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Vanguard S&P Mid-Cap 400 GRO (IVOG)

CUSIP: 921932869 | NYSE | 413 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Vantagepoint Investment Advisers LLC1,202,540
1.2% of portfolio›$164.3M
Gryphon Financial Partners LLC172,884
2.0% of portfolio›$23.6M
Stordahl Capital Management, Inc.146,140
3.7% of portfolio›$20.0M
LJI Wealth Management, LLC101,758
2.0% of portfolio›$13.9M
Baron Wealth Management LLC61,522
2.2% of portfolio›$8.4M
Altura Wealth Advisors Inc.50,129
2.1% of portfolio›$6.8M
Clark Financial Services Group Inc35,698
2.3% of portfolio›$4.9M
Keybank National Association31,148
0.0% of portfolio›$4.3M
Creative Planning28,238
0.0% of portfolio›$3.9M
Kestra Advisory Services, LLC25,450
0.0% of portfolio›$3.5M
Thrivent Financial for Lutherans17,854
0.0% of portfolio›$2.4K
Commonwealth Equity Services, LLC13,695
0.0% of portfolio›$1.9M
Veratis Advisors, Inc.13,687
1.4% of portfolio›$1.9M
Sagace Wealth Management LLC10,940
0.9% of portfolio›$1.5M
Montag A & Associates Inc9,130
0.1% of portfolio›$1.2M
Cambridge Investment Research Advisors, Inc.8,585
0.0% of portfolio›$1.2K
Heritage Investment Group, Inc.8,502
0.2% of portfolio›$1.2M
FWG Investments, Llc.8,012
0.5% of portfolio›$1.1M
B. Riley Wealth Advisors, Inc.7,913
0.0% of portfolio›$1.1M
Chicago Partners Investment Group LLC7,399
0.0% of portfolio›$986.5K
Conning Inc.7,142
0.0% of portfolio›$975.7K
Embree Financial Group6,701
0.1% of portfolio›$915.4K
Integrated Capital Management, LLC5,764
0.3% of portfolio›$787.5K
Schear Investment Advisers, LLC5,405
0.1% of portfolio›$738.4K
Tempo Wealth, LLC5,405
0.1% of portfolio›$738.4K
Rodgers & Associates, LTD5,389
0.1% of portfolio›$736.2K
Wealth Enhancement Advisory Services, LLC4,995
0.0% of portfolio›$691.1K
PFG Advisors4,852
0.0% of portfolio›$662.9K
Hobart Private Capital, LLC4,738
0.1% of portfolio›$647.3K
Financial Security Advisor, Inc.4,215
0.1% of portfolio›$575.9K
Meridian Wealth Management, LLC3,999
0.0% of portfolio›$546.3K
Entrewealth, LLC3,811
0.2% of portfolio›$520.7K
Krilogy Financial LLC3,778
0.0% of portfolio›$523.8K
Crusonia Wealth Advisors LLC3,698
0.1% of portfolio›$505.2K
American Financial & TAX Strategies Inc3,538
0.2% of portfolio›$483.4K
GHP Investment Advisors, Inc.3,447
0.0% of portfolio›$470.9K
BLB&B Advisors, LLC2,822
0.0% of portfolio›$385.5K
IFG Advisors, LLC2,508
0.0% of portfolio›$342.6K
Truist Financial Corp2,429
0.0% of portfolio›$331.9K
Strata Wealth Advisors, LLC2,383
0.1% of portfolio›$325.6K
MGO One Seven LLC2,371
0.0% of portfolio›$324.0K
JFS Wealth Advisors, LLC2,245
0.0% of portfolio›$306.7K
Farther Finance Advisors, LLC2,194
0.0% of portfolio›$299.7K
Weinberger Asset Management, Inc2,000
0.1% of portfolio›$273.3K
Morton Brown Family Wealth, LLC1,936
0.1% of portfolio›$264.5K
Sunburst Financial Group, LLC1,902
0.0% of portfolio›$259.8K
Dynamic Advisor Solutions LLC1,791
0.0% of portfolio›$244.7K
Perigon Wealth Management, LLC1,779
0.0% of portfolio›$243.0K
Parr Mcknight Wealth Management Group, LLC1,750
0.0% of portfolio›$239.1K
Verus Capital Partners, LLC1,649
0.0% of portfolio›$225.3K
Summit Investment Advisory Services, LLC1,601
0.1% of portfolio›$218.7K
Quantum Financial Partners LLC1,565
0.1% of portfolio›$213.9K
Wealthcare Advisory Partners LLC1,545
0.0% of portfolio›$211.1K
Independent Financial Group, LLC1,520
0.0% of portfolio›$207.7K
Vise Technologies, Inc.1,511
0.0% of portfolio›$206.4K
Cornerstone Wealth Management, LLC1,466
0.0% of portfolio›$200.3K
Assetmark, Inc1,320
0.0% of portfolio›$180.3K
GoalVest Advisory LLC1,083
0.0% of portfolio›$148.0K
Parallel Advisors, LLC1,000
0.0% of portfolio›$136.6K
Barrett & Company, Inc.974
0.0% of portfolio›$133.1K
Hanson & Doremus Investment Management902
0.0% of portfolio›$123
Ashton Thomas Private Wealth, LLC664
0.0% of portfolio›$90.7K
US Bancorp \de\505
0.0% of portfolio›$69.0K
GGM Financial LLC417
0.0% of portfolio›$56.9K
Key FInancial Inc293
0.0% of portfolio›$40.0K
Plante Moran Financial Advisors, LLC288
0.0% of portfolio›$39.3K
Richardson Capital Management LLC281
0.0% of portfolio›$38.4K
Quaker Wealth Management, LLC279
0.0% of portfolio›$38.1K
WPG Advisers, LLC256
0.0% of portfolio›$35.0K
Salomon & Ludwin, LLC233
0.0% of portfolio›$31.8K
North Star Investment Management Corp.217
0.0% of portfolio›$29.7K
Spire Wealth Management208
0.0% of portfolio›$28.4K
Fifth Third Bancorp150
0.0% of portfolio›$20.5K
Asset Dedication, LLC110
0.0% of portfolio›$15.0K
DeDora Capital, Inc.102
0.0% of portfolio›$13.9K
City State Bank100
0.0% of portfolio›$13.7K
MidAtlantic Capital Management, Inc.88
0.0% of portfolio›$12.0K
Creative Financial Designs Inc64
0.0% of portfolio›$8.7K
Financial Network Wealth Advisors LLC61
0.0% of portfolio›$8.3K
TD Waterhouse Canada Inc.39
0.0% of portfolio›$5.4K
SBI Securities Co., Ltd.19
0.0% of portfolio›$2.6K
Downshift Financial, LLC14
0.0% of portfolio›$1.9K
Central Pacific Bank - Trust Division6
0.0% of portfolio›$820
Larson Financial Group LLC1
0.0% of portfolio›$139
StyleTurnoverLocationFiled
Vantagepoint Investment Advisers LLC
1,202,540$164.3M1.2%ETFVery LowWashington, DC2026-10-26
Gryphon Financial Partners LLC
172,884$23.6M2.0%IndexLowColumbus, OH2026-11-04
Stordahl Capital Management, Inc.
146,140$20.0M3.7%ETFVery LowGreenwood Village, CO2026-10-22
LJI Wealth Management, LLC
101,758$13.9M2.0%ETFLowIndianapolis, IN2026-10-28
Baron Wealth Management LLC
61,522$8.4M2.2%CoreLowTroy, MI2026-10-27
Altura Wealth Advisors Inc.
50,129$6.8M2.1%GrowthLowSanta Clara, CA2026-10-22
Clark Financial Services Group Inc
35,698$4.9M2.3%ETFLowChesterfield, MO2026-10-19
Keybank National Association
31,148$4.3M0.0%CoreLowBrooklyn, OH2026-11-04
Creative Planning
28,238$3.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Kestra Advisory Services, LLC
25,450$3.5M0.0%CoreLowAustin, TX2026-11-02
Thrivent Financial for Lutherans
17,854$2.4K0.0%GARPMediumMinneapolis, MN2026-11-05
Commonwealth Equity Services, LLC
13,695$1.9M0.0%ETFLowWaltham, MA2026-11-02
Veratis Advisors, Inc.
13,687$1.9M1.4%ETFN/ACary, NC2026-11-03
Sagace Wealth Management LLC
10,940$1.5M0.9%ETFLowSt. Petersburg, FL2026-10-28
Montag A & Associates Inc
9,130$1.2M0.1%CoreLowAtlanta, GA2026-10-29
Cambridge Investment Research Advisors, Inc.
8,585$1.2K0.0%ETFLowFairfield, IA2026-11-02
Heritage Investment Group, Inc.
8,502$1.2M0.2%ETFVery LowPompano Beach, FL2026-11-03
FWG Investments, Llc.
8,012$1.1M0.5%ETFMediumLexington, KY2026-11-03
B. Riley Wealth Advisors, Inc.
7,913$1.1M0.0%GrowthLowMemphis, TN2026-10-13
Chicago Partners Investment Group LLC
7,399$986.5K0.0%GARPLowChicago, IL2026-10-27
Conning Inc.
7,142$975.7K0.0%CoreMediumHartford, CT2026-10-27
Embree Financial Group
6,701$915.4K0.1%ETFLowChicago, IL2026-10-22
Integrated Capital Management, LLC
5,764$787.5K0.3%ETFLowBloomfield, MI2026-10-23
Schear Investment Advisers, LLC
5,405$738.4K0.1%Agg GrowthMediumCincinnati, OH2026-10-14
Tempo Wealth, LLC
5,405$738.4K0.1%Agg GrowthLowIndependence, OH2026-10-14
Rodgers & Associates, LTD
5,389$736.2K0.1%ETFVery LowLancaster, PA2026-10-20
Wealth Enhancement Advisory Services, LLC
4,995$691.1K0.0%CoreLowPlymouth, MN2026-10-13
PFG Advisors
4,852$662.9K0.0%ETFMediumPhoenix, AZ2026-10-16
Hobart Private Capital, LLC
4,738$647.3K0.1%ETFMediumCharlotte, NC2026-10-19
Financial Security Advisor, Inc.
4,215$575.9K0.1%CoreLowVirginia Beach, VA2026-11-03
Meridian Wealth Management, LLC
3,999$546.3K0.0%GrowthLowLexington, KY2026-11-05
Entrewealth, LLC
3,811$520.7K0.2%ETFLowAustin, TX2026-10-14
Krilogy Financial LLC
3,778$523.8K0.0%GrowthLowSt. Louis, MO2026-10-13
Crusonia Wealth Advisors LLC
3,698$505.2K0.1%ETFVery LowDenver, CO2026-10-26
American Financial & TAX Strategies Inc
3,538$483.4K0.2%ETFVery LowNew York, NY2026-10-16
GHP Investment Advisors, Inc.
3,447$470.9K0.0%CoreVery LowDenver, CO2026-10-15
BLB&B Advisors, LLC
2,822$385.5K0.0%ETFLowMontgomeryville, PA2026-10-27
IFG Advisors, LLC
2,508$342.6K0.0%ETFVery LowSt. Louis, MO2026-10-15
Truist Financial Corp
2,429$331.9K0.0%CoreLowCharlotte, NC2026-10-30
Strata Wealth Advisors, LLC
2,383$325.6K0.1%ETFLowDallas, TX2026-10-16
MGO One Seven LLC
2,371$324.0K0.0%GrowthLowBeachwood, OH2026-10-28
JFS Wealth Advisors, LLC
2,245$306.7K0.0%ETFVery LowHermitage, PA2026-11-03
Farther Finance Advisors, LLC
2,194$299.7K0.0%IndexLowSan Francisco, CA2026-10-08
Weinberger Asset Management, Inc
2,000$273.3K0.1%ETFVery LowLos Angeles, CA2026-10-28
Morton Brown Family Wealth, LLC
1,936$264.5K0.1%ETFVery LowAllentown, PA2026-10-23
Sunburst Financial Group, LLC
1,902$259.8K0.0%ETFVery LowVestavia Hills, AL2026-10-09
Dynamic Advisor Solutions LLC
1,791$244.7K0.0%ETFLowPhoenix, AZ2026-10-13
Perigon Wealth Management, LLC
1,779$243.0K0.0%GrowthLowSan Francisco, CA2026-10-22
Parr Mcknight Wealth Management Group, LLC
1,750$239.1K0.0%CoreMediumMinneapolis, MN2026-10-30
Verus Capital Partners, LLC
1,649$225.3K0.0%GrowthLowScottsdale, AZ2026-11-03
Summit Investment Advisory Services, LLC
1,601$218.7K0.1%ETFVery LowRoseville, MN2026-11-03
Quantum Financial Partners LLC
1,565$213.9K0.1%ETFN/AOverland Park, KS2026-10-19
Wealthcare Advisory Partners LLC
1,545$211.1K0.0%ETFLowWest Chester, PA2026-10-21
Independent Financial Group, LLC
1,520$207.7K0.0%GrowthLowSan Diego, CA2026-10-13
Vise Technologies, Inc.
1,511$206.4K0.0%IndexLowNew York, NY2026-10-29
Cornerstone Wealth Management, LLC
1,466$200.3K0.0%ETFVery LowSt. Peters, MO2026-11-04
Assetmark, Inc
1,320$180.3K0.0%ETFLowConcord, CA2026-10-21
GoalVest Advisory LLC
1,083$148.0K0.0%ETFMediumNew York, NY2026-10-02
Parallel Advisors, LLC
1,000$136.6K0.0%IndexLowSan Francisco, CA2026-11-03
Barrett & Company, Inc.
974$133.1K0.0%ETFLowProvidence, RI2026-10-22
Hanson & Doremus Investment Management
902$1230.0%CoreVery LowBurlington, VT2026-10-16
Ashton Thomas Private Wealth, LLC
664$90.7K0.0%CoreMediumScottsdale, AZ2026-11-03
US Bancorp \de\
505$69.0K0.0%IndexLowMinneapolis, MN2026-11-05
GGM Financial LLC
417$56.9K0.0%ETFMediumColumbus, OH2026-11-05
Key FInancial Inc
293$40.0K0.0%ETFLowWest Chester, PA2026-11-02
Plante Moran Financial Advisors, LLC
288$39.3K0.0%ETFVery LowSouthfield, MI2026-11-04
Richardson Capital Management LLC
281$38.4K0.0%ETFLowMenomonee Falls, WI2026-10-23
Quaker Wealth Management, LLC
279$38.1K0.0%ETFMediumMoorestown, NJ2026-10-22
WPG Advisers, LLC
256$35.0K0.0%CoreLowBaltimore, MD2026-10-27
Salomon & Ludwin, LLC
233$31.8K0.0%ETFVery LowRichmond, VA2026-10-29
North Star Investment Management Corp.
217$29.7K0.0%CoreLowChicago, IL2026-10-27
Spire Wealth Management
208$28.4K0.0%GrowthMediumMclean, VA2026-10-30
Fifth Third Bancorp
150$20.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Asset Dedication, LLC
110$15.0K0.0%ETFLowSan Francisco, CA2026-11-03
DeDora Capital, Inc.
102$13.9K0.0%ETFVery LowNapa, CA2026-10-26
City State Bank
100$13.7K0.0%GrowthVery LowNorwalk, IA2026-10-20
MidAtlantic Capital Management, Inc.
88$12.0K0.0%ETFVery LowRichmond, VA2026-11-05
Creative Financial Designs Inc
64$8.7K0.0%ETFMediumKokomo, IN2026-11-04
Financial Network Wealth Advisors LLC
61$8.3K0.0%ETFLowMurray, UT2026-10-28
TD Waterhouse Canada Inc.
39$5.4K0.0%CoreLowToronto, Australia2026-10-16
SBI Securities Co., Ltd.
19$2.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Downshift Financial, LLC
14$1.9K0.0%ETFLowBoulder, CO2026-10-13
Central Pacific Bank - Trust Division
6$8200.0%CoreMediumHonolulu, HI2026-10-06
Larson Financial Group LLC
1$1390.0%GrowthLowSt Louis, MO2026-11-05