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 164 institutions that hold shares in the stock, with a total of 3.56 Million shares, which have been reported (via 13F filing form) to have a value of $408 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
9,379
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Added 5.16%
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
9,340
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Added 0.31%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,898
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Added 0.29%
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
8,502
shares
|
$974,499
0.17% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
8,298
shares
|
$951,116
0.0% of portfolio
|
Q2 2025
Added 3.54%
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
8,107
shares
|
$929,224
0.04% of portfolio
|
Q2 2025
New holding
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
7,957
shares
|
$912,031
0.01% of portfolio
|
Q2 2025
Added 1.97%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,676
shares
|
$879,823
0.0% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
7,462
shares
|
$855,294
0.62% of portfolio
|
Q2 2025
Reduced 17.97%
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
7,335
shares
|
$840,737
0.04% of portfolio
|
Q2 2025
Reduced 18.64%
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,176
shares
|
$822,513
0.0% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
7,059
shares
|
$809,102
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
6,960
shares
|
$797,755
0.0% of portfolio
|
Q1 2025
Added 7.74%
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
6,846
shares
|
$784,688
0.25% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
6,659
shares
|
$763,254
0.11% of portfolio
|
Q4 2024
Added 0.79%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
6,627
shares
|
$759,586
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
6,476
shares
|
$742,279
0.13% of portfolio
|
Q4 2024
Reduced 10.68%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
6,172
shares
|
$707,434
0.0% of portfolio
|
Q2 2025
Added 30.16%
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
6,125
shares
|
$702,047
0.4% of portfolio
|
Q1 2025
New holding
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5,718
shares
|
$655,397
0.0% of portfolio
|
Q3 2023
New holding
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
5,439
shares
|
$623,418
0.01% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
5,294
shares
|
$606,798
0.0% of portfolio
|
Q2 2025
Reduced 74.02%
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
4,738
shares
|
$543,069
0.12% of portfolio
|
Q2 2024
New holding
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
4,491
shares
|
$514,758
0.27% of portfolio
|
Q1 2025
Reduced 14.75%
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,450
shares
|
$510,059
0.02% of portfolio
|
Q2 2025
Added 0.16%
|