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 139 institutions that hold shares in the stock, with a total of 3 Million shares, which have been reported (via 13F filing form) to have a value of $355 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
26,571
shares
|
$3.11 Million
0.78% of portfolio
|
Q2 2023
Reduced 9.42%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
25,749
shares
|
$3.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
25,213
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2024
Added 531.9%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
20,837
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
19,277
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 53.42%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
19,121
shares
|
$2.24 Million
1.35% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
18,013
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
17,666
shares
|
$2.07 Million
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
16,826
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2023
Reduced 66.05%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
15,859
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
15,753
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Added 65.75%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
15,571
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
12,875
shares
|
$1.51 Million
0.07% of portfolio
|
Q4 2024
Added 13.64%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
12,595
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2024
Added 82.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
12,125
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 24.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
11,988
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
10,025
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
9,098
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
9,073
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,898
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
8,618
shares
|
$1.01 Million
0.18% of portfolio
|
Q4 2023
Reduced 12.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
8,607
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,352
shares
|
$978,353
0.0% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
8,061
shares
|
$944,265
0.0% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
7,635
shares
|
$894,363
0.64% of portfolio
|
Q4 2024
Reduced 47.28%
|