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 152 institutions that hold shares in the stock, with a total of 3.51 Million shares, which have been reported (via 13F filing form) to have a value of $385 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
9,015
shares
|
$991,650
0.05% of portfolio
|
Q1 2025
Reduced 10.7%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
8,961
shares
|
$985,710
0.87% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
8,919
shares
|
$981,090
0.0% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,898
shares
|
$978,780
0.0% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
8,536
shares
|
$938,960
0.0% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
8,502
shares
|
$935,220
0.17% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
8,014
shares
|
$881,540
0.0% of portfolio
|
Q1 2025
Added 17.52%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Apr 15, 2025 Q1 2025 |
7,995
shares
|
$879,450
0.62% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,858
shares
|
$864,380
0.0% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
7,803
shares
|
$858,330
0.01% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
7,036
shares
|
$773,960
0.0% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
6,960
shares
|
$765,600
0.0% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
6,846
shares
|
$753,060
0.25% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
6,793
shares
|
$747,230
0.01% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
6,659
shares
|
$732,490
0.12% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
6,476
shares
|
$712,360
0.13% of portfolio
|
Q4 2024
Reduced 10.68%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
6,242
shares
|
$686,620
0.0% of portfolio
|
Q1 2025
Reduced 75.72%
|
|
|
Lauterbach Financial Advisors, LLC
|
May 05, 2025 Q1 2025 |
6,125
shares
|
$673,750
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
5,816
shares
|
$639,760
0.01% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
5,723
shares
|
$629,530
0.03% of portfolio
|
Q1 2025
Reduced 17.74%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5,718
shares
|
$628,980
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
5,352
shares
|
$588,720
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
4,742
shares
|
$521,620
0.0% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
4,738
shares
|
$521,180
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
4,491
shares
|
$494,010
0.25% of portfolio
|
Q1 2025
Reduced 14.75%
|