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 |
|---|---|---|---|---|---|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Apr 08, 2025 Q1 2025 |
2,161
shares
|
$239,265
0.1% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
2,158
shares
|
$238,933
0.01% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
2,101
shares
|
$232,622
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,947
shares
|
$215,571
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,799
shares
|
$199,185
0.14% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
1,750
shares
|
$193,760
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,728
shares
|
$191,324
0.01% of portfolio
|
Q4 2024
Reduced 14.79%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,528
shares
|
$169,180
0.0% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,267
shares
|
$140,282
0.0% of portfolio
|
Q1 2025
Reduced 33.39%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
1,086
shares
|
$120,241
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
968
shares
|
$107,176
0.04% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
902
shares
|
$99,869
0.01% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
740
shares
|
$81,932
0.02% of portfolio
|
Q3 2023
Reduced 50.67%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
673
shares
|
$74,514
0.04% of portfolio
|
Q4 2023
Reduced 19.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
663
shares
|
$73,407
0.0% of portfolio
|
Q1 2025
Added 38.41%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
592
shares
|
$65,546
0.02% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
507
shares
|
$56,135
0.01% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
500
shares
|
$55,360
0.02% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
467
shares
|
$51,706
0.0% of portfolio
|
Q1 2025
Added 248.51%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
390
shares
|
$43,180
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
360
shares
|
$39,859
0.0% of portfolio
|
Q2 2020
Added 1000.0%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
356
shares
|
$39,416
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
350
shares
|
$38,752
0.0% of portfolio
|
Q3 2023
Reduced 79.17%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
344
shares
|
$38,087
0.0% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
343
shares
|
$37,976
0.01% of portfolio
|
Q1 2025
Reduced 16.34%
|