S&P 500   5,062.97 (+1.63%)
DOW   38,870.78 (+0.67%)
QQQ   436.36 (+2.53%)
AAPL   183.09 (+0.42%)
MSFT   409.84 (+1.90%)
META   487.09 (+4.07%)
GOOGL   143.69 (+0.80%)
AMZN   172.48 (+2.31%)
TSLA   194.84 (+0.04%)
NVDA   776.70 (+15.11%)
NIO   5.77 (-3.35%)
AMD   182.37 (+11.00%)
BABA   75.80 (+0.29%)
T   16.62 (-2.24%)
F   12.19 (+0.41%)
MU   85.32 (+4.70%)
CGC   3.40 (-1.16%)
GE   151.67 (+1.74%)
DIS   108.08 (+0.38%)
AMC   4.39 (-3.94%)
PFE   27.37 (-1.08%)
PYPL   58.51 (+1.79%)
XOM   105.21 (+0.34%)
S&P 500   5,062.97 (+1.63%)
DOW   38,870.78 (+0.67%)
QQQ   436.36 (+2.53%)
AAPL   183.09 (+0.42%)
MSFT   409.84 (+1.90%)
META   487.09 (+4.07%)
GOOGL   143.69 (+0.80%)
AMZN   172.48 (+2.31%)
TSLA   194.84 (+0.04%)
NVDA   776.70 (+15.11%)
NIO   5.77 (-3.35%)
AMD   182.37 (+11.00%)
BABA   75.80 (+0.29%)
T   16.62 (-2.24%)
F   12.19 (+0.41%)
MU   85.32 (+4.70%)
CGC   3.40 (-1.16%)
GE   151.67 (+1.74%)
DIS   108.08 (+0.38%)
AMC   4.39 (-3.94%)
PFE   27.37 (-1.08%)
PYPL   58.51 (+1.79%)
XOM   105.21 (+0.34%)
S&P 500   5,062.97 (+1.63%)
DOW   38,870.78 (+0.67%)
QQQ   436.36 (+2.53%)
AAPL   183.09 (+0.42%)
MSFT   409.84 (+1.90%)
META   487.09 (+4.07%)
GOOGL   143.69 (+0.80%)
AMZN   172.48 (+2.31%)
TSLA   194.84 (+0.04%)
NVDA   776.70 (+15.11%)
NIO   5.77 (-3.35%)
AMD   182.37 (+11.00%)
BABA   75.80 (+0.29%)
T   16.62 (-2.24%)
F   12.19 (+0.41%)
MU   85.32 (+4.70%)
CGC   3.40 (-1.16%)
GE   151.67 (+1.74%)
DIS   108.08 (+0.38%)
AMC   4.39 (-3.94%)
PFE   27.37 (-1.08%)
PYPL   58.51 (+1.79%)
XOM   105.21 (+0.34%)
S&P 500   5,062.97 (+1.63%)
DOW   38,870.78 (+0.67%)
QQQ   436.36 (+2.53%)
AAPL   183.09 (+0.42%)
MSFT   409.84 (+1.90%)
META   487.09 (+4.07%)
GOOGL   143.69 (+0.80%)
AMZN   172.48 (+2.31%)
TSLA   194.84 (+0.04%)
NVDA   776.70 (+15.11%)
NIO   5.77 (-3.35%)
AMD   182.37 (+11.00%)
BABA   75.80 (+0.29%)
T   16.62 (-2.24%)
F   12.19 (+0.41%)
MU   85.32 (+4.70%)
CGC   3.40 (-1.16%)
GE   151.67 (+1.74%)
DIS   108.08 (+0.38%)
AMC   4.39 (-3.94%)
PFE   27.37 (-1.08%)
PYPL   58.51 (+1.79%)
XOM   105.21 (+0.34%)

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

$104.21
+1.53 (+1.49%)
(As of 10:55 AM ET)

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

Number of
Institutional Buyers
(last 12 months)
78
Total
Institutional Inflows
(last 12 months)
$94.61 M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$14.80 M
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.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/15/2024Moneta Group Investment Advisors LLC6,723$0.66M0.0%+130.5%0.082%
2/15/2024Baird Financial Group Inc.49,777$4.89M0.0%-60.8%0.605%
2/14/2024Royal Bank of Canada20,504$2.01M0.0%-32.1%0.249%
2/14/2024Kestra Advisory Services LLC67,356$6.62M0.1%-4.0%0.818%
2/14/2024Creative Planning8,090$0.80M0.0%-23.9%0.098%
2/13/2024Envestnet Asset Management Inc.16,357$1.61M0.0%+15.0%0.199%
2/12/2024Stifel Financial Corp12,679$1.25M0.0%+1.5%0.154%
2/9/2024Advisory Services Network LLC1,948$0.19M0.0%N/A0.024%
2/9/2024Wells Fargo & Company MN100,127$9.84M0.0%+37.8%1.217%
2/9/2024UBS Group AG76,788$7.54M0.0%+8.4%0.933%
2/7/2024Cary Street Partners Investment Advisory LLC6,832$0.67M0.0%+560.7%0.083%
2/7/2024Principal Securities Inc.1,450$0.14M0.0%N/A0.018%
2/7/2024Montag A & Associates Inc.12,096$1.19M0.1%+25.8%0.147%
2/6/2024Private Advisor Group LLC17,912$1.76M0.0%-1.2%0.218%
2/5/2024Cary Street Partners Asset Management LLC22,154$2.18M0.4%+173.9%0.269%
2/5/2024Savant Capital LLC28,372$2.79M0.0%-1.0%0.345%
2/5/2024Russell Investments Group Ltd.370$36K0.0%-35.7%0.004%
2/2/2024Rodgers & Associates LTD2,670$0.26M0.0%-18.9%0.032%
2/1/2024RWA Wealth Partners LLC42,888$4.21M0.1%-4.7%0.521%
2/1/2024Heritage Investment Group Inc.8,618$0.85M0.2%-12.3%0.105%
1/29/2024Mosaic Family Wealth Partners LLC2,207$0.22M0.0%N/A0.027%
1/29/2024Round Rock Advisors LLC8,358$0.82M0.2%+13.9%0.102%
1/26/2024Mendel Capital Management LLC20,325$2M1.4%+2.4%0.247%
1/25/2024International Assets Investment Management LLC90,372$8.88M0.0%N/A1.098%
1/24/2024International Assets Investment Management LLC90,372$8.88M0.0%N/A1.098%
1/23/2024Levy Wealth Management Group LLC2,101$0.21M0.1%N/A0.026%
1/19/2024PFG Advisors7,566$0.74M0.1%-6.4%0.092%
1/18/2024Global Retirement Partners LLC1,928$0.19M0.0%+11.6%0.023%
1/17/2024Stordahl Capital Management Inc.132,079$12.97M3.5%-5.5%1.605%
1/16/2024Raymond James Financial Services Advisors Inc.193,374$19M0.0%-1.5%2.350%
1/16/2024Raymond James & Associates18,461$1.81M0.0%+68.2%0.224%
1/9/2024Sunburst Financial Group LLC3,108$0.31M0.1%N/A0.038%
1/8/2024Founders Capital Management673$66K0.0%-19.5%0.008%
11/24/2023EP Wealth Advisors LLC2,490$0.23M0.0%-34.4%0.030%
11/21/2023Comerica Bank461$42K0.0%N/A0.006%
11/16/2023Creative Planning10,634$0.96M0.0%+27.3%0.129%
11/16/2023Moneta Group Investment Advisors LLC2,917$0.26M0.0%N/A0.035%
11/15/2023Mercer Global Advisors Inc. ADV6,153$0.56M0.0%-4.5%0.075%
11/15/2023Royal Bank of Canada30,180$2.73M0.0%-2.4%0.367%
11/15/2023Ameriprise Financial Inc.85,527$7.73M0.0%-1.9%1.039%
11/15/2023Glenmede Trust Co. NA484$44K0.0%-66.7%0.006%
11/13/2023Cary Street Partners Investment Advisory LLC1,034$93K0.0%+1,595.1%0.013%
11/13/2023Stifel Financial Corp12,493$1.13M0.0%+1.2%0.152%
11/13/2023Mariner LLC664,791$60.03M0.2%+0.4%8.078%
11/13/2023LPL Financial LLC114,727$10.36M0.0%+14.6%1.394%
11/13/2023FMR LLC2,851$0.26M0.0%-4.6%0.035%
11/13/2023Envestnet Asset Management Inc.14,225$1.28M0.0%-3.1%0.173%
11/13/2023Kestra Advisory Services LLC70,147$6.33M0.1%+1.4%0.852%
11/9/2023Montag A & Associates Inc.9,616$0.87M0.1%N/A0.117%
11/9/2023Blair William & Co. IL17,328$1.57M0.0%+2.8%0.211%
11/8/2023Ausdal Financial Partners Inc.3,232$0.29M0.0%N/A0.039%
11/8/2023HighTower Advisors LLC4,435$0.40M0.0%+15.6%0.054%
11/8/2023Keybank National Association OH33,141$2.99M0.0%-2.1%0.403%
11/7/2023Savant Capital LLC28,669$2.59M0.0%N/A0.348%
11/3/2023Heritage Investment Group Inc.9,832$0.89M0.2%-1.1%0.119%
11/3/2023Private Advisor Group LLC18,125$1.64M0.0%-2.8%0.220%
10/27/2023Assetmark Inc.1,987$0.18M0.0%-46.6%0.024%
10/25/2023Lindbrook Capital LLC350$32K0.0%-79.2%0.004%
10/25/2023Miracle Mile Advisors LLC57,264$5.17M0.2%-0.4%0.696%
10/24/2023Raymond 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%
10/18/2023Morton Brown Family Wealth LLC1,750$0.16M0.1%N/A0.021%
10/17/2023Rodgers & Associates LTD3,293$0.30M0.0%+19.3%0.040%
10/16/2023Round Rock Advisors LLC7,336$0.66M0.3%-1.9%0.089%
10/16/2023Bennett Selby Investments LP1,440$0.13M0.1%N/A0.017%
10/13/2023PFG Advisors8,087$0.73M0.1%+3.0%0.098%
10/13/2023Stordahl Capital Management Inc.139,839$12.63M3.8%-1.2%1.699%
10/11/2023AE Wealth Management LLC2,745$0.25M0.0%N/A0.033%
10/11/2023Adviser Investments LLC45,011$4.06M0.1%-0.3%0.547%
10/10/2023Halpern Financial Inc.740$67K0.0%-50.7%0.009%
10/10/2023Founders Capital Management836$75K0.1%-43.7%0.010%
8/21/2023Osaic Holdings Inc.11,133$1.04M0.0%+1.8%0.135%
8/15/2023Equitable Holdings Inc.3,857$0.36M0.0%+24.7%0.047%
8/15/2023Wells Fargo & Company MN69,071$6.46M0.0%+0.7%0.839%
8/15/2023Captrust Financial Advisors2,954$0.28M0.0%N/A0.036%
8/15/2023Royal Bank of Canada30,924$2.89M0.0%-18.0%0.376%
8/15/2023Citadel Advisors LLC5,475$0.51M0.0%-61.6%0.067%
8/14/2023Mercer Global Advisors Inc. ADV6,443$0.60M0.0%+54.0%0.078%
8/14/2023IFP Advisors Inc450$42K0.0%+164.7%0.005%
8/14/2023MML Investors Services LLC10,374$0.97M0.0%+4.7%0.126%
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%
8/11/2023D.A. Davidson & CO.32,504$3.04M0.0%-0.7%0.395%
8/10/2023Osaic Holdings Inc.11,133$1.04M0.0%+1.8%0.135%
8/10/2023Commonwealth Equity Services LLC16,029$1.50M0.0%-2.3%0.195%
8/10/2023Cary Street Partners Asset Management LLC7,682$0.72M0.1%+6.4%0.093%
8/10/2023Private Advisor Group LLC18,639$1.74M0.0%-2.0%0.226%
8/4/2023Envestnet Asset Management Inc.14,677$1.37M0.0%+2.7%0.178%
8/4/2023IFP Advisors Inc450$63K0.0%+164.7%0.005%
8/4/2023Adviser Investments LLC45,157$4.22M0.1%+2.1%0.549%
8/1/2023Keybank National Association OH33,849$3.17M0.0%+2.2%0.411%
7/31/2023LPL Financial LLC100,069$9.36M0.0%-0.2%1.216%
7/27/2023Relaxing Retirement Coach26,571$2.48M0.7%-9.4%0.323%
7/25/2023Raymond James Financial Services Advisors Inc.197,818$18.50M0.0%-1.4%2.378%
7/25/2023Raymond James & Associates11,039$1.03M0.0%+2.3%0.133%
7/21/2023Stordahl Capital Management Inc.141,525$13.23M3.8%+1.0%1.701%
7/20/2023Round Rock Advisors LLC7,478$0.70M0.3%-4.5%0.090%
7/20/2023PFG Advisors7,849$0.73M0.1%+50.3%0.094%
7/19/2023Rodgers & Associates LTD2,760$0.26M0.0%N/A0.033%
7/17/2023Mendel Capital Management LLC19,841$1.86M1.5%+3.0%0.238%
(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, 106 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. ($19M), Morgan Stanley ($15.09M), Stordahl Capital Management Inc. ($12.97M), 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 96 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: Aaron Wealth Advisors LLC ($0.23M), International Assets Investment Management LLC ($0.18M), Raymond James Financial Services Advisors Inc. ($0.10M), JPMorgan Chase & Co. ($95.87K), Stordahl Capital Management Inc. ($81.80K), LPL Financial LLC ($79.04K), and Baird Financial Group Inc. ($69.04K).

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

Institutional investors have bought a total of 1,654,845 shares in the last 24 months. This purchase volume represents approximately $149.96M in transactions.

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

Of the 54 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. ($80.53K), Baird Financial Group Inc. ($77.19K), JPMorgan Chase & Co. ($75K), Envestnet Asset Management Inc. ($27.87K), Royal Bank of Canada ($27.43K), Adviser Investments LLC ($16.32K), and Mariner LLC ($13.22K).

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

Institutional investors have sold a total of 418,531 shares in the last 24 months. This volume of shares sold represents approximately $37M in transactions.


This page (NYSEARCA:IVOG) was last updated on 2/22/2024 by MarketBeat.com Staff