Vanguard S&P Mid-Cap 400 GroIVOGETF
13F holders, Q3 2024 (September 30)138holders +11
19new positions
7sold out
1famous investor
$114.63avg. 13F price*
At the end of Q3 2024, 138 institutions reported holding Vanguard S&P Mid-Cap 400 Gro (IVOG) in their 13F filings, up 11 from Q2 2024. 19 opened new positions and 7 sold out. The largest holders were Mariner, LLC ($78.9M), Raymond James Financial Services Advisors, Inc. ($21.7M) and LPL Financial LLC ($19.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard S&P Mid-Cap 400 Gro
- CUSIP
- 921932869
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $4.2M |
| Exits | 7 | $2.2M |
All 13F filers, Q2 2024 → Q3 2024: 176,484 shares bought and 144,795 shares sold, net +31,689 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 138 holders
| Mariner, LLC | 0.14% | Add +1.5% | 688,315 | $78.9M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +0.2% | 189,354 | $21.7M |
| LPL Financial LLC | 0.01% | Add +7.9% | 173,274 | $19.9M |
| Octavia Wealth Advisors, LLC | 2.05% | Add +6.9% | 145,275 | $16.7M |
| Stordahl Capital Management, Inc. | 3.78% | Add +2.9% | 139,460 | $15.9M |
| Morgan Stanley | 0.00% | Add +2.6% | 135,337 | $15.5M |
| Wells Fargo & Company | 0.00% | Reduce -12.0% | 108,484 | $12.4M |
| LJI Wealth Management, LLC | 2.24% | Add +4.8% | 95,597 | $11.0M |
| UBS Group AG | 0.00% | Add +3.8% | 85,494 | $9.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.2% | 72,758 | $8.3M |
| Bank of America Corp. | 0.00% | Add +3.3% | 69,100 | $7.9M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -2.9% | 62,899 | $7.2M |
| Baird Financial Group, Inc. | 0.01% | Add +11.5% | 62,353 | $7.1M |
| Composition Wealth, LLC | 0.15% | Reduce -0.2% | 57,152 | $6.6M |
| Rwa Wealth Partners, LLC | 0.06% | Reduce -0.5% | 42,221 | $4.8M |
| Keybank National Association | 0.02% | Add +2.4% | 36,355 | $4.2M |
| JPMorgan Chase & Co. | 0.00% | Add +1.1% | 35,318 | $4.0M |
| Stephen J. Garry & Associates, LLC | 3.77% | Reduce -1.7% | 34,561 | $4.0M |
| Cary Street Partners Investment Advisory LLC | 0.14% | Add +29.2% | 34,347 | $3.9M |
| Cary Street Partners Asset Management LLC | 0.48% | Add +39.9% | 31,904 | $3.7M |
| Harbour Investments, Inc. | 0.11% | Add +43.4% | 30,913 | $3.5M |
| Citigroup Inc. | 0.00% | Add +27.2% | 29,780 | $3.4M |
| Franklin Resources Inc. | 0.00% | No change | 27,394 | $3.2M |
| Savant Capital, LLC | 0.03% | Add +1.1% | 27,283 | $3.1M |
| Stifel Financial Corp. | 0.00% | Reduce -2.9% | 25,749 | $3.0M |
| Susquehanna International Group, LLP | 0.01% | Add +531.9% | 25,213 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.4% | 20,837 | $2.4M |
| Royal Bank of Canada | 0.00% | Reduce -53.4% | 19,277 | $2.2M |
| Mendel Capital Management LLC | 1.35% | Reduce -4.3% | 19,121 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.3% | 18,013 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.1% | 17,641 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | No change | 16,826 | $1.9M |
| Blair William & Co. | 0.01% | Reduce -1.8% | 15,859 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +65.8% | 15,753 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.4% | 15,571 | $1.8M |
| Sagace Wealth Management LLC | 1.31% | Add +25.2% | 14,483 | $1.7M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +82.4% | 12,595 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +25.0% | 12,125 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +0.3% | 11,988 | $1.4M |
| Montag A & Associates Inc. | 0.06% | Reduce -10.9% | 11,330 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.4% | 10,025 | $1.1M |
| Cibc World Market Inc. | 0.00% | Add +0.9% | 9,249 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +3.9% | 9,098 | $1.0M |
| Raymond James & Associates | 0.00% | Add +0.3% | 8,898 | $1.0M |
| Heritage Investment Group, Inc. | 0.19% | No change | 8,618 | $988K |
| Citadel Advisors | 0.00% | New | 8,607 | $987K |
| Betterment LLC | 0.00% | Reduce -1.3% | 8,352 | $957K |
| Creative Planning | 0.00% | Reduce -4.0% | 8,061 | $924K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -57.9% | 7,432 | $852K |
| Round Rock Advisors LLC | 0.19% | Reduce -7.2% | 7,250 | $831K |
| Oppenheimer & Co. Inc. | 0.01% | Add +11.2% | 7,182 | $823K |
| PFG Advisors | 0.05% | Reduce -15.5% | 7,053 | $808K |
| Etfidea, LLC | 0.25% | Reduce -2.5% | 6,846 | $785K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -28.9% | 6,702 | $768K |
| Embree Financial Group | 0.13% | No change | 6,607 | $757K |
| Merit Financial Group, LLC | 0.02% | Reduce -6.3% | 6,482 | $743K |
| Commerce Bank | 0.00% | No change | 6,460 | $741K |
| Equitable Holdings, Inc. | 0.01% | Add +3.5% | 6,253 | $717K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 5,718 | $655K |
| Meridian Wealth Management, LLC | 0.03% | New | 5,563 | $638K |
| American Financial & Tax Strategies Inc. | 0.31% | Reduce -3.4% | 5,400 | $619K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -14.5% | 4,983 | $571K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.4% | 4,911 | $559K |
| Hobart Private Capital, LLC | 0.14% | No change | 4,738 | $543K |
| Advisor Resource Council | 0.24% | New | 4,640 | $532K |
| Financial Freedom, LLC | 0.27% | Add +201.2% | 4,385 | $503K |
| Bleakley Financial Group, LLC | 0.01% | New | 4,220 | $484K |
| Financial Security Advisor, Inc. | 0.12% | No change | 4,159 | $477K |
| Bridges Investment Management Inc. | 0.01% | Reduce -18.9% | 3,860 | $442K |
| Rodgers & Associates, LTD | 0.05% | No change | 3,798 | $435K |
| FMR LLC | 0.00% | Add +14.6% | 3,704 | $425K |
| Private Capital Management LLC | 0.08% | No change | 3,698 | $424K |
| MidAtlantic Capital Management, Inc. | 0.31% | No change | 3,680 | $422K |
| Aptus Capital Advisors, LLC | 0.01% | Add +1977.7% | 3,449 | $395K |
| Captrust Financial Advisors | 0.00% | Add +72.8% | 3,360 | $385K |
| Sunburst Financial Group, LLC | 0.10% | Add +6.4% | 3,283 | $376K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,956 | $339K |
| BLB&B Advisors, LLC | 0.02% | No change | 2,822 | $323K |
| Safeguard Investment Advisory Group, LLC | 0.09% | No change | 2,600 | $298K |
| IFG Advisors, LLC | 0.06% | No change | 2,508 | $287K |
| Ausdal Financial Partners, Inc. | 0.03% | No change | 2,398 | $275K |
| Corient Private Wealth LP | 0.00% | New | 2,394 | $274K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 2,227 | $255K |
| Mosaic Family Wealth Partners, LLC | 0.04% | No change | 2,207 | $253K |
| Weinberger Asset Management, Inc | 0.10% | No change | 2,144 | $246K |
| Avantax Advisory Services, Inc. | 0.00% | Add +10.4% | 2,129 | $244K |
| Mgo One Seven LLC | 0.01% | Reduce -0.1% | 2,086 | $239K |
| Global Retirement Partners, LLC | 0.01% | No change | 2,028 | $232K |
| Perigon Wealth Management, LLC | 0.01% | No change | 1,907 | $219K |
| Kiely Wealth Advisory Group, Inc. | 0.14% | Add +12.6% | 1,785 | $215K |
| Advisory Services Network, LLC | 0.00% | No change | 1,948 | $213K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -97.1% | 1,799 | $206K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 1,789 | $205K |
| Atlanta Consulting Group Advisors, LLC | 0.05% | New | 1,764 | $202K |
| BCGM Wealth Management, LLC | 0.07% | New | 1,753 | $201K |
| Morton Brown Family Wealth, LLC | 0.07% | No change | 1,750 | $201K |
| Wealthquest Corp | 0.02% | New | 1,760 | $201K |
| Principal Securities, Inc. | 0.00% | No change | 1,450 | $166K |
| Barrett & Company, Inc. | 0.05% | Reduce -0.1% | 960 | $110K |
| EP Wealth Advisors, LLC | 0.00% | No change | 950 | $109K |
"% 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.