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

Vanguard S&P Mid-Cap 400 Growth ETF logo
$114.76 -1.12 (-0.97%)
As of 07/11/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
90
Total
Institutional Inflows
(last 12 months)
$122.97M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$8.81M
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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
7/10/2025 Wealth Enhancement Advisory Services LLC6,172$713K0.0%+30.2%0.063%
7/8/2025 Parallel 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%
5/29/2025 Nova 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%
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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%
4/16/2025 Wealth Enhancement Advisory Services LLC4,742$489K0.0%+9.0%0.048%
4/15/2025Balanced Wealth Group LLC2,283$236K0.1%N/A0.023%
4/15/2025Sagace Wealth Management LLC7,995$825K0.6%+4.7%0.081%
4/14/2025Octavia Wealth Advisors LLC161,713$16.68M2.0%+10.7%1.630%
4/14/2025Farther Finance Advisors LLC663$69K0.0%+38.4%0.007%
4/10/2025Rialto Wealth Management LLC3,838$396K0.1%-15.1%0.037%
4/9/2025Merit Financial Group LLC5,816$600K0.0%-6.1%0.057%
3/17/2025 Wealth Enhancement Advisory Services LLC4,349$490K0.0%+95.3%0.043%
3/12/2025Centaurus Financial Inc.8,030$905K0.1%N/A0.080%
2/24/2025Ameriflex Group Inc.620$73K0.0%N/A0.006%
2/17/2025Waverly Advisors LLC2,190$247K0.0%N/A0.024%
2/17/2025Focus Partners Wealth1,910$215K0.0%N/A0.021%
2/17/2025Cetera Investment Advisers57,430$6.47M0.0%+264.6%0.632%
2/17/2025Captrust Financial Advisors3,491$393K0.0%+3.9%0.038%
2/17/2025Cary Street Partners Financial LLC53,432$6.02M0.2%N/A0.588%
2/17/2025Baird Financial Group Inc.62,186$7.01M0.0%-0.3%0.685%
2/17/2025Bank of America Corp DE72,531$8.17M0.0%+5.0%0.799%
2/17/2025Ameriprise Financial Inc.80,441$9.09M0.0%+10.6%0.886%
2/14/2025Mercer Global Advisors Inc. ADV6,819$768K0.0%+38.9%0.075%
2/14/2025Jane Street Group LLC8,984$1.01M0.0%N/A0.099%
2/14/2025Lido Advisors LLC2,104$237K0.0%N/A0.023%
2/14/2025Mendel Capital Management LLC19,808$2.23M1.4%+3.6%0.218%
2/14/2025Susquehanna International Group LLP25,713$2.90M0.0%+2.0%0.283%
2/14/2025Stifel Financial Corp30,720$3.46M0.0%+19.3%0.338%
2/13/2025Mariner LLC684,225$77.11M0.1%-0.6%7.536%
2/13/2025SageView Advisory Group LLC25,815$2.91M0.1%N/A0.284%
2/13/2025Raymond James Financial Inc.197,894$22.30M0.0%N/A2.179%
2/13/2025Envestnet Asset Management Inc.17,536$1.98M0.0%+12.6%0.193%
2/13/2025Wells Fargo & Company MN111,727$12.59M0.0%+3.0%1.230%
2/12/2025RWA Wealth Partners LLC41,567$4.68M0.1%-1.5%0.458%
2/12/2025Blair William & Co. IL15,959$1.80M0.0%+0.6%0.176%
2/12/2025Howe & Rusling Inc.1,086$122K0.0%N/A0.012%
2/12/2025JPMorgan Chase & Co.36,131$4.07M0.0%+2.3%0.398%
2/11/2025LPL Financial LLC174,669$19.68M0.0%+0.8%1.924%
2/11/2025Virtu Financial LLC10,095$1.14M0.1%N/A0.111%
2/10/2025Thrivent Financial for Lutherans17,690$1.99M0.0%-1.8%0.195%
2/10/2025Harbour Investments Inc.32,798$3.70M0.1%+6.1%0.361%
2/10/2025Corient Private Wealth LLC1,953$220K0.0%-18.4%0.022%
2/10/2025Commonwealth Equity Services LLC17,472$1.97M0.0%+135.1%0.192%
2/7/2025PFG Advisors6,957$784K0.0%-1.4%0.077%
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2/7/2025HighTower Advisors LLC16,229$1.83M0.0%-22.1%0.179%
2/7/2025Rialto Wealth Management LLC4,523$510K0.2%N/A0.050%
2/6/2025Raymond James Financial Inc.197,894$22.30M0.0%N/A2.179%
2/6/2025Keybank National Association OH28,547$3.22M0.0%-21.5%0.314%
2/6/2025Meridian Wealth Management LLC4,442$501K0.0%-20.2%0.049%
2/6/2025Jones Financial Companies Lllp961$108K0.0%+14.1%0.011%
2/5/2025Oppenheimer & Co. Inc.7,531$849K0.0%+4.9%0.083%
2/4/2025Marshall Investment Management LLC232$27K0.0%N/A0.003%
1/31/2025Global Retirement Partners LLC1,728$195K0.0%-14.8%0.019%
1/30/2025Allworth Financial LP33,107$3.96M0.0%+275,791.7%0.365%
(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, 137 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 Services Advisors Inc. ($20.71M), Raymond James Financial Inc. ($20.20M), Octavia Wealth Advisors LLC ($16.68M), LPL Financial LLC ($16.43M), Stordahl Capital Management Inc. ($14.44M), and Wells Fargo & Company MN ($12.59M).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 116 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), Cary Street Partners Financial LLC ($58.45K), Cetera Investment Advisers ($51.38K), 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 1,112,885 shares in the last 24 months. This purchase volume represents approximately $122.97M in transactions.

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

Of the 46 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: LPL Financial LLC ($15.44K), Stordahl Capital Management Inc. ($9.54K), Keybank National Association OH ($7.81K), Sagace Wealth Management LLC ($6.85K), HighTower Advisors LLC ($5.67K), Mariner LLC ($4.09K), and Financial Freedom LLC ($2.99K).

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

Institutional investors have sold a total of 80,952 shares in the last 24 months. This volume of shares sold represents approximately $8.81M in transactions.



This page (NYSEARCA:IVOG) was last updated on 7/12/2025 by MarketBeat.com Staff
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