VANGUARD S&P MID-CAP 400 GRO IVOG
$143.43
-0.7% 52w: $109.30 – $146.30
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data109.30127.80146.30
Jun 20, 2025 Jul 2, 2026
Institutional holders
177
+6 QoQ
13F value
$651.3M
+8.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $29K puts
Institutional value by quarter
Number of holders
Who owns IVOG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 1.3M | $162.7M | 1.4% | -16.7% |
| Mariner, LLC | Diversified mechanical | 635.6K | $79.5M | 0.1% | -0.1% |
| MORGAN STANLEY | Bank broker | 244.1K | $30.5M | 0.0% | +25.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 239.2K | $29.9M | 0.0% | +171.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 224.9K | $28.1M | 0.0% | +6.0% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 215.5K | $26.9M | 0.2% | +24.8% |
| Stordahl Capital Management, Inc. | Wealth advisor | 145.4K | $18.2M | 3.7% | +0.5% |
| Gryphon Financial Partners LLC | Other | 139.6K | $17.5M | 1.8% | +2790.9% |
| LPL Financial LLC | Bank broker | 128.4K | $16.1M | 0.0% | -8.3% |
| UBS Group AG | Bank broker | 124.2K | $15.5M | 0.0% | +42.1% |
| LJI Wealth Management, LLC | Wealth advisor | 121.5K | $15.2M | 2.4% | +3.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 91.7K | $11.5M | 0.0% | +51.1% |
| Cetera Investment Advisers | Wealth advisor | 85.0K | $10.6M | 0.0% | +7.8% |
| Kingsview Wealth Management, LLC | Wealth advisor | 81.6K | $10.2M | 0.1% | New |
| PEAPACK GLADSTONE FINANCIAL CORP | Other | 77.3K | $9.7M | 0.1% | +8.2% |
| Baird Financial Group, Inc. | Diversified mechanical | 70.2K | $8.8M | 0.0% | +3.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 64.4K | $8.1M | 0.0% | +1.0% |
| Composition Wealth, LLC | Wealth advisor | 56.2K | $7.0M | 0.1% | -0.1% |
| Baron Wealth Management LLC | Wealth advisor | 50.4K | $6.3M | 1.9% | +72.4% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 47.8K | $6.0M | 0.1% | +6.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 44.9K | $5.6M | 0.0% | -14.3% |
| Altura Wealth Advisors Inc. | Wealth advisor | 39.6K | $5.0M | 2.2% | +11.1% |
| STEPHEN J. GARRY & ASSOCIATES, LLC | Wealth advisor | 37.2K | $4.6M | 3.7% | +1.4% |
| JPMORGAN CHASE & CO | Bank broker | 38.1K | $4.6M | 0.0% | -2.1% |
| Drucker Wealth 3.0, LLC | Wealth advisor | 36.6K | $4.6M | 0.8% | +0.2% |
| CLARK FINANCIAL SERVICES GROUP INC /BD | Wealth advisor | 35.5K | $4.4M | 2.4% | -0.7% |
| RWA WEALTH PARTNERS, LLC | Wealth advisor | 34.2K | $4.3M | 0.0% | +1.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 33.5K | $4.2M | 0.0% | +0.9% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 33.0K | $4.1M | 0.0% | +4.2% |
| Allworth Financial LP | Wealth advisor | 32.2K | $4.0M | 0.0% | +0.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 31.2K | $3.9M | 0.0% | +1.8% |
| MidFirst Bank | Other | 30.6K | $3.8M | 0.3% | +112.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 27.9K | $3.5M | 0.0% | +287.6% |
| FRANKLIN RESOURCES INC | Long only active | 27.4K | $3.4M | 0.0% | Held |
| Savant Capital, LLC | Wealth advisor | 25.1K | $3.1M | 0.0% | Held |
| Mendel Capital Management LLC | Wealth advisor | 22.3K | $2.8M | 1.4% | — |
| ROYAL BANK OF CANADA | Bank broker | 19.4K | $2.4M | 0.0% | -0.2% |
| Thrivent Financial for Lutherans | Diversified mechanical | 17.7K | $2.2M | 0.0% | -0.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 17.0K | $2.1M | 0.0% | +20.9% |
| Private Advisor Group, LLC | Wealth advisor | 15.7K | $2.0M | 0.0% | +12.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 14.8K | $1.9M | 0.0% | +84.3% |
| Goodman Financial Corp | Other | 14.5K | $1.8M | 0.3% | -0.5% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 13.7K | $1.7M | 0.0% | Held |
| Chicago Partners Investment Group LLC | Wealth advisor | 12.5K | $1.7M | 0.0% | 0.0% |
| CIBC WORLD MARKET INC. | Diversified mechanical | 13.4K | $1.7M | 0.0% | -0.4% |
| CENTAURUS FINANCIAL, INC. | Wealth advisor | 13.3K | $1.7M | 0.1% | +34.2% |
| HighTower Advisors, LLC | Diversified mechanical | 12.4K | $1.6M | 0.0% | -4.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 12.1K | $1.5M | 0.0% | -5.0% |
| ES4, LLC | Wealth advisor | 12.1K | $1.5M | 1.0% | Held |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 11.8K | $1.5M | 0.0% | -25.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.