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 |
|---|---|---|---|---|---|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2025 Q2 2025 |
2,283
shares
|
$261,677
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
2,220
shares
|
$254,456
0.03% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,188
shares
|
$250,788
0.02% of portfolio
|
Q2 2025
Added 12.38%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
2,161
shares
|
$247,693
0.09% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
2,147
shares
|
$246,089
0.01% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,129
shares
|
$244,025
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
2,101
shares
|
$240,816
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
1,960
shares
|
$224,655
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
1,936
shares
|
$221,904
0.07% of portfolio
|
Q2 2025
Added 10.63%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
1,907
shares
|
$218,580
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
1,808
shares
|
$207,232
0.0% of portfolio
|
Q2 2025
Reduced 16.37%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,799
shares
|
$206,201
0.14% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,728
shares
|
$198,063
0.01% of portfolio
|
Q4 2024
Reduced 14.79%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,587
shares
|
$181,901
0.0% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,267
shares
|
$145,223
0.0% of portfolio
|
Q1 2025
Reduced 33.39%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,000
shares
|
$114,620
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
968
shares
|
$110,952
0.04% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
954
shares
|
$109,347
0.0% of portfolio
|
Q2 2025
Reduced 98.43%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
950
shares
|
$108,889
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
902
shares
|
$103,387
0.01% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
740
shares
|
$84,818
0.02% of portfolio
|
Q3 2023
Reduced 50.67%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
673
shares
|
$77,139
0.05% of portfolio
|
Q4 2023
Reduced 19.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
663
shares
|
$75,993
0.0% of portfolio
|
Q1 2025
Added 38.41%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
597
shares
|
$68,428
0.0% of portfolio
|
Q2 2025
Added 239.2%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
596
shares
|
$68,313
0.04% of portfolio
|
Q2 2025
Added 0.68%
|