Vanguard S&P Mid-Cap 400 GroIVOGETF
13F holders, Q3 2025 (September 30)157holders +5
21new positions
13sold out
1famous investor
$119.49avg. 13F price*
At the end of Q3 2025, 157 institutions reported holding Vanguard S&P Mid-Cap 400 Gro (IVOG) in their 13F filings, up 5 from Q2 2025. 21 opened new positions and 13 sold out. The largest holders were Vantagepoint Investment Advisers LLC ($190.8M), Mariner, LLC ($75.3M) and Raymond James Financial Inc. ($23.4M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $199.4M |
| Exits | 13 | $5.3M |
All 13F filers, Q2 2025 → Q3 2025: 1,793,954 shares bought and 186,638 shares sold, net +1,607,316 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 157 holders
| Vantagepoint Investment Advisers LLC | 1.56% | New | 1,597,070 | $190.8M |
| Mariner, LLC | 0.10% | Reduce -8.8% | 630,639 | $75.3M |
| Raymond James Financial Inc. | 0.01% | Add +0.7% | 196,074 | $23.4M |
| Morgan Stanley | 0.00% | Add +4.8% | 177,662 | $21.2M |
| LPL Financial LLC | 0.01% | Reduce -12.8% | 156,505 | $18.7M |
| Moneta Group Investment Advisors LLC | 0.14% | Add +16.1% | 149,625 | $17.9M |
| Octavia Wealth Advisors, LLC | 1.77% | Add +3.4% | 148,679 | $17.8M |
| Stordahl Capital Management, Inc. | 3.64% | Add +2.2% | 144,869 | $17.3M |
| LJI Wealth Management, LLC | 2.34% | Reduce -1.5% | 112,236 | $13.4M |
| UBS Group AG | 0.00% | Reduce -3.4% | 89,915 | $10.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.8% | 86,501 | $10.3M |
| Cetera Investment Advisers | 0.01% | Add +9.4% | 78,754 | $9.4M |
| Bank of America Corp. | 0.00% | Reduce -4.0% | 67,054 | $8.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -5.7% | 64,521 | $7.7M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -3.5% | 62,275 | $7.4M |
| Composition Wealth, LLC | 0.10% | Reduce 0.0% | 56,364 | $6.7M |
| Wells Fargo & Company | 0.00% | Reduce -7.5% | 52,374 | $6.3M |
| JPMorgan Chase & Co. | 0.00% | Add +19.7% | 43,923 | $5.2M |
| Harbour Investments, Inc. | 0.12% | Add +8.9% | 43,474 | $5.2M |
| Clark Financial Services Group Inc. | 2.37% | Add +0.5% | 37,331 | $4.5M |
| Stephen J. Garry & Associates, LLC | 3.54% | Add +0.9% | 37,071 | $4.4M |
| Drucker Wealth 3.0, LLC | 0.74% | Add +137.6% | 34,568 | $4.1M |
| Rwa Wealth Partners, LLC | 0.05% | Reduce -5.1% | 33,740 | $4.0M |
| Allworth Financial LP | 0.02% | No change | 31,893 | $3.8M |
| Integrated Capital Management, LLC | 1.67% | Reduce -7.2% | 31,047 | $3.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.3% | 30,248 | $3.6M |
| Keybank National Association | 0.01% | Add +0.3% | 29,883 | $3.6M |
| Stifel Financial Corp. | 0.00% | Reduce -0.9% | 29,325 | $3.5M |
| Franklin Resources Inc. | 0.00% | No change | 27,394 | $3.3M |
| Altura Wealth Advisors Inc. | 1.54% | Add +53.8% | 27,062 | $3.2M |
| Savant Capital, LLC | 0.02% | No change | 25,224 | $3.0M |
| Mendel Capital Management LLC | 1.32% | Add +4.3% | 20,988 | $2.5M |
| SageView Advisory Group, LLC | 0.09% | Add +14.7% | 20,750 | $2.5M |
| BNP Paribas Financial Markets | 0.00% | New | 20,000 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +5.5% | 18,916 | $2.3M |
| Citadel Advisors | 0.00% | Add +201.5% | 15,961 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +56.7% | 15,914 | $1.9M |
| Blair William & Co. | 0.01% | Add +0.2% | 15,854 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.4% | 15,728 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -5.2% | 15,627 | $1.9M |
| Cary Street Partners Financial LLC | 0.05% | Reduce -0.6% | 15,591 | $1.9M |
| Peapack Gladstone Financial Corp. | 0.02% | New | 15,356 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +3.1% | 15,343 | $1.8M |
| Goodman Financial Corp | 0.34% | Add +1.7% | 14,519 | $1.7M |
| Creative Planning | 0.00% | Reduce -7.0% | 13,683 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -17.9% | 13,487 | $1.6M |
| Chicago Partners Investment Group LLC | 0.04% | No change | 12,517 | $1.5M |
| Montag A & Associates Inc. | 0.06% | Reduce -11.6% | 11,305 | $1.4M |
| Centaurus Financial, Inc. | 0.05% | Reduce -0.1% | 9,783 | $1.2M |
| Cibc World Market Inc. | 0.00% | Add +0.1% | 9,349 | $1.1M |
| Heritage Investment Group, Inc. | 0.16% | No change | 8,502 | $1.0M |
| MML Investors Services, LLC | 0.00% | Reduce -30.3% | 8,490 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Reduce -1.1% | 7,867 | $940K |
| Virtu Financial LLC | 0.05% | Add +4.2% | 7,640 | $913K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.9% | 7,546 | $902K |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.0% | 7,362 | $873K |
| Commerce Bank | 0.00% | No change | 6,960 | $832K |
| Betterment LLC | 0.00% | Reduce -4.5% | 6,853 | $819K |
| Embree Financial Group | 0.11% | No change | 6,659 | $796K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.9% | 6,436 | $769K |
| Round Rock Advisors LLC | 0.12% | Reduce -0.7% | 6,432 | $768K |
| Conning Inc. | 0.03% | Add +132.9% | 6,348 | $758K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 6,172 | $735K |
| Lauterbach Financial Advisors, LLC | 0.37% | No change | 6,125 | $732K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -26.2% | 6,123 | $732K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 5,718 | $683K |
| Corient Private Wealth LP | 0.00% | New | 5,644 | $674K |
| PFG Advisors | 0.02% | New | 5,042 | $602K |
| FMR LLC | 0.00% | Reduce -24.9% | 4,779 | $571K |
| Hobart Private Capital, LLC | 0.12% | No change | 4,738 | $566K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +157.7% | 4,625 | $553K |
| Waverly Advisors, LLC | 0.01% | Add +31.3% | 4,622 | $552K |
| Meridian Wealth Management, LLC | 0.02% | No change | 4,450 | $532K |
| Merit Financial Group, LLC | 0.00% | Reduce -19.4% | 4,382 | $524K |
| Financial Security Advisor, Inc. | 0.11% | No change | 4,190 | $501K |
| Jones Financial Companies LLLP | 0.00% | Add +55.0% | 4,073 | $487K |
| American Financial & Tax Strategies Inc. | 0.24% | Reduce -9.3% | 4,074 | $487K |
| Bridges Investment Management Inc. | 0.01% | No change | 3,860 | $461K |
| Rodgers & Associates, LTD | 0.05% | Add +5.7% | 3,812 | $455K |
| Entrewealth, LLC | 0.23% | New | 3,811 | $455K |
| Austin Wealth Management, LLC | 0.07% | New | 3,834 | $454K |
| MidAtlantic Capital Management, Inc. | 0.30% | No change | 3,680 | $440K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.2% | 3,253 | $389K |
| Consolidated Portfolio Review Corp | 0.04% | Reduce -0.7% | 2,936 | $351K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,873 | $343K |
| BLB&B Advisors, LLC | 0.01% | No change | 2,822 | $337K |
| Rialto Wealth Management, LLC | 0.08% | Reduce -14.1% | 2,744 | $328K |
| Sierra Capital LLC | 0.03% | No change | 2,628 | $314K |
| Safeguard Investment Advisory Group, LLC | 0.08% | No change | 2,600 | $311K |
| IFG Advisors, LLC | 0.05% | No change | 2,508 | $300K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +1.0% | 2,502 | $299K |
| MAI Capital Management | 0.00% | Add +102.7% | 2,451 | $293K |
| Insight 2811, Inc. | 0.13% | Add +5.9% | 2,437 | $291K |
| Mosaic Family Wealth Partners, LLC | 0.03% | Add +9.4% | 2,429 | $290K |
| Rockefeller Capital Management L.P. | 0.00% | New | 2,368 | $283K |
| AE Wealth Management LLC | 0.00% | Reduce -2.1% | 2,330 | $278K |
| Valued Retirements, Inc. | 0.31% | No change | 2,402 | $271K |
| NewEdge Advisors, LLC | 0.00% | New | 2,247 | $268K |
| JFS Wealth Advisors, LLC | 0.02% | Add +2.6% | 2,245 | $268K |
| Balanced Wealth Group LLC | 0.11% | No change | 2,283 | $260K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 2,164 | $259K |
| Ameriflex Group, Inc. | 0.10% | Add +261.1% | 2,152 | $257K |
| Mgo One Seven LLC | 0.01% | Reduce -0.8% | 2,131 | $255K |
| Sunburst Financial Group, LLC | 0.05% | Reduce -3.4% | 2,057 | $246K |
| Weinberger Asset Management, Inc | 0.09% | Reduce -8.0% | 1,988 | $237K |
| Morton Brown Family Wealth, LLC | 0.07% | No change | 1,936 | $231K |
| Perigon Wealth Management, LLC | 0.00% | No change | 1,907 | $228K |
| Atlanta Consulting Group Advisors, LLC | 0.05% | New | 1,764 | $211K |
| BCGM Wealth Management, LLC | 0.05% | New | 1,757 | $210K |
| Parr McKnight Wealth Management Group, LLC | 0.03% | New | 1,750 | $209K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,728 | $206K |
| Trustmark Bank Trust Department | 0.01% | New | 1,726 | $206K |
| Truist Financial Corp. | 0.00% | New | 1,689 | $202K |
| Farther Finance Advisors, LLC | 0.00% | Add +148.6% | 1,648 | $197K |
| Principal Securities, Inc. | 0.00% | Add +1.0% | 1,603 | $192K |
| Nova Wealth Management, Inc. | 0.13% | Reduce -80.0% | 1,490 | $178K |
| Private Trust Co. NA | 0.01% | Add +102.0% | 1,024 | $122K |
| Advisory Services Network, LLC | 0.00% | New | 1,022 | $122K |
| Parallel Advisors, LLC | 0.00% | No change | 1,000 | $119K |
| Barrett & Company, Inc. | 0.04% | No change | 968 | $116K |
| Citigroup Inc. | 0.00% | No change | 954 | $114K |
| Hanson & Doremus Investment Management | 0.01% | No change | 902 | $108K |
| Wealthspire Advisors, LLC | 0.00% | New | 842 | $101K |
| Founders Capital Management | 0.04% | No change | 673 | $80K |
| Assetmark, Inc. | 0.00% | Add +20.2% | 590 | $70K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -10.7% | 501 | $60K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +6.1% | 450 | $54K |
| GGM Financial LLC | 0.02% | New | 414 | $49K |
| Russell Investments Group, Ltd. | 0.00% | No change | 390 | $47K |
| Key Financial Inc | 0.01% | No change | 356 | $43K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 344 | $41K |
| Mather Group, Llc. | 0.00% | New | 321 | $38K |
| Howe & Rusling Inc. | 0.00% | Reduce -32.6% | 314 | $38K |
| US Bancorp \de | 0.00% | No change | 305 | $36K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 300 | $36K |
| Richardson Capital Management LLC | 0.02% | New | 281 | $34K |
| Quaker Wealth Management, LLC | 0.01% | No change | 277 | $33K |
| Salomon & Ludwin, LLC | 0.00% | No change | 257 | $31K |
| WPG Advisers, LLC | 0.02% | No change | 256 | $31K |
| Spire Wealth Management | 0.00% | Reduce -52.6% | 208 | $25K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -33.0% | 181 | $22K |
| Whittier Trust Co. | 0.00% | Add +0.7% | 151 | $18K |
| SJS Investment Consulting Inc. | 0.00% | New | 117 | $14K |
| Comerica Bank | 0.00% | Reduce -25.3% | 112 | $13K |
| Asset Dedication, LLC | 0.00% | No change | 110 | $13K |
| North Star Investment Management Corp. | 0.00% | No change | 102 | $12K |
| City State Bank | 0.00% | No change | 100 | $12K |
| Crews Bank & Trust | 0.00% | No change | 80 | $10K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 61 | $7K |
| Bernard Wealth Management Corp. | 0.00% | No change | 56 | $7K |
| SBI Securities Co., Ltd. | 0.00% | No change | 19 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 9 | $1K |
| Cwm, LLC | 0.00% | No change | 6 | $1K |
| AdvisorNet Financial, Inc | 0.00% | No change | 8 | $941 |
| Central Pacific Bank - Trust Division | 0.00% | No change | 6 | $717 |
| Sound Income Strategies, LLC | 0.00% | Reduce -50.0% | 6 | $715 |
| Larson Financial Group LLC | 0.00% | No change | 1 | $120 |
"% 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.