IVOG Institutional Ownership & Shareholders
VANGUARD S&P MID-CAP 400 GRO (IVOG) is currently held by 184 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $752.82M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Vantagepoint Investment Advisers Llc is currently the largest disclosed institutional shareholder of IVOG tracked by InsiderSet, reporting ownership valued at approximately $164.29M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $161.81M, representing an estimated loss of -1.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed IVOG value among the investors covered in this analysis. Major shareholders include Vantagepoint Investment Advisers Llc, Mariner, Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in VANGUARD S&P MID-CAP 400 GRO (IVOG).
This page ranks the largest institutional IVOG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
184
Total Reported Value
$752.82M
Largest Holder
Vantagepoint Investment Advisers Llc
Largest Position
$164.29M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
79
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Vantagepoint Investment Advisers Llc | 1.24% | 1,202,540 | $164,291,015 | $161,809,574 | -$2,481,441 | -1.51% | |
| Mariner, Llc | 0.10% | 631,787 | $92,430,414 | $85,011,047 | -$7,419,367 | -8.03% | |
| Morgan Stanley | 0.00% | 317,517 | $46,452,960 | $42,723,976 | -$3,728,984 | -8.03% | |
| Moneta Group Investment Advisors Llc | 0.28% | 258,164 | $37,769,322 | $34,737,644 | -$3,031,678 | -8.03% | |
| Raymond James Financial Inc | 0.01% | 228,433 | $33,419,779 | $30,737,145 | -$2,682,634 | -8.03% | |
| Ameriprise Financial Inc | 0.01% | 183,176 | $26,798,641 | $24,647,521 | -$2,151,120 | -8.03% | |
| Gryphon Financial Partners Llc | 2.08% | 159,508 | $23,336,021 | $21,462,838 | -$1,873,183 | -8.03% | |
| Lpl Financial Llc | 0.01% | 157,225 | $23,002,063 | $21,155,646 | -$1,846,417 | -8.03% | |
| Stordahl Capital Management, Inc. | 3.69% | 146,140 | $19,965,685 | $19,664,087 | -$301,598 | -1.51% | |
| Ubs Group Ag | 0.00% | 116,061 | $16,979,724 | $15,616,762 | -$1,362,962 | -8.03% | |
| Lji Wealth Management, Llc | 1.95% | 101,758 | $13,902,152 | $13,692,200 | -$209,952 | -1.51% | |
| Bank Of America Corp | 0.00% | 92,961 | $13,600,229 | $12,508,507 | -$1,091,722 | -8.03% | |
| Cetera Investment Advisers | 0.01% | 86,814 | $12,700,907 | $11,681,388 | -$1,019,519 | -8.03% | |
| Wells Fargo & Company/Mn | 0.00% | 84,284 | $12,330,775 | $11,340,960 | -$989,815 | -8.03% | |
| Peapack Gladstone Financial Corp | 0.14% | 81,167 | $11,875,000 | $10,921,547 | -$953,453 | -8.03% | |
| Baird Financial Group, Inc. | 0.01% | 67,618 | $9,892,513 | $9,098,441 | -$794,072 | -8.03% | |
| Balanced Wealth Group Llc | 3.06% | 66,125 | $9,674,079 | $8,897,549 | -$776,530 | -8.03% | |
| Baron Wealth Management Llc | 2.16% | 61,522 | $8,405,148 | $8,278,185 | -$126,963 | -1.51% | |
| Composition Wealth, Llc | 0.10% | 56,099 | $8,207,341 | $7,548,485 | -$658,856 | -8.03% | |
| Jpmorgan Chase & Co | 0.00% | 51,352 | $7,406,639 | $6,909,745 | -$496,894 | -6.71% | |
| Harbour Investments, Inc. | 0.10% | 49,785 | $7,283,555 | $6,698,895 | -$584,660 | -8.03% | |
| Altura Wealth Advisors Inc. | 2.12% | 50,129 | $6,848,588 | $6,745,183 | -$103,405 | -1.51% | |
| Savant Capital, Llc | 0.02% | 50,262 | $6,819,961 | $6,763,079 | -$56,882 | -0.83% | |
| Midfirst Bank | 0.39% | 37,998 | $5,559,107 | $5,112,878 | -$446,229 | -8.03% | |
| Stephen J. Garry & Associates, Llc | 3.97% | 37,208 | $5,443,530 | $5,006,578 | -$436,952 | -8.03% | |
| Drucker Wealth 3.0, Llc | 0.82% | 35,241 | $5,155,746 | $4,741,906 | -$413,840 | -8.03% | |
| Rwa Wealth Partners, Llc | 0.05% | 33,909 | $4,960,845 | $4,562,676 | -$398,169 | -8.03% | |
| Keybank National Association/Oh | 0.02% | 33,860 | $4,953,725 | $4,556,083 | -$397,642 | -8.03% | |
| Clark Financial Services Group Inc | 2.28% | 35,698 | $4,877,061 | $4,803,398 | -$73,663 | -1.51% | |
| Stifel Financial Corp | 0.00% | 31,625 | $4,626,691 | $4,255,349 | -$371,342 | -8.03% | |
| Kingsview Wealth Management, Llc | 0.05% | 30,322 | $4,436,081 | $4,080,022 | -$356,059 | -8.03% | |
| Allworth Financial Lp | 0.02% | 30,243 | $4,424,494 | $4,069,392 | -$355,102 | -8.03% | |
| Envestnet Asset Management Inc | 0.00% | 26,764 | $3,915,605 | $3,601,270 | -$314,335 | -8.03% | |
| Goldman Sachs Group Inc | 0.00% | 26,451 | $3,869,781 | $3,559,154 | -$310,627 | -8.03% | |
| Creative Planning | 0.00% | 28,238 | $3,857,904 | $3,799,606 | -$58,298 | -1.51% | |
| Kestra Advisory Services, Llc | 0.01% | 25,450 | $3,476,980 | $3,424,463 | -$52,517 | -1.51% | |
| Mml Investors Services, Llc | 0.01% | 23,748 | $3,474,322 | $3,195,448 | -$278,874 | -8.03% | |
| Mendel Capital Management Llc | 1.49% | 22,611 | $3,307,963 | $3,042,457 | -$265,506 | -8.03% | |
| Royal Bank Of Canada | 0.00% | 19,402 | $2,839,000 | $2,610,665 | -$228,335 | -8.04% | |
| Thrivent Financial For Lutherans | 0.00% | 17,575 | $2,571,000 | $2,364,830 | -$206,170 | -8.02% | |
| Private Advisor Group, Llc | 0.01% | 15,900 | $2,326,228 | $2,139,448 | -$186,780 | -8.03% | |
| Goodman Financial Corp | 0.33% | 14,706 | $2,151,532 | $1,978,788 | -$172,744 | -8.03% | |
| Jones Financial Companies Lllp | 0.00% | 14,305 | $2,053,607 | $1,924,831 | -$128,776 | -6.27% | |
| Cary Street Partners Financial Llc | 0.04% | 13,728 | $2,008,407 | $1,847,192 | -$161,215 | -8.03% | |
| Centaurus Financial, Inc. | 0.08% | 13,481 | $1,972,000 | $1,813,956 | -$158,044 | -8.01% | |
| Cibc World Market Inc. | 0.00% | 13,465 | $1,969,930 | $1,811,803 | -$158,127 | -8.03% | |
| Commonwealth Equity Services, Llc | 0.00% | 13,695 | $1,870,961 | $1,842,751 | -$28,210 | -1.51% | |
| Es4, Llc | 0.93% | 12,075 | $1,766,642 | $1,624,770 | -$141,872 | -8.03% | |
| Blair William & Co/Il | 0.00% | 11,868 | $1,736,262 | $1,596,917 | -$139,345 | -8.03% | |
| Two Sigma Investments, Lp | 0.00% | 11,800 | $1,726,340 | $1,587,767 | -$138,573 | -8.03% |
Frequently asked questions about IVOG
Who are the largest institutional holders of IVOG?
The largest institutional holders of IVOG reported in the latest SEC Form 13F filings include Vantagepoint Investment Advisers Llc, Mariner, Llc, Morgan Stanley, Moneta Group Investment Advisors Llc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported IVOG position.
What is IVOG institutional ownership?
This page tracks IVOG positions reported by institutional investment managers through SEC Form 13F. VANGUARD S&P MID-CAP 400 GRO (IVOG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IVOG?
InsiderSet currently tracks 184 institutional managers reporting IVOG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IVOG shareholders.
How much IVOG stock do institutions own?
Institutional investment managers disclosed approximately $752.82M in IVOG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IVOG institutional ownership last updated?
The latest IVOG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IVOG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IVOG position after the reporting date.
Are institutions buying or selling IVOG?
Institutional buying and selling can be analyzed by comparing IVOG positions across consecutive 13F reporting periods. InsiderSet's IVOG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IVOG ownership changes.
How has IVOG institutional ownership changed over time?
InsiderSet tracks IVOG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.