IVOG Institutional Ownership
Vanguard S&P Mid-Cap 400 Growth ETF
1W: +1.0%
1M: -0.2%
3M: -3.3%
YTD: +14.3%
1Y: +16.4%
3Y: +57.8%
5Y: +42.3%
$139.37
+1.14 (+0.82%)
Weekly Expected Move ±1.6%
$135
$137
$139
$142
$144
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IVOG
204
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
789M
Total Invested
24
New Positions
55
Increased
64
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (213 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 1,271,271 | $177M | -29,909 | -2.3% | 4Q | SEC ↗ |
| 2 | Mariner, LLC | 631,787 | $88M | -3,843 | -0.6% | 23Q | SEC ↗ |
| 3 | MORGAN STANLEY | 317,517 | $44M | +73,422 | +30.1% | 56Q | SEC ↗ |
| 4 | MONETA GROUP INVESTMENT ADVISORS LLC | 258,164 | $36M | +42,650 | +19.8% | 12Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 228,433 | $32M | +3,558 | +1.6% | 7Q | SEC ↗ |
| 6 | AMERIPRISE FINANCIAL INC | 183,176 | $26M | -56,030 | -23.4% | 16Q | SEC ↗ |
| 7 | Gryphon Financial Partners LLC | 159,508 | $22M | +19,878 | +14.2% | 3Q | SEC ↗ |
| 8 | LPL Financial LLC | 157,225 | $22M | +28,811 | +22.4% | 54Q | SEC ↗ |
| 9 | Stordahl Capital Management, Inc. | 146,074 | $20M | +650 | +0.4% | 35Q | SEC ↗ |
| 10 | UBS Group AG | 116,061 | $16M | -8,187 | -6.6% | 47Q | SEC ↗ |
| 11 | LJI Wealth Management, LLC | 100,227 | $14M | -21,262 | -17.5% | 15Q | SEC ↗ |
| 12 | BANK OF AMERICA CORP /DE | 92,961 | $13M | +1,292 | +1.4% | 15Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 86,814 | $12M | +1,764 | +2.1% | 23Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN | 84,284 | $12M | +39,432 | +87.9% | 64Q | SEC ↗ |
| 15 | PEAPACK GLADSTONE FINANCIAL CORP | 81,167 | $11M | +3,850 | +5.0% | 4Q | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 67,618 | $9M | -2,574 | -3.7% | 17Q | SEC ↗ |
| 17 | BALANCED WEALTH GROUP LLC | 66,125 | $9M | +62,201 | +1585.1% | 6Q | SEC ↗ |
| 18 | Baron Wealth Management LLC | 59,722 | $8M | +9,308 | +18.5% | 3Q | SEC ↗ |
| 19 | Composition Wealth, LLC | 56,099 | $8M | -82 | -0.1% | 24Q | SEC ↗ |
| 20 | JPMORGAN CHASE & CO | 51,352 | $7M | +13,230 | +34.7% | 36Q | SEC ↗ |
| 21 | Savant Capital, LLC | 50,262 | $7M | +25,182 | +100.4% | 12Q | SEC ↗ |
| 22 | HARBOUR INVESTMENTS, INC. | 49,785 | $7M | +2,030 | +4.3% | 17Q | SEC ↗ |
| 23 | Altura Wealth Advisors Inc. | 44,466 | $6M | +4,848 | +12.2% | 5Q | SEC ↗ |
| 24 | MidFirst Bank | 37,998 | $5M | +7,426 | +24.3% | 3Q | SEC ↗ |
| 25 | STEPHEN J. GARRY & ASSOCIATES, LLC | 37,208 | $5M | +18 | +0.0% | 11Q | SEC ↗ |
| 26 | CLARK FINANCIAL SERVICES GROUP INC | 35,410 | $5M | -113 | -0.3% | 6Q | SEC ↗ |
| 27 | Drucker Wealth 3.0, LLC | 35,241 | $5M | -1,400 | -3.8% | 5Q | SEC ↗ |
| 28 | RWA WEALTH PARTNERS, LLC | 33,909 | $5M | -270 | -0.8% | 36Q | SEC ↗ |
| 29 | KEYBANK NATIONAL ASSOCIATION/OH | 33,860 | $5M | +904 | +2.7% | 37Q | SEC ↗ |
| 30 | Kestra Advisory Services, LLC | 33,838 | $5M | -30,564 | -47.5% | 24Q | SEC ↗ |
| 31 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 33,825 | $5M | +332 | +1.0% | 38Q | SEC ↗ |
| 32 | STIFEL FINANCIAL CORP | 31,625 | $4M | +385 | +1.2% | 49Q | SEC ↗ |
| 33 | Kingsview Wealth Management, LLC | 30,322 | $4M | -51,279 | -62.8% | 2Q | SEC ↗ |
| 34 | Allworth Financial LP | 30,243 | $4M | -1,997 | -6.2% | 21Q | SEC ↗ |
| 35 | FRANKLIN RESOURCES INC | 27,394 | $4M | — | +0.0% | 22Q | SEC ↗ |
| 36 | ENVESTNET ASSET MANAGEMENT INC | 26,764 | $4M | +9,730 | +57.1% | 31Q | SEC ↗ |
| 37 | GOLDMAN SACHS GROUP INC | 26,451 | $4M | -1,443 | -5.2% | 15Q | SEC ↗ |
| 38 | MML INVESTORS SERVICES, LLC | 23,748 | $3M | +8,941 | +60.4% | 37Q | SEC ↗ |
| 39 | Mendel Capital Management LLC | 22,611 | $3M | +290 | +1.3% | 2Q | SEC ↗ |
| 40 | ROYAL BANK OF CANADA | 19,402 | $3M | +6 | +0.0% | 47Q | SEC ↗ |
| 41 | SageView Advisory Group, LLC | 18,546 | $3M | -1,746 | -8.6% | 7Q | SEC ↗ |
| 42 | Thrivent Financial for Lutherans | 17,575 | $2M | -87 | -0.5% | 3Q | SEC ↗ |
| 43 | Private Advisor Group, LLC | 15,900 | $2M | +219 | +1.4% | 14Q | SEC ↗ |
| 44 | Goodman Financial Corp | 14,706 | $2M | +238 | +1.6% | 5Q | SEC ↗ |
| 45 | JONES FINANCIAL COMPANIES LLLP | 14,305 | $2M | +5,093 | +55.3% | 8Q | SEC ↗ |
| 46 | Veratis Advisors, Inc. NEW | 13,846 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 47 | CARY STREET PARTNERS FINANCIAL LLC | 13,728 | $2M | — | +0.0% | 7Q | SEC ↗ |
| 48 | CENTAURUS FINANCIAL, INC. | 13,481 | $2M | +213 | +1.6% | 7Q | SEC ↗ |
| 49 | CIBC WORLD MARKET INC. | 13,465 | $2M | +63 | +0.5% | 21Q | SEC ↗ |
| 50 | COMMONWEALTH EQUITY SERVICES, LLC | 12,998 | $2M | +905 | +7.5% | 35Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Veratis Advisors, Inc. | 13,846 | $2M |
| TWO SIGMA INVESTMENTS, LP | 11,800 | $2M |
| EP Wealth Advisors, LLC | 3,784 | $527K |
| Pinnacle Financial Partners, Inc. | 3,630 | $506K |
| CAPTRUST FINANCIAL ADVISORS | 3,251 | $453K |
| FLOW TRADERS U.S. LLC | 2,616 | $365K |
| Jacobs Equity LLC | 1,914 | $267K |
| Global Retirement Partners, LLC | 1,728 | $241K |
| Dynamic Advisor Solutions LLC | 1,693 | $236K |
| Wealthquest Corp | 1,588 | $221K |
| QUANTUM FINANCIAL PARTNERS LLC | 1,565 | $218K |
| Wealthcare Advisory Partners LLC | 1,545 | $215K |
| BROWN ADVISORY INC | 1,523 | $212K |
| INDEPENDENT FINANCIAL GROUP, LLC | 1,520 | $212K |
| Zhang Financial LLC | 1,518 | $212K |
| NORTHERN TRUST CORP | 1,515 | $211K |
| Vise Technologies, Inc. | 1,511 | $211K |
| Concurrent Investment Advisors, LLC | 1,500 | $209K |
| Cornerstone Wealth Management, LLC | 1,466 | $204K |
| JMG Financial Group, Ltd. | 1,464 | $204K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ethos Financial Group, LLC | 6,843 | $954K |
| Austin Wealth Management, LLC | 3,834 | $534K |
| Empower Advisory Group, LLC | 3,078 | $429K |
| MidAtlantic Capital Management, Inc | 1,833 | $255K |
| TRUSTMARK BANK TRUST DEPARTMENT | 1,700 | $237K |
| JANE STREET GROUP, LLC | 1,680 | $234K |
| COMPASS CAPITAL CORP /MA/ /ADV | 1,617 | $225K |
| PRIVATE TRUST CO NA | 1,024 | $143K |
| UBS AM, a distinct business unit of | 956 | $133K |
| Western Wealth Management, LLC | 748 | $104K |
| Advisory Services Network, LLC | 710 | $99K |
| MATHER GROUP, LLC. | 307 | $43K |
| Garner Asset Management Corp | 292 | $41K |
| Sound Income Strategies, LLC | 138 | $19K |
| MassMutual Private Wealth & Trust, | 100 | $14K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 62 | $9K |
| Bernard Wealth Management Corp. | 56 | $8K |
| HANTZ FINANCIAL SERVICES, INC. | 19 | $3K |
| Legacy Wealth Managment, LLC/ID | 13 | $2K |
| CITIGROUP INC | 1 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +73,422 | +30.1% | 317,517 |
| BALANCED WEALTH GROUP LLC | +62,201 | +1585.1% | 66,125 |
| MONETA GROUP INVESTMENT ADVISORS LL | +42,650 | +19.8% | 258,164 |
| WELLS FARGO & COMPANY/MN | +39,432 | +87.9% | 84,284 |
| LPL Financial LLC | +28,811 | +22.4% | 157,225 |
| Savant Capital, LLC | +25,182 | +100.4% | 50,262 |
| Gryphon Financial Partners LLC | +19,878 | +14.2% | 159,508 |
| JPMORGAN CHASE & CO | +13,230 | +34.7% | 51,352 |
| ENVESTNET ASSET MANAGEMENT INC | +9,730 | +57.1% | 26,764 |
| Baron Wealth Management LLC | +9,308 | +18.5% | 59,722 |
| MML INVESTORS SERVICES, LLC | +8,941 | +60.4% | 23,748 |
| MidFirst Bank | +7,426 | +24.3% | 37,998 |
| JONES FINANCIAL COMPANIES LLLP | +5,093 | +55.3% | 14,305 |
| Altura Wealth Advisors Inc. | +4,848 | +12.2% | 44,466 |
| PEAPACK GLADSTONE FINANCIAL CORP | +3,850 | +5.0% | 81,167 |
| RAYMOND JAMES FINANCIAL INC | +3,558 | +1.6% | 228,433 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +3,458 | +98.8% | 6,958 |
| HARBOUR INVESTMENTS, INC. | +2,030 | +4.3% | 49,785 |
| Cetera Investment Advisers | +1,764 | +2.1% | 86,814 |
| Atlanta Consulting Group Advisors, | +1,400 | +79.4% | 3,164 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | -56,030 | -23.4% | 183,176 |
| Kingsview Wealth Management, LLC | -51,279 | -62.8% | 30,322 |
| Kestra Advisory Services, LLC | -30,564 | -47.5% | 33,838 |
| VANTAGEPOINT INVESTMENT ADVISERS LL | -29,909 | -2.3% | 1,271,271 |
| LJI Wealth Management, LLC | -21,262 | -17.5% | 100,227 |
| UBS Group AG | -8,187 | -6.6% | 116,061 |
| CITADEL ADVISORS LLC | -6,097 | -63.9% | 3,440 |
| Corient Private Wealth LP | -4,320 | -56.3% | 3,356 |
| Mariner, LLC | -3,843 | -0.6% | 631,787 |
| Equitable Holdings, Inc. | -3,206 | -40.1% | 4,785 |
| Baird Financial Group, Inc. | -2,574 | -3.7% | 67,618 |
| Creative Planning | -2,476 | -23.2% | 8,187 |
| Allworth Financial LP | -1,997 | -6.2% | 30,243 |
| OSAIC HOLDINGS, INC. | -1,865 | -15.9% | 9,901 |
| SageView Advisory Group, LLC | -1,746 | -8.6% | 18,546 |
| GOLDMAN SACHS GROUP INC | -1,443 | -5.2% | 26,451 |
| Drucker Wealth 3.0, LLC | -1,400 | -3.8% | 35,241 |
| BLB&B Advisors, LLC | -1,350 | -32.4% | 2,822 |
| Focus Partners Wealth | -824 | -20.5% | 3,186 |
| MONTAG A & ASSOCIATES INC | -774 | -7.7% | 9,342 |