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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
691,859
shares
|
$79.3 Million
0.12% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
194,729
shares
|
$22.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
189,354
shares
|
$21.7 Million
0.03% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
179,585
shares
|
$20.6 Million
0.01% of portfolio
|
Q2 2025
Added 12.79%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
169,543
shares
|
$19.4 Million
0.0% of portfolio
|
Q2 2025
Added 29.83%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
143,862
shares
|
$16.5 Million
1.87% of portfolio
|
Q2 2025
Reduced 11.04%
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
141,778
shares
|
$16.3 Million
3.56% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
128,829
shares
|
$14.8 Million
0.18% of portfolio
|
Q2 2025
Added 159.75%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
113,975
shares
|
$13.1 Million
2.24% of portfolio
|
Q2 2025
Added 11.8%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
93,046
shares
|
$10.7 Million
0.0% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
92,841
shares
|
$10.6 Million
0.0% of portfolio
|
Q2 2025
Added 20.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
71,953
shares
|
$8.25 Million
0.01% of portfolio
|
Q2 2025
Added 11.08%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
69,874
shares
|
$8.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
68,433
shares
|
$7.84 Million
0.01% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
64,516
shares
|
$7.39 Million
0.04% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
56,604
shares
|
$6.49 Million
0.0% of portfolio
|
Q2 2025
Reduced 25.48%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
56,365
shares
|
$6.46 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
39,915
shares
|
$4.58 Million
0.13% of portfolio
|
Q2 2025
Added 10.75%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Aug 12, 2025 Q2 2025 |
37,144
shares
|
$4.26 Million
2.64% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
36,766
shares
|
$4.21 Million
0.0% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Jul 23, 2025 Q2 2025 |
36,751
shares
|
$4.21 Million
3.59% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
35,545
shares
|
$4.07 Million
0.05% of portfolio
|
Q2 2025
Reduced 14.48%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
33,452
shares
|
$3.83 Million
1.84% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
31,904
shares
|
$3.66 Million
0.53% of portfolio
|
Q3 2024
Added 39.92%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
31,893
shares
|
$3.66 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.12%
|