Go Pro
→ From the man who predicted 2008 crash… (From Porter & Company) (Ad)tc pixel Free IVOG Stock Alerts

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

$139.35 -0.75 (-0.54%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
107
Total
Institutional Inflows
(last 12 months)
$90.71M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$29.45M
Get IVOG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Vanguard S&P Mid-Cap 400 Growth ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IVOG Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Wealthcare Advisory Partners LLC1,545$226K0.0%N/A0.013%
7/7/2026 Dynamic Advisor Solutions LLC1,693$248K0.0%N/A0.015%
7/7/2026 Baron Wealth Management LLC59,722$8.74M2.3%+18.5%0.517%
5/22/2026Verus Capital Partners LLC1,649$206K0.0%N/A0.014%
5/19/2026Western Wealth Management LLC748$94K0.0%N/A0.007%
5/19/2026Bank of America Corp DE91,669$11.46M0.0%+51.1%0.806%
5/19/2026Centaurus Financial Inc.13,268$1.66M0.1%+34.2%0.117%
5/13/2026Cetera Investment Advisers85,050$10.63M0.0%+7.8%0.747%
5/6/2026Gryphon Financial Partners LLC139,630$17.46M1.8%+2,790.9%1.227%
5/6/2026Goodman Financial Corp14,468$1.81M0.3%-0.5%0.127%
5/5/2026Ethos Financial Group LLC6,843$856K0.1%+1.9%0.060%
5/2/2026International Assets Investment Management LLC704$89K0.0%+304.6%0.006%
5/1/2026Conning Inc.7,552$944K0.0%+11.3%0.066%
4/30/2026Kestra Advisory Services LLC64,402$8.05M0.0%+1.0%0.566%
4/29/2026Montag A & Associates Inc.10,116$1.27M0.1%-10.5%0.089%
4/27/2026Private Advisor Group LLC15,681$1.96M0.0%+12.3%0.138%
4/25/2026Keybank National Association OH32,956$4.12M0.0%+4.2%0.290%
4/23/2026Summit Investment Advisory Services LLC1,601$200K0.1%N/A0.014%
4/23/2026Balanced Wealth Group LLC3,924$491K0.2%+71.9%0.034%
4/23/2026 Drucker Wealth 3.0 LLC36,641$4.58M0.8%+0.2%0.322%
4/23/2026North Star Investment Management Corp.217$27K0.0%+112.7%0.002%
4/22/2026FWG Investments LLC.2,031$254K0.2%N/A0.018%
4/21/2026GHP Investment Advisors Inc.3,447$431K0.0%N/A0.030%
4/18/2026Integrated Capital Management LLC5,993$749K0.3%-81.2%0.053%
4/17/2026Krilogy Financial LLC2,731$365K0.0%N/A0.024%
4/16/2026Stephen J. Garry & Associates LLC37,190$4.65M3.7%+1.4%0.327%
4/16/2026 Baron Wealth Management LLC50,414$6.30M1.9%+72.4%0.443%
3/9/2026Corient Private Wealth LLC7,642$919K0.0%+35.4%0.068%
2/25/2026Tempo Wealth LLC5,483$659K0.1%N/A0.049%
2/25/2026MidFirst Bank14,406$1.73M0.1%N/A0.129%
2/19/2026Corient Private Wealth LLC3,850$463K0.0%-31.8%0.034%
2/18/2026Ameriflex Group Inc.895$108K0.1%-58.4%0.008%
2/18/2026Mercer Global Advisors Inc. ADV4,614$555K0.0%-24.6%0.041%
2/18/2026Veratis Advisors Inc.13,181$1.71M1.4%N/A0.118%
2/18/2026Crusonia Wealth Advisors LLC3,698$445K0.1%N/A0.033%
2/17/2026AQR Capital Management LLC4,155$499K0.0%N/A0.037%
2/17/2026Cetera Investment Advisers78,891$9.48M0.0%+0.2%0.704%
2/17/2026Equitable Holdings Inc.7,572$910K0.0%-3.7%0.068%
2/17/2026Osaic Holdings Inc.8,172$983K0.0%+11.0%0.073%
2/17/2026Royal Bank of Canada19,435$2.34M0.0%+2.7%0.174%
From the man who predicted 2008 crash… (Ad)

Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the biggest story of his 26-year career - an economic shift not seen since 1776. From the government taking stakes in Intel, Lithium Americas, and MP Materials, to sweeping political changes reshaping the economy, Stansberry argues a rare 'New 1776 Moment' is already underway. One Nobel Prize winner calls it a dividing line for all of society. His presentation covers the stocks to buy, the stocks to sell, and three money moves to position yourself on the right side of this shift.tc pixel

Watch Porter Stansberry's full briefing and learn how to prepare now
2/16/2026MML Investors Services LLC8,035$966K0.0%-5.4%0.072%
2/16/2026Mariner LLC636,389$76.49M0.1%+0.9%5.682%
2/16/2026ES4 LLC12,075$1.45M1.0%N/A0.108%
2/16/2026Arax Advisory Partners597$72K0.0%N/A0.005%
2/16/2026Aptus Capital Advisors LLC3,106$373K0.0%-4.5%0.028%
2/13/2026Kestra Advisory Services LLC63,772$7.67M0.0%+2.4%0.569%
2/13/2026Stifel Financial Corp30,681$3.69M0.0%+4.6%0.274%
2/13/2026Commerce Bank7,044$847K0.0%+1.2%0.063%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC956$115K0.0%N/A0.009%
2/12/2026Jane Street Group LLC1,680$202K0.0%N/A0.015%
2/12/2026Commonwealth Equity Services LLC12,733$1.53M0.0%-5.6%0.114%
2/12/2026Moneta Group Investment Advisors LLC172,656$20.75M0.2%+15.4%1.542%
2/12/2026Compass Capital Corp MA ADV1,617$211K0.1%N/A0.014%
2/11/2026LPL Financial LLC139,976$16.83M0.0%-10.6%1.250%
2/11/2026JPMorgan Chase & Co.38,930$4.68M0.0%-11.4%0.348%
2/10/2026Cibc World Market Inc.13,453$1.62M0.0%+43.9%0.120%
2/10/2026Goldman Sachs Group Inc.7,197$865K0.0%+11.8%0.064%
2/10/2026Peapack Gladstone Financial Corp71,464$8.59M0.1%+365.4%0.638%
2/10/2026Northwestern Mutual Wealth Management Co.33,184$3.99M0.0%+9.7%0.296%
2/10/2026Savant Capital LLC25,080$3.02M0.0%-0.6%0.224%
2/10/2026Godfrey Financial Associates Inc.963$126K0.1%N/A0.009%
2/10/2026MidAtlantic Capital Management Inc.1,833$220K0.1%-50.2%0.016%
2/9/2026Valued Retirements Inc.2,266$272K0.3%-5.7%0.020%
2/9/2026 Cary Street Partners Financial LLC13,728$1.65M0.0%-11.9%0.123%
2/9/2026Harbour Investments Inc.44,929$5.40M0.1%+3.3%0.401%
2/6/2026HighTower Advisors LLC12,919$1.55M0.0%-15.8%0.115%
2/6/2026VSM Wealth Advisory LLC1,956$235K0.1%N/A0.017%
2/5/2026Thrivent Financial for Lutherans17,682$2.13M0.0%N/A0.158%
2/5/2026Conning Inc.6,787$816K0.0%+6.9%0.061%
2/5/2026Allworth Financial LP32,052$3.85M0.0%+0.5%0.286%
2/4/2026ESG Planning DBA Harper Investing35,671$4.29M1.8%+31.8%0.318%
2/4/2026Meridian Wealth Management LLC4,570$549K0.0%+2.7%0.041%
2/3/2026 Drucker Wealth 3.0 LLC36,550$4.39M0.8%+5.7%0.326%
2/3/2026LJI Wealth Management LLC117,236$14.09M2.1%+4.5%1.047%
2/3/2026BOKF NA411$49K0.0%N/A0.004%
2/3/2026Garner Asset Management Corp292$35K0.0%N/A0.003%
2/2/2026Composition Wealth LLC56,246$6.76M0.1%-0.2%0.502%
1/30/2026Keybank National Association OH31,617$3.80M0.0%+5.8%0.282%
1/29/2026UBS Group AG87,448$10.51M0.0%-2.7%0.781%
1/27/2026Round Rock Advisors LLC5,901$709K0.1%-8.3%0.053%
1/27/2026 Stordahl Capital Management Inc.144,668$17.39M3.6%-0.1%1.292%
1/26/2026Integrated Capital Management LLC31,902$3.84M1.6%+2.8%0.285%
1/23/2026 Octavia Wealth Advisors LLC134,235$16.14M1.5%-9.7%1.199%
1/20/2026Ethos Financial Group LLC6,715$807K0.1%N/A0.060%
1/20/2026Stratos Wealth Partners LTD.2,024$243K0.0%-6.5%0.018%
1/16/2026Stephen J. Garry & Associates LLC36,691$4.41M3.5%-1.0%0.328%
1/14/2026 Nova Wealth Management Inc.1,286$155K0.1%-13.7%0.011%
1/14/2026 Baron Wealth Management LLC29,250$3.52M1.1%N/A0.261%
1/12/2026Rialto Wealth Management LLC2,350$282K0.1%-14.4%0.021%
1/8/2026 Wealth Enhancement Advisory Services LLC5,282$666K0.0%-14.4%0.047%
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad)

A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from collapsing — and billionaire Sam Altman is now an investor. This under-the-radar firm is drawing serious attention from those watching the energy infrastructure space closely.tc pixel

Click here to learn this company's name for free today
1/8/2026Gryphon Financial Partners LLC4,830$581K0.1%N/A0.043%
1/6/2026 Clark Financial Services Group Inc. BD35,785$4.43M2.4%-4.1%0.320%
1/5/2026 GoalVest Advisory LLC1,415$170K0.0%N/A0.013%
1/1/2026JPMorgan Chase & Co.43,923$5.25M0.0%+19.7%0.389%
11/21/2025CIBC Bancorp USA Inc.5,718$683K0.0%N/A0.051%
11/18/2025Advisory Services Network LLC1,022$122K0.0%N/A0.009%
11/17/2025NewEdge Advisors LLC2,247$268K0.0%N/A0.020%
11/17/2025Susquehanna International Group LLP15,914$1.90M0.0%+56.7%0.141%
11/17/2025Northwestern Mutual Wealth Management Co.30,248$3.61M0.0%+8.3%0.268%
11/17/2025Mariner LLC630,639$75.35M0.1%-8.8%5.591%


IVOG Institutional Ownership - Frequently Asked Questions

During the previous two years, 169 institutional investors and hedge funds held shares of Vanguard S&P Mid-Cap 400 Growth ETF. The most heavily invested institutionals were Mariner LLC ($76.49M), Raymond James Financial Inc. ($23.43M), Moneta Group Investment Advisors LLC ($20.75M), Raymond James Financial Services Advisors Inc. ($20.71M), Gryphon Financial Partners LLC ($17.46M), Stordahl Capital Management Inc. ($17.39M), and LPL Financial LLC ($16.83M).Learn more on Vanguard S&P Mid-Cap 400 Growth ETF's institutional investors.

Of the 155 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. ($397.13K), Gryphon Financial Partners LLC ($139.63K), Jones Financial Companies Lllp ($80.79K), Cetera Investment Advisers ($64.85K), Atria Wealth Solutions Inc. ($60.60K), Baron Wealth Management LLC ($59.72K), and Cary Street Partners Financial LLC ($58.45K).

Institutional investors have bought a total of 751,837 shares in the last 24 months. This purchase volume represents approximately $90.71M in transactions.

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: Mariner LLC ($61.22K), Cary Street Partners Financial LLC ($44.72K), Integrated Capital Management LLC ($28.31K), LPL Financial LLC ($16.53K), Octavia Wealth Advisors LLC ($14.44K), RWA Wealth Partners LLC ($7.83K), and SageView Advisory Group LLC ($7.73K).

Institutional investors have sold a total of 248,675 shares in the last 24 months. This volume of shares sold represents approximately $29.45M in transactions.


Related Companies

This page (NYSEARCA:IVOG) was last updated on 7/20/2026 by MarketBeat.com Staff.
From Our Partners
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown”
In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon advi...
Paradigm Press | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
I found Rolls-Royce at $2 - now I see the same setup again
In 2022, Karim Rahemtulla recommended Rolls-Royce under $2 - a misunderstood aerospace name the market had wri...
Monument Traders Alliance | Sponsoredtc pixel
#1 Power Grid Stock Right Now
The U.S. power grid is cracking - and one company's technology is already generating round-the-clock power in ...
Altimetry | Sponsoredtc pixel
Your withdrawal order could cost you in taxes
If you have $2M or more saved, the 4% rule points to roughly $92,000 a year - but it's a single-variable answe...
SmartAsset | Sponsoredtc pixel
BlackRock is hoarding it. JPMorgan is hoarding it. Do you own it?
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Trump is positioned. Elon lights the fuse.
Earlier this year, the Trump-backed World Liberty Trust applied for a federal banking charter. Now, new report...
Crypto 101 Media | Sponsoredtc pixel