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 |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
3,838
shares
|
$396,734
0.13% of portfolio
|
Q1 2025
Reduced 15.14%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,698
shares
|
$382,262
0.09% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
3,680
shares
|
$380,401
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
3,526
shares
|
$364,482
0.05% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
3,491
shares
|
$360,864
0.0% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
3,381
shares
|
$349,493
0.0% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
2,991
shares
|
$309,179
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,873
shares
|
$296,982
0.0% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
2,822
shares
|
$291,710
0.02% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
2,600
shares
|
$268,762
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
2,508
shares
|
$259,251
0.05% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
2,448
shares
|
$253,049
0.03% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
2,283
shares
|
$235,993
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
2,223
shares
|
$229,791
0.06% of portfolio
|
Q4 2024
Reduced 32.29%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
2,220
shares
|
$229,481
0.04% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
2,190
shares
|
$226,380
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Jan 29, 2025 Q4 2024 |
2,173
shares
|
$224,623
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Apr 08, 2025 Q1 2025 |
2,161
shares
|
$223,382
0.1% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
2,158
shares
|
$223,072
0.01% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
2,104
shares
|
$217,490
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
2,101
shares
|
$217,180
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
1,953
shares
|
$201,881
0.0% of portfolio
|
Q4 2024
Reduced 18.42%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
1,907
shares
|
$197,126
0.01% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,902
shares
|
$196,609
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
1,799
shares
|
$185,962
0.0% of portfolio
|
Q3 2024
Reduced 97.1%
|