Vanguard S&P Mid-Cap 400 GroIVOGETF
13F holders, Q1 2024 (March 31)121holders
$113.42avg. 13F price*
At the end of Q1 2024, 121 institutions reported holding Vanguard S&P Mid-Cap 400 Gro (IVOG) in their 13F filings. The largest holders were Mariner, LLC ($75.5M), Raymond James Financial Services Advisors, Inc. ($21.7M) and LPL Financial LLC ($17.4M).
- Company
- Vanguard S&P Mid-Cap 400 Gro
- CUSIP
- 921932869
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $19.3M |
| Exits | 5 | $915K |
Ownership 121 holders
| Mariner, LLC | 0.16% | Add +0.5% | 665,398 | $75.5M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -1.1% | 191,261 | $21.7M |
| LPL Financial LLC | 0.01% | Add +20.6% | 153,637 | $17.4M |
| Stordahl Capital Management, Inc. | 4.02% | Add +6.9% | 141,228 | $16.0M |
| Octavia Wealth Advisors, LLC | 2.19% | New | 130,579 | $14.8M |
| Wells Fargo & Company | 0.00% | Add +22.8% | 122,935 | $13.9M |
| LJI Wealth Management, LLC | 2.56% | Add +3.1% | 87,100 | $9.9M |
| UBS Group AG | 0.00% | Add +2.5% | 78,730 | $8.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.5% | 78,091 | $8.9M |
| Morgan Stanley | 0.00% | Add +10.2% | 70,785 | $8.0M |
| Bank of America Corp. | 0.00% | Reduce -38.3% | 68,377 | $7.8M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -2.3% | 65,817 | $7.5M |
| Composition Wealth, LLC | 0.16% | No change | 57,291 | $6.5M |
| Baird Financial Group, Inc. | 0.01% | Add +9.0% | 54,275 | $6.2M |
| Rwa Wealth Partners, LLC | 0.07% | Reduce -0.7% | 42,610 | $4.8M |
| Keybank National Association | 0.02% | Add +0.8% | 36,076 | $4.1M |
| Stephen J. Garry & Associates, LLC | 4.17% | Reduce -0.4% | 35,512 | $4.0M |
| JPMorgan Chase & Co. | 0.00% | No change | 34,114 | $3.9M |
| Savant Capital, LLC | 0.04% | Reduce -1.8% | 27,854 | $3.2M |
| Franklin Resources Inc. | 0.00% | No change | 27,394 | $3.1M |
| Royal Bank of Canada | 0.00% | Add +33.4% | 27,352 | $3.1M |
| Citigroup Inc. | 0.00% | Reduce -1.1% | 23,444 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.3% | 21,526 | $2.4M |
| Mendel Capital Management LLC | 1.51% | Reduce -0.8% | 20,160 | $2.3M |
| Cary Street Partners Investment Advisory LLC | 0.10% | Add +193.9% | 20,079 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.9% | 17,890 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.4% | 17,841 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.8% | 17,590 | $2.0M |
| Cary Street Partners Asset Management LLC | 0.31% | Reduce -21.3% | 17,446 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | No change | 16,826 | $1.9M |
| Blair William & Co. | 0.01% | Reduce -4.5% | 16,104 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.5% | 14,961 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.2% | 13,310 | $1.5M |
| Montag A & Associates Inc. | 0.07% | Add +7.3% | 12,981 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +0.2% | 12,702 | $1.4M |
| Jane Street Group, LLC | 0.00% | New | 10,896 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +21.9% | 9,556 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +94.9% | 9,319 | $1.1M |
| Raymond James & Associates | 0.00% | Reduce -49.9% | 9,246 | $1.0M |
| MML Investors Services, LLC | 0.00% | Reduce -10.3% | 9,111 | $1.0M |
| Cibc World Market Inc. | 0.00% | No change | 9,096 | $1.0M |
| Betterment LLC | 0.00% | Reduce -2.5% | 8,652 | $982K |
| Heritage Investment Group, Inc. | 0.13% | No change | 8,618 | $978K |
| Round Rock Advisors LLC | 0.23% | Reduce -0.9% | 8,286 | $940K |
| Creative Planning | 0.00% | Add +0.8% | 8,152 | $925K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +40.7% | 7,945 | $901K |
| Etfidea, LLC | 0.30% | No change | 7,760 | $880K |
| PFG Advisors | 0.06% | Reduce -2.1% | 7,405 | $840K |
| Cetera Investment Advisers | 0.00% | Add +23.6% | 7,154 | $812K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 6,904 | $783K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 6,904 | $783K |
| Moneta Group Investment Advisors LLC | 0.01% | No change | 6,723 | $763K |
| Embree Financial Group | 0.15% | No change | 6,607 | $750K |
| Merit Financial Group, LLC | 0.02% | Reduce -2.5% | 6,867 | $749K |
| Commerce Bank | 0.00% | No change | 6,460 | $733K |
| Equitable Holdings, Inc. | 0.01% | Add +3.7% | 6,444 | $731K |
| RFG Advisory, LLC | 0.02% | New | 6,129 | $695K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 5,718 | $646K |
| American Financial & Tax Strategies Inc. | 0.34% | Reduce -5.1% | 5,652 | $641K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -17.8% | 5,081 | $576K |
| Private Capital Management LLC | 0.09% | Reduce -9.6% | 3,704 | $420K |
| MidAtlantic Capital Management, Inc. | 0.37% | No change | 3,680 | $417K |
| FMR LLC | 0.00% | Add +8.0% | 3,359 | $381K |
| Sunburst Financial Group, LLC | 0.10% | Reduce -0.7% | 3,085 | $348K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,956 | $335K |
| BLB&B Advisors, LLC | 0.02% | No change | 2,822 | $320K |
| Rodgers & Associates, LTD | 0.04% | Reduce -1.9% | 2,620 | $297K |
| Safeguard Investment Advisory Group, LLC | 0.10% | No change | 2,600 | $295K |
| IFG Advisors, LLC | 0.07% | No change | 2,508 | $285K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -25.8% | 2,398 | $272K |
| Global Retirement Partners, LLC | 0.01% | Add +15.6% | 2,228 | $253K |
| Mosaic Family Wealth Partners, LLC | 0.04% | No change | 2,207 | $250K |
| Weinberger Asset Management, Inc | 0.12% | No change | 2,144 | $243K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.5% | 2,050 | $233K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,955 | $222K |
| Advisory Services Network, LLC | 0.00% | No change | 1,948 | $221K |
| Captrust Financial Advisors | 0.00% | Reduce -34.2% | 1,944 | $221K |
| Perigon Wealth Management, LLC | 0.01% | New | 1,932 | $219K |
| Levy Wealth Management Group, LLC | 0.06% | No change | 2,101 | $206K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 1,816 | $206K |
| Atlanta Consulting Group Advisors, LLC | 0.07% | — | 1,764 | $200K |
| Morton Brown Family Wealth, LLC | 0.08% | No change | 1,750 | $199K |
| Principal Securities, Inc. | 0.01% | No change | 1,450 | $165K |
| Barrett & Company, Inc. | 0.05% | Add +0.1% | 961 | $109K |
| Kiely Wealth Advisory Group, Inc. | 0.06% | New | 985 | $107K |
| Hanson & Doremus Investment Management | 0.02% | No change | 902 | $102K |
| Halpern Financial, Inc. | 0.02% | No change | 740 | $83K |
| Founders Capital Management | 0.05% | No change | 673 | $76K |
| Financial Freedom, LLC | 0.04% | No change | 561 | $64K |
| Mather Group, Llc. | 0.00% | New | 637 | $63K |
| Private Trust Co. NA | 0.01% | New | 511 | $58K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 410 | $47K |
| Russell Investments Group, Ltd. | 0.00% | No change | 370 | $42K |
| Key Financial Inc | 0.01% | New | 356 | $40K |
| Lindbrook Capital, LLC | 0.00% | No change | 350 | $40K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +2800.0% | 348 | $39K |
| Spire Wealth Management | 0.00% | No change | 296 | $34K |
| Salomon & Ludwin, LLC | 0.00% | New | 257 | $29K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +1.5% | 209 | $24K |
| Realta Investment Advisors | 0.00% | New | 200 | $23K |
"% of holder's portfolio" is IVOG's weight in each manager's 13F, not the share of Vanguard S&P Mid-Cap 400 Gro the manager owns.