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 138 institutions that hold shares in the stock, with a total of 2.96 Million shares, which have been reported (via 13F filing form) to have a value of $346 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
3,283
shares
|
$383,684
0.1% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
2,956
shares
|
$345,467
0.0% of portfolio
|
Q4 2023
Reduced 3.18%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
2,822
shares
|
$329,807
0.02% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
2,600
shares
|
$303,862
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
2,508
shares
|
$293,109
0.06% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
2,398
shares
|
$280,254
0.03% of portfolio
|
Q1 2024
Reduced 25.8%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
2,394
shares
|
$279,786
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
2,227
shares
|
$260,269
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
2,207
shares
|
$257,932
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,129
shares
|
$248,816
0.0% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
2,101
shares
|
$245,543
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
2,086
shares
|
$243,790
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,028
shares
|
$237,012
0.01% of portfolio
|
Q2 2024
Reduced 8.98%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
1,948
shares
|
$227,662
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
1,907
shares
|
$222,871
0.01% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
1,799
shares
|
$210,249
0.0% of portfolio
|
Q3 2024
Reduced 97.1%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,789
shares
|
$209,080
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
1,785
shares
|
$208,612
0.14% of portfolio
|
Q3 2024
Added 12.55%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
1,764
shares
|
$206,158
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
1,753
shares
|
$204,873
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
1,750
shares
|
$204,522
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,450
shares
|
$169,461
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
960
shares
|
$112,195
0.05% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
950
shares
|
$111,026
0.0% of portfolio
|
Q2 2024
Reduced 53.66%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
902
shares
|
$105,416
0.02% of portfolio
|
Q1 2023
Added 100.0%
|