLUTIONS, LLC 3.90% of their portfolio KENNETT SQUARE, PA 36,93936.9k $4.8m $4.8m 3.90% Added +168 +168
59 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 35,65635.7k $4.6m $4.6m 0.00% New
60 FIRST AMERICAN BANK 0.25% of their portfolio DUNDEE, IL 34,40834.4k $4.5m $4.5m 0.25% Reduced -275 -275
61 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 33,91833.9k $4.4m $4.4m 0.00% Added +3.3k +3,311
62 AXXCESS WEALTH MANAGEMENT, LLC 0.07% of their portfolio CARLSBAD, CA 32,26432.3k $4.2m $4.2m 0.07% New
63 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.29% of their portfolio FORT WAYNE, IN 30,73730.7k $4.0m $4.0m 0.29% Reduced -1.4k -1,425
64 Coastline Trust Co 0.35% of their portfolio PROVIDENCE, RI 30,27430.3k $3.9m $3.9m 0.35% Reduced -56 -56
65 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 30,08830.1k $3.9m $3.9m 0.00% Reduced -332 -332
66 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 29,87229.9k $3.9m $3.9m 0.00% Added +9.8k +9,778
67 Mariner, LLC 0.00% of their portfolio Overland Park, KS 29,08429.1k $3.8m $3.8m 0.00% Reduced -3.9k -3,872
68 Bluespring Wealth Management, LLC 0.07% of their portfolio AUSTIN, TX 28,72828.7k $3.7m $3.7m 0.07% New
69 Keystone Financial Group 0.22% of their portfolio LEXINGTON, KY 28,63728.6k $3.7m $3.7m 0.22% Added +220 +220
70 Councilor Wealth, LLC 1.50% of their portfolio BETHESDA, MD 28,34728.3k $3.7m $3.7m 1.50% Added +9.0k +8,953
71 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 27,85227.9k $3.6m $3.6m 0.00% Added +5.1k +5,055
72 EQ LLC 0.89% of their portfolio BELLEVUE, WA 27,63927.6k $3.6m $3.6m 0.89% Added +983 +983
73 MEITAV INVESTMENT HOUSE LTD 0.02% of their portfolio BENE-BERAQ, L3 27,59227.6k $3.6m $3.6m 0.02% New
74 Clearstead Advisors, LLC 0.03% of their portfolio CLEVELAND, OH 26,58426.6k $3.5m $3.5m 0.03% Added +1.2k +1,197
75 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 25,67125.7k $3.3m $3.3m 0.01% Added +1.9k +1,946
76 Tempo Wealth, LLC 0.49% of their portfolio INDEPENDENCE, OH 25,25625.3k $3.3m $3.3m 0.49% Reduced -7 -7
77 Fairway Wealth LLC 0.74% of their portfolio INDEPENDENCE, OH 24,86324.9k $3.2m $3.2m 0.74% Added +559 +559
78 Fiduciary Trust Co 0.04% of their portfolio Boston, MA 24,85624.9k $3.2m $3.2m 0.04% Added +1.9k +1,931
79 Geneos Wealth Management Inc. 0.06% of their portfolio ENGLEWOOD, CO 23,90723.9k $3.1m $3.1m 0.06% Added +23.3k +23,347
80 MetLife Investment Management, LLC 0.01% of their portfolio Whippany, NJ 23,49023.5k $3.1m $3.1m 0.01% Unchanged
81 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 22,92522.9k $3.0m $3.0m 0.01% Reduced -2.0k -1,965
82 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 21,55221.6k $2.8m $2.8m 0.00% Added +8.3k +8,269
83 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 21,15621.2k $2.8m $2.8m 0.02% Added +160 +160
84 SpringVest Wealth Management LLC 1.72% of their portfolio DALLAS, TX 20,92220.9k $2.7m $2.7m 1.72% Reduced -1.2k -1,201
85 Provident Co of the Employees of the Hebrew University LTD 2.07% of their portfolio Jerusalem, L3 20,71420.7k $2.7m $2.7m 2.07% New
86 Marble Harbor Investment Counsel, LLC 0.27% of their portfolio BOSTON, MA 20,66020.7k $2.7m $2.7m 0.27% Unchanged
87 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 20,37920.4k $2.7m $2.7m 0.00% New
88 Valpey Financial Services, LLC 1.53% of their portfolio CONCORD, NH 19,65719.7k $2.6m $2.6m 1.53% Reduced -331 -331
89 Truepoint, Inc. 0.05% of their portfolio CINCINNATI, OH 18,20018.2k $2.4m $2.4m 0.05% Unchanged
90 Bleakley Financial Group, LLC 0.03% of their portfolio PARSIPPANY, NJ 18,08118.1k $2.4m $2.4m 0.03% Added +6.1k +6,094
91 Andrews Advisory Associates, LLC 1.12% of their portfolio HONOLULU, HI 17,79817.8k $2.3m $2.3m 1.12% Reduced -5.7k -5,738
92 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 17,05617.1k $2.2m $2.2m 0.02% Added +2.3k +2,294
93 Capital Analysts, LLC 0.05% of their portfolio FORT WASHINGTON, PA 17,03617.0k $2.2m $2.2m 0.05% Added +8.2k +8,230
94 CIBC Bancorp USA Inc. 0.00% of their portfolio CHICAGO, IL 16,96717.0k $2.2m $2.2m 0.00% Reduced -1.6k -1,581
95 Pinnacle Financial Partners, Inc. 0.02% of their portfolio ATLANTA, GA 16,96217.0k $2.2m $2.2m 0.02% Added +4.3k +4,284
96 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 15,34815.3k $2.0m $2.0m 0.00% Added +2.8k +2,830
97 Octavia Wealth Advisors, LLC 0.17% of their portfolio CINCINNATI, OH 15,02815.0k $2.0m $2.0m 0.17% Reduced -768 -768
98 Colter Lewis Investment Partners LLC 0.87% of their portfolio GREENWICH, CT 15,02115.0k $2.0m $2.0m 0.87% Added +11.6k +11,640
99 SoundView Advisors Inc. 0.63% of their portfolio OLYMPIA, WA 14,92114.9k $1.9m $1.9m 0.63% Added +27 +27
100 Klingman & Associates, LLC 0.08% of their portfolio New York, NY 14,75314.8k $1.9m $1.9m 0.08% Reduced -125 -125