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 144 institutions that hold shares in the stock, with a total of 3.23 Million shares, which have been reported (via 13F filing form) to have a value of $370 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
688,315
shares
|
$78.7 Million
0.14% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
197,894
shares
|
$22.6 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
189,354
shares
|
$21.6 Million
0.03% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
174,669
shares
|
$20 Million
0.01% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
146,110
shares
|
$16.7 Million
2.0% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
135,582
shares
|
$15.5 Million
3.62% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
135,337
shares
|
$15.5 Million
0.0% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
111,727
shares
|
$12.8 Million
0.0% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
97,346
shares
|
$11.1 Million
2.16% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
85,494
shares
|
$9.77 Million
0.0% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
72,758
shares
|
$8.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
69,100
shares
|
$7.9 Million
0.0% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
62,353
shares
|
$7.13 Million
0.01% of portfolio
|
Q3 2024
Added 11.53%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
61,407
shares
|
$7.02 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
56,387
shares
|
$6.45 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
44,644
shares
|
$5.1 Million
0.07% of portfolio
|
Q4 2024
Added 254.46%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
41,567
shares
|
$4.75 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
36,131
shares
|
$4.13 Million
0.0% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Feb 13, 2025 Q4 2024 |
35,027
shares
|
$4 Million
3.64% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
34,347
shares
|
$3.93 Million
0.15% of portfolio
|
Q3 2024
Added 29.23%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
33,107
shares
|
$3.78 Million
0.02% of portfolio
|
Q4 2024
Added 275791.66%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
32,798
shares
|
$3.75 Million
0.11% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
31,904
shares
|
$3.65 Million
0.53% of portfolio
|
Q3 2024
Added 39.92%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
29,896
shares
|
$3.42 Million
0.0% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
28,547
shares
|
$3.26 Million
0.01% of portfolio
|
Q4 2024
Reduced 21.48%
|