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 |
|---|---|---|---|---|---|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
281
shares
|
$33,025
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
277
shares
|
$32,555
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
257
shares
|
$30,205
0.0% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
256
shares
|
$30,087
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
208
shares
|
$24,446
0.0% of portfolio
|
Q3 2025
Reduced 52.62%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
181
shares
|
$21,272
0.0% of portfolio
|
Q3 2025
Reduced 32.96%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
151
shares
|
$17,747
0.0% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
117
shares
|
$13,751
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
112
shares
|
$13,163
0.0% of portfolio
|
Q3 2025
Reduced 25.33%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
110
shares
|
$12,928
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
102
shares
|
$11,988
0.0% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
100
shares
|
$11,753
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
80
shares
|
$9,402
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
61
shares
|
$7,169
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
56
shares
|
$6,581
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
19
shares
|
$2,233
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
9
shares
|
$1,057
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
8
shares
|
$940
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
6
shares
|
$705
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
6
shares
|
$705
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
6
shares
|
$705
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1
shares
|
$117
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|