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 3.59 Million shares, which have been reported (via 13F filing form) to have a value of $397 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
691,375
shares
|
$76.5 Million
0.12% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
195,807
shares
|
$21.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
189,354
shares
|
$21 Million
0.03% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
161,713
shares
|
$17.9 Million
2.04% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
159,227
shares
|
$17.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
139,926
shares
|
$15.5 Million
3.43% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
130,589
shares
|
$14.5 Million
0.0% of portfolio
|
Q1 2025
Added 14.89%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
101,949
shares
|
$11.3 Million
2.09% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
86,360
shares
|
$9.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
80,186
shares
|
$8.88 Million
0.0% of portfolio
|
Q1 2025
Added 8244.02%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
77,339
shares
|
$8.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
75,957
shares
|
$8.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 32.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
71,148
shares
|
$7.88 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
68,058
shares
|
$7.54 Million
0.01% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
64,778
shares
|
$7.17 Million
0.01% of portfolio
|
Q1 2025
Added 12.79%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
61,969
shares
|
$6.86 Million
0.03% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
60,572
shares
|
$6.71 Million
0.0% of portfolio
|
Q1 2025
Added 102.61%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
58,451
shares
|
$6.47 Million
0.19% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
56,387
shares
|
$6.24 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
49,598
shares
|
$5.49 Million
0.07% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
41,565
shares
|
$4.6 Million
0.05% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
40,372
shares
|
$4.47 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
May 15, 2025 Q1 2025 |
36,945
shares
|
$4.09 Million
2.7% of portfolio
|
Q1 2025
New holding
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
May 13, 2025 Q1 2025 |
36,908
shares
|
$4.09 Million
3.56% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
36,766
shares
|
$4.07 Million
0.0% of portfolio
|
Q1 2025
Added 1.76%
|