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

Vanguard S&P Mid-Cap 400 Growth ETF logo
$119.02 -1.48 (-1.22%)
As of 03:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard S&P Mid-Cap 400 Growth ETF (NYSEARCA:IVOG)

Number of
Institutional Buyers
(last 12 months)
93
Total
Institutional Inflows
(last 12 months)
$121.45M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$18.26M
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IVOG Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2025 Nova Wealth Management Inc.1,490$178K0.1%-80.0%0.015%
9/26/2025Corient Private Wealth LLC3,230$365K0.0%N/A0.033%
9/4/2025Osaic Holdings Inc.8,661$978K0.0%-2.9%0.088%
8/29/2025Centaurus Financial Inc.9,793$1.11M0.1%-2.3%0.100%
8/26/2025Thrivent Financial for Lutherans17,623$1.99M0.0%N/A0.179%
8/15/2025Corient Private Wealth LLC3,230$365K0.0%N/A0.033%
8/15/2025MML Investors Services LLC12,181$1.38M0.0%+25.3%0.124%
8/15/2025Mendel Capital Management LLC20,113$2.27M1.3%-3.8%0.205%
8/15/2025EP Wealth Advisors LLC950$107K0.0%N/A0.010%
8/15/2025Bank of America Corp DE69,874$7.90M0.0%-1.8%0.712%
8/15/2025Ameriprise Financial Inc.92,841$10.49M0.0%+20.0%0.945%
8/14/2025Jane Street Group LLC7,676$868K0.0%-10.1%0.078%
8/14/2025Raymond James Financial Inc.194,729$22.01M0.0%-0.6%1.983%
8/14/2025Cary Street Partners Financial LLC15,681$1.77M0.0%-73.2%0.160%
8/13/2025ESG Planning DBA Harper Investing17,600$1.99M1.1%N/A0.179%
8/13/2025SageView Advisory Group LLC18,087$2.13M0.1%-29.9%0.184%
8/13/2025Baird Financial Group Inc.68,433$7.74M0.0%+0.6%0.697%
8/13/2025Financial Freedom LLC2,499$282K0.2%-14.3%0.025%
8/13/2025Northwestern Mutual Wealth Management Co.27,939$3.16M0.0%+63.0%0.285%
8/11/2025Sierra Capital LLC2,628$297K0.0%N/A0.027%
8/8/2025Cetera Investment Advisers71,953$8.13M0.0%+11.1%0.736%
8/8/2025Creative Planning14,708$1.66M0.0%+1.5%0.150%
8/7/2025Allworth Financial LP31,893$3.61M0.0%-3.1%0.326%
8/6/2025RWA Wealth Partners LLC35,545$4.02M0.1%-14.5%0.363%
8/6/2025Rialto Wealth Management LLC3,194$361K0.1%-16.8%0.033%
8/6/2025Savant Capital LLC25,224$2.85M0.0%-2.0%0.258%
8/5/2025Sunburst Financial Group LLC2,129$241K0.1%N/A0.022%
8/4/2025Assetmark Inc.491$55K0.0%-90.8%0.005%
8/4/2025Keybank National Association OH29,786$3.37M0.0%+4.6%0.305%
8/4/2025Spire Wealth Management439$50K0.0%+48.3%0.004%
8/4/2025Quaker Wealth Management LLC277$31K0.0%-200.0%0.003%
8/1/2025Envestnet Asset Management Inc.17,753$2.01M0.0%-4.9%0.182%
7/31/2025LJI Wealth Management LLC113,975$12.88M2.2%+11.8%1.165%
7/29/2025Chicago Partners Investment Group LLC12,517$1.46M0.0%+3.7%0.128%
7/29/2025Stordahl Capital Management Inc.141,778$16.03M3.6%+1.3%1.450%
7/28/2025Harbour Investments Inc.39,915$4.51M0.1%+10.7%0.408%
7/25/2025Atria Wealth Solutions Inc.1,808$208K0.0%-16.4%0.018%
7/25/2025Sequoia Financial Advisors LLC1,795$203K0.0%N/A0.018%
7/24/2025Conning Inc.2,726$308K0.0%N/A0.028%
7/24/2025Drucker Wealth 3.0 LLC14,549$1.68M0.3%N/A0.149%
7/24/2025JFS Wealth Advisors LLC2,188$247K0.0%+12.4%0.022%
7/24/2025Morton Brown Family Wealth LLC1,936$219K0.1%+10.6%0.020%
7/24/2025Blair William & Co. IL15,819$1.79M0.0%-3.0%0.162%
7/23/2025Stephen J. Garry & Associates LLC36,751$4.15M3.6%-0.4%0.374%
7/22/2025Integrated Capital Management LLC33,452$3.83M1.8%+13.3%0.341%
7/21/2025Ameritas Advisory Services LLC270$31K0.0%N/A0.003%
7/16/2025Perigon Wealth Management LLC1,907$216K0.0%N/A0.019%
7/16/2025Octavia Wealth Advisors LLC143,862$16.26M1.8%-11.0%1.471%
7/10/2025Wealth Enhancement Advisory Services LLC6,172$713K0.0%+30.2%0.063%
7/8/2025Parallel Advisors LLC1,000$113K0.0%N/A0.010%
7/7/2025 Nova Wealth Management Inc.7,462$843K0.6%-18.0%0.076%
6/27/2025Goldman Sachs Group Inc.9,277$957K0.0%+40.2%0.094%
6/17/2025Howe & Rusling Inc.466$48K0.0%-57.1%0.005%
5/29/2025Nova Wealth Management Inc.9,097$939K0.8%+1.5%0.092%
5/19/2025Jane Street Group LLC8,536$881K0.0%-5.0%0.086%
5/16/2025Goldman Sachs Group Inc.9,277$957K0.0%+40.2%0.094%
5/16/2025Jones Financial Companies Lllp80,186$8.27M0.0%+8,244.0%0.808%
5/15/2025Royal Bank of Canada18,898$1.95M0.0%-2.4%0.191%
5/15/2025MAI Capital Management1,267$131K0.0%-33.4%0.013%
5/15/2025Baird Financial Group Inc.68,058$7.02M0.0%+9.4%0.686%
5/15/2025WPG Advisers LLC256$26K0.0%N/A0.003%
5/14/2025Northwestern Mutual Wealth Management Co.17,144$1.77M0.0%+36.5%0.173%
5/14/2025Kestra Advisory Services LLC61,969$6.39M0.0%+0.9%0.625%
5/13/2025Raymond James Financial Inc.195,807$20.20M0.0%-1.1%1.974%
5/13/2025Stephen J. Garry & Associates LLC36,908$3.81M3.6%+5.4%0.372%
5/13/2025HighTower Advisors LLC15,255$1.57M0.0%-6.0%0.154%
5/12/2025SouthState Corp3,698$382K0.0%N/A0.037%
5/12/2025Virtu Financial LLC9,015$930K0.1%-10.7%0.091%
5/9/2025Chicago Partners Investment Group LLC12,072$1.28M0.0%N/A0.122%
5/9/2025Atria Wealth Solutions Inc.2,162$223K0.0%+20.2%0.022%
5/9/2025Cary Street Partners Financial LLC58,451$6.03M0.2%+9.4%0.589%
5/9/2025Blair William & Co. IL16,307$1.68M0.0%+2.2%0.164%
5/8/2025Commerce Bank6,960$718K0.0%+7.7%0.070%
5/8/2025US Bancorp DE305$31K0.0%N/A0.003%
5/8/2025Harbour Investments Inc.36,041$3.72M0.1%+9.9%0.363%
5/7/2025LPL Financial LLC159,227$16.43M0.0%-8.8%1.605%
5/7/2025Valued Retirements Inc.2,402$248K0.3%N/A0.024%
5/6/2025Assetmark Inc.5,352$552K0.0%N/A0.054%
5/6/2025Cetera Investment Advisers64,778$6.68M0.0%+12.8%0.653%
5/6/2025Avantax Advisory Services Inc.2,828$292K0.0%N/A0.029%
5/6/2025AE Wealth Management LLC2,371$245K0.0%+997.7%0.024%
5/6/2025American Financial & Tax Strategies Inc.4,491$463K0.2%-14.7%0.045%
5/6/2025PFG Advisors5,723$590K0.0%-17.7%0.058%
5/5/2025Lauterbach Financial Advisors LLC6,125$632K0.4%N/A0.062%
5/5/2025Integrated Capital Management LLC29,513$3.05M1.7%+4.1%0.298%
5/5/2025Stordahl Capital Management Inc.139,926$14.44M3.4%+3.2%1.411%
5/5/2025Private Advisor Group LLC17,036$1.76M0.0%-3.6%0.172%
5/2/2025LJI Wealth Management LLC101,949$10.52M2.1%+4.7%1.028%
5/1/2025Realta Investment Advisors500$52K0.0%-28.6%0.005%
4/30/2025Allworth Financial LP32,920$3.37M0.0%-0.6%0.332%
4/29/2025Envestnet Asset Management Inc.18,672$1.93M0.0%+6.5%0.188%
4/25/2025Heritage Investment Group Inc.8,502$877K0.2%-1.3%0.086%
4/24/2025Mendel Capital Management LLC20,898$2.16M1.3%+5.5%0.211%
4/23/2025Oppenheimer & Co. Inc.6,793$701K0.0%-9.8%0.068%
4/22/2025JFS Wealth Advisors LLC1,947$201K0.0%N/A0.020%
4/22/2025Cambridge Investment Research Advisors Inc.7,036$726K0.0%-4.9%0.071%
4/22/2025Advisor Resource Council40,372$4.08M0.3%N/A0.407%
4/18/2025Financial Freedom LLC2,915$301K0.2%-50.6%0.029%
4/16/2025Wealth Enhancement Advisory Services LLC4,742$489K0.0%+9.0%0.048%
4/15/2025Balanced Wealth Group LLC2,283$236K0.1%N/A0.023%
(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, 142 institutional investors and hedge funds held shares of Vanguard S&P Mid-Cap 400 Growth ETF. The most heavily invested institutionals were Mariner LLC ($77.11M), Raymond James Financial Inc. ($22.01M), Raymond James Financial Services Advisors Inc. ($20.71M), LPL Financial LLC ($16.43M), Octavia Wealth Advisors LLC ($16.26M), Stordahl Capital Management Inc. ($16.03M), and LJI Wealth Management LLC ($12.88M).Learn more on Vanguard S&P Mid-Cap 400 Growth ETF's institutional investors.

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

Of the 123 institutional investors that purchased Vanguard S&P Mid-Cap 400 Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($395.79K), International Assets Investment Management LLC ($182.13K), Jones Financial Companies Lllp ($79.34K), Atria Wealth Solutions Inc. ($60.60K), Cetera Investment Advisers ($58.55K), Cary Street Partners Financial LLC ($58.45K), and Advisor Resource Council ($45.01K).

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

Institutional investors have bought a total of 1,095,037 shares in the last 24 months. This purchase volume represents approximately $121.45M in transactions.

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

Of the 52 institutional investors that sold Vanguard S&P Mid-Cap 400 Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cary Street Partners Financial LLC ($42.77K), Octavia Wealth Advisors LLC ($17.85K), LPL Financial LLC ($15.44K), Keybank National Association OH ($7.81K), SageView Advisory Group LLC ($7.73K), Nova Wealth Management Inc. ($7.61K), and Sagace Wealth Management LLC ($6.85K).

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

Institutional investors have sold a total of 163,875 shares in the last 24 months. This volume of shares sold represents approximately $18.26M in transactions.


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This page (NYSEARCA:IVOG) was last updated on 10/9/2025 by MarketBeat.com Staff
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