Vanguard S&P Mid-Cap 400 GroIVOGETF
13F holders, Q2 2026 (June 30)191holders +11
20new positions
11sold out
2famous investors
$146.15avg. 13F price*
At the end of Q2 2026, 191 institutions reported holding Vanguard S&P Mid-Cap 400 Gro (IVOG) in their 13F filings, up 11 from Q1 2026. 20 opened new positions and 11 sold out. The largest holders were Vantagepoint Investment Advisers LLC ($186.0M), Mariner, LLC ($92.4M) and Morgan Stanley ($46.5M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and 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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $6.4M |
| Exits | 11 | $1.6M |
All 13F filers, Q1 2026 → Q2 2026: 423,724 shares bought and 248,870 shares sold, net +174,854 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 191 holders
| Vantagepoint Investment Advisers LLC | 1.39% | Reduce -2.3% | 1,271,271 | $186.0M |
| Mariner, LLC | 0.10% | Reduce -0.6% | 631,787 | $92.4M |
| Morgan Stanley | 0.00% | Add +30.1% | 317,517 | $46.5M |
| Moneta Group Investment Advisors LLC | 0.28% | Add +19.8% | 258,164 | $37.8M |
| Raymond James Financial Inc. | 0.01% | Add +1.6% | 228,433 | $33.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -23.4% | 183,176 | $26.8M |
| Gryphon Financial Partners LLC | 2.10% | Add +14.2% | 159,508 | $23.3M |
| LPL Financial LLC | 0.01% | Add +22.4% | 157,225 | $23.0M |
| Stordahl Capital Management, Inc. | 3.91% | Add +0.5% | 146,074 | $21.4M |
| UBS Group AG | 0.00% | Reduce -6.6% | 116,061 | $17.0M |
| LJI Wealth Management, LLC | 2.05% | Reduce -17.5% | 100,227 | $14.7M |
| Bank of America Corp. | 0.00% | Add +1.4% | 92,961 | $13.6M |
| Cetera Investment Advisers | 0.01% | Add +2.1% | 86,814 | $12.7M |
| Wells Fargo & Company | 0.00% | Add +87.9% | 84,284 | $12.3M |
| Peapack Gladstone Financial Corp. | 0.14% | Add +5.0% | 81,167 | $11.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.7% | 67,618 | $9.9M |
| Balanced Wealth Group LLC | 3.06% | Add +1585.1% | 66,125 | $9.7M |
| Baron Wealth Management LLC | 2.27% | Add +18.5% | 59,722 | $8.7M |
| Composition Wealth, LLC | 0.10% | Reduce -0.1% | 56,099 | $8.2M |
| JPMorgan Chase & Co. | 0.00% | Add +34.7% | 51,352 | $7.4M |
| Harbour Investments, Inc. | 0.10% | Add +4.3% | 49,785 | $7.3M |
| Savant Capital, LLC | 0.02% | Add +100.4% | 50,262 | $6.8M |
| Altura Wealth Advisors Inc. | 2.19% | Add +12.2% | 44,466 | $6.5M |
| MidFirst Bank | 0.39% | Add +24.3% | 37,998 | $5.6M |
| Stephen J. Garry & Associates, LLC | 3.97% | Add +0.1% | 37,208 | $5.4M |
| Clark Financial Services Group Inc. | 2.45% | Reduce -0.3% | 35,410 | $5.2M |
| Drucker Wealth 3.0, LLC | 0.82% | Reduce -3.8% | 35,241 | $5.2M |
| Rwa Wealth Partners, LLC | 0.05% | Reduce -0.8% | 33,909 | $5.0M |
| Keybank National Association | 0.02% | Add +2.7% | 33,860 | $5.0M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -47.5% | 33,838 | $5.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.0% | 33,825 | $4.9M |
| Stifel Financial Corp. | 0.00% | Add +1.2% | 31,625 | $4.6M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -62.8% | 30,322 | $4.4M |
| Allworth Financial LP | 0.02% | Reduce -6.2% | 30,243 | $4.4M |
| Franklin Resources Inc. | 0.00% | No change | 27,394 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +57.1% | 26,764 | $3.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.2% | 26,451 | $3.9M |
| MML Investors Services, LLC | 0.01% | Add +60.4% | 23,748 | $3.5M |
| Mendel Capital Management LLC | 1.49% | Add +1.3% | 22,611 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +0.0% | 19,402 | $2.8M |
| SageView Advisory Group, LLC | 0.09% | Reduce -8.6% | 18,546 | $2.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.5% | 17,575 | $2.6M |
| Private Advisor Group, LLC | 0.01% | Add +1.4% | 15,900 | $2.3M |
| Goodman Financial Corp | 0.33% | Add +1.6% | 14,706 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +55.3% | 14,305 | $2.1M |
| Veratis Advisors, Inc. | 1.43% | — | 13,846 | $2.0M |
| Cary Street Partners Financial LLC | 0.04% | No change | 13,728 | $2.0M |
| Centaurus Financial, Inc. | 0.08% | Add +1.6% | 13,481 | $2.0M |
| Cibc World Market Inc. | 0.00% | Add +0.5% | 13,465 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.5% | 12,998 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.0% | 12,404 | $1.8M |
| ES4, LLC | 0.93% | No change | 12,075 | $1.8M |
| Chicago Partners Investment Group LLC | 0.04% | No change | 12,511 | $1.8M |
| Blair William & Co. | 0.00% | Add +0.2% | 11,868 | $1.7M |
| Two Sigma Investments, LP | 0.00% | New | 11,800 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.8% | 9,901 | $1.4M |
| Montag A & Associates Inc. | 0.06% | Reduce -7.7% | 9,342 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.0% | 8,510 | $1.2M |
| Heritage Investment Group, Inc. | 0.17% | No change | 8,502 | $1.2M |
| Creative Planning | 0.00% | Reduce -23.2% | 8,187 | $1.2M |
| AE Wealth Management LLC | 0.01% | No change | 7,487 | $1.1M |
| Conning Inc. | 0.03% | Reduce -5.4% | 7,142 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +98.8% | 6,958 | $1.0M |
| Embree Financial Group | 0.10% | No change | 6,701 | $980K |
| Commerce Bank | 0.00% | Reduce -8.0% | 6,226 | $911K |
| Integrated Capital Management, LLC | 0.31% | Reduce -1.1% | 5,930 | $868K |
| Round Rock Advisors LLC | 0.11% | Reduce -1.2% | 5,820 | $851K |
| Betterment LLC | 0.00% | Reduce -9.5% | 5,792 | $847K |
| CIBC Bancorp USA Inc. | 0.00% | No change | 5,718 | $837K |
| Tempo Wealth, LLC | 0.12% | Reduce -0.6% | 5,440 | $796K |
| Advisor Resource Council | 0.26% | Reduce -0.6% | 5,474 | $789K |
| AQR Capital Management | 0.00% | Add +10.1% | 5,177 | $757K |
| Waverly Advisors, LLC | 0.00% | Add +2.1% | 5,053 | $739K |
| FMR LLC | 0.00% | Add +2.4% | 4,972 | $727K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.3% | 4,995 | $710K |
| PFG Advisors | 0.04% | Reduce -4.6% | 4,823 | $706K |
| Equitable Holdings, Inc. | 0.00% | Reduce -40.1% | 4,785 | $700K |
| Hobart Private Capital, LLC | 0.12% | No change | 4,738 | $693K |
| Rodgers & Associates, LTD | 0.06% | Add +10.5% | 4,671 | $683K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -1.1% | 4,576 | $670K |
| Merit Financial Group, LLC | 0.00% | Add +2.7% | 4,484 | $656K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.2% | 4,401 | $644K |
| Financial Security Advisor, Inc. | 0.10% | No change | 4,215 | $617K |
| American Financial & Tax Strategies Inc. | 0.27% | No change | 4,066 | $595K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -1.0% | 4,037 | $591K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,784 | $554K |
| Entrewealth, LLC | 0.20% | No change | 3,811 | $547K |
| Krilogy Financial LLC | 0.02% | Add +36.5% | 3,729 | $546K |
| Crusonia Wealth Advisors LLC | 0.09% | No change | 3,698 | $541K |
| Pinnacle Financial Partners, Inc. | 0.00% | New | 3,630 | $531K |
| GHP Investment Advisors, Inc. | 0.02% | No change | 3,447 | $504K |
| Citadel Advisors | 0.00% | Reduce -63.9% | 3,440 | $503K |
| FWG Investments, LLC. | 0.26% | Add +66.5% | 3,382 | $495K |
| Corient Private Wealth LP | 0.00% | Reduce -56.3% | 3,356 | $491K |
| Captrust Financial Advisors | 0.00% | New | 3,251 | $476K |
| Focus Partners Wealth | 0.00% | Reduce -20.6% | 3,186 | $466K |
| Atlanta Consulting Group Advisors, LLC | 0.07% | Add +79.4% | 3,164 | $463K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.5% | 2,981 | $436K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,874 | $420K |
| NewEdge Advisors, LLC | 0.00% | Add +26.2% | 2,837 | $415K |
| BLB&B Advisors, LLC | 0.02% | Reduce -32.4% | 2,822 | $413K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.2% | 2,735 | $400K |
| Sierra Capital LLC | 0.04% | No change | 2,628 | $384K |
| Flow Traders U.S. LLC | 0.02% | New | 2,616 | $383K |
| Safeguard Investment Advisory Group, LLC | 0.09% | No change | 2,600 | $380K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +1.9% | 2,581 | $378K |
| Insight 2811, Inc. | 0.15% | Add +0.5% | 2,579 | $377K |
| IFG Advisors, LLC | 0.05% | No change | 2,508 | $367K |
| Mosaic Family Wealth Partners, LLC | 0.02% | No change | 2,442 | $357K |
| Truist Financial Corp. | 0.00% | Add +35.6% | 2,354 | $344K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.4% | 2,342 | $343K |
| Valued Retirements, Inc. | 0.30% | No change | 2,266 | $332K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 2,245 | $328K |
| MAI Capital Management | 0.00% | Reduce -4.6% | 2,211 | $323K |
| Farther Finance Advisors, LLC | 0.00% | Add +6.4% | 2,193 | $319K |
| Nova Wealth Management, Inc. | 0.17% | Add +67.3% | 2,151 | $315K |
| Mgo One Seven LLC | 0.01% | No change | 2,135 | $312K |
| Rialto Wealth Management, LLC | 0.06% | Reduce -9.5% | 2,067 | $302K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -20.6% | 2,021 | $296K |
| VSM Wealth Advisory, LLC | 0.08% | No change | 1,956 | $286K |
| Morton Brown Family Wealth, LLC | 0.06% | No change | 1,936 | $283K |
| Bridges Investment Management Inc. | 0.00% | No change | 1,930 | $282K |
| Jacobs Equity LLC | 0.19% | New | 1,914 | $280K |
| Weinberger Asset Management, Inc | 0.09% | No change | 2,000 | $279K |
| Sunburst Financial Group, LLC | 0.05% | Reduce -2.4% | 1,902 | $278K |
| Perigon Wealth Management, LLC | 0.00% | No change | 1,779 | $260K |
| BCGM Wealth Management, LLC | 0.05% | No change | 1,761 | $258K |
| Parr McKnight Wealth Management Group, LLC | 0.03% | No change | 1,750 | $256K |
| Global Retirement Partners, LLC | 0.00% | — | 1,728 | $253K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 1,693 | $248K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -9.9% | 1,683 | $246K |
| Principal Securities, Inc. | 0.00% | Add +1.2% | 1,679 | $246K |
| Verus Capital Partners, LLC | 0.01% | No change | 1,649 | $241K |
| Summit Investment Advisory Services, LLC | 0.06% | No change | 1,601 | $234K |
| Wealthquest Corp | 0.01% | New | 1,588 | $232K |
| Quantum Financial Partners LLC | 0.12% | — | 1,565 | $229K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 1,545 | $226K |
| Brown Advisory Inc. | 0.00% | New | 1,523 | $223K |
| Independent Financial Group, LLC | 0.00% | New | 1,520 | $222K |
| Zhang Financial LLC | 0.01% | New | 1,518 | $222K |
| Northern Trust Corp. | 0.00% | New | 1,515 | $222K |
| Vise Technologies, Inc. | 0.00% | New | 1,511 | $221K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 1,500 | $219K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 1,466 | $214K |
| JMG Financial Group, Ltd. | 0.01% | New | 1,464 | $214K |
| Vanguard Advisers Inc. | 0.00% | Reduce -7.8% | 1,282 | $188K |
| Arax Advisory Partners | 0.00% | Add +100.0% | 1,194 | $175K |
| GoalVest Advisory LLC | 0.03% | No change | 1,158 | $169K |
| Parallel Advisors, LLC | 0.00% | No change | 1,000 | $146K |
| Barrett & Company, Inc. | 0.04% | No change | 974 | $142K |
| Hanson & Doremus Investment Management | 0.01% | No change | 902 | $132K |
| Godfrey Financial Associates, Inc. | 0.09% | Reduce -18.8% | 782 | $114K |
| Founders Capital Management | 0.05% | Add +14.9% | 773 | $113K |
| Ameriflex Group, Inc. | 0.04% | Reduce -22.5% | 694 | $101K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +268.9% | 664 | $97K |
| Assetmark, Inc. | 0.00% | No change | 590 | $86K |
| US Bancorp \de | 0.00% | Add +65.6% | 505 | $74K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -6.0% | 424 | $62K |
| GGM Financial LLC | 0.02% | No change | 417 | $61K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 344 | $50K |
| FAS Wealth Partners, Inc. | 0.00% | Add +141.6% | 302 | $44K |
| Key Financial Inc | 0.01% | Reduce -17.7% | 293 | $43K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 288 | $42K |
| Richardson Capital Management LLC | 0.02% | No change | 281 | $41K |
| Quaker Wealth Management, LLC | 0.01% | No change | 279 | $41K |
| WPG Advisers, LLC | 0.02% | No change | 256 | $37K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -4.9% | 233 | $34K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 221 | $32K |
| Bokf, NA | 0.00% | No change | 219 | $32K |
| North Star Investment Management Corp. | 0.00% | No change | 217 | $32K |
| Spire Wealth Management | 0.00% | No change | 208 | $30K |
| Smartleaf Asset Management LLC | 0.00% | No change | 189 | $27K |
| Walsh & Associates, LLC | 0.02% | No change | 182 | $27K |
| International Assets Investment Management, LLC | 0.00% | Reduce -75.3% | 174 | $25K |
| Asset Dedication, LLC | 0.00% | No change | 110 | $16K |
| City State Bank | 0.00% | No change | 100 | $15K |
| Crews Bank & Trust | 0.00% | No change | 80 | $12K |
| BlackRock, Inc. | 0.00% | New | 75 | $11K |
| Fifth Third Bancorp | 0.00% | No change | 74 | $11K |
| Whittier Trust Co. | 0.00% | No change | 73 | $10K |
| Creative Financial Designs Inc. | 0.00% | No change | 64 | $9K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 61 | $9K |
| IFG Advisory, LLC | 0.00% | New | 59 | $9K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -17.0% | 39 | $6K |
| Strive Financial Group ,LLC | 0.00% | No change | 21 | $3K |
| SBI Securities Co., Ltd. | 0.00% | No change | 19 | $3K |
| Downshift Financial, LLC | 0.00% | New | 14 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 9 | $1K |
| AdvisorNet Financial, Inc | 0.00% | No change | 8 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 6 | $878 |
| Larson Financial Group LLC | 0.00% | No change | 1 | $148 |
"% 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.