Vanguard S&P Mid-Cap 400 GroIVOGETF
13F holders, Q1 2025 (March 31)137holders −7
15new positions
18sold out
1famous investor
$103.13avg. 13F price*
At the end of Q1 2025, 137 institutions reported holding Vanguard S&P Mid-Cap 400 Gro (IVOG) in their 13F filings, down 7 from Q4 2024. 15 opened new positions and 18 sold out. The largest holders were Mariner, LLC ($71.3M), Raymond James Financial Inc. ($20.2M) and Octavia Wealth Advisors, LLC ($16.7M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $14.1M |
| Exits | 18 | $6.1M |
All 13F filers, Q4 2024 → Q1 2025: 271,732 shares bought and 151,860 shares sold, net +119,872 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 137 holders
| Mariner, LLC | 0.12% | Add +1.0% | 691,375 | $71.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.1% | 195,807 | $20.2M |
| Octavia Wealth Advisors, LLC | 2.03% | Add +10.7% | 161,713 | $16.7M |
| LPL Financial LLC | 0.01% | Reduce -8.8% | 159,227 | $16.4M |
| Stordahl Capital Management, Inc. | 3.42% | Add +3.2% | 139,926 | $14.4M |
| Morgan Stanley | 0.00% | Add +14.9% | 130,589 | $13.5M |
| LJI Wealth Management, LLC | 2.09% | Add +4.7% | 101,949 | $10.5M |
| UBS Group AG | 0.00% | Reduce -5.3% | 86,360 | $8.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.9% | 77,339 | $8.0M |
| Wells Fargo & Company | 0.00% | Reduce -32.0% | 75,957 | $7.8M |
| Bank of America Corp. | 0.00% | Reduce -1.9% | 71,148 | $7.3M |
| Baird Financial Group, Inc. | 0.01% | Add +9.4% | 68,058 | $7.0M |
| Cetera Investment Advisers | 0.01% | Add +12.8% | 64,778 | $6.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +0.9% | 61,969 | $6.4M |
| Citigroup Inc. | 0.00% | Add +102.6% | 60,572 | $6.2M |
| Cary Street Partners Financial LLC | 0.19% | Add +9.4% | 58,451 | $6.0M |
| Composition Wealth, LLC | 0.12% | No change | 56,387 | $5.8M |
| Moneta Group Investment Advisors LLC | 0.07% | Add +11.1% | 49,598 | $5.1M |
| Rwa Wealth Partners, LLC | 0.05% | Reduce 0.0% | 41,565 | $4.3M |
| Advisor Resource Council | 0.33% | New | 40,372 | $4.1M |
| Clark Financial Services Group Inc. | 2.64% | New | 36,945 | $3.8M |
| Stephen J. Garry & Associates, LLC | 3.56% | Add +5.4% | 36,908 | $3.8M |
| JPMorgan Chase & Co. | 0.00% | Add +1.8% | 36,766 | $3.8M |
| Harbour Investments, Inc. | 0.11% | Add +9.9% | 36,041 | $3.7M |
| Allworth Financial LP | 0.02% | Reduce -0.6% | 32,920 | $3.4M |
| Stifel Financial Corp. | 0.00% | Reduce -2.0% | 30,097 | $3.1M |
| Integrated Capital Management, LLC | 1.68% | Add +4.1% | 29,513 | $3.0M |
| Keybank National Association | 0.01% | Reduce -0.3% | 28,466 | $2.9M |
| Franklin Resources Inc. | 0.00% | No change | 27,394 | $2.8M |
| SageView Advisory Group, LLC | 0.11% | No change | 25,815 | $2.7M |
| Savant Capital, LLC | 0.02% | Reduce -3.7% | 25,742 | $2.7M |
| Mendel Capital Management LLC | 1.30% | Add +5.5% | 20,898 | $2.2M |
| Citadel Advisors | 0.00% | New | 20,375 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.0% | 20,274 | $2.1M |
| Royal Bank of Canada | 0.00% | Reduce -2.4% | 18,898 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.5% | 18,672 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +36.5% | 17,144 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.6% | 17,036 | $1.8M |
| Blair William & Co. | 0.01% | Add +2.2% | 16,307 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.0% | 15,255 | $1.6M |
| Creative Planning | 0.00% | Add +5.3% | 14,492 | $1.5M |
| Montag A & Associates Inc. | 0.07% | No change | 12,875 | $1.3M |
| Chicago Partners Investment Group LLC | 0.04% | New | 12,072 | $1.3M |
| Centaurus Financial, Inc. | 0.06% | Add +24.8% | 10,019 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +7.2% | 9,725 | $1.0M |
| Cibc World Market Inc. | 0.00% | Add +2.6% | 9,311 | $961K |
| Goldman Sachs Group Inc. | 0.00% | Add +40.2% | 9,277 | $957K |
| Nova Wealth Management, Inc. | 0.81% | Add +1.5% | 9,097 | $939K |
| Virtu Financial LLC | 0.05% | Reduce -10.7% | 9,015 | $930K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.6% | 8,919 | $921K |
| Jane Street Group, LLC | 0.00% | Reduce -5.0% | 8,536 | $881K |
| Heritage Investment Group, Inc. | 0.16% | Reduce -1.4% | 8,502 | $877K |
| Sagace Wealth Management LLC | 0.62% | Add +4.7% | 7,995 | $825K |
| Mercer Global Advisors Inc. | 0.00% | Add +17.5% | 8,014 | $812K |
| Betterment LLC | 0.00% | Reduce -2.8% | 7,858 | $811K |
| Equitable Holdings, Inc. | 0.01% | Add +4.5% | 7,803 | $805K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.9% | 7,036 | $726K |
| Commerce Bank | 0.00% | Add +7.7% | 6,960 | $718K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -9.8% | 6,793 | $701K |
| Embree Financial Group | 0.12% | No change | 6,659 | $687K |
| Round Rock Advisors LLC | 0.12% | No change | 6,476 | $668K |
| Susquehanna International Group, LLP | 0.00% | Reduce -75.7% | 6,242 | $644K |
| Lauterbach Financial Advisors, LLC | 0.39% | New | 6,125 | $632K |
| Merit Financial Group, LLC | 0.01% | Reduce -6.1% | 5,816 | $600K |
| PFG Advisors | 0.03% | Reduce -17.7% | 5,723 | $590K |
| Assetmark, Inc. | 0.00% | New | 5,352 | $552K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 5,718 | $523K |
| FMR LLC | 0.00% | Add +12.7% | 4,985 | $514K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +9.0% | 4,742 | $489K |
| Hobart Private Capital, LLC | 0.12% | No change | 4,738 | $489K |
| American Financial & Tax Strategies Inc. | 0.25% | Reduce -14.8% | 4,491 | $463K |
| Meridian Wealth Management, LLC | 0.02% | Add +0.0% | 4,443 | $458K |
| Financial Security Advisor, Inc. | 0.11% | No change | 4,190 | $432K |
| Bridges Investment Management Inc. | 0.01% | No change | 3,860 | $398K |
| Rialto Wealth Management, LLC | 0.12% | Reduce -15.1% | 3,838 | $396K |
| SouthState Bank Corp | 0.02% | New | 3,698 | $382K |
| MidAtlantic Capital Management, Inc. | 0.30% | No change | 3,680 | $380K |
| Rodgers & Associates, LTD | 0.04% | No change | 3,526 | $364K |
| Waverly Advisors, LLC | 0.00% | Add +51.7% | 3,323 | $343K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -10.8% | 3,017 | $311K |
| Consolidated Portfolio Review Corp | 0.05% | No change | 2,991 | $309K |
| Financial Freedom, LLC | 0.17% | Reduce -50.6% | 2,915 | $301K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,873 | $296K |
| Avantax Advisory Services, Inc. | 0.00% | New | 2,828 | $292K |
| BLB&B Advisors, LLC | 0.01% | No change | 2,822 | $291K |
| Two Sigma Securities, LLC | 0.04% | New | 2,602 | $268K |
| Safeguard Investment Advisory Group, LLC | 0.07% | No change | 2,600 | $268K |
| IFG Advisors, LLC | 0.05% | No change | 2,508 | $259K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +0.4% | 2,457 | $253K |
| Valued Retirements, Inc. | 0.33% | New | 2,402 | $248K |
| AE Wealth Management LLC | 0.00% | Add +997.7% | 2,371 | $245K |
| Balanced Wealth Group LLC | 0.11% | New | 2,283 | $236K |
| Mosaic Family Wealth Partners, LLC | 0.03% | No change | 2,220 | $229K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +20.2% | 2,162 | $223K |
| Weinberger Asset Management, Inc | 0.10% | No change | 2,161 | $223K |
| Mgo One Seven LLC | 0.01% | No change | 2,158 | $223K |
| JFS Wealth Advisors, LLC | 0.01% | New | 1,947 | $201K |
| Morton Brown Family Wealth, LLC | 0.06% | No change | 1,750 | $181K |
| Principal Securities, Inc. | 0.00% | No change | 1,528 | $172K |
| MAI Capital Management | 0.00% | Reduce -33.4% | 1,267 | $131K |
| Jones Financial Companies LLLP | 0.00% | Add +18.6% | 1,140 | $118K |
| Barrett & Company, Inc. | 0.04% | No change | 968 | $100K |
| Hanson & Doremus Investment Management | 0.01% | No change | 902 | $93K |
| Founders Capital Management | 0.04% | No change | 673 | $69K |
| Farther Finance Advisors, LLC | 0.00% | Add +38.4% | 663 | $69K |
| Ameriflex Group, Inc. | 0.03% | Reduce -4.5% | 592 | $61K |
| Private Trust Co. NA | 0.01% | Add +5.4% | 507 | $52K |
| Realta Investment Advisors | 0.02% | Reduce -28.6% | 500 | $52K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +248.5% | 467 | $48K |
| Howe & Rusling Inc. | 0.00% | Reduce -57.1% | 466 | $48K |
| Russell Investments Group, Ltd. | 0.00% | No change | 390 | $40K |
| Key Financial Inc | 0.01% | No change | 356 | $37K |
| Lindbrook Capital, LLC | 0.00% | No change | 350 | $36K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 344 | $35K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Reduce -16.3% | 343 | $35K |
| Mather Group, Llc. | 0.00% | No change | 321 | $33K |
| US Bancorp \de | 0.00% | New | 305 | $31K |
| Spire Wealth Management | 0.00% | No change | 296 | $31K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -3.0% | 257 | $27K |
| WPG Advisers, LLC | 0.02% | New | 256 | $26K |
| Bristlecone Advisors, LLC | 0.00% | No change | 220 | $23K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 178 | $18K |
| Arax Advisory Partners | 0.00% | No change | 176 | $18K |
| Comerica Bank | 0.00% | Add +128.9% | 174 | $18K |
| Whittier Trust Co. | 0.00% | No change | 150 | $15K |
| Asset Dedication, LLC | 0.00% | No change | 110 | $11K |
| North Star Investment Management Corp. | 0.00% | No change | 102 | $11K |
| City State Bank | 0.00% | No change | 100 | $10K |
| Crews Bank & Trust | 0.00% | No change | 80 | $8K |
| Bernard Wealth Management Corp. | 0.00% | No change | 56 | $6K |
| Salem Investment Counselors Inc. | 0.00% | No change | 35 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 24 | $2K |
| SBI Securities Co., Ltd. | 0.00% | No change | 19 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 9 | $929 |
| AdvisorNet Financial, Inc | 0.00% | No change | 8 | $813 |
| Central Pacific Bank - Trust Division | 0.00% | No change | 6 | $619 |
| Larson Financial Group LLC | 0.00% | No change | 1 | $104 |
"% 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.