Who Owns IVOG?
Vanguard S&P Mid-Cap 400 Growth ETF — Institutional Ownership & 13F Holdings
$133.92
-2.15 (-1.58%)
Market Cap
$1.7B
Shares Outstanding
11,602,363
Institutional Holders
137
Total Inst. Value
$226.2M
% of Float Held
—
QoQ Holder Change
+49
Institutional data as of Q1 2025
New Positions
29
Closed Positions
16
Increased
39
Decreased
30
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $20.2M | 195,807 |
| 2 | Octavia Wealth Advisors, LLC | $16.7M | 161,713 |
| 3 | Stordahl Capital Management, Inc.New | $14.4M | 139,926 |
| 4 | MORGAN STANLEY | $13.5M | 130,589 |
| 5 | LJI Wealth Management, LLC | $10.5M | 101,949 |
| 6 | UBS Group AG | $8.9M | 86,360 |
| 7 | AMERIPRISE FINANCIAL INC | $8.0M | 77,339 |
| 8 | WELLS FARGO & COMPANY/MN | $7.8M | 75,957 |
| 9 | BANK OF AMERICA CORP /DE/ | $7.3M | 71,148 |
| 10 | Baird Financial Group, Inc. | $7.0M | 68,058 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Octavia Wealth Advisors, LLC | +16K | $16.7M |
| Stordahl Capital Management, Inc.New | +140K | $14.4M |
| MORGAN STANLEY | +17K | $13.5M |
| LJI Wealth Management, LLC | +5K | $10.5M |
| Baird Financial Group, Inc. | +6K | $7.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | -36K | $7.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -19K | $644K |
| LPL Financial LLC | -15K | $16K |
| UBS Group AG | -5K | $8.9M |
| AMERIPRISE FINANCIAL INC | -3K | $8.0M |
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Frequently Asked Questions
How many institutional investors hold IVOG?
As of Q1 2025, 137 institutional investors report holding IVOG (Vanguard S&P Mid-Cap 400 Growth ETF) in their 13F filings.
Which hedge fund owns the most IVOG?
The largest institutional holder of IVOG is RAYMOND JAMES FINANCIAL INC with $20.2M in shares.
Are institutions buying or selling IVOG?
This quarter, 29 institutions opened new positions in IVOG and 16 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.