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 |
|---|---|---|---|---|---|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
3,526
shares
|
$411,343
0.05% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,449
shares
|
$402,360
0.01% of portfolio
|
Q3 2024
Added 1977.71%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
3,360
shares
|
$391,977
0.0% of portfolio
|
Q3 2024
Added 72.84%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
2,991
shares
|
$348,930
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,873
shares
|
$335,164
0.0% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
2,822
shares
|
$329,214
0.02% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
2,600
shares
|
$303,316
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
2,508
shares
|
$292,583
0.06% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
2,398
shares
|
$279,750
0.03% of portfolio
|
Q1 2024
Reduced 25.8%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
2,394
shares
|
$279,284
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
2,223
shares
|
$259,335
0.06% of portfolio
|
Q4 2024
Reduced 32.29%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
2,207
shares
|
$257,468
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Jan 29, 2025 Q4 2024 |
2,173
shares
|
$253,502
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Feb 04, 2025 Q4 2024 |
2,161
shares
|
$252,102
0.1% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,129
shares
|
$248,369
0.0% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
2,101
shares
|
$245,102
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
2,086
shares
|
$243,352
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
1,948
shares
|
$227,253
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
1,907
shares
|
$222,470
0.01% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
1,799
shares
|
$209,871
0.0% of portfolio
|
Q3 2024
Reduced 97.1%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,794
shares
|
$209,288
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
1,785
shares
|
$208,238
0.14% of portfolio
|
Q3 2024
Added 12.55%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
1,764
shares
|
$205,788
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
1,750
shares
|
$204,155
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,728
shares
|
$201,588
0.01% of portfolio
|
Q4 2024
Reduced 14.79%
|