VANGUARD S&P MID-CAP 400 GRO (IVOG) Institutional Shareholders
VANGUARD S&P MID-CAP 400 GRO (IVOG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $645.02M in IVOG holdings during the latest filing period.
Vantagepoint Investment Advisers Llc is currently the largest disclosed institutional shareholder of IVOG tracked by InsiderSet, reporting ownership valued at approximately $162.69M in its March 31, 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 $181.23M, representing an estimated gain of +11.40% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% 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
182
Total Reported Value
$645.02M
Largest Holder
Vantagepoint Investment Advisers Llc
Largest Position
$162.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
161
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 | 1.38% | 1,301,180 | $162,686,535 | $181,228,350 | +$18,541,815 | +11.40% | |
| Mariner, Llc | 0.09% | 635,630 | $79,472,798 | $88,530,546 | +$9,057,748 | +11.40% | |
| Morgan Stanley | 0.00% | 244,095 | $30,519,413 | $33,997,552 | +$3,478,139 | +11.40% | |
| Ameriprise Financial Inc | 0.01% | 239,206 | $29,907,891 | $33,316,612 | +$3,408,721 | +11.40% | |
| Raymond James Financial Inc | 0.01% | 224,875 | $28,116,148 | $31,320,590 | +$3,204,442 | +11.40% | |
| Moneta Group Investment Advisors Llc | 0.20% | 215,514 | $26,945,655 | $30,016,790 | +$3,071,135 | +11.40% | |
| Stordahl Capital Management, Inc. | 3.91% | 146,074 | $21,370,667 | $20,345,187 | -$1,025,480 | -4.80% | |
| Gryphon Financial Partners Llc | 1.83% | 139,630 | $17,457,939 | $19,447,666 | +$1,989,727 | +11.40% | |
| Lpl Financial Llc | 0.00% | 128,414 | $16,055,576 | $17,885,502 | +$1,829,926 | +11.40% | |
| Ubs Group Ag | 0.00% | 124,248 | $15,534,727 | $17,305,261 | +$1,770,534 | +11.40% | |
| Lji Wealth Management, Llc | 2.05% | 100,227 | $14,663,182 | $13,959,617 | -$703,565 | -4.80% | |
| Bank Of America Corp | 0.00% | 91,669 | $11,461,405 | $12,767,658 | +$1,306,253 | +11.40% | |
| Cetera Investment Advisers | 0.01% | 85,050 | $10,633,774 | $11,845,764 | +$1,211,990 | +11.40% | |
| Kingsview Wealth Management, Llc | 0.14% | 81,601 | $10,202,549 | $11,365,387 | +$1,162,838 | +11.40% | |
| Baird Financial Group, Inc. | 0.01% | 70,192 | $8,776,105 | $9,776,342 | +$1,000,237 | +11.40% | |
| Baron Wealth Management Llc | 2.27% | 59,722 | $8,737,342 | $8,318,080 | -$419,262 | -4.80% | |
| Composition Wealth, Llc | 0.10% | 56,099 | $8,207,341 | $7,813,469 | -$393,872 | -4.80% | |
| Altura Wealth Advisors Inc. | 2.19% | 44,466 | $6,505,431 | $6,193,224 | -$312,207 | -4.80% | |
| Harbour Investments, Inc. | 0.09% | 47,755 | $5,970,816 | $6,651,316 | +$680,500 | +11.40% | |
| Wells Fargo & Company/Mn | 0.00% | 44,852 | $5,607,831 | $6,246,987 | +$639,156 | +11.40% | |
| Stephen J. Garry & Associates, Llc | 3.97% | 37,208 | $5,443,530 | $5,182,330 | -$261,200 | -4.80% | |
| Clark Financial Services Group Inc | 2.45% | 35,410 | $5,180,483 | $4,931,905 | -$248,578 | -4.80% | |
| Drucker Wealth 3.0, Llc | 0.82% | 35,241 | $5,155,746 | $4,908,366 | -$247,380 | -4.80% | |
| Keybank National Association/Oh | 0.02% | 33,860 | $4,953,725 | $4,716,021 | -$237,704 | -4.80% | |
| Kestra Advisory Services, Llc | 0.02% | 33,838 | $4,950,567 | $4,712,957 | -$237,610 | -4.80% | |
| Rwa Wealth Partners, Llc | 0.05% | 34,179 | $4,273,438 | $4,760,451 | +$487,013 | +11.40% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 33,493 | $4,187,520 | $4,664,905 | +$477,385 | +11.40% | |
| Allworth Financial Lp | 0.02% | 32,240 | $4,030,919 | $4,490,387 | +$459,468 | +11.40% | |
| Stifel Financial Corp | 0.00% | 31,240 | $3,905,934 | $4,351,107 | +$445,173 | +11.40% | |
| Midfirst Bank | 0.32% | 30,572 | $3,822,417 | $4,258,068 | +$435,651 | +11.40% | |
| Goldman Sachs Group Inc | 0.00% | 27,894 | $3,487,587 | $3,885,076 | +$397,489 | +11.40% | |
| Franklin Resources Inc | 0.00% | 27,394 | $3,425,072 | $3,815,436 | +$390,364 | +11.40% | |
| Mendel Capital Management Llc | 1.49% | 22,611 | $3,307,963 | $3,149,260 | -$158,703 | -4.80% | |
| Savant Capital, Llc | 0.02% | 25,080 | $3,135,790 | $3,493,142 | +$357,352 | +11.40% | |
| Royal Bank Of Canada | 0.00% | 19,396 | $2,425,000 | $2,701,475 | +$276,475 | +11.40% | |
| Private Advisor Group, Llc | 0.01% | 15,900 | $2,326,228 | $2,214,552 | -$111,676 | -4.80% | |
| Goodman Financial Corp | 0.33% | 14,706 | $2,151,532 | $2,048,252 | -$103,280 | -4.80% | |
| Envestnet Asset Management Inc | 0.00% | 17,034 | $2,129,765 | $2,372,496 | +$242,731 | +11.40% | |
| Cary Street Partners Financial Llc | 0.04% | 13,728 | $2,008,407 | $1,912,036 | -$96,371 | -4.80% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,998 | $1,901,548 | $1,810,361 | -$91,187 | -4.80% | |
| Mml Investors Services, Llc | 0.01% | 14,807 | $1,851,259 | $2,062,319 | +$211,060 | +11.40% | |
| Es4, Llc | 0.93% | 12,075 | $1,766,642 | $1,681,806 | -$84,836 | -4.80% | |
| Chicago Partners Investment Group Llc | 0.04% | 12,511 | $1,762,057 | $1,742,532 | -$19,525 | -1.11% | |
| Cibc World Market Inc. | 0.00% | 13,402 | $1,675,652 | $1,866,631 | +$190,979 | +11.40% | |
| Hightower Advisors, Llc | 0.00% | 12,408 | $1,551,380 | $1,728,186 | +$176,806 | +11.40% | |
| Blair William & Co/Il | 0.00% | 11,849 | $1,481,458 | $1,650,329 | +$168,871 | +11.40% | |
| Osaic Holdings, Inc. | 0.00% | 11,766 | $1,471,514 | $1,638,768 | +$167,254 | +11.37% | |
| Creative Planning | 0.00% | 10,663 | $1,333,221 | $1,485,143 | +$151,922 | +11.40% | |
| Montag A & Associates Inc | 0.06% | 10,116 | $1,264,804 | $1,408,956 | +$144,152 | +11.40% | |
| Heritage Investment Group, Inc. | 0.17% | 8,502 | $1,243,884 | $1,184,159 | -$59,725 | -4.80% |
Frequently asked questions about IVOG
Who owns the most IVOG stock?
The largest holders of IVOG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD S&P MID-CAP 400 GRO (IVOG).
Is IVOG widely held by superinvestors?
Many widely followed stocks like IVOG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IVOG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.