§ EQUITY
USDIVOO
VANGUARD S&P MID-CAP 400 ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
161 increased/new, 97 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Goldman Sachs | 1.8M | 0.0% | n/a |
| Bank of America Corp | 1.4M | 0.0% | +5% |
| Morgan Stanley | 941K | 0.0% | n/a |
| UBS Group AG | 842K | 0.0% | −3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 620K | 0.0% | n/a |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 540K | 2.3% | −14% |
◇ AC INTELLIGENCE
Top institutional owners for IVOO as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER53.3% · 262 holders
DEALER / BANK40.8% · 31 holders
INCOME / DEFENSIVE4.1% · 2 holders
QUALITY / COMPOUNDER1.8% · 5 holders
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IVOO in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention IVOO yet.