VANGUARD S&P MID-CAP 400 GRO (IVOG) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $630.58M 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 $184.56M, representing an estimated gain of +13.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% 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
175
Total Reported Value
$630.58M
Largest Holder
Vantagepoint Investment Advisers Llc
Largest Position
$162.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
185
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 | $184,559,371 | +$21,872,836 | +13.44% | |
| Mariner, Llc | 0.09% | 635,630 | $79,472,798 | $90,157,759 | +$10,684,961 | +13.44% | |
| Morgan Stanley | 0.00% | 244,095 | $30,519,413 | $34,622,435 | +$4,103,022 | +13.44% | |
| Ameriprise Financial Inc | 0.01% | 239,206 | $29,907,891 | $33,928,979 | +$4,021,088 | +13.44% | |
| Raymond James Financial Inc | 0.01% | 224,875 | $28,116,148 | $31,896,270 | +$3,780,122 | +13.44% | |
| Moneta Group Investment Advisors Llc | 0.20% | 215,514 | $26,945,655 | $30,568,506 | +$3,622,851 | +13.45% | |
| Stordahl Capital Management, Inc. | 3.74% | 145,424 | $18,182,397 | $20,626,940 | +$2,444,543 | +13.44% | |
| Gryphon Financial Partners Llc | 1.83% | 139,630 | $17,457,939 | $19,805,119 | +$2,347,180 | +13.44% | |
| Lpl Financial Llc | 0.00% | 128,414 | $16,055,576 | $18,214,242 | +$2,158,666 | +13.44% | |
| Ubs Group Ag | 0.00% | 124,248 | $15,534,727 | $17,623,336 | +$2,088,609 | +13.44% | |
| Lji Wealth Management, Llc | 2.43% | 121,489 | $15,189,744 | $17,232,000 | +$2,042,256 | +13.44% | |
| Bank Of America Corp | 0.00% | 91,669 | $11,461,405 | $13,002,331 | +$1,540,926 | +13.44% | |
| Cetera Investment Advisers | 0.01% | 85,050 | $10,633,774 | $12,063,492 | +$1,429,718 | +13.45% | |
| Kingsview Wealth Management, Llc | 0.14% | 81,601 | $10,202,549 | $11,574,286 | +$1,371,737 | +13.45% | |
| Baird Financial Group, Inc. | 0.01% | 70,192 | $8,776,105 | $9,956,033 | +$1,179,928 | +13.44% | |
| Kestra Advisory Services, Llc | 0.03% | 64,402 | $8,052,159 | $9,134,780 | +$1,082,621 | +13.45% | |
| Composition Wealth, Llc | 0.10% | 56,181 | $7,024,359 | $7,968,713 | +$944,354 | +13.44% | |
| Baron Wealth Management Llc | 1.88% | 50,414 | $6,303,235 | $7,150,722 | +$847,487 | +13.45% | |
| Harbour Investments, Inc. | 0.09% | 47,755 | $5,970,816 | $6,773,569 | +$802,753 | +13.44% | |
| Wells Fargo & Company/Mn | 0.00% | 44,852 | $5,607,831 | $6,361,808 | +$753,977 | +13.45% | |
| Altura Wealth Advisors Inc. | 2.16% | 39,618 | $4,953,490 | $5,619,417 | +$665,927 | +13.44% | |
| Stephen J. Garry & Associates, Llc | 3.74% | 37,190 | $4,649,866 | $5,275,030 | +$625,164 | +13.44% | |
| Drucker Wealth 3.0, Llc | 0.80% | 36,641 | $4,581,190 | $5,197,159 | +$615,969 | +13.45% | |
| Clark Financial Services Group Inc | 2.45% | 35,523 | $4,441,440 | $5,038,582 | +$597,142 | +13.44% | |
| Rwa Wealth Partners, Llc | 0.05% | 34,179 | $4,273,438 | $4,847,949 | +$574,511 | +13.44% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 33,493 | $4,187,520 | $4,750,647 | +$563,127 | +13.45% | |
| Keybank National Association/Oh | 0.02% | 32,956 | $4,120,496 | $4,674,479 | +$553,983 | +13.44% | |
| Allworth Financial Lp | 0.02% | 32,240 | $4,030,919 | $4,572,922 | +$542,003 | +13.45% | |
| Stifel Financial Corp | 0.00% | 31,240 | $3,905,934 | $4,431,082 | +$525,148 | +13.44% | |
| Midfirst Bank | 0.32% | 30,572 | $3,822,417 | $4,336,332 | +$513,915 | +13.44% | |
| Goldman Sachs Group Inc | 0.00% | 27,894 | $3,487,587 | $3,956,485 | +$468,898 | +13.44% | |
| Franklin Resources Inc | 0.00% | 27,394 | $3,425,072 | $3,885,565 | +$460,493 | +13.44% | |
| Savant Capital, Llc | 0.02% | 25,080 | $3,135,790 | $3,557,347 | +$421,557 | +13.44% | |
| Mendel Capital Management Llc | 1.40% | 22,321 | $2,790,772 | $3,166,011 | +$375,239 | +13.45% | |
| Royal Bank Of Canada | 0.00% | 19,396 | $2,425,000 | $2,751,129 | +$326,129 | +13.45% | |
| Envestnet Asset Management Inc | 0.00% | 17,034 | $2,129,765 | $2,416,103 | +$286,338 | +13.44% | |
| Private Advisor Group, Llc | 0.01% | 15,681 | $1,960,642 | $2,224,193 | +$263,551 | +13.44% | |
| Mml Investors Services, Llc | 0.01% | 14,807 | $1,851,259 | $2,100,225 | +$248,966 | +13.45% | |
| Goodman Financial Corp | 0.31% | 14,468 | $1,808,972 | $2,052,141 | +$243,169 | +13.44% | |
| Cary Street Partners Financial Llc | 0.04% | 13,728 | $1,716,412 | $1,947,180 | +$230,768 | +13.44% | |
| Chicago Partners Investment Group Llc | 0.04% | 12,511 | $1,694,990 | $1,774,560 | +$79,570 | +4.69% | |
| Cibc World Market Inc. | 0.00% | 13,402 | $1,675,652 | $1,900,940 | +$225,288 | +13.44% | |
| Hightower Advisors, Llc | 0.00% | 12,408 | $1,551,380 | $1,759,951 | +$208,571 | +13.44% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,093 | $1,512,000 | $1,715,271 | +$203,271 | +13.44% | |
| Es4, Llc | 0.97% | 12,075 | $1,509,796 | $1,712,718 | +$202,922 | +13.44% | |
| Blair William & Co/Il | 0.00% | 11,849 | $1,481,458 | $1,680,662 | +$199,204 | +13.45% | |
| Osaic Holdings, Inc. | 0.00% | 11,766 | $1,471,514 | $1,668,889 | +$197,375 | +13.41% | |
| Creative Planning | 0.00% | 10,663 | $1,333,221 | $1,512,440 | +$179,219 | +13.44% | |
| Montag A & Associates Inc | 0.06% | 10,116 | $1,264,804 | $1,434,853 | +$170,049 | +13.44% | |
| Citadel Advisors Llc | 0.00% | 9,537 | $1,192,411 | $1,352,728 | +$160,317 | +13.44% |
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.