Vanguard S&P Mid-Cap 400 GroIVOGETF
13F holders, Q4 2024 (December 31)144holders +6
17new positions
14sold out
$112.78avg. 13F price*
At the end of Q4 2024, 144 institutions reported holding Vanguard S&P Mid-Cap 400 Gro (IVOG) in their 13F filings, up 6 from Q3 2024. 17 opened new positions and 14 sold out. The largest holders were Mariner, LLC ($77.1M), Raymond James Financial Inc. ($22.3M) and LPL Financial LLC ($19.7M).
- Company
- Vanguard S&P Mid-Cap 400 Gro
- CUSIP
- 921932869
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $10.6M |
| Exits | 14 | $7.1M |
All 13F filers, Q3 2024 → Q4 2024: 264,154 shares bought and 130,747 shares sold, net +133,407 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 144 holders
| Mariner, LLC | 0.13% | Reduce -0.6% | 684,225 | $77.1M |
| Raymond James Financial Inc. | 0.01% | — | 197,893 | $22.3M |
| LPL Financial LLC | 0.01% | Add +0.8% | 174,669 | $19.7M |
| Octavia Wealth Advisors, LLC | 2.00% | Add +0.6% | 146,110 | $16.5M |
| Stordahl Capital Management, Inc. | 3.61% | Reduce -2.8% | 135,582 | $15.3M |
| Morgan Stanley | 0.00% | Reduce -16.0% | 113,660 | $12.8M |
| Wells Fargo & Company | 0.00% | Add +3.0% | 111,727 | $12.6M |
| LJI Wealth Management, LLC | 2.16% | Add +1.8% | 97,346 | $11.0M |
| UBS Group AG | 0.00% | Add +6.7% | 91,233 | $10.3M |
| Ameriprise Financial Inc. | 0.00% | Add +10.6% | 80,441 | $9.1M |
| Bank of America Corp. | 0.00% | Add +5.0% | 72,531 | $8.2M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.3% | 62,186 | $7.0M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -2.4% | 61,407 | $6.9M |
| Cetera Investment Advisers | 0.01% | Add +264.6% | 57,430 | $6.5M |
| Composition Wealth, LLC | 0.13% | Reduce -1.3% | 56,387 | $6.4M |
| Cary Street Partners Financial LLC | 0.20% | — | 53,432 | $6.0M |
| Moneta Group Investment Advisors LLC | 0.07% | Add +254.5% | 44,644 | $5.0M |
| Rwa Wealth Partners, LLC | 0.06% | Reduce -1.6% | 41,567 | $4.7M |
| JPMorgan Chase & Co. | 0.00% | Add +2.3% | 36,131 | $4.1M |
| Allworth Financial LP | 0.02% | Add +275791.7% | 33,107 | $4.0M |
| Stephen J. Garry & Associates, LLC | 3.64% | Add +1.4% | 35,027 | $3.9M |
| Harbour Investments, Inc. | 0.11% | Add +6.1% | 32,798 | $3.7M |
| Stifel Financial Corp. | 0.00% | Add +19.3% | 30,720 | $3.5M |
| Citigroup Inc. | 0.00% | Add +0.4% | 29,896 | $3.4M |
| Keybank National Association | 0.01% | Reduce -21.5% | 28,547 | $3.2M |
| Integrated Capital Management, LLC | 1.70% | New | 28,357 | $3.2M |
| Franklin Resources Inc. | 0.00% | No change | 27,394 | $3.1M |
| Savant Capital, LLC | 0.02% | Reduce -2.0% | 26,742 | $3.0M |
| SageView Advisory Group, LLC | 0.13% | New | 25,815 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Add +2.0% | 25,713 | $2.9M |
| Mendel Capital Management LLC | 1.35% | Add +3.6% | 19,808 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +0.5% | 19,367 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.8% | 17,690 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +0.1% | 17,666 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.6% | 17,536 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +135.1% | 17,472 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -22.1% | 16,229 | $1.8M |
| Blair William & Co. | 0.01% | Add +0.6% | 15,959 | $1.8M |
| Creative Planning | 0.00% | Add +70.7% | 13,761 | $1.6M |
| Montag A & Associates Inc. | 0.07% | Add +13.6% | 12,875 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.5% | 12,556 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +0.3% | 12,025 | $1.4M |
| Virtu Financial LLC | 0.06% | New | 10,095 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.7% | 9,654 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -0.3% | 9,073 | $1.0M |
| Cibc World Market Inc. | 0.00% | Reduce -1.9% | 9,073 | $1.0M |
| Jane Street Group, LLC | 0.00% | New | 8,984 | $1.0M |
| Nova Wealth Management, Inc. | 0.87% | — | 8,961 | $1.0M |
| Heritage Investment Group, Inc. | 0.18% | No change | 8,618 | $971K |
| Betterment LLC | 0.00% | Reduce -3.2% | 8,088 | $911K |
| Centaurus Financial, Inc. | 0.06% | New | 8,030 | $905K |
| Sagace Wealth Management LLC | 0.64% | Reduce -47.3% | 7,635 | $860K |
| Oppenheimer & Co. Inc. | 0.01% | Add +4.9% | 7,531 | $849K |
| Equitable Holdings, Inc. | 0.01% | Add +19.4% | 7,467 | $841K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.4% | 7,402 | $834K |
| PFG Advisors | 0.05% | Reduce -1.4% | 6,957 | $784K |
| Mercer Global Advisors Inc. | 0.00% | Add +38.9% | 6,819 | $768K |
| Embree Financial Group | 0.13% | Add +0.8% | 6,659 | $750K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -60.7% | 6,619 | $746K |
| Round Rock Advisors LLC | 0.15% | Reduce -10.7% | 6,476 | $730K |
| Commerce Bank | 0.00% | No change | 6,460 | $728K |
| Merit Financial Group, LLC | 0.01% | Reduce -4.4% | 6,196 | $698K |
| Financial Freedom, LLC | 0.35% | Add +34.6% | 5,901 | $665K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 5,718 | $652K |
| American Financial & Tax Strategies Inc. | 0.31% | Reduce -2.4% | 5,268 | $594K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -0.6% | 4,955 | $558K |
| Hobart Private Capital, LLC | 0.13% | No change | 4,738 | $534K |
| Rialto Wealth Management, LLC | 0.17% | — | 4,523 | $510K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -20.1% | 4,442 | $501K |
| FMR LLC | 0.00% | Add +19.4% | 4,423 | $498K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +95.3% | 4,349 | $490K |
| Financial Security Advisor, Inc. | 0.12% | Add +0.8% | 4,190 | $472K |
| Bridges Investment Management Inc. | 0.01% | No change | 3,860 | $435K |
| Private Capital Management LLC | 0.08% | No change | 3,698 | $417K |
| MidAtlantic Capital Management, Inc. | 0.30% | No change | 3,680 | $415K |
| Rodgers & Associates, LTD | 0.05% | Reduce -7.2% | 3,526 | $397K |
| Captrust Financial Advisors | 0.00% | Add +3.9% | 3,491 | $393K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.0% | 3,381 | $381K |
| Consolidated Portfolio Review Corp | 0.05% | New | 2,991 | $337K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.8% | 2,873 | $324K |
| BLB&B Advisors, LLC | 0.02% | No change | 2,822 | $318K |
| Safeguard Investment Advisory Group, LLC | 0.08% | No change | 2,600 | $293K |
| IFG Advisors, LLC | 0.06% | No change | 2,508 | $283K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +2.1% | 2,448 | $276K |
| Sunburst Financial Group, LLC | 0.06% | Reduce -32.3% | 2,223 | $250K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Add +0.6% | 2,220 | $250K |
| Waverly Advisors, LLC | 0.00% | New | 2,190 | $247K |
| Wellment Financial | 0.31% | — | 2,173 | $245K |
| Weinberger Asset Management, Inc | 0.10% | Add +0.8% | 2,161 | $243K |
| Mgo One Seven LLC | 0.01% | Add +3.5% | 2,158 | $243K |
| Lido Advisors, LLC | 0.00% | New | 2,104 | $237K |
| Perigon Wealth Management, LLC | 0.01% | No change | 1,907 | $223K |
| Corient Private Wealth LP | 0.00% | Reduce -18.4% | 1,953 | $220K |
| Focus Partners Wealth | 0.00% | New | 1,910 | $215K |
| MAI Capital Management | 0.00% | New | 1,902 | $214K |
| Kiely Wealth Advisory Group, Inc. | 0.14% | Add +0.8% | 1,799 | $210K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 1,799 | $203K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.3% | 1,794 | $202K |
| Morton Brown Family Wealth, LLC | 0.07% | No change | 1,750 | $197K |
| Global Retirement Partners, LLC | 0.01% | Reduce -14.8% | 1,728 | $195K |
"% 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.