IVOG · VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND · Holdings ETF

$136.62 -0.46 (-0.33%) At close · Sep 30

Volume · Sep 30 16.39K Avg daily vol (3M) 36.1K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.

Quarter:

Holders: 191

Total Value: $793,366,960

Total Shares: 5,422,878

Showing 1–100 of 191 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 191 13F filers · Δ vs Mar 31, 2026

Top Holder

23.4%

−1.4 pts

Top 5

49.9%

−0.6 pts

Top 10

64.0%

−1.0 pts

HHI

830

Broadly held−72

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +11

Institutional value: +21.3%

Shares held: +3.7%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega MORGAN STANLEY	+73,422	317,517
Small BALANCED WEALTH GROUP LLC	+62,201	66,125
Large MONETA GROUP INVESTMENT ADVISORS LLC	+42,650	258,164
Mega WELLS FARGO & COMPANY/MN	+39,432	84,284
Mega LPL Financial LLC	+28,811	157,225

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega AMERIPRISE FINANCIAL INC	−56,030	183,176
Mid Kingsview Wealth Management, LLC	−51,279	30,322
Large Kestra Advisory Services, LLC	−30,564	33,838
Large VANTAGEPOINT INVESTMENT ADVISERS LLC	−29,909	1,271,271
Small LJI Wealth Management, LLC	−21,262	100,227

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small Veratis Advisors, Inc.	13,846	$2,025,669
Mega TWO SIGMA INVESTMENTS, LP	11,800	$1,726,340
Large EP Wealth Advisors, LLC	3,784	$553,599
Large Pinnacle Financial Partners, Inc.	3,630	$531,068
Large CAPTRUST FINANCIAL ADVISORS	3,251	$475,621

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid Ethos Financial Group, LLC	6,843	$855,580
Small MidAtlantic Capital Management, Inc.	1,833	$229,179
Mid TRUSTMARK BANK TRUST DEPARTMENT	1,700	$212,551
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	956	$119,528
Mid Advisory Services Network, LLC	710	$88,771

Filter: New 23 Increased 55 Reduced 52 Sold out 12 Unchanged 61

Showing 100 of 191

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

VANTAGEPOINT INVESTMENT ADVISERS LLC

$185,986,947

23.44%

1,271,271

Mariner, LLC

$92,430,438

11.65%

631,787

MORGAN STANLEY

$46,452,736

5.86%

317,517

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	317,137	$46,397,142	99.9%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	380	$55,594	0.1%	Defined

MONETA GROUP INVESTMENT ADVISORS LLC

$37,769,393

4.76%

258,164

RAYMOND JAMES FINANCIAL INC

$33,419,746

4.21%

228,433

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	29,539	$4,321,555	12.9%	Defined
Raymond James Financial Services Advisors, Inc.	197,413	$28,881,521	86.4%	Defined
RAYMOND JAMES TRUST N.A.	1,481	$216,670	0.6%	Defined

AMERIPRISE FINANCIAL INC

$26,798,648

3.38%

183,176

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	183,176	$26,798,648	100.0%	Defined

Gryphon Financial Partners LLC

$23,336,020

2.94%

159,508

LPL Financial LLC

$23,002,017

2.90%

157,225

Stordahl Capital Management, Inc.

$21,370,626

2.69%

146,074

UBS Group AG

$16,979,724

2.14%

116,061

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	116,061	$16,979,724	100.0%	Defined

LJI Wealth Management, LLC

$14,663,210

1.85%

100,227

BANK OF AMERICA CORP /DE/

$13,600,193

1.71%

92,961

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	22,822	$3,338,858	24.6%	Defined
MANAGED ACCOUNT ADVISORS LLC	70,139	$10,261,335	75.4%	Defined

Cetera Investment Advisers

$12,700,888

1.60%

86,814

WELLS FARGO & COMPANY/MN

$12,330,748

1.55%

84,284

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	27,948	$4,088,792	33.2%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	17,052	$2,494,707	20.2%	Defined
WELLS FARGO CLEARING SERVICES, LLC	39,284	$5,747,249	46.6%	Defined

PEAPACK GLADSTONE FINANCIAL CORP

$11,874,732

1.50%

81,167

Baird Financial Group, Inc.

$9,892,513

1.25%

67,618

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	67,618	$9,892,513	100.0%	Defined

BALANCED WEALTH GROUP LLC

$9,674,087

1.22%

66,125

Baron Wealth Management LLC

$8,737,328

1.10%

59,722

Composition Wealth, LLC

$8,207,283

1.03%

56,099

JPMORGAN CHASE & CO

$7,512,796

0.95%

51,352

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Investment Management Inc.	1,728	$252,806	3.4%	Defined
J.P. Morgan Securities LLC	49,119	$7,186,109	95.7%	Defined
55I, LLC	505	$73,881	1.0%	Other

Savant Capital, LLC

$7,353,330

0.93%

50,262

HARBOUR INVESTMENTS, INC.

$7,283,545

0.92%

49,785

Altura Wealth Advisors Inc.

$6,505,375

0.82%

44,466

MidFirst Bank

$5,559,107

0.70%

37,998

STEPHEN J. GARRY & ASSOCIATES, LLC

$5,443,530

0.69%

37,208

CLARK FINANCIAL SERVICES GROUP INC /BD

$5,180,482

0.65%

35,410

Drucker Wealth 3.0, LLC

$5,155,758

0.65%

35,241

RWA WEALTH PARTNERS, LLC

$4,960,886

0.63%

33,909

KEYBANK NATIONAL ASSOCIATION/OH

$4,953,718

0.62%

33,860

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 2	33,860	$4,953,718	100.0%	Defined

Kestra Advisory Services, LLC

$4,950,499

0.62%

33,838

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$4,948,597

0.62%

33,825

STIFEL FINANCIAL CORP

$4,626,737

0.58%

31,625

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	31,625	$4,626,737	100.0%	Defined

Kingsview Wealth Management, LLC

$4,436,108

0.56%

30,322

Allworth Financial LP

$4,424,550

0.56%

30,243

FRANKLIN RESOURCES INC

$4,007,742

0.51%

27,394

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FIDUCIARY TRUST CO INTERNATIONAL	27,394	$4,007,742	100.0%	Defined

ENVESTNET ASSET MANAGEMENT INC

$3,915,573

0.49%

26,764

GOLDMAN SACHS GROUP INC

$3,869,781

0.49%

26,451

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	26,451	$3,869,781	100.0%	Defined

MML INVESTORS SERVICES, LLC

$3,474,332

0.44%

23,748

Mendel Capital Management LLC

$3,307,989

0.42%

22,611

ROYAL BANK OF CANADA

$2,838,510

0.36%

19,402

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	16,299	$2,384,543	84.0%	Defined
RBC Dominion Securities Inc.	9	$1,316	0.0%	Defined
RBC Private Counsel (USA) Inc.	500	$73,150	2.6%	Defined
RBC Trust Co (Delaware) Ltd	642	$93,924	3.3%	Defined
RBC Rochdale, LLC	1,952	$285,577	10.1%	Defined

SageView Advisory Group, LLC

$2,713,279

0.34%

18,546

Thrivent Financial for Lutherans

$2,571,222

0.32%

17,575

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Thrivent Investment Management Inc.	17,575	$2,571,222	100.0%	Sole

Private Advisor Group, LLC

$2,326,170

0.29%

15,900

Goodman Financial Corp

$2,151,487

0.27%

14,706

JONES FINANCIAL COMPANIES LLLP

$2,092,821

0.26%

14,305

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	14,305	$2,092,821	100.0%	Sole

Veratis Advisors, Inc.

$2,025,669

0.26%

13,846

CARY STREET PARTNERS FINANCIAL LLC

$2,008,405

0.25%

13,728

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	8,566	$1,253,205	62.4%	Defined
CARY STREET PARTNERS ASSET MANAGEMENT LLC	5,162	$755,200	37.6%	Defined

CENTAURUS FINANCIAL, INC.

$1,972,270

0.25%

13,481

CIBC WORLD MARKET INC.

$1,969,929

0.25%

13,465

COMMONWEALTH EQUITY SERVICES, LLC

$1,901,607

0.24%

12,998

Chicago Partners Investment Group LLC

$1,830,359

0.23%

12,511

HighTower Advisors, LLC

$1,814,705

0.23%

12,404

ES4, LLC

$1,766,572

0.22%

12,075

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
1864 Holdings, LLC	12,075	$1,766,572	100.0%	Defined

BLAIR WILLIAM & CO/IL

$1,736,288

0.22%

11,868

TWO SIGMA INVESTMENTS, LP

$1,726,340

0.22%

11,800

OSAIC HOLDINGS, INC.

$1,448,515

0.18%

9,901

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	9,432	$1,379,901	95.3%	Defined
Osaic Advisory Services, LLC	469	$68,614	4.7%	Defined

MONTAG A & ASSOCIATES INC

$1,366,734

0.17%

9,342

Cambridge Investment Research Advisors, Inc.

$1,245,013

0.16%

8,510

Heritage Investment Group, Inc.

$1,243,842

0.16%

8,502

Creative Planning

$1,197,758

0.15%

8,187

AE Wealth Management LLC

$1,095,347

0.14%

7,487

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Hobart Private Capital, LLC	4,738	$693,169	63.3%	Other
Wellment Financial	2,134	$312,204	28.5%	Other
Held directly	615	$89,974	8.2%	Sole

CONNING INC.

$1,044,874

0.13%

7,142

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$1,017,955

0.13%

6,958

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	6,958	$1,017,955	100.0%	Other

Embree Financial Group

$980,356

0.12%

6,701

COMMERCE BANK

$910,863

0.11%

6,226

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
COMMERCE BANCSHARES INC /MO/	6,226	$910,863	100.0%	Sole

Integrated Capital Management, LLC

$867,559

0.11%

5,930

Round Rock Advisors LLC

$851,466

0.11%

5,820

Betterment LLC

$847,369

0.11%

5,792

CIBC Bancorp USA Inc.

$836,543

0.11%

5,718

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CIBC National Trust Co	5,718	$836,543	100.0%	Defined

Advisor Resource Council

$800,846

0.10%

5,474

Tempo Wealth, LLC

$795,872

0.10%

5,440

AQR CAPITAL MANAGEMENT LLC

$757,395

0.10%

5,177

Waverly Advisors, LLC

$739,253

0.09%

5,053

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$730,768

0.09%

4,995

FMR LLC

$727,403

0.09%

4,972

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	4,972	$727,403	100.0%	Defined

PFG Advisors

$705,604

0.09%

4,823

Equitable Holdings, Inc.

$700,045

0.09%

4,785

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	4,785	$700,045	100.0%	Defined

Hobart Private Capital, LLC

$693,169

0.09%

4,738

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AE Wealth Management LLC	4,738	$693,169	100.0%	Defined

Rodgers & Associates, LTD

$683,367

0.09%

4,671

Sequoia Financial Advisors, LLC

$669,468

0.08%

4,576

Merit Financial Group, LLC

$656,009

0.08%

4,484

MERCER GLOBAL ADVISORS INC /ADV

$643,866

0.08%

4,401

Financial Security Advisor, Inc.

$616,654

0.08%

4,215

AMERICAN FINANCIAL & TAX STRATEGIES INC

$594,855

0.07%

4,066

Meridian Wealth Management, LLC

$590,613

0.07%

4,037

ENTREWEALTH, LLC

$557,549

0.07%

3,811

EP Wealth Advisors, LLC

$553,599

0.07%

3,784

Krilogy Financial LLC

$545,552

0.07%

3,729

Crusonia Wealth Advisors LLC

$541,017

0.07%

3,698

Pinnacle Financial Partners, Inc.

$531,068

0.07%

3,630

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Synovus Securities, Inc.	341	$49,888	9.4%	Defined
Pinnacle Bank	3,289	$481,180	90.6%	Defined

GHP Investment Advisors, Inc.

$504,296

0.06%

3,447

CITADEL ADVISORS LLC

$503,272

0.06%

3,440

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	3,440	$503,272	100.0%	Defined

FWG Investments, LLC.

$494,786

0.06%

3,382

Corient Private Wealth LLC

$490,982

0.06%

3,356

CAPTRUST FINANCIAL ADVISORS

$475,621

0.06%

3,251

Focus Partners Wealth

$466,111

0.06%

3,186

Atlanta Consulting Group Advisors, LLC

$462,893

0.06%

3,164

Aptus Capital Advisors, LLC

$436,120

0.05%

2,981

PNC FINANCIAL SERVICES GROUP, INC.

$420,466

0.05%

2,874

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	2,800	$409,640	97.4%	Defined
PNC Wealth Management LLC	74	$10,826	2.6%	Defined

NewEdge Advisors, LLC

$415,053

0.05%

2,837