Institutional Ownership Vanguard S&P Mid Cap 400 Growt (IVOG)
This table provides information about the institutional ownership of Vanguard S&P Mid Cap 400 Growt (IVOG). We have compiled data on the 138 institutions that hold shares in the stock, with a total of 2.95 Million shares, which have been reported (via 13F filing form) to have a value of $336 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
688,315
shares
|
$78.4 Million
0.14% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
189,354
shares
|
$21.6 Million
0.03% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
173,274
shares
|
$19.7 Million
0.01% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
145,275
shares
|
$16.5 Million
2.07% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
139,460
shares
|
$15.9 Million
3.78% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
135,337
shares
|
$15.4 Million
0.0% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
108,484
shares
|
$12.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.04%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
95,597
shares
|
$10.9 Million
2.24% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
85,494
shares
|
$9.73 Million
0.0% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
72,758
shares
|
$8.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
69,100
shares
|
$7.87 Million
0.0% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
62,899
shares
|
$7.16 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
62,353
shares
|
$7.1 Million
0.01% of portfolio
|
Q3 2024
Added 11.53%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
57,152
shares
|
$6.51 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
42,221
shares
|
$4.81 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
36,355
shares
|
$4.14 Million
0.02% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
35,318
shares
|
$4.02 Million
0.0% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
34,347
shares
|
$3.91 Million
0.15% of portfolio
|
Q3 2024
Added 29.23%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
31,904
shares
|
$3.63 Million
0.53% of portfolio
|
Q3 2024
Added 39.92%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
30,913
shares
|
$3.52 Million
0.11% of portfolio
|
Q3 2024
Added 43.44%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
29,780
shares
|
$3.39 Million
0.0% of portfolio
|
Q3 2024
Added 27.21%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
27,394
shares
|
$3.12 Million
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
27,283
shares
|
$3.11 Million
0.03% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
26,571
shares
|
$3.02 Million
0.78% of portfolio
|
Q2 2023
Reduced 9.42%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
25,749
shares
|
$2.93 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.89%
|