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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,528
shares
|
$178,256
0.0% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
968
shares
|
$112,926
0.05% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
961
shares
|
$112,110
0.0% of portfolio
|
Q4 2024
Added 14.13%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
950
shares
|
$110,827
0.0% of portfolio
|
Q2 2024
Reduced 53.66%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
902
shares
|
$105,227
0.02% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
740
shares
|
$86,328
0.02% of portfolio
|
Q3 2023
Reduced 50.67%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
700
shares
|
$81,662
0.03% of portfolio
|
Q4 2024
Added 250.0%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
673
shares
|
$78,512
0.05% of portfolio
|
Q4 2023
Reduced 19.5%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
481
shares
|
$56,113
0.01% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
479
shares
|
$55,880
0.0% of portfolio
|
Q2 2024
Added 393.81%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
410
shares
|
$47,830
0.01% of portfolio
|
Q1 2023
Added 8.75%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
388
shares
|
$45,264
0.0% of portfolio
|
Q3 2024
Added 42.12%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
360
shares
|
$41,997
0.0% of portfolio
|
Q2 2020
Added 1000.0%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
356
shares
|
$41,530
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
350
shares
|
$40,831
0.0% of portfolio
|
Q3 2023
Reduced 79.17%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
344
shares
|
$40,131
0.01% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
321
shares
|
$37,447
0.0% of portfolio
|
Q4 2024
Reduced 13.94%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
308
shares
|
$35,931
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
296
shares
|
$34,531
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
265
shares
|
$30,914
0.0% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
232
shares
|
$27,065
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
220
shares
|
$25,665
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
209
shares
|
$24,381
0.0% of portfolio
|
Q1 2024
Added 1.46%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
178
shares
|
$20,765
0.01% of portfolio
|
Q4 2023
Reduced 35.97%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
176
shares
|
$20,532
0.0% of portfolio
|
Q4 2024
New holding
|