Vanguard S&P Mid-Cap 400 GroIVOGETF
13F holders, Q2 2025 (June 30)152holders +15
21new positions
8sold out
1famous investor
$113.10avg. 13F price*
At the end of Q2 2025, 152 institutions reported holding Vanguard S&P Mid-Cap 400 Gro (IVOG) in their 13F filings, up 15 from Q1 2025. 21 opened new positions and 8 sold out. The largest holders were Mariner, LLC ($78.2M), Raymond James Financial Inc. ($22.0M) and LPL Financial LLC ($20.3M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $10.7M |
| Exits | 8 | $6.6M |
All 13F filers, Q1 2025 → Q2 2025: 314,932 shares bought and 260,281 shares sold, net +54,651 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 152 holders
| Mariner, LLC | 0.11% | Add +0.1% | 691,859 | $78.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.6% | 194,729 | $22.0M |
| LPL Financial LLC | 0.01% | Add +12.8% | 179,585 | $20.3M |
| Morgan Stanley | 0.00% | Add +29.8% | 169,543 | $19.2M |
| Octavia Wealth Advisors, LLC | 1.85% | Reduce -11.0% | 143,862 | $16.3M |
| Stordahl Capital Management, Inc. | 3.56% | Add +1.3% | 141,778 | $16.0M |
| Moneta Group Investment Advisors LLC | 0.17% | Add +159.8% | 128,829 | $14.6M |
| LJI Wealth Management, LLC | 2.24% | Add +11.8% | 113,975 | $12.9M |
| UBS Group AG | 0.00% | Add +7.7% | 93,046 | $10.5M |
| Ameriprise Financial Inc. | 0.00% | Add +20.0% | 92,841 | $10.5M |
| Cetera Investment Advisers | 0.01% | Add +11.1% | 71,953 | $8.1M |
| Bank of America Corp. | 0.00% | Reduce -1.8% | 69,874 | $7.9M |
| Baird Financial Group, Inc. | 0.01% | Add +0.6% | 68,433 | $7.7M |
| Kestra Advisory Services, LLC | 0.04% | Add +4.1% | 64,516 | $7.3M |
| Wells Fargo & Company | 0.00% | Reduce -25.5% | 56,604 | $6.4M |
| Composition Wealth, LLC | 0.11% | Reduce -0.0% | 56,365 | $6.4M |
| Harbour Investments, Inc. | 0.11% | Add +10.8% | 39,915 | $4.5M |
| Clark Financial Services Group Inc. | 2.58% | Add +0.5% | 37,144 | $4.2M |
| Stephen J. Garry & Associates, LLC | 3.59% | Reduce -0.4% | 36,751 | $4.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.2% | 36,695 | $4.1M |
| Rwa Wealth Partners, LLC | 0.05% | Reduce -14.5% | 35,545 | $4.0M |
| Integrated Capital Management, LLC | 1.84% | Add +13.3% | 33,452 | $3.8M |
| Allworth Financial LP | 0.02% | Reduce -3.1% | 31,893 | $3.6M |
| Keybank National Association | 0.01% | Add +4.6% | 29,786 | $3.4M |
| Stifel Financial Corp. | 0.00% | Reduce -1.7% | 29,598 | $3.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +63.0% | 27,939 | $3.2M |
| Franklin Resources Inc. | 0.00% | No change | 27,394 | $3.1M |
| Savant Capital, LLC | 0.02% | Reduce -2.0% | 25,224 | $2.9M |
| Mendel Capital Management LLC | 1.30% | Reduce -3.8% | 20,113 | $2.3M |
| SageView Advisory Group, LLC | 0.08% | Reduce -29.9% | 18,087 | $2.1M |
| Royal Bank of Canada | 0.00% | Reduce -5.1% | 17,937 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.9% | 17,753 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | New | 17,623 | $2.0M |
| Altura Wealth Advisors Inc. | 1.11% | New | 17,600 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.3% | 16,483 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -19.0% | 16,418 | $1.9M |
| Blair William & Co. | 0.01% | Reduce -3.0% | 15,819 | $1.8M |
| Cary Street Partners Financial LLC | 0.05% | Reduce -73.2% | 15,681 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.4% | 14,888 | $1.7M |
| Drucker Wealth 3.0, LLC | 0.32% | New | 14,549 | $1.7M |
| Creative Planning | 0.00% | Add +1.5% | 14,708 | $1.7M |
| Goodman Financial Corp | 0.32% | New | 14,278 | $1.6M |
| Chicago Partners Investment Group LLC | 0.04% | Add +3.7% | 12,517 | $1.5M |
| Montag A & Associates Inc. | 0.07% | Reduce -0.7% | 12,790 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +25.3% | 12,181 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +62.7% | 10,157 | $1.1M |
| Centaurus Financial, Inc. | 0.06% | Reduce -2.3% | 9,793 | $1.1M |
| Cibc World Market Inc. | 0.00% | Add +0.3% | 9,340 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.9% | 8,661 | $978K |
| Heritage Investment Group, Inc. | 0.17% | No change | 8,502 | $961K |
| Mercer Global Advisors Inc. | 0.00% | Add +3.5% | 8,298 | $941K |
| GTS Securities LLC | 0.04% | New | 8,107 | $916K |
| Equitable Holdings, Inc. | 0.01% | Add +2.0% | 7,957 | $899K |
| Jane Street Group, LLC | 0.00% | Reduce -10.1% | 7,676 | $868K |
| Nova Wealth Management, Inc. | 0.62% | Reduce -18.0% | 7,462 | $843K |
| Virtu Financial LLC | 0.04% | Reduce -18.6% | 7,335 | $829K |
| Betterment LLC | 0.00% | Reduce -8.7% | 7,176 | $811K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.3% | 7,059 | $798K |
| Commerce Bank | 0.00% | No change | 6,960 | $787K |
| Embree Financial Group | 0.11% | No change | 6,659 | $753K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -28.6% | 6,627 | $749K |
| Round Rock Advisors LLC | 0.13% | No change | 6,476 | $732K |
| FMR LLC | 0.00% | Add +27.6% | 6,360 | $719K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +30.2% | 6,172 | $713K |
| Lauterbach Financial Advisors, LLC | 0.38% | No change | 6,125 | $692K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 5,718 | $646K |
| Merit Financial Group, LLC | 0.01% | Reduce -6.5% | 5,439 | $615K |
| Citadel Advisors | 0.00% | Reduce -74.0% | 5,294 | $598K |
| Hobart Private Capital, LLC | 0.12% | No change | 4,738 | $536K |
| American Financial & Tax Strategies Inc. | 0.26% | No change | 4,491 | $508K |
| Meridian Wealth Management, LLC | 0.02% | Add +0.2% | 4,450 | $503K |
| Avantax Advisory Services, Inc. | 0.00% | Add +54.1% | 4,358 | $493K |
| Financial Security Advisor, Inc. | 0.11% | No change | 4,190 | $474K |
| Bridges Investment Management Inc. | 0.01% | No change | 3,860 | $436K |
| SouthState Bank Corp | 0.02% | No change | 3,698 | $418K |
| MidAtlantic Capital Management, Inc. | 0.30% | No change | 3,680 | $416K |
| Rodgers & Associates, LTD | 0.04% | Add +2.3% | 3,606 | $408K |
| Waverly Advisors, LLC | 0.00% | Add +5.9% | 3,519 | $398K |
| Aptus Capital Advisors, LLC | 0.00% | Add +6.6% | 3,215 | $363K |
| Rialto Wealth Management, LLC | 0.10% | Reduce -16.8% | 3,194 | $361K |
| Consolidated Portfolio Review Corp | 0.05% | Reduce -1.2% | 2,956 | $334K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,873 | $325K |
| BLB&B Advisors, LLC | 0.01% | No change | 2,822 | $319K |
| Conning Inc. | 0.01% | New | 2,726 | $308K |
| Sierra Capital LLC | 0.03% | New | 2,628 | $297K |
| Jones Financial Companies LLLP | 0.00% | Add +130.5% | 2,628 | $297K |
| Safeguard Investment Advisory Group, LLC | 0.07% | No change | 2,600 | $294K |
| IFG Advisors, LLC | 0.05% | No change | 2,508 | $283K |
| Financial Freedom, LLC | 0.15% | Reduce -14.3% | 2,499 | $282K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +0.8% | 2,478 | $280K |
| Valued Retirements, Inc. | 0.31% | No change | 2,402 | $271K |
| AE Wealth Management LLC | 0.00% | Add +0.4% | 2,380 | $269K |
| HRT Financial LP | 0.00% | New | 2,344 | $264K |
| Balanced Wealth Group LLC | 0.11% | No change | 2,283 | $264K |
| Insight 2811, Inc. | 0.12% | New | 2,301 | $260K |
| Mosaic Family Wealth Partners, LLC | 0.03% | No change | 2,220 | $251K |
| JFS Wealth Advisors, LLC | 0.02% | Add +12.4% | 2,188 | $247K |
| Weinberger Asset Management, Inc | 0.09% | No change | 2,161 | $244K |
| Mgo One Seven LLC | 0.01% | Reduce -0.5% | 2,147 | $243K |
| Sunburst Financial Group, LLC | 0.05% | New | 2,129 | $241K |
"% 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.