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 |
|---|---|---|---|---|---|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,799
shares
|
$185,962
0.14% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,794
shares
|
$185,445
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
1,750
shares
|
$180,897
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,728
shares
|
$178,623
0.01% of portfolio
|
Q4 2024
Reduced 14.79%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,528
shares
|
$157,949
0.0% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
1,086
shares
|
$112,259
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
968
shares
|
$100,062
0.05% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
961
shares
|
$99,338
0.0% of portfolio
|
Q4 2024
Added 14.13%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
950
shares
|
$98,201
0.0% of portfolio
|
Q2 2024
Reduced 53.66%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
902
shares
|
$93,239
0.02% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
740
shares
|
$76,493
0.02% of portfolio
|
Q3 2023
Reduced 50.67%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
700
shares
|
$72,359
0.03% of portfolio
|
Q4 2024
Added 250.0%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
673
shares
|
$69,568
0.04% of portfolio
|
Q4 2023
Reduced 19.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
663
shares
|
$68,534
0.0% of portfolio
|
Q1 2025
Added 38.41%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
620
shares
|
$64,089
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
481
shares
|
$49,720
0.01% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
410
shares
|
$42,381
0.01% of portfolio
|
Q1 2023
Added 8.75%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
390
shares
|
$40,314
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
360
shares
|
$37,213
0.0% of portfolio
|
Q2 2020
Added 1000.0%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
356
shares
|
$36,799
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
350
shares
|
$36,179
0.0% of portfolio
|
Q3 2023
Reduced 79.17%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
344
shares
|
$35,559
0.0% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
321
shares
|
$33,181
0.0% of portfolio
|
Q4 2024
Reduced 13.94%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
308
shares
|
$31,837
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
296
shares
|
$30,597
0.0% of portfolio
|
Q1 2023
Added 100.0%
|