Vanguard S&P Mid-Cap 400 GroIVOGETF
13F holders, Q4 2025 (December 31)172holders +15
22new positions
14sold out
1famous investor
$120.30avg. 13F price*
At the end of Q4 2025, 172 institutions reported holding Vanguard S&P Mid-Cap 400 Gro (IVOG) in their 13F filings, up 15 from Q3 2025. 22 opened new positions and 14 sold out. The largest holders were Vantagepoint Investment Advisers LLC ($187.8M), Mariner, LLC ($76.5M) and Raymond James Financial Inc. ($25.5M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $10.2M |
| Exits | 14 | $8.8M |
All 13F filers, Q3 2025 → Q4 2025: 247,128 shares bought and 175,457 shares sold, net +71,671 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 172 holders
| Vantagepoint Investment Advisers LLC | 1.51% | Reduce -2.1% | 1,562,689 | $187.8M |
| Mariner, LLC | 0.09% | Add +0.9% | 636,389 | $76.5M |
| Raymond James Financial Inc. | 0.01% | Add +8.2% | 212,193 | $25.5M |
| Morgan Stanley | 0.00% | Add +9.7% | 194,948 | $23.4M |
| Moneta Group Investment Advisors LLC | 0.16% | Add +15.4% | 172,656 | $20.8M |
| Stordahl Capital Management, Inc. | 3.58% | Reduce -0.1% | 144,668 | $17.4M |
| LPL Financial LLC | 0.00% | Reduce -10.6% | 139,976 | $16.8M |
| Octavia Wealth Advisors, LLC | 1.54% | Reduce -9.7% | 134,235 | $16.1M |
| LJI Wealth Management, LLC | 2.15% | Add +4.5% | 117,236 | $14.1M |
| Ameriprise Financial Inc. | 0.00% | Add +1.8% | 88,041 | $10.6M |
| UBS Group AG | 0.00% | Reduce -2.7% | 87,448 | $10.5M |
| Cetera Investment Advisers | 0.01% | Add +0.2% | 78,891 | $9.5M |
| Peapack Gladstone Financial Corp. | 0.11% | Add +365.4% | 71,464 | $8.6M |
| Baird Financial Group, Inc. | 0.01% | Add +5.4% | 68,001 | $8.2M |
| Kestra Advisory Services, LLC | 0.03% | Add +2.4% | 63,772 | $7.7M |
| Bank of America Corp. | 0.00% | Reduce -9.6% | 60,651 | $7.3M |
| Composition Wealth, LLC | 0.10% | Reduce -0.2% | 56,246 | $6.8M |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 52,333 | $6.3M |
| Harbour Investments, Inc. | 0.11% | Add +3.4% | 44,929 | $5.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.4% | 38,930 | $4.7M |
| Clark Financial Services Group Inc. | 2.36% | Reduce -4.1% | 35,785 | $4.4M |
| Stephen J. Garry & Associates, LLC | 3.50% | Reduce -1.0% | 36,691 | $4.4M |
| Drucker Wealth 3.0, LLC | 0.77% | Add +5.7% | 36,550 | $4.4M |
| Altura Wealth Advisors Inc. | 1.85% | Add +31.8% | 35,671 | $4.3M |
| Rwa Wealth Partners, LLC | 0.04% | Reduce -0.1% | 33,721 | $4.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.7% | 33,184 | $4.0M |
| Allworth Financial LP | 0.02% | Add +0.5% | 32,052 | $3.9M |
| Integrated Capital Management, LLC | 1.65% | Add +2.8% | 31,902 | $3.8M |
| Keybank National Association | 0.01% | Add +5.8% | 31,617 | $3.8M |
| Stifel Financial Corp. | 0.00% | Add +4.6% | 30,681 | $3.7M |
| Baron Wealth Management LLC | 1.08% | New | 29,250 | $3.5M |
| Franklin Resources Inc. | 0.00% | No change | 27,394 | $3.3M |
| Savant Capital, LLC | 0.02% | Reduce -0.6% | 25,080 | $3.0M |
| SageView Advisory Group, LLC | 0.09% | Add +3.7% | 21,520 | $2.6M |
| Royal Bank of Canada | 0.00% | Add +2.7% | 19,435 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | New | 17,682 | $2.1M |
| Blair William & Co. | 0.01% | Add +0.0% | 15,855 | $1.9M |
| Goodman Financial Corp | 0.33% | Add +0.2% | 14,542 | $1.7M |
| MidFirst Bank | 0.14% | — | 14,406 | $1.7M |
| Veratis Advisors, Inc. | 1.35% | — | 13,181 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.4% | 14,086 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -10.7% | 13,960 | $1.7M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -11.9% | 13,728 | $1.7M |
| Cibc World Market Inc. | 0.00% | Add +43.9% | 13,453 | $1.6M |
| Chicago Partners Investment Group LLC | 0.04% | No change | 12,517 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -15.8% | 12,919 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.6% | 12,733 | $1.5M |
| ES4, LLC | 1.00% | — | 12,075 | $1.5M |
| Montag A & Associates Inc. | 0.06% | No change | 11,305 | $1.4M |
| Creative Planning | 0.00% | Reduce -22.3% | 10,631 | $1.3M |
| Centaurus Financial, Inc. | 0.05% | Add +1.1% | 9,886 | $1.2M |
| Heritage Investment Group, Inc. | 0.16% | No change | 8,502 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.9% | 8,220 | $988K |
| Osaic Holdings, Inc. | 0.00% | Add +11.0% | 8,172 | $983K |
| MML Investors Services, LLC | 0.00% | Reduce -5.4% | 8,035 | $966K |
| Corient Private Wealth LP | 0.00% | Add +35.4% | 7,642 | $919K |
| Equitable Holdings, Inc. | 0.01% | Reduce -3.8% | 7,572 | $910K |
| Goldman Sachs Group Inc. | 0.00% | Add +11.8% | 7,197 | $865K |
| Commerce Bank | 0.00% | Add +1.2% | 7,044 | $847K |
| Conning Inc. | 0.03% | Add +6.9% | 6,787 | $816K |
| Ethos Financial Group, LLC | 0.06% | New | 6,715 | $807K |
| Embree Financial Group | 0.10% | Add +0.6% | 6,701 | $805K |
| Betterment LLC | 0.00% | Reduce -3.6% | 6,609 | $794K |
| Round Rock Advisors LLC | 0.11% | Reduce -8.3% | 5,901 | $709K |
| Jones Financial Companies LLLP | 0.00% | Add +43.7% | 5,853 | $704K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 5,718 | $687K |
| Advisor Resource Council | 0.24% | New | 5,352 | $677K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -14.4% | 5,282 | $666K |
| Tempo Wealth, LLC | 0.12% | — | 5,483 | $659K |
| PFG Advisors | 0.03% | Add +0.1% | 5,047 | $607K |
| Waverly Advisors, LLC | 0.00% | Add +6.6% | 4,927 | $592K |
| Gryphon Financial Partners LLC | 0.06% | New | 4,830 | $581K |
| FMR LLC | 0.00% | Add +0.7% | 4,813 | $579K |
| Hobart Private Capital, LLC | 0.11% | No change | 4,738 | $570K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.1% | 4,629 | $556K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -24.6% | 4,614 | $555K |
| Meridian Wealth Management, LLC | 0.02% | Add +2.7% | 4,570 | $549K |
| Merit Financial Group, LLC | 0.00% | No change | 4,382 | $527K |
| Financial Security Advisor, Inc. | 0.10% | Add +0.6% | 4,215 | $507K |
| AQR Capital Management | 0.00% | New | 4,155 | $499K |
| Entrewealth, LLC | 0.22% | No change | 3,811 | $495K |
| American Financial & Tax Strategies Inc. | 0.24% | No change | 4,074 | $490K |
| Austin Wealth Management, LLC | 0.07% | No change | 3,834 | $478K |
| Bridges Investment Management Inc. | 0.01% | No change | 3,860 | $464K |
| Rodgers & Associates, LTD | 0.05% | Reduce -0.1% | 3,807 | $458K |
| Crusonia Wealth Advisors LLC | 0.10% | — | 3,698 | $445K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -4.5% | 3,106 | $373K |
| Empower Advisory Group, LLC | 0.00% | New | 3,078 | $370K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.0% | 2,874 | $345K |
| BLB&B Advisors, LLC | 0.01% | No change | 2,822 | $339K |
| AE Wealth Management LLC | 0.00% | Add +17.3% | 2,732 | $328K |
| Sierra Capital LLC | 0.03% | No change | 2,628 | $316K |
| Safeguard Investment Advisory Group, LLC | 0.08% | No change | 2,600 | $313K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +1.2% | 2,533 | $304K |
| IFG Advisors, LLC | 0.05% | No change | 2,508 | $301K |
| Insight 2811, Inc. | 0.13% | Add +2.0% | 2,486 | $299K |
| Mosaic Family Wealth Partners, LLC | 0.03% | Add +0.5% | 2,442 | $294K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 2,374 | $285K |
| Rialto Wealth Management, LLC | 0.07% | Reduce -14.4% | 2,350 | $282K |
| MAI Capital Management | 0.00% | Reduce -5.4% | 2,318 | $279K |
| Balanced Wealth Group LLC | 0.10% | No change | 2,283 | $273K |
| Valued Retirements, Inc. | 0.27% | Reduce -5.7% | 2,266 | $272K |
| NewEdge Advisors, LLC | 0.00% | Add +0.0% | 2,248 | $270K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 2,245 | $270K |
| Focus Partners Wealth | 0.00% | New | 2,158 | $259K |
| Mgo One Seven LLC | 0.01% | Add +0.2% | 2,135 | $257K |
| Sunburst Financial Group, LLC | 0.05% | Reduce -1.5% | 2,027 | $244K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -6.5% | 2,024 | $243K |
| Weinberger Asset Management, Inc | 0.09% | Add +0.6% | 2,000 | $240K |
| VSM Wealth Advisory, LLC | 0.07% | New | 1,956 | $235K |
| Morton Brown Family Wealth, LLC | 0.06% | No change | 1,936 | $233K |
| Perigon Wealth Management, LLC | 0.00% | No change | 1,907 | $229K |
| MidAtlantic Capital Management, Inc. | 0.14% | Reduce -50.2% | 1,833 | $220K |
| Vanguard Group Inc. | 0.00% | New | 1,812 | $218K |
| Atlanta Consulting Group Advisors, LLC | 0.05% | No change | 1,764 | $212K |
| BCGM Wealth Management, LLC | 0.05% | Add +0.2% | 1,761 | $212K |
| Compass Capital Corp. /Ma/ | 0.08% | New | 1,617 | $211K |
| Parr McKnight Wealth Management Group, LLC | 0.03% | No change | 1,750 | $210K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,728 | $208K |
| Trustmark Bank Trust Department | 0.01% | Reduce -1.5% | 1,700 | $204K |
| Truist Financial Corp. | 0.00% | Reduce -0.2% | 1,686 | $203K |
| Jane Street Group, LLC | 0.00% | New | 1,680 | $202K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,648 | $198K |
| GoalVest Advisory LLC | 0.03% | New | 1,415 | $170K |
| Nova Wealth Management, Inc. | 0.11% | Reduce -13.7% | 1,286 | $155K |
| Godfrey Financial Associates, Inc. | 0.11% | — | 963 | $126K |
| Private Trust Co. NA | 0.01% | No change | 1,024 | $123K |
| Parallel Advisors, LLC | 0.00% | No change | 1,000 | $120K |
| Barrett & Company, Inc. | 0.04% | Add +0.6% | 974 | $117K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 956 | $115K |
| Hanson & Doremus Investment Management | 0.01% | No change | 902 | $108K |
| Ameriflex Group, Inc. | 0.06% | Reduce -58.4% | 895 | $108K |
| Founders Capital Management | 0.04% | No change | 673 | $81K |
| Arax Advisory Partners | 0.00% | New | 597 | $72K |
| Assetmark, Inc. | 0.00% | No change | 590 | $71K |
| BlackRock, Inc. | 0.00% | New | 530 | $64K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.2% | 451 | $54K |
| GGM Financial LLC | 0.02% | Add +0.7% | 417 | $50K |
| Bokf, NA | 0.00% | New | 411 | $49K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.3% | 391 | $47K |
| Key Financial Inc | 0.01% | No change | 356 | $43K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 344 | $41K |
| US Bancorp \de | 0.00% | No change | 305 | $37K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 300 | $36K |
| Garner Asset Management Corp | 0.01% | New | 292 | $35K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -42.5% | 288 | $35K |
| Richardson Capital Management LLC | 0.02% | No change | 281 | $34K |
| Quaker Wealth Management, LLC | 0.01% | Add +0.7% | 279 | $34K |
| Salomon & Ludwin, LLC | 0.00% | No change | 257 | $32K |
| WPG Advisers, LLC | 0.02% | No change | 256 | $31K |
| Spire Wealth Management | 0.00% | No change | 208 | $25K |
| Walsh & Associates, LLC | 0.02% | — | 182 | $22K |
| International Assets Investment Management, LLC | 0.00% | New | 174 | $21K |
| Whittier Trust Co. | 0.00% | No change | 151 | $19K |
| Sound Income Strategies, LLC | 0.00% | Add +2200.0% | 138 | $18K |
| Smartleaf Asset Management LLC | 0.00% | New | 133 | $16K |
| Comerica Bank | 0.00% | No change | 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 |
| Strive Financial Group ,LLC | 0.00% | — | 21 | $3K |
| SBI Securities Co., Ltd. | 0.00% | No change | 19 | $2K |
| Hantz Financial Services, Inc. | 0.00% | New | 19 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | New | 13 | $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 | $947 |
| Central Pacific Bank - Trust Division | 0.00% | No change | 6 | $721 |
| Larson Financial Group LLC | 0.00% | No change | 1 | $122 |
"% 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.