Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) Institutional Ownership

$111.90
+0.67 (+0.60%)
(As of 02:46 PM ET)

Institutional Ownership Changes (13F Filings) for Vanguard S&P Mid-Cap 400 Growth ETF (NYSEARCA:IVOG)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$39.07M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$4.38M
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IVOG Institutional Buying and Selling by Quarter

Vanguard S&P Mid-Cap 400 Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2024 Atlanta Consulting Group Advisors LLC1,764$200K0.1%N/A0.019%
5/9/2024 Blair William & Co. IL16,104$1.83M0.0%-4.5%0.181%
5/7/2024 Montag A & Associates Inc.12,981$1.47M0.1%+7.3%0.146%
5/7/2024 PFG Advisors7,405$840K0.1%-2.1%0.083%
5/7/2024 Wealthspire Advisors LLC1,955$222K0.0%N/A0.022%
5/2/2024 Salomon & Ludwin LLC257$29K0.0%N/A0.003%
4/30/2024 Private Advisor Group LLC17,590$2.00M0.0%-1.8%0.198%
4/30/2024 Perigon Wealth Management LLC1,932$219K0.0%N/A0.022%
4/29/2024Commonwealth Equity Services LLC17,841$2.02M0.0%+6.4%0.200%
4/29/2024 RWA Wealth Partners LLC42,610$4.83M0.1%-0.6%0.479%
4/23/2024 Global Retirement Partners LLC2,228$253K0.0%+15.6%0.025%
4/23/2024 Raymond James Financial Services Advisors Inc.191,261$21.70M0.0%-1.1%2.149%
4/18/2024 Stordahl Capital Management Inc.141,228$16.02M4.0%+6.9%1.587%
4/11/2024 RFG Advisory LLC6,129$695K0.0%N/A0.069%
4/10/2024 SOA Wealth Advisors LLC.348$39K0.0%+2,800.0%0.004%
4/9/2024 Mather Group LLC.637$72K0.0%N/A0.008%
3/22/2024 PNC Financial Services Group Inc.2,956$290K0.0%-3.2%0.036%
2/28/2024EP Wealth Advisors LLC2,040$200K0.0%-18.1%0.025%
2/9/2024 Advisory Services Network LLC1,948$191K0.0%N/A0.024%
2/9/2024 Wells Fargo & Company MN100,127$9.84M0.0%+37.8%1.217%
2/9/2024 UBS Group AG76,788$7.54M0.0%+8.4%0.933%
2/7/2024 Cary Street Partners Investment Advisory LLC6,832$671K0.0%+560.7%0.083%
2/7/2024 Principal Securities Inc.1,450$142K0.0%N/A0.018%
2/7/2024 Montag A & Associates Inc.12,096$1.19M0.1%+25.8%0.147%
2/6/2024 Private Advisor Group LLC17,912$1.76M0.0%-1.2%0.218%
2/5/2024 Cary Street Partners Asset Management LLC22,154$2.18M0.4%+173.9%0.269%
2/5/2024 Savant Capital LLC28,372$2.79M0.0%-1.0%0.345%
2/5/2024 Russell Investments Group Ltd.370$36K0.0%-35.7%0.004%
2/2/2024 Rodgers & Associates LTD2,670$262K0.0%-18.9%0.032%
2/1/2024 RWA Wealth Partners LLC42,888$4.21M0.1%-4.7%0.521%
2/1/2024 Heritage Investment Group Inc.8,618$847K0.2%-12.3%0.105%
1/29/2024Mosaic Family Wealth Partners LLC2,207$217K0.0%N/A0.027%
1/29/2024 Round Rock Advisors LLC8,358$821K0.2%+13.9%0.102%
1/26/2024Mendel Capital Management LLC20,325$2.00M1.4%+2.4%0.247%
1/25/2024 International Assets Investment Management LLC90,372$8.88M0.0%N/A1.098%
1/24/2024 International Assets Investment Management LLC90,372$8.88M0.0%N/A1.098%
1/23/2024 Levy Wealth Management Group LLC2,101$206K0.1%N/A0.026%
1/19/2024 PFG Advisors7,566$743K0.1%-6.4%0.092%
1/18/2024 Global Retirement Partners LLC1,928$186K0.0%+11.6%0.023%
1/17/2024 Stordahl Capital Management Inc.132,079$12.97M3.5%-5.5%1.605%
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1/16/2024 Raymond James Financial Services Advisors Inc.193,374$19.00M0.0%-1.5%2.350%
1/16/2024 Raymond James & Associates18,461$1.81M0.0%+68.2%0.224%
1/9/2024 Sunburst Financial Group LLC3,108$305K0.1%N/A0.038%
1/8/2024 Founders Capital Management673$66K0.0%-19.5%0.008%
11/24/2023EP Wealth Advisors LLC2,490$225K0.0%-34.4%0.030%
11/16/2023Moneta Group Investment Advisors LLC2,917$263K0.0%N/A0.035%
11/13/2023 Cary Street Partners Investment Advisory LLC1,034$93K0.0%+1,595.1%0.013%
11/13/2023Mariner LLC664,791$60.03M0.2%+0.4%8.078%
11/13/2023 LPL Financial LLC114,727$10.36M0.0%+14.6%1.394%
11/13/2023Kestra Advisory Services LLC70,147$6.33M0.1%+1.4%0.852%
11/9/2023 Montag A & Associates Inc.9,616$868K0.1%N/A0.117%
11/9/2023 Blair William & Co. IL17,328$1.57M0.0%+2.8%0.211%
11/8/2023 Ausdal Financial Partners Inc.3,232$292K0.0%N/A0.039%
11/8/2023 HighTower Advisors LLC4,435$400K0.0%+15.6%0.054%
11/8/2023Keybank National Association OH33,141$2.99M0.0%-2.1%0.403%
11/7/2023 Savant Capital LLC28,669$2.59M0.0%N/A0.348%
11/3/2023 Heritage Investment Group Inc.9,832$888K0.2%-1.1%0.119%
11/3/2023 Private Advisor Group LLC18,125$1.64M0.0%-2.8%0.220%
10/27/2023 Assetmark Inc.1,987$179K0.0%-46.6%0.024%
10/25/2023 Lindbrook Capital LLC350$32K0.0%-79.2%0.004%
10/25/2023 Miracle Mile Advisors LLC57,264$5.17M0.2%-0.4%0.696%
10/24/2023 Raymond James Financial Services Advisors Inc.196,300$17.73M0.0%-0.8%2.385%
10/23/2023Trellis Advisors LLC17,082$1.54M0.7%-1.0%0.208%
10/18/2023 Morton Brown Family Wealth LLC1,750$158K0.1%N/A0.021%
10/17/2023 Rodgers & Associates LTD3,293$297K0.0%+19.3%0.040%
10/16/2023 Round Rock Advisors LLC7,336$662K0.3%-1.9%0.089%
10/16/2023 Bennett Selby Investments LP1,440$130K0.1%N/A0.017%
10/13/2023 PFG Advisors8,087$730K0.1%+3.0%0.098%
10/13/2023 Stordahl Capital Management Inc.139,839$12.63M3.8%-1.2%1.699%
10/11/2023AE Wealth Management LLC2,745$248K0.0%N/A0.033%
10/11/2023 Adviser Investments LLC45,011$4.06M0.1%-0.3%0.547%
10/10/2023 Halpern Financial Inc.740$67K0.0%-50.7%0.009%
10/10/2023 Founders Capital Management836$75K0.1%-43.7%0.010%
8/11/2023Baird Financial Group Inc.142,608$13.33M0.0%+0.3%1.733%
8/11/2023Kestra Advisory Services LLC69,146$6.47M0.1%-1.4%0.840%
8/11/2023 D.A. Davidson & CO.32,504$3.04M0.0%-0.7%0.395%
8/10/2023Commonwealth Equity Services LLC16,029$1.50M0.0%-2.3%0.195%
8/10/2023 Cary Street Partners Asset Management LLC7,682$718K0.1%+6.4%0.093%
8/10/2023 Private Advisor Group LLC18,639$1.74M0.0%-2.0%0.226%
8/4/2023 Envestnet Asset Management Inc.14,677$1.37M0.0%+2.7%0.178%
8/4/2023IFP Advisors Inc450$63K0.0%+164.7%0.005%
8/4/2023 Adviser Investments LLC45,157$4.22M0.1%+2.1%0.549%
8/1/2023Keybank National Association OH33,849$3.17M0.0%+2.2%0.411%
7/31/2023 LPL Financial LLC100,069$9.36M0.0%-0.2%1.216%
7/27/2023Relaxing Retirement Coach26,571$2.48M0.7%-9.4%0.323%
7/25/2023 Raymond James Financial Services Advisors Inc.197,818$18.50M0.0%-1.4%2.378%
7/25/2023 Raymond James & Associates11,039$1.03M0.0%+2.3%0.133%
7/21/2023 Stordahl Capital Management Inc.141,525$13.23M3.8%+1.0%1.701%
7/20/2023 Round Rock Advisors LLC7,478$699K0.3%-4.5%0.090%
7/20/2023 PFG Advisors7,849$734K0.1%+50.3%0.094%
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7/19/2023 Rodgers & Associates LTD2,760$258K0.0%N/A0.033%
7/17/2023Mendel Capital Management LLC19,841$1.86M1.5%+3.0%0.238%
7/13/2023 Miracle Mile Advisors LLC57,504$5.38M0.2%-8.9%0.691%
7/13/2023 Cambridge Investment Research Advisors Inc.5,493$514K0.0%+2.1%0.066%
7/12/2023 Etfidea LLC7,760$726K0.3%-2.5%0.093%
7/7/2023 Founders Capital Management1,484$139K0.1%-21.7%0.018%
6/5/2023EP Wealth Advisors LLC36,700$5.57M0.1%N/A0.441%
5/15/2023 Cary Street Partners Asset Management LLC7,222$642K0.1%+122.3%0.087%
5/12/2023Trellis Advisors LLC17,270$1.53M0.7%+97.6%0.208%
5/12/2023 Blair William & Co. IL16,858$1.50M0.0%+97.0%0.203%
(Data available from 1/1/2016 forward)

IVOG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVOG shares?

During the previous two years, 91 institutional investors and hedge funds held shares of Vanguard S&P Mid-Cap 400 Growth ETF. The most heavily invested institutionals were Mariner LLC ($60.03M), Raymond James Financial Services Advisors Inc. ($21.70M), Stordahl Capital Management Inc. ($16.02M), Baird Financial Group Inc. ($13.33M), LPL Financial LLC ($10.36M), Wells Fargo & Company MN ($9.84M), and International Assets Investment Management LLC ($8.88M).Learn more on IVOG's institutional investors.

Which institutional investors have been buying Vanguard S&P Mid-Cap 400 Growth ETF stock?

Of the 80 institutional investors that purchased Vanguard S&P Mid-Cap 400 Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($183.54K), Raymond James Financial Services Advisors Inc. ($102.36K), Stordahl Capital Management Inc. ($88.26K), LPL Financial LLC ($79.04K), Baird Financial Group Inc. ($68.96K), EP Wealth Advisors LLC ($36.70K), and Adviser Investments LLC ($33.19K).

How much institutional buying is happening at Vanguard S&P Mid-Cap 400 Growth ETF?

Institutional investors have bought a total of 994,059 shares in the last 24 months. This purchase volume represents approximately $90.06M in transactions.

Which Vanguard S&P Mid-Cap 400 Growth ETF major shareholders have been selling company stock?

Of the 37 institutional investors that sold Vanguard S&P Mid-Cap 400 Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($82.64K), Adviser Investments LLC ($16.32K), Stordahl Capital Management Inc. ($9.45K), UBS Group AG ($6.55K), Miracle Mile Advisors LLC ($5.89K), Kestra Advisory Services LLC ($3.94K), and Merit Financial Group LLC ($3.62K).

How much institutional selling is happening at Vanguard S&P Mid-Cap 400 Growth ETF?

Institutional investors have sold a total of 155,115 shares in the last 24 months. This volume of shares sold represents approximately $13.54M in transactions.


This page (NYSEARCA:IVOG) was last updated on 5/14/2024 by MarketBeat.com Staff

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