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 3.19 Million shares, which have been reported (via 13F filing form) to have a value of $376 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
7,635
shares
|
$890,699
0.64% of portfolio
|
Q4 2024
Reduced 47.28%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
7,531
shares
|
$878,566
0.01% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
7,432
shares
|
$867,017
0.0% of portfolio
|
Q3 2024
Reduced 57.93%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
6,957
shares
|
$811,603
0.05% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
6,846
shares
|
$798,654
0.25% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
6,702
shares
|
$781,855
0.0% of portfolio
|
Q3 2024
Reduced 28.91%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
6,659
shares
|
$776,838
0.13% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
6,476
shares
|
$755,490
0.15% of portfolio
|
Q4 2024
Reduced 10.68%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
6,460
shares
|
$753,623
0.0% of portfolio
|
Q3 2023
Reduced 0.55%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,253
shares
|
$729,474
0.01% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
6,196
shares
|
$722,825
0.01% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
5,901
shares
|
$688,410
0.35% of portfolio
|
Q4 2024
Added 34.57%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
5,718
shares
|
$667,061
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
5,268
shares
|
$614,564
0.32% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
4,955
shares
|
$578,050
0.01% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
4,911
shares
|
$572,917
0.0% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
4,738
shares
|
$552,735
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
4,640
shares
|
$541,302
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
4,523
shares
|
$527,653
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,442
shares
|
$518,203
0.02% of portfolio
|
Q4 2024
Reduced 20.15%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
4,328
shares
|
$504,904
0.0% of portfolio
|
Q4 2024
Added 94.34%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
4,190
shares
|
$488,805
0.12% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
3,860
shares
|
$450,307
0.01% of portfolio
|
Q3 2024
Reduced 18.91%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,698
shares
|
$431,408
0.09% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
3,680
shares
|
$429,308
0.3% of portfolio
|
Q3 2024
New holding
|