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 150 institutions that hold shares in the stock, with a total of 3.37 Million shares, which have been reported (via 13F filing form) to have a value of $391 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
684,225
shares
|
$79.3 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
197,894
shares
|
$22.9 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
189,354
shares
|
$21.9 Million
0.03% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
174,669
shares
|
$20.2 Million
0.01% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
146,110
shares
|
$16.9 Million
2.0% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
135,582
shares
|
$15.7 Million
3.62% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
113,660
shares
|
$13.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.02%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
111,727
shares
|
$12.9 Million
0.0% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
97,346
shares
|
$11.3 Million
2.16% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
91,233
shares
|
$10.6 Million
0.0% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
80,441
shares
|
$9.32 Million
0.0% of portfolio
|
Q4 2024
Added 10.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
72,531
shares
|
$8.4 Million
0.0% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
62,186
shares
|
$7.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
61,407
shares
|
$7.11 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
57,430
shares
|
$6.65 Million
0.01% of portfolio
|
Q4 2024
Added 264.57%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
56,387
shares
|
$6.53 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
53,432
shares
|
$6.19 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
44,644
shares
|
$5.17 Million
0.07% of portfolio
|
Q4 2024
Added 254.46%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
41,567
shares
|
$4.82 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
36,131
shares
|
$4.19 Million
0.0% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Feb 13, 2025 Q4 2024 |
35,027
shares
|
$4.06 Million
3.64% of portfolio
|
Q4 2023
Added 1.81%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
33,107
shares
|
$3.84 Million
0.02% of portfolio
|
Q4 2024
Added 275791.66%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
32,798
shares
|
$3.8 Million
0.11% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
31,904
shares
|
$3.7 Million
0.53% of portfolio
|
Q3 2024
Added 39.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
30,720
shares
|
$3.56 Million
0.0% of portfolio
|
Q4 2024
Added 19.31%
|