Vanguard S&P Mid-Cap 400 GroIVOGETF
13F holders, Q2 2024 (June 30)127holders +6
10new positions
6sold out
$109.52avg. 13F price*
At the end of Q2 2024, 127 institutions reported holding Vanguard S&P Mid-Cap 400 Gro (IVOG) in their 13F filings, up 6 from Q1 2024. 10 opened new positions and 6 sold out. The largest holders were Mariner, LLC ($74.3M), Raymond James Financial Services Advisors, Inc. ($20.7M) and LPL Financial LLC ($17.6M).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $5.2M |
| Exits | 6 | $3.0M |
All 13F filers, Q1 2024 → Q2 2024: 281,231 shares bought and 56,357 shares sold, net +224,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 127 holders
| Mariner, LLC | 0.14% | Add +1.9% | 678,369 | $74.3M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -1.1% | 189,059 | $20.7M |
| LPL Financial LLC | 0.01% | Add +4.5% | 160,620 | $17.6M |
| Octavia Wealth Advisors, LLC | 2.03% | Add +4.1% | 135,924 | $14.9M |
| Stordahl Capital Management, Inc. | 3.72% | Reduce -4.0% | 135,566 | $14.8M |
| Morgan Stanley | 0.00% | Add +86.3% | 131,908 | $14.4M |
| Wells Fargo & Company | 0.00% | Add +0.3% | 123,333 | $13.5M |
| LJI Wealth Management, LLC | 2.21% | Add +4.8% | 91,245 | $10.0M |
| UBS Group AG | 0.00% | Add +4.6% | 82,374 | $9.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.7% | 74,428 | $8.2M |
| Bank of America Corp. | 0.00% | Reduce -2.2% | 66,890 | $7.3M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -1.6% | 64,745 | $7.0M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +3316.7% | 62,048 | $6.8M |
| Composition Wealth, LLC | 0.15% | No change | 57,291 | $6.3M |
| Baird Financial Group, Inc. | 0.01% | Add +3.0% | 55,909 | $6.1M |
| Rwa Wealth Partners, LLC | 0.06% | Reduce -0.4% | 42,428 | $4.6M |
| Royal Bank of Canada | 0.00% | Add +51.3% | 41,385 | $4.5M |
| Keybank National Association | 0.02% | Reduce -1.6% | 35,517 | $3.9M |
| Stephen J. Garry & Associates, LLC | 3.90% | Reduce -1.0% | 35,152 | $3.9M |
| JPMorgan Chase & Co. | 0.00% | Add +2.4% | 34,924 | $3.8M |
| Franklin Resources Inc. | 0.00% | No change | 27,394 | $3.0M |
| Savant Capital, LLC | 0.03% | Reduce -3.1% | 26,976 | $3.0M |
| Cary Street Partners Investment Advisory LLC | 0.12% | Add +32.4% | 26,578 | $2.9M |
| Stifel Financial Corp. | 0.00% | Add +108.8% | 26,515 | $2.9M |
| Citigroup Inc. | 0.00% | Reduce -0.1% | 23,410 | $2.6M |
| Cary Street Partners Asset Management LLC | 0.37% | Add +30.7% | 22,802 | $2.5M |
| Harbour Investments, Inc. | 0.08% | Add +12007.3% | 21,551 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.8% | 20,924 | $2.3M |
| Mendel Capital Management LLC | 1.41% | Reduce -0.9% | 19,984 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +1.0% | 18,073 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.0% | 17,666 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Add +0.4% | 17,656 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | No change | 16,826 | $1.8M |
| Blair William & Co. | 0.01% | Add +0.3% | 16,149 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.2% | 14,632 | $1.6M |
| Montag A & Associates Inc. | 0.07% | Reduce -2.1% | 12,711 | $1.4M |
| Sagace Wealth Management LLC | 1.29% | — | 11,572 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | New | 11,952 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.7% | 10,950 | $1.2M |
| Virtu Financial LLC | 0.08% | New | 10,091 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.5% | 9,702 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +32.9% | 9,504 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +18.7% | 9,428 | $1.0M |
| Cibc World Market Inc. | 0.00% | Add +0.7% | 9,162 | $1.0M |
| Raymond James & Associates | 0.00% | Reduce -4.0% | 8,872 | $972K |
| MML Investors Services, LLC | 0.00% | Reduce -3.9% | 8,758 | $959K |
| Heritage Investment Group, Inc. | 0.13% | No change | 8,618 | $944K |
| RFG Advisory, LLC | 0.03% | Add +40.0% | 8,583 | $940K |
| Betterment LLC | 0.00% | Reduce -2.2% | 8,458 | $926K |
| Creative Planning | 0.00% | Add +3.0% | 8,393 | $919K |
| PFG Advisors | 0.06% | Add +12.8% | 8,350 | $915K |
| Round Rock Advisors LLC | 0.21% | Reduce -5.7% | 7,810 | $855K |
| Etfidea, LLC | 0.26% | Reduce -9.5% | 7,022 | $769K |
| Merit Financial Group, LLC | 0.02% | Add +0.8% | 6,919 | $758K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +2.7% | 6,904 | $756K |
| Embree Financial Group | 0.14% | No change | 6,607 | $724K |
| Commerce Bank | 0.00% | No change | 6,460 | $708K |
| Oppenheimer & Co. Inc. | 0.01% | New | 6,459 | $708K |
| Equitable Holdings, Inc. | 0.01% | Reduce -6.3% | 6,039 | $662K |
| Wealthspire Advisors, LLC | 0.01% | Add +198.1% | 5,828 | $638K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 5,718 | $623K |
| American Financial & Tax Strategies Inc. | 0.32% | Reduce -1.1% | 5,587 | $612K |
| Mercer Global Advisors Inc. | 0.00% | No change | 5,081 | $551K |
| Bridges Investment Management Inc. | 0.01% | New | 4,760 | $521K |
| Hobart Private Capital, LLC | 0.15% | New | 4,738 | $519K |
| Financial Security Advisor, Inc. | 0.15% | New | 4,159 | $456K |
| Susquehanna International Group, LLP | 0.00% | Reduce -57.2% | 3,990 | $437K |
| Rodgers & Associates, LTD | 0.05% | Add +45.0% | 3,798 | $416K |
| Private Capital Management LLC | 0.08% | Reduce -0.2% | 3,698 | $405K |
| MidAtlantic Capital Management, Inc. | 0.34% | No change | 3,680 | $403K |
| FMR LLC | 0.00% | Reduce -3.8% | 3,232 | $354K |
| Sunburst Financial Group, LLC | 0.09% | No change | 3,085 | $338K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,956 | $324K |
| BLB&B Advisors, LLC | 0.02% | No change | 2,822 | $309K |
| Safeguard Investment Advisory Group, LLC | 0.09% | No change | 2,600 | $285K |
| IFG Advisors, LLC | 0.07% | No change | 2,508 | $275K |
| Ausdal Financial Partners, Inc. | 0.03% | No change | 2,398 | $263K |
| Mosaic Family Wealth Partners, LLC | 0.04% | No change | 2,207 | $242K |
| Weinberger Asset Management, Inc | 0.11% | No change | 2,144 | $235K |
| Levy Wealth Management Group, LLC | 0.06% | No change | 2,101 | $230K |
| Mgo One Seven LLC | 0.01% | New | 2,087 | $229K |
| Global Retirement Partners, LLC | 0.01% | Reduce -9.0% | 2,028 | $222K |
| Advisory Services Network, LLC | 0.00% | No change | 1,948 | $213K |
| Captrust Financial Advisors | 0.00% | No change | 1,944 | $213K |
| Avantax Advisory Services, Inc. | 0.00% | New | 1,928 | $211K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -1.3% | 1,907 | $209K |
| Morton Brown Family Wealth, LLC | 0.08% | No change | 1,750 | $197K |
| Kiely Wealth Advisory Group, Inc. | 0.09% | Add +61.0% | 1,586 | $171K |
| Financial Freedom, LLC | 0.09% | Add +159.5% | 1,456 | $160K |
| Principal Securities, Inc. | 0.00% | No change | 1,450 | $159K |
| International Assets Investment Management, LLC | 0.01% | New | 1,382 | $151K |
| Barrett & Company, Inc. | 0.05% | No change | 961 | $105K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -53.7% | 950 | $104K |
| Hanson & Doremus Investment Management | 0.02% | No change | 902 | $99K |
| Halpern Financial, Inc. | 0.02% | No change | 740 | $81K |
| Founders Capital Management | 0.05% | No change | 673 | $74K |
| Private Trust Co. NA | 0.01% | Add +26.8% | 648 | $71K |
| Mather Group, Llc. | 0.00% | Reduce -22.8% | 492 | $56K |
| Farther Finance Advisors, LLC | 0.00% | Add +393.8% | 479 | $52K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 410 | $45K |
"% 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.