Vanguard S&P Mid-Cap 400 GroIVOGETF
13F holders, Q1 2026 (March 31)180holders +8
19new positions
9sold out
2famous investors
$125.03avg. 13F price*
At the end of Q1 2026, 180 institutions reported holding Vanguard S&P Mid-Cap 400 Gro (IVOG) in their 13F filings, up 8 from Q4 2025. 19 opened new positions and 9 sold out. The largest holders were Vantagepoint Investment Advisers LLC ($162.7M), Mariner, LLC ($79.5M) and Morgan Stanley ($30.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $13.7M |
| Exits | 9 | $1.5M |
All 13F filers, Q4 2025 → Q1 2026: 693,898 shares bought and 464,796 shares sold, net +229,102 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 180 holders
| Vantagepoint Investment Advisers LLC | 1.38% | Reduce -16.7% | 1,301,180 | $162.7M |
| Mariner, LLC | 0.09% | Reduce -0.1% | 635,630 | $79.5M |
| Morgan Stanley | 0.00% | Add +25.2% | 244,095 | $30.5M |
| Ameriprise Financial Inc. | 0.01% | Add +171.7% | 239,206 | $29.9M |
| Raymond James Financial Inc. | 0.01% | Add +6.0% | 224,875 | $28.1M |
| Moneta Group Investment Advisors LLC | 0.20% | Add +24.8% | 215,514 | $26.9M |
| Stordahl Capital Management, Inc. | 3.74% | Add +0.5% | 145,424 | $18.2M |
| Gryphon Financial Partners LLC | 1.83% | Add +2790.9% | 139,630 | $17.5M |
| LPL Financial LLC | 0.00% | Reduce -8.3% | 128,414 | $16.1M |
| UBS Group AG | 0.00% | Add +42.1% | 124,248 | $15.5M |
| LJI Wealth Management, LLC | 2.43% | Add +3.6% | 121,489 | $15.2M |
| Bank of America Corp. | 0.00% | Add +51.1% | 91,669 | $11.5M |
| Cetera Investment Advisers | 0.01% | Add +7.8% | 85,050 | $10.6M |
| Kingsview Wealth Management, LLC | 0.14% | New | 81,601 | $10.2M |
| Peapack Gladstone Financial Corp. | 0.12% | Add +8.2% | 77,317 | $9.7M |
| Baird Financial Group, Inc. | 0.01% | Add +3.2% | 70,192 | $8.8M |
| Kestra Advisory Services, LLC | 0.03% | Add +1.0% | 64,402 | $8.1M |
| Composition Wealth, LLC | 0.10% | Reduce -0.1% | 56,181 | $7.0M |
| Baron Wealth Management LLC | 1.88% | Add +72.4% | 50,414 | $6.3M |
| Harbour Investments, Inc. | 0.09% | Add +6.3% | 47,755 | $6.0M |
| Wells Fargo & Company | 0.00% | Reduce -14.3% | 44,852 | $5.6M |
| Altura Wealth Advisors Inc. | 2.16% | Add +11.1% | 39,618 | $5.0M |
| Stephen J. Garry & Associates, LLC | 3.74% | Add +1.4% | 37,190 | $4.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.1% | 38,122 | $4.6M |
| Drucker Wealth 3.0, LLC | 0.80% | Add +0.3% | 36,641 | $4.6M |
| Clark Financial Services Group Inc. | 2.45% | Reduce -0.7% | 35,523 | $4.4M |
| Rwa Wealth Partners, LLC | 0.05% | Add +1.4% | 34,179 | $4.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.9% | 33,493 | $4.2M |
| Keybank National Association | 0.01% | Add +4.2% | 32,956 | $4.1M |
| Allworth Financial LP | 0.02% | Add +0.6% | 32,240 | $4.0M |
| Stifel Financial Corp. | 0.00% | Add +1.8% | 31,240 | $3.9M |
| MidFirst Bank | 0.32% | Add +112.2% | 30,572 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +287.6% | 27,894 | $3.5M |
| Franklin Resources Inc. | 0.00% | No change | 27,394 | $3.4M |
| Savant Capital, LLC | 0.02% | No change | 25,080 | $3.1M |
| Mendel Capital Management LLC | 1.40% | — | 22,321 | $2.8M |
| SageView Advisory Group, LLC | 0.09% | Reduce -5.7% | 20,292 | $2.5M |
| Royal Bank of Canada | 0.00% | Reduce -0.2% | 19,396 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.1% | 17,662 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +20.9% | 17,034 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +12.3% | 15,681 | $2.0M |
| MML Investors Services, LLC | 0.01% | Add +84.3% | 14,807 | $1.9M |
| Goodman Financial Corp | 0.31% | Reduce -0.5% | 14,468 | $1.8M |
| Cary Street Partners Financial LLC | 0.04% | No change | 13,728 | $1.7M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -0.1% | 12,511 | $1.7M |
| Cibc World Market Inc. | 0.00% | Reduce -0.4% | 13,402 | $1.7M |
| Centaurus Financial, Inc. | 0.08% | Add +34.2% | 13,268 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.0% | 12,408 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.0% | 12,093 | $1.5M |
| ES4, LLC | 0.97% | No change | 12,075 | $1.5M |
| Blair William & Co. | 0.00% | Reduce -25.3% | 11,849 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +44.0% | 11,766 | $1.5M |
| Creative Planning | 0.00% | Add +0.3% | 10,663 | $1.3M |
| Montag A & Associates Inc. | 0.06% | Reduce -10.5% | 10,116 | $1.3M |
| Citadel Advisors | 0.00% | New | 9,537 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +57.4% | 9,212 | $1.1M |
| Heritage Investment Group, Inc. | 0.16% | No change | 8,502 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.5% | 8,343 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Add +5.5% | 7,991 | $961K |
| Corient Private Wealth LP | 0.00% | Add +0.4% | 7,676 | $960K |
| Conning Inc. | 0.03% | Add +11.3% | 7,552 | $944K |
| AE Wealth Management LLC | 0.01% | Add +174.1% | 7,487 | $936K |
| Ethos Financial Group, LLC | 0.06% | Add +1.9% | 6,843 | $856K |
| Commerce Bank | 0.00% | Reduce -3.9% | 6,767 | $846K |
| Embree Financial Group | 0.10% | No change | 6,701 | $838K |
| Betterment LLC | 0.00% | Reduce -3.2% | 6,400 | $800K |
| Integrated Capital Management, LLC | 0.32% | Reduce -81.2% | 5,993 | $749K |
| Round Rock Advisors LLC | 0.11% | Reduce -0.2% | 5,889 | $736K |
| CIBC Bancorp USA Inc. | 0.00% | — | 5,718 | $715K |
| Advisor Resource Council | 0.27% | Add +2.9% | 5,505 | $688K |
| Tempo Wealth, LLC | 0.12% | Reduce -0.2% | 5,474 | $684K |
| PFG Advisors | 0.03% | Add +0.2% | 5,057 | $632K |
| Waverly Advisors, LLC | 0.00% | Add +0.5% | 4,951 | $619K |
| FMR LLC | 0.00% | Add +0.9% | 4,855 | $607K |
| Hobart Private Capital, LLC | 0.12% | No change | 4,738 | $592K |
| AQR Capital Management | 0.00% | Add +13.2% | 4,704 | $588K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -12.7% | 4,614 | $584K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 4,629 | $579K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.4% | 4,502 | $563K |
| Merit Financial Group, LLC | 0.00% | Reduce -0.3% | 4,367 | $546K |
| Focus Partners Wealth | 0.00% | Add +85.8% | 4,010 | $535K |
| Rodgers & Associates, LTD | 0.05% | Add +11.0% | 4,227 | $529K |
| Financial Security Advisor, Inc. | 0.10% | No change | 4,215 | $527K |
| BLB&B Advisors, LLC | 0.02% | Add +47.8% | 4,172 | $522K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -10.8% | 4,078 | $510K |
| American Financial & Tax Strategies Inc. | 0.25% | Reduce -0.2% | 4,066 | $508K |
| Balanced Wealth Group LLC | 0.18% | Add +71.9% | 3,924 | $491K |
| Entrewealth, LLC | 0.21% | No change | 3,811 | $476K |
| Crusonia Wealth Advisors LLC | 0.10% | No change | 3,698 | $462K |
| Susquehanna International Group, LLP | 0.00% | New | 3,500 | $438K |
| GHP Investment Advisors, Inc. | 0.02% | New | 3,447 | $431K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.5% | 3,027 | $378K |
| Krilogy Financial LLC | 0.01% | New | 2,731 | $365K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,874 | $359K |
| Russell Investments Group, Ltd. | 0.00% | Add +607.7% | 2,767 | $346K |
| Sierra Capital LLC | 0.04% | No change | 2,628 | $329K |
| Safeguard Investment Advisory Group, LLC | 0.09% | No change | 2,600 | $325K |
| Insight 2811, Inc. | 0.14% | Add +3.3% | 2,567 | $321K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -98.1% | 2,545 | $318K |
| Ausdal Financial Partners, Inc. | 0.01% | No change | 2,533 | $317K |
| IFG Advisors, LLC | 0.05% | No change | 2,508 | $314K |
| Mosaic Family Wealth Partners, LLC | 0.03% | No change | 2,442 | $305K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 2,374 | $297K |
| MAI Capital Management | 0.00% | No change | 2,318 | $290K |
| Rialto Wealth Management, LLC | 0.06% | Reduce -2.8% | 2,285 | $286K |
| Valued Retirements, Inc. | 0.28% | No change | 2,266 | $283K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,248 | $281K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 2,245 | $281K |
| Mgo One Seven LLC | 0.01% | No change | 2,135 | $267K |
| Farther Finance Advisors, LLC | 0.00% | Add +25.1% | 2,061 | $261K |
| FWG Investments, LLC. | 0.16% | New | 2,031 | $254K |
| Weinberger Asset Management, Inc | 0.09% | No change | 2,000 | $250K |
| VSM Wealth Advisory, LLC | 0.07% | No change | 1,956 | $245K |
| Sunburst Financial Group, LLC | 0.05% | Reduce -3.9% | 1,948 | $244K |
| Morton Brown Family Wealth, LLC | 0.06% | No change | 1,936 | $242K |
| Bridges Investment Management Inc. | 0.00% | Reduce -50.0% | 1,930 | $241K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -7.7% | 1,868 | $234K |
| MidAtlantic Capital Management, Inc. | 0.16% | No change | 1,833 | $229K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -6.7% | 1,779 | $222K |
| Atlanta Consulting Group Advisors, LLC | 0.05% | No change | 1,764 | $221K |
| BCGM Wealth Management, LLC | 0.06% | No change | 1,761 | $220K |
| Parr McKnight Wealth Management Group, LLC | 0.03% | No change | 1,750 | $219K |
| Truist Financial Corp. | 0.00% | Add +3.0% | 1,736 | $217K |
| Trustmark Bank Trust Department | 0.01% | No change | 1,700 | $213K |
| Principal Securities, Inc. | 0.00% | New | 1,659 | $207K |
| Verus Capital Partners, LLC | 0.01% | New | 1,649 | $206K |
| Summit Investment Advisory Services, LLC | 0.07% | New | 1,601 | $200K |
| Vanguard Advisers Inc. | 0.00% | — | 1,390 | $174K |
| Nova Wealth Management, Inc. | 0.10% | No change | 1,286 | $161K |
| GoalVest Advisory LLC | 0.03% | Reduce -18.2% | 1,158 | $145K |
| Parallel Advisors, LLC | 0.00% | No change | 1,000 | $125K |
| Barrett & Company, Inc. | 0.04% | No change | 974 | $122K |
| Godfrey Financial Associates, Inc. | 0.10% | No change | 963 | $120K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 956 | $120K |
| Hanson & Doremus Investment Management | 0.01% | No change | 902 | $113K |
| Ameriflex Group, Inc. | 0.06% | No change | 895 | $112K |
| International Assets Investment Management, LLC | 0.01% | Add +304.6% | 704 | $89K |
| Advisory Services Network, LLC | 0.00% | New | 710 | $89K |
| Founders Capital Management | 0.04% | No change | 673 | $84K |
| Arax Advisory Partners | 0.00% | No change | 597 | $75K |
| Assetmark, Inc. | 0.00% | No change | 590 | $74K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 451 | $56K |
| GGM Financial LLC | 0.02% | No change | 417 | $52K |
| Key Financial Inc | 0.01% | No change | 356 | $45K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 344 | $43K |
| Mather Group, Llc. | 0.00% | New | 307 | $38K |
| US Bancorp \de | 0.00% | No change | 305 | $38K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 288 | $36K |
| Richardson Capital Management LLC | 0.02% | No change | 281 | $35K |
| Quaker Wealth Management, LLC | 0.01% | No change | 279 | $35K |
| WPG Advisers, LLC | 0.02% | No change | 256 | $32K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -4.7% | 245 | $31K |
| Cwm, LLC | 0.00% | Add +3716.7% | 229 | $29K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Reduce -26.3% | 221 | $28K |
| Bokf, NA | 0.00% | Reduce -46.7% | 219 | $27K |
| North Star Investment Management Corp. | 0.00% | Add +112.8% | 217 | $27K |
| Spire Wealth Management | 0.00% | No change | 208 | $26K |
| Smartleaf Asset Management LLC | 0.00% | Add +42.1% | 189 | $23K |
| Walsh & Associates, LLC | 0.02% | No change | 182 | $23K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 180 | $23K |
| Sound Income Strategies, LLC | 0.00% | No change | 138 | $17K |
| FAS Wealth Partners, Inc. | 0.00% | New | 125 | $16K |
| Asset Dedication, LLC | 0.00% | No change | 110 | $14K |
| City State Bank | 0.00% | No change | 100 | $13K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 100 | $13K |
| Crews Bank & Trust | 0.00% | No change | 80 | $10K |
| Fifth Third Bancorp | 0.00% | New | 74 | $9K |
| Whittier Trust Co. | 0.00% | Reduce -51.7% | 73 | $9K |
| Creative Financial Designs Inc. | 0.00% | New | 64 | $8K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 62 | $8K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 61 | $8K |
| TD Waterhouse Canada Inc. | 0.00% | New | 47 | $6K |
| Strive Financial Group ,LLC | 0.00% | No change | 21 | $3K |
| SBI Securities Co., Ltd. | 0.00% | No change | 19 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 13 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 9 | $1K |
| AdvisorNet Financial, Inc | 0.00% | No change | 8 | $985 |
| Central Pacific Bank - Trust Division | 0.00% | No change | 6 | $750 |
| Larson Financial Group LLC | 0.00% | No change | 1 | $127 |
| Citigroup Inc. | 0.00% | New | 1 | $125 |
"% 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.