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 138 institutions that hold shares in the stock, with a total of 2.95 Million shares, which have been reported (via 13F filing form) to have a value of $363 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
842
shares
|
$103,549
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
740
shares
|
$91,005
0.02% of portfolio
|
Q3 2023
Reduced 50.67%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
673
shares
|
$82,765
0.05% of portfolio
|
Q4 2023
Reduced 19.5%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
515
shares
|
$63,334
0.01% of portfolio
|
Q3 2024
Reduced 20.52%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
479
shares
|
$58,907
0.0% of portfolio
|
Q2 2024
Added 393.81%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
410
shares
|
$50,421
0.01% of portfolio
|
Q1 2023
Added 8.75%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
388
shares
|
$47,716
0.0% of portfolio
|
Q3 2024
Added 42.12%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
380
shares
|
$46,732
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
373
shares
|
$45,871
0.0% of portfolio
|
Q3 2024
Reduced 24.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
360
shares
|
$44,272
0.0% of portfolio
|
Q2 2020
Added 1000.0%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
356
shares
|
$43,780
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
350
shares
|
$43,043
0.0% of portfolio
|
Q3 2023
Reduced 79.17%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
344
shares
|
$42,305
0.01% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
308
shares
|
$37,877
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
296
shares
|
$36,402
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
257
shares
|
$31,605
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
220
shares
|
$27,055
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
209
shares
|
$25,702
0.0% of portfolio
|
Q1 2024
Added 1.46%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
200
shares
|
$24,596
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
178
shares
|
$21,890
0.01% of portfolio
|
Q4 2023
Reduced 35.97%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
152
shares
|
$18,692
0.0% of portfolio
|
Q4 2023
Reduced 67.03%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
150
shares
|
$18,447
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
134
shares
|
$16,479
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
110
shares
|
$13,527
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
101
shares
|
$12,420
0.0% of portfolio
|
Q1 2024
New holding
|