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 174 institutions that hold shares in the stock, with a total of 5.16 Million shares, which have been reported (via 13F filing form) to have a value of $606 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vantagepoint Investment Advisers LLC
|
Oct 31, 2025 Q3 2025 |
1,597,070
shares
|
$188 Million
1.62% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
630,639
shares
|
$74.1 Million
0.1% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
196,074
shares
|
$23 Million
0.01% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
189,354
shares
|
$22.3 Million
0.03% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
177,662
shares
|
$20.9 Million
0.0% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
156,505
shares
|
$18.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.85%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
149,625
shares
|
$17.6 Million
0.15% of portfolio
|
Q3 2025
Added 16.14%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
148,679
shares
|
$17.5 Million
1.79% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
144,869
shares
|
$17 Million
3.64% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
112,236
shares
|
$13.2 Million
2.34% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
89,915
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
86,501
shares
|
$10.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
78,754
shares
|
$9.26 Million
0.01% of portfolio
|
Q3 2025
Added 9.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
67,054
shares
|
$7.88 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
64,521
shares
|
$7.58 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
62,275
shares
|
$7.32 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
56,364
shares
|
$6.62 Million
0.11% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
52,374
shares
|
$6.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
43,923
shares
|
$5.16 Million
0.0% of portfolio
|
Q3 2025
Added 19.47%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
43,474
shares
|
$5.11 Million
0.13% of portfolio
|
Q3 2025
Added 8.92%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
37,331
shares
|
$4.39 Million
2.42% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Nov 12, 2025 Q3 2025 |
37,071
shares
|
$4.36 Million
3.54% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
34,568
shares
|
$4.06 Million
0.74% of portfolio
|
Q3 2025
Added 137.6%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
33,740
shares
|
$3.97 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
31,904
shares
|
$3.75 Million
0.53% of portfolio
|
Q3 2024
Added 39.92%
|
|