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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
36,041
shares
|
$3.99 Million
0.12% of portfolio
|
Q1 2025
Added 9.89%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
32,920
shares
|
$3.64 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
31,904
shares
|
$3.53 Million
0.53% of portfolio
|
Q3 2024
Added 39.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
30,097
shares
|
$3.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
May 05, 2025 Q1 2025 |
29,513
shares
|
$3.27 Million
1.68% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
28,466
shares
|
$3.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
27,394
shares
|
$3.03 Million
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
26,571
shares
|
$2.94 Million
0.78% of portfolio
|
Q2 2023
Reduced 9.42%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
25,815
shares
|
$2.86 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
25,742
shares
|
$2.85 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
20,898
shares
|
$2.31 Million
1.32% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
20,375
shares
|
$2.26 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
20,274
shares
|
$2.24 Million
0.0% of portfolio
|
Q1 2025
Added 16.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
18,898
shares
|
$2.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
18,672
shares
|
$2.07 Million
0.0% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
17,144
shares
|
$1.9 Million
0.0% of portfolio
|
Q1 2025
Added 36.54%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
17,036
shares
|
$1.89 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
16,307
shares
|
$1.81 Million
0.01% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
15,255
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
14,492
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
12,875
shares
|
$1.43 Million
0.07% of portfolio
|
Q4 2024
Added 13.64%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
12,072
shares
|
$1.34 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
10,019
shares
|
$1.11 Million
0.07% of portfolio
|
Q1 2025
Added 24.77%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
9,725
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
9,311
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 2.62%
|