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 $363 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
7,182
shares
|
$883,242
0.01% of portfolio
|
Q3 2024
Added 11.19%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
7,053
shares
|
$867,377
0.05% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
6,846
shares
|
$841,921
0.25% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
6,702
shares
|
$824,211
0.0% of portfolio
|
Q3 2024
Reduced 28.91%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
6,607
shares
|
$812,528
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
6,482
shares
|
$797,156
0.02% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
6,460
shares
|
$794,450
0.0% of portfolio
|
Q3 2023
Reduced 0.55%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,253
shares
|
$768,993
0.01% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
5,718
shares
|
$703,199
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,563
shares
|
$684,137
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
5,400
shares
|
$664,092
0.32% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,983
shares
|
$612,809
0.01% of portfolio
|
Q3 2024
Reduced 14.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
4,911
shares
|
$603,954
0.0% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
4,738
shares
|
$582,679
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
4,640
shares
|
$570,627
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
4,385
shares
|
$539,267
0.27% of portfolio
|
Q3 2024
Added 201.17%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
4,220
shares
|
$518,975
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
4,159
shares
|
$511,473
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
3,860
shares
|
$474,702
0.01% of portfolio
|
Q3 2024
Reduced 18.91%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
3,798
shares
|
$467,078
0.05% of portfolio
|
Q2 2024
Added 44.96%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
3,698
shares
|
$454,780
0.08% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
3,680
shares
|
$452,566
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,449
shares
|
$424,158
0.01% of portfolio
|
Q3 2024
Added 1977.71%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
3,360
shares
|
$413,212
0.0% of portfolio
|
Q3 2024
Added 72.84%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
3,283
shares
|
$403,743
0.1% of portfolio
|
Q3 2024
Added 6.42%
|