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 |
|---|---|---|---|---|---|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
4,491
shares
|
$497,243
0.25% of portfolio
|
Q1 2025
Reduced 14.75%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
4,443
shares
|
$491,928
0.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
4,190
shares
|
$463,916
0.11% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
3,860
shares
|
$427,379
0.01% of portfolio
|
Q3 2024
Reduced 18.91%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
3,838
shares
|
$424,943
0.13% of portfolio
|
Q1 2025
Reduced 15.14%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
3,698
shares
|
$409,442
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,698
shares
|
$409,442
0.09% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
3,680
shares
|
$407,449
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
3,526
shares
|
$390,398
0.04% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
3,323
shares
|
$367,922
0.0% of portfolio
|
Q1 2025
Added 51.74%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,017
shares
|
$334,042
0.0% of portfolio
|
Q1 2025
Reduced 10.77%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
2,991
shares
|
$331,163
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
2,915
shares
|
$322,748
0.17% of portfolio
|
Q1 2025
Reduced 50.6%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,873
shares
|
$318,098
0.0% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
2,828
shares
|
$313,116
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
2,822
shares
|
$312,451
0.02% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,602
shares
|
$288,093
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
2,600
shares
|
$287,872
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
2,508
shares
|
$277,685
0.05% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
2,457
shares
|
$272,039
0.02% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
2,402
shares
|
$265,949
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,371
shares
|
$262,517
0.0% of portfolio
|
Q1 2025
Added 997.69%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
2,283
shares
|
$252,773
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
2,220
shares
|
$245,798
0.03% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
2,162
shares
|
$239,376
0.0% of portfolio
|
Q1 2025
Added 20.18%
|