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 127 institutions that hold shares in the stock, with a total of 2.92 Million shares, which have been reported (via 13F filing form) to have a value of $317 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
678,369
shares
|
$73.8 Million
0.15% of portfolio
|
Q2 2024
Added 1.95%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
189,059
shares
|
$20.6 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
160,620
shares
|
$17.5 Million
0.01% of portfolio
|
Q2 2024
Added 4.55%
|
|
Octavia Wealth Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
135,924
shares
|
$14.8 Million
2.03% of portfolio
|
Q2 2024
Added 4.09%
|
|
Stordahl Capital Management, Inc.
|
Jul 15, 2024 Q2 2024 |
135,566
shares
|
$14.7 Million
3.72% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
131,908
shares
|
$14.3 Million
0.0% of portfolio
|
Q1 2024
Added 10.16%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
123,333
shares
|
$13.4 Million
0.0% of portfolio
|
Q2 2024
Added 0.32%
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Aug 12, 2024 Q2 2024 |
91,245
shares
|
$9.92 Million
2.21% of portfolio
|
Q2 2024
Added 4.76%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
82,374
shares
|
$8.96 Million
0.0% of portfolio
|
Q2 2024
Added 4.63%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
74,428
shares
|
$8.09 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.69%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
66,890
shares
|
$7.27 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.17%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
64,745
shares
|
$7.04 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
62,048
shares
|
$6.75 Million
0.08% of portfolio
|
Q2 2024
Added 3316.74%
|
|
Miracle Mile Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
57,291
shares
|
$6.23 Million
0.16% of portfolio
|
Q4 2023
Added 0.05%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
55,909
shares
|
$6.08 Million
0.01% of portfolio
|
Q2 2024
Added 3.01%
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
42,428
shares
|
$4.61 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
41,385
shares
|
$4.5 Million
0.0% of portfolio
|
Q2 2024
Added 51.31%
|
|
Keybank National Association
|
Jul 31, 2024 Q2 2024 |
35,517
shares
|
$3.86 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
34,924
shares
|
$3.8 Million
0.0% of portfolio
|
Q2 2024
Added 2.37%
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 14, 2024 Q2 2024 |
27,394
shares
|
$2.98 Million
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
26,976
shares
|
$2.93 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.15%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
26,578
shares
|
$2.89 Million
0.12% of portfolio
|
Q2 2024
Added 32.37%
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
26,571
shares
|
$2.89 Million
0.78% of portfolio
|
Q2 2023
Reduced 9.42%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
26,515
shares
|
$2.88 Million
0.0% of portfolio
|
Q2 2024
Added 108.75%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
23,410
shares
|
$2.55 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.15%
|