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 127 institutions that hold shares in the stock, with a total of 2.92 Million shares, which have been reported (via 13F filing form) to have a value of $325 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 06, 2024 Q2 2024 |
2,207
shares
|
$246,036
0.04% of portfolio
|
Q4 2023
New holding
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
2,101
shares
|
$234,219
0.06% of portfolio
|
Q4 2023
New holding
|
|
Mgo One Seven LLC
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
2,087
shares
|
$232,658
0.01% of portfolio
|
Q2 2024
New holding
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
2,028
shares
|
$226,081
0.01% of portfolio
|
Q2 2024
Reduced 8.98%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
1,948
shares
|
$217,163
0.0% of portfolio
|
Q4 2023
New holding
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
1,944
shares
|
$216,717
0.0% of portfolio
|
Q1 2024
Reduced 34.19%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
1,928
shares
|
$214,933
0.0% of portfolio
|
Q2 2024
New holding
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
1,907
shares
|
$212,592
0.01% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
Morton Brown Family Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
1,750
shares
|
$195,090
0.07% of portfolio
|
Q3 2023
New holding
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Aug 13, 2024 Q2 2024 |
1,586
shares
|
$176,807
0.09% of portfolio
|
Q2 2024
Added 61.02%
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jul 22, 2024 Q2 2024 |
1,456
shares
|
$162,314
0.09% of portfolio
|
Q2 2024
Added 159.54%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
1,450
shares
|
$161,646
0.0% of portfolio
|
Q4 2023
New holding
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
1,382
shares
|
$154,065
0.01% of portfolio
|
Q2 2024
New holding
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 25, 2024 Q2 2024 |
961
shares
|
$107,132
0.05% of portfolio
|
Q1 2024
Added 0.1%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
950
shares
|
$105,906
0.0% of portfolio
|
Q2 2024
Reduced 53.66%
|
|
Hanson & Doremus Investment Management
|
Aug 08, 2024 Q2 2024 |
902
shares
|
$100,554
0.02% of portfolio
|
Q1 2023
Added 100.0%
|
|
Halpern Financial, Inc.
Ashburn, VA |
Jul 08, 2024 Q2 2024 |
740
shares
|
$82,495
0.02% of portfolio
|
Q3 2023
Reduced 50.67%
|
|
Founders Capital Management
|
Jul 10, 2024 Q2 2024 |
673
shares
|
$75,026
0.05% of portfolio
|
Q4 2023
Reduced 19.5%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
648
shares
|
$72,239
0.01% of portfolio
|
Q2 2024
Added 26.81%
|
|
Mather Group, Llc.
Chicago, IL |
Jul 08, 2024 Q2 2024 |
492
shares
|
$54,848
0.0% of portfolio
|
Q2 2024
Reduced 22.76%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
479
shares
|
$53,398
0.0% of portfolio
|
Q2 2024
Added 393.81%
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
410
shares
|
$45,706
0.01% of portfolio
|
Q1 2023
Added 8.75%
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 09, 2024 Q2 2024 |
405
shares
|
$45,149
0.03% of portfolio
|
Q2 2024
New holding
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
380
shares
|
$42,362
0.03% of portfolio
|
Q1 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
360
shares
|
$40,132
0.0% of portfolio
|
Q2 2020
Added 1000.0%
|