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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
4,622
shares
|
$543,223
0.01% of portfolio
|
Q3 2025
Added 31.34%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
4,450
shares
|
$523,008
0.02% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
4,382
shares
|
$515,016
0.01% of portfolio
|
Q3 2025
Reduced 19.43%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
4,358
shares
|
$512,195
0.0% of portfolio
|
Q2 2025
Added 54.1%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Nov 03, 2025 Q3 2025 |
4,190
shares
|
$492,450
0.11% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
4,074
shares
|
$478,817
0.25% of portfolio
|
Q3 2025
Reduced 9.29%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
4,073
shares
|
$478,699
0.0% of portfolio
|
Q3 2025
Added 54.98%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
3,860
shares
|
$453,665
0.01% of portfolio
|
Q3 2024
Reduced 18.91%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
3,834
shares
|
$450,610
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
3,812
shares
|
$448,024
0.05% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Entrewealth, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
3,811
shares
|
$447,906
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,698
shares
|
$434,625
0.09% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
3,680
shares
|
$432,510
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,253
shares
|
$382,325
0.0% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
2,936
shares
|
$345,068
0.04% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,873
shares
|
$337,663
0.0% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
2,822
shares
|
$331,669
0.02% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
2,744
shares
|
$322,502
0.09% of portfolio
|
Q3 2025
Reduced 14.09%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
2,628
shares
|
$308,868
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
2,600
shares
|
$305,578
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,508
shares
|
$294,765
0.05% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
2,502
shares
|
$294,060
0.02% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
2,451
shares
|
$288,066
0.0% of portfolio
|
Q3 2025
Added 93.45%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2025 Q3 2025 |
2,437
shares
|
$286,420
0.13% of portfolio
|
Q3 2025
Added 5.91%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
2,429
shares
|
$285,480
0.03% of portfolio
|
Q3 2025
Added 9.41%
|
|