IVOG · Vanguard S&P Mid-Cap 400 Growth ETF

$148.37 +0.65 (+0.44%) At close · Aug 14

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.

Quarter:

Holders: 72

Total Value: $573,989,284

Total Shares: 3,923,372

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 72 13F filers · Δ vs Mar 31, 2026

Top Holder

32.4%

+7.4 pts

Top 5

69.0%

+18.2 pts

Top 10

83.4%

+18.1 pts

HHI

1,513

Moderately concentrated+604

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

118

Unchanged

Holder count: -106

Institutional value: -11.9%

Shares held: -24.7%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega MORGAN STANLEY	+73,422	317,517
Mid MONETA GROUP INVESTMENT ADVISORS LLC	+42,650	258,164
Mega WELLS FARGO & COMPANY/MN	+39,432	84,284
Mega JPMORGAN CHASE & CO	+13,230	51,352
Large JONES FINANCIAL COMPANIES LLLP	+5,093	14,305

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega AMERIPRISE FINANCIAL INC	−56,030	183,176
Small VANTAGEPOINT INVESTMENT ADVISERS LLC	−29,909	1,271,271
Mega UBS Group AG	−8,187	116,061
Mega CITADEL ADVISORS LLC	−6,097	3,440
Large Mariner, LLC	−3,843	631,787

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Micro 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
Mid 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)
Micro Stordahl Capital Management, Inc.	145,424	$18,182,362
Small Gryphon Financial Partners LLC	139,630	$17,457,938
Mega LPL Financial LLC	128,414	$16,055,602
Small LJI Wealth Management, LLC	121,489	$15,189,769
Mid Kingsview Wealth Management, LLC	81,601	$10,202,572

Filter: New 12 Increased 24 Reduced 26 Sold out 118 Unchanged 10

Showing 72 of 72

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

VANTAGEPOINT INVESTMENT ADVISERS LLC

$185,986,947

32.40%

1,271,271

Mariner, LLC

$92,430,438

16.10%

631,787

MORGAN STANLEY

$46,452,736

8.09%

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

6.58%

258,164

RAYMOND JAMES FINANCIAL INC

$33,419,746

5.82%

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

4.67%

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

UBS Group AG

$16,979,724

2.96%

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

BANK OF AMERICA CORP /DE/

$13,600,193

2.37%

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

2.21%

86,814

WELLS FARGO & COMPANY/MN

$12,330,748

2.15%

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

2.07%

81,167

Baird Financial Group, Inc.

$9,892,513

1.72%

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

JPMORGAN CHASE & CO

$7,512,796

1.31%

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

HARBOUR INVESTMENTS, INC.

$7,283,545

1.27%

49,785

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$4,948,597

0.86%

33,825

STIFEL FINANCIAL CORP

$4,626,737

0.81%

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

Allworth Financial LP

$4,424,550

0.77%

30,243

FRANKLIN RESOURCES INC

$4,007,742

0.70%

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

GOLDMAN SACHS GROUP INC

$3,869,781

0.67%

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

ROYAL BANK OF CANADA

$2,838,510

0.49%

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

Thrivent Financial for Lutherans

$2,571,222

0.45%

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

JONES FINANCIAL COMPANIES LLLP

$2,092,821

0.36%

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

0.35%

13,846

CIBC WORLD MARKET INC.

$1,969,929

0.34%

13,465

ES4, LLC

$1,766,572

0.31%

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

0.30%

11,868

TWO SIGMA INVESTMENTS, LP

$1,726,340

0.30%

11,800

OSAIC HOLDINGS, INC.

$1,448,515

0.25%

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

Creative Planning

$1,197,758

0.21%

8,187

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$1,017,955

0.18%

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

COMMERCE BANK

$910,863

0.16%

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

Round Rock Advisors LLC

$851,466

0.15%

5,820

Betterment LLC

$847,369

0.15%

5,792

CIBC Bancorp USA Inc.

$836,543

0.15%

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

AQR CAPITAL MANAGEMENT LLC

$757,395

0.13%

5,177

Waverly Advisors, LLC

$739,253

0.13%

5,053

FMR LLC

$727,403

0.13%

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

MERCER GLOBAL ADVISORS INC /ADV

$643,866

0.11%

4,401

Financial Security Advisor, Inc.

$616,654

0.11%

4,215

Corient Private Wealth LLC

$562,376

0.10%

3,844

ENTREWEALTH, LLC

$557,549

0.10%

3,811

EP Wealth Advisors, LLC

$553,599

0.10%

3,784

Pinnacle Financial Partners, Inc.

$531,068

0.09%

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

CITADEL ADVISORS LLC

$503,272

0.09%

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

CAPTRUST FINANCIAL ADVISORS

$475,621

0.08%

3,251

Focus Partners Wealth

$466,111

0.08%

3,186

Atlanta Consulting Group Advisors, LLC

$462,893

0.08%

3,164

Aptus Capital Advisors, LLC

$436,120

0.08%

2,981

NewEdge Advisors, LLC

$415,053

0.07%

2,837

Sierra Capital LLC

$384,476

0.07%

2,628

FLOW TRADERS U.S. LLC

$382,720

0.07%

2,616

Safeguard Investment Advisory Group, LLC

$380,380

0.07%

2,600

Ausdal Financial Partners, Inc.

$377,600

0.07%

2,581

INSIGHT 2811, INC.

$377,307

0.07%

2,579

Rockefeller Capital Management L.P.

$342,634

0.06%

2,342

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

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	2,342	$342,634	100.0%	Defined

Valued Retirements, Inc.

$331,515

0.06%

2,266

MAI Capital Management

$323,469

0.06%

2,211

Rialto Wealth Management, LLC

$302,402

0.05%

2,067

Stratos Wealth Partners, LTD.

$246,222

0.04%

1,683

BROWN ADVISORY INC

$222,814

0.04%

1,523

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

Manager	Shares	Value (USD)	% of position	Discretion
Brown Advisory LLC	1,523	$222,814	100.0%	Defined

NORTHERN TRUST CORP

$221,644

0.04%

1,515

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

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO	1,515	$221,644	100.0%	Defined

Vise Technologies, Inc.

$221,059

0.04%

1,511

VANGUARD ADVISERS INC

$187,556

0.03%

1,282

Godfrey Financial Associates, Inc.

$114,406

0.02%

782

AMERIFLEX GROUP, INC.

$101,532

0.02%

694

Integrated Wealth Concepts LLC

$100,654

0.02%

688

US BANCORP \DE\

$73,881

0.01%

505

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

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	505	$73,881	100.0%	Other

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

$62,031

0.01%

424

Smartleaf Asset Management LLC

$27,650

0.00%

189

IFG Advisory, LLC

$8,631

0.00%

Downshift Financial, LLC

$2,048

0.00%

Larson Financial Group LLC

$146

0.00%

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

Manager	Shares	Value (USD)	% of position	Discretion
Penserra Capital Management LLC	47,492	$5,937,924	58.2%	Defined
Held directly	34,109	$4,264,648	41.8%	Sole

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

Manager	Shares	Value (USD)	% of position	Discretion
Manager 2	32,956	$4,120,488	100.0%	Defined

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	$1,071,006	62.4%	Defined
CARY STREET PARTNERS ASSET MANAGEMENT LLC	5,162	$645,404	37.6%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	7,991	$999,114	100.0%	Defined

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	$592,392	63.3%	Other
Wellment Financial	2,134	$266,814	28.5%	Other
Held directly	615	$76,893	8.2%	Sole

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	$350,084	97.4%	Defined
PNC Wealth Management LLC	74	$9,252	2.6%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	2,767	$345,958	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	1,930	$241,307	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
Truist Advisory Services, Inc.	1,736	$217,052	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	956	$119,528	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	74	$9,252	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	47	$5,876	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	1	$125	100.0%	Defined

Key facts CIK 891190 CUSIP 921932869 13F (30d) 72 filings 72 filers