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 |
|---|---|---|---|---|---|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
2,402
shares
|
$282,307
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,368
shares
|
$278,311
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,330
shares
|
$273,844
0.0% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 27, 2025 Q3 2025 |
2,283
shares
|
$268,320
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
2,247
shares
|
$264,089
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,245
shares
|
$263,854
0.02% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
2,164
shares
|
$254,334
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
2,152
shares
|
$252,924
0.1% of portfolio
|
Q3 2025
Added 261.07%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
2,131
shares
|
$250,456
0.01% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
2,101
shares
|
$246,930
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
2,057
shares
|
$241,759
0.05% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
1,988
shares
|
$233,649
0.09% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
1,936
shares
|
$227,538
0.07% of portfolio
|
Q2 2025
Added 10.63%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
1,907
shares
|
$224,129
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
1,808
shares
|
$212,494
0.0% of portfolio
|
Q2 2025
Reduced 16.37%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,799
shares
|
$211,436
0.14% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
1,764
shares
|
$207,322
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,757
shares
|
$206,500
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
1,750
shares
|
$205,677
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,728
shares
|
$203,091
0.0% of portfolio
|
Q4 2024
Reduced 14.79%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
1,726
shares
|
$202,856
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,689
shares
|
$198,508
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,648
shares
|
$193,689
0.0% of portfolio
|
Q3 2025
Added 148.57%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,603
shares
|
$188,400
0.0% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
1,490
shares
|
$175,119
0.13% of portfolio
|
Q3 2025
Reduced 80.03%
|
|