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 3.37 Million shares, which have been reported (via 13F filing form) to have a value of $348 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
8,618
shares
|
$888,343
0.18% of portfolio
|
Q4 2023
Reduced 12.35%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,088
shares
|
$833,711
0.0% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
8,030
shares
|
$827,732
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
7,697
shares
|
$793,406
0.0% of portfolio
|
Q4 2024
Reduced 23.22%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
7,635
shares
|
$787,015
0.64% of portfolio
|
Q4 2024
Reduced 47.28%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
7,531
shares
|
$776,295
0.01% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
7,467
shares
|
$769,698
0.01% of portfolio
|
Q4 2024
Added 19.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
7,402
shares
|
$762,998
0.0% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
6,957
shares
|
$717,127
0.05% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
6,846
shares
|
$705,685
0.25% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
6,819
shares
|
$702,902
0.0% of portfolio
|
Q4 2024
Added 38.85%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
6,659
shares
|
$686,409
0.13% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
6,619
shares
|
$682,286
0.0% of portfolio
|
Q4 2024
Reduced 60.66%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
6,476
shares
|
$667,546
0.15% of portfolio
|
Q4 2024
Reduced 10.68%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
6,460
shares
|
$665,896
0.0% of portfolio
|
Q3 2023
Reduced 0.55%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
6,196
shares
|
$638,683
0.01% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
5,901
shares
|
$608,275
0.35% of portfolio
|
Q4 2024
Added 34.57%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
5,718
shares
|
$589,411
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
5,268
shares
|
$543,025
0.32% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
4,955
shares
|
$510,761
0.01% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
4,738
shares
|
$488,393
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
4,523
shares
|
$466,230
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,442
shares
|
$457,881
0.02% of portfolio
|
Q4 2024
Reduced 20.15%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
4,328
shares
|
$446,130
0.0% of portfolio
|
Q4 2024
Added 94.34%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
4,190
shares
|
$431,905
0.12% of portfolio
|
Q4 2024
Added 0.75%
|