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 174 institutions that hold shares in the stock, with a total of 5.16 Million shares, which have been reported (via 13F filing form) to have a value of $606 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
1,415
shares
|
$166,304
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,024
shares
|
$120,350
0.01% of portfolio
|
Q3 2025
Added 101.97%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,022
shares
|
$120,115
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$117,530
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
968
shares
|
$113,769
0.04% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
954
shares
|
$112,123
0.0% of portfolio
|
Q2 2025
Reduced 98.43%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
950
shares
|
$111,653
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
902
shares
|
$106,012
0.01% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
842
shares
|
$98,960
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
740
shares
|
$86,972
0.02% of portfolio
|
Q3 2023
Reduced 50.67%
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
673
shares
|
$79,097
0.04% of portfolio
|
Q4 2023
Reduced 19.5%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
590
shares
|
$69,342
0.0% of portfolio
|
Q3 2025
Added 20.16%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
501
shares
|
$58,882
0.0% of portfolio
|
Q3 2025
Reduced 10.7%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
450
shares
|
$52,888
0.0% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
414
shares
|
$48,657
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
390
shares
|
$45,836
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
360
shares
|
$42,310
0.0% of portfolio
|
Q2 2020
Added 1000.0%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
356
shares
|
$41,840
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
350
shares
|
$41,135
0.0% of portfolio
|
Q3 2023
Reduced 79.17%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
344
shares
|
$40,430
0.0% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
321
shares
|
$37,727
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
314
shares
|
$36,904
0.0% of portfolio
|
Q3 2025
Reduced 32.62%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
308
shares
|
$36,199
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
305
shares
|
$35,846
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
300
shares
|
$35,259
0.01% of portfolio
|
Q2 2025
Reduced 12.54%
|
|