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 164 institutions that hold shares in the stock, with a total of 3.56 Million shares, which have been reported (via 13F filing form) to have a value of $408 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
561
shares
|
$64,301
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
507
shares
|
$58,112
0.01% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
491
shares
|
$56,278
0.0% of portfolio
|
Q2 2025
Reduced 90.83%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
466
shares
|
$53,412
0.0% of portfolio
|
Q1 2025
Reduced 57.09%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
439
shares
|
$50,318
0.0% of portfolio
|
Q2 2025
Added 48.31%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
424
shares
|
$48,598
0.0% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
390
shares
|
$44,701
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
360
shares
|
$41,263
0.0% of portfolio
|
Q2 2020
Added 1000.0%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
356
shares
|
$40,804
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
350
shares
|
$40,117
0.0% of portfolio
|
Q3 2023
Reduced 79.17%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
344
shares
|
$39,429
0.0% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
308
shares
|
$35,302
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
305
shares
|
$34,959
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
300
shares
|
$34,386
0.01% of portfolio
|
Q2 2025
Reduced 12.54%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
277
shares
|
$31,749
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
270
shares
|
$30,947
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
257
shares
|
$29,457
0.0% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
256
shares
|
$29,342
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
220
shares
|
$25,216
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
178
shares
|
$20,402
0.01% of portfolio
|
Q4 2023
Reduced 35.97%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
150
shares
|
$17,193
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
150
shares
|
$17,193
0.0% of portfolio
|
Q2 2025
Reduced 13.79%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
110
shares
|
$12,608
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
103
shares
|
$11,805
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
102
shares
|
$11,691
0.0% of portfolio
|
Q4 2024
Added 0.99%
|