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

$146.18 +0.33 (+0.23%)
As of 08/11/2026 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)
99
Total
Institutional Inflows
(last 12 months)
$88.62M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$28.07M
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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
8/7/2026 MidFirst Bank37,998$5.56M0.4%+24.3%0.328%
8/6/2026 Global Retirement Partners LLC1,728$253K0.0%N/A0.015%
8/5/2026 BLB&B Advisors LLC2,822$413K0.0%-32.4%0.024%
8/5/2026 Gryphon Financial Partners LLC159,508$23.34M2.1%+14.2%1.375%
8/5/2026 Montag A & Associates Inc.9,342$1.37M0.1%-7.7%0.081%
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%
5/22/2026 Verus 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%
5/6/2026 Gryphon Financial Partners LLC139,630$17.46M1.8%+2,790.9%1.227%
5/6/2026 Goodman Financial Corp14,468$1.81M0.3%-0.5%0.127%
5/5/2026 Ethos Financial Group LLC6,843$856K0.1%+1.9%0.060%
5/2/2026 International Assets Investment Management LLC704$89K0.0%+304.6%0.006%
5/1/2026 Conning Inc.7,552$944K0.0%+11.3%0.066%
4/30/2026 Kestra Advisory Services LLC64,402$8.05M0.0%+1.0%0.566%
4/29/2026 Montag A & Associates Inc.10,116$1.27M0.1%-10.5%0.089%
4/27/2026 Private Advisor Group LLC15,681$1.96M0.0%+12.3%0.138%
4/25/2026 Keybank National Association OH32,956$4.12M0.0%+4.2%0.290%
4/23/2026 Summit Investment Advisory Services LLC1,601$200K0.1%N/A0.014%
4/23/2026 Balanced 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%
4/23/2026 North Star Investment Management Corp.217$27K0.0%+112.7%0.002%
4/22/2026 FWG Investments LLC.2,031$254K0.2%N/A0.018%
4/21/2026 GHP Investment Advisors Inc.3,447$431K0.0%N/A0.030%
4/18/2026 Integrated Capital Management LLC5,993$749K0.3%-81.2%0.053%
4/17/2026 Krilogy Financial LLC2,731$365K0.0%N/A0.024%
4/16/2026 Stephen 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%
2/25/2026 Tempo Wealth LLC5,483$659K0.1%N/A0.049%
2/25/2026 MidFirst 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%
2/18/2026 Crusonia Wealth Advisors LLC3,698$445K0.1%N/A0.033%
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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%
2/16/2026 MML Investors Services LLC8,035$966K0.0%-5.4%0.072%
2/16/2026Mariner LLC636,389$76.49M0.1%+0.9%5.682%
2/16/2026 ES4 LLC12,075$1.45M1.0%N/A0.108%
2/16/2026 Arax Advisory Partners597$72K0.0%N/A0.005%
2/16/2026Aptus Capital Advisors LLC3,106$373K0.0%-4.5%0.028%
2/13/2026 Kestra 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%
2/12/2026 Commonwealth 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%
2/11/2026 LPL 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%
2/10/2026 Savant Capital LLC25,080$3.02M0.0%-0.6%0.224%
2/10/2026Godfrey Financial Associates Inc.963$126K0.1%N/A0.009%
2/10/2026 MidAtlantic 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%
2/6/2026 HighTower Advisors LLC12,919$1.55M0.0%-15.8%0.115%
2/6/2026 VSM Wealth Advisory LLC1,956$235K0.1%N/A0.017%
2/5/2026Thrivent Financial for Lutherans17,682$2.13M0.0%N/A0.158%
2/5/2026 Conning Inc.6,787$816K0.0%+6.9%0.061%
2/5/2026Allworth Financial LP32,052$3.85M0.0%+0.5%0.286%
2/4/2026 ESG Planning DBA Harper Investing35,671$4.29M1.8%+31.8%0.318%
2/4/2026 Meridian 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%
2/3/2026 LJI Wealth Management LLC117,236$14.09M2.1%+4.5%1.047%
2/3/2026 BOKF NA411$49K0.0%N/A0.004%
2/3/2026 Garner Asset Management Corp292$35K0.0%N/A0.003%
2/2/2026 Composition Wealth LLC56,246$6.76M0.1%-0.2%0.502%
1/30/2026 Keybank 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%
1/26/2026 Integrated 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%
1/20/2026 Ethos Financial Group LLC6,715$807K0.1%N/A0.060%
1/20/2026Stratos Wealth Partners LTD.2,024$243K0.0%-6.5%0.018%
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1/16/2026 Stephen 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%
1/8/2026 Gryphon 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%


IVOG Institutional Ownership - Frequently Asked Questions

During the previous two years, 167 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), Gryphon Financial Partners LLC ($23.34M), Moneta Group Investment Advisors LLC ($20.75M), Stordahl Capital Management Inc. ($17.39M), LPL Financial LLC ($16.83M), and Octavia Wealth Advisors LLC ($16.14M).Learn more on Vanguard S&P Mid-Cap 400 Growth ETF's institutional investors.

Of the 153 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 ($159.51K), Jones Financial Companies Lllp ($80.79K), Cetera Investment Advisers ($64.85K), Baron Wealth Management LLC ($59.72K), Cary Street Partners Financial LLC ($58.45K), and Peapack Gladstone Financial Corp ($56.11K).

Institutional investors have bought a total of 724,801 shares in the last 24 months. This purchase volume represents approximately $88.62M in transactions.

Of the 49 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), SageView Advisory Group LLC ($7.73K), and Ameriprise Financial Inc. ($6.34K).

Institutional investors have sold a total of 235,811 shares in the last 24 months. This volume of shares sold represents approximately $28.07M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IVOG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/7/2026. New 13F filings are added each quarter as they're published.
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