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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
4,358
shares
|
$499,513
0.0% of portfolio
|
Q2 2025
Added 54.1%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Jul 24, 2025 Q2 2025 |
4,190
shares
|
$480,257
0.11% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
3,860
shares
|
$442,433
0.01% of portfolio
|
Q3 2024
Reduced 18.91%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,698
shares
|
$423,864
0.09% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
3,698
shares
|
$423,864
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
3,680
shares
|
$421,801
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
3,606
shares
|
$413,319
0.04% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
3,519
shares
|
$403,347
0.0% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
3,230
shares
|
$370,222
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,215
shares
|
$368,503
0.0% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
3,194
shares
|
$366,096
0.11% of portfolio
|
Q2 2025
Reduced 16.78%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
2,956
shares
|
$338,816
0.05% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,873
shares
|
$329,303
0.0% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,822
shares
|
$323,457
0.02% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
2,726
shares
|
$312,454
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
2,628
shares
|
$301,221
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,628
shares
|
$301,221
0.0% of portfolio
|
Q2 2025
Added 130.53%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
2,600
shares
|
$298,012
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
2,508
shares
|
$287,466
0.05% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
2,499
shares
|
$286,435
0.15% of portfolio
|
Q2 2025
Reduced 14.27%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
2,478
shares
|
$284,028
0.02% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Aug 13, 2025 Q2 2025 |
2,402
shares
|
$275,317
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,380
shares
|
$272,795
0.0% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,344
shares
|
$268,669
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Insight 2811, Inc.
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,301
shares
|
$263,740
0.12% of portfolio
|
Q2 2025
New holding
|