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 161 institutions that hold shares in the stock, with a total of 3.55 Million shares, which have been reported (via 13F filing form) to have a value of $424 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,188
shares
|
$261,094
0.02% of portfolio
|
Q2 2025
Added 12.38%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
2,147
shares
|
$256,201
0.01% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
2,101
shares
|
$250,712
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
2,057
shares
|
$245,461
0.05% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
1,988
shares
|
$237,228
0.09% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
1,936
shares
|
$231,022
0.07% of portfolio
|
Q2 2025
Added 10.63%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
1,907
shares
|
$227,562
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
1,808
shares
|
$215,748
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
|
$214,674
0.14% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,728
shares
|
$206,202
0.01% of portfolio
|
Q4 2024
Reduced 14.79%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,648
shares
|
$196,655
0.0% of portfolio
|
Q3 2025
Added 148.57%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,587
shares
|
$189,376
0.0% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
1,490
shares
|
$177,801
0.13% of portfolio
|
Q3 2025
Reduced 80.03%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,267
shares
|
$151,191
0.0% of portfolio
|
Q1 2025
Reduced 33.39%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,024
shares
|
$122,193
0.01% of portfolio
|
Q3 2025
Added 101.97%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,000
shares
|
$119,330
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
968
shares
|
$115,511
0.04% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
954
shares
|
$113,840
0.0% of portfolio
|
Q2 2025
Reduced 98.43%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
950
shares
|
$113,363
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
902
shares
|
$107,635
0.01% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
740
shares
|
$88,304
0.02% of portfolio
|
Q3 2023
Reduced 50.67%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
673
shares
|
$80,309
0.05% of portfolio
|
Q4 2023
Reduced 19.5%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
597
shares
|
$71,240
0.0% of portfolio
|
Q2 2025
Added 239.2%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
596
shares
|
$71,120
0.04% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
561
shares
|
$66,944
0.0% of portfolio
|
Q2 2025
New holding
|