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 151 institutions that hold shares in the stock, with a total of 3.39 Million shares, which have been reported (via 13F filing form) to have a value of $351 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
8,618
shares
|
$890,842
0.18% of portfolio
|
Q4 2023
Reduced 12.35%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,088
shares
|
$836,056
0.0% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
8,030
shares
|
$830,061
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Apr 15, 2025 Q1 2025 |
7,995
shares
|
$826,443
0.62% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
7,697
shares
|
$795,638
0.0% of portfolio
|
Q4 2024
Reduced 23.22%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
7,531
shares
|
$778,479
0.01% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
7,467
shares
|
$771,863
0.01% of portfolio
|
Q4 2024
Added 19.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
7,402
shares
|
$765,144
0.0% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
6,957
shares
|
$719,145
0.05% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
6,846
shares
|
$707,671
0.25% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
6,819
shares
|
$704,880
0.0% of portfolio
|
Q4 2024
Added 38.85%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
6,659
shares
|
$688,340
0.13% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
6,619
shares
|
$684,206
0.0% of portfolio
|
Q4 2024
Reduced 60.66%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
6,476
shares
|
$669,424
0.15% of portfolio
|
Q4 2024
Reduced 10.68%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
6,460
shares
|
$667,770
0.0% of portfolio
|
Q3 2023
Reduced 0.55%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
5,901
shares
|
$609,986
0.35% of portfolio
|
Q4 2024
Added 34.57%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
5,816
shares
|
$601,199
0.01% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
5,718
shares
|
$591,069
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
5,268
shares
|
$544,553
0.32% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
4,955
shares
|
$512,198
0.01% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
4,738
shares
|
$489,767
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,442
shares
|
$459,169
0.02% of portfolio
|
Q4 2024
Reduced 20.15%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
4,349
shares
|
$449,556
0.0% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
4,190
shares
|
$433,120
0.12% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
3,860
shares
|
$399,008
0.01% of portfolio
|
Q3 2024
Reduced 18.91%
|