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Disclosery

IVOG VANGUARD ADMIRAL FDS INC

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MIDCP 400 GRTH (fund)

145 managers (145 13F filers) reported a position in IVOG shares at 2024-12-31, 3,125,289 shares in all. 17 filers opened a position and 14 filers sold out during the quarter.

Managers
145
13F filers
145
New
17
Added
49
Reduced
34
Sold out
14
Shares held by filers
3,125,289

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Mariner, LLCin group Mariner, LLC684,225$77.1M0.13%-4,09013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC197,893$22.3M0.01%13F-HR/ATimelineGroup
LPL Financial LLC174,669$19.7M0.01%+1,39513F-HRTimeline
Octavia Wealth Advisors, LLC146,110$16.5M2%+83513F-HRTimeline
Stordahl Capital Management, Inc.135,582$15.3M3.61%-3,87813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY113,660$12.8M<0.01%-21,67713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN111,727$12.6M<0.01%+3,24313F-HRTimelineGroup
LJI Wealth Management, LLC97,346$11M2.16%+1,74913F-HRTimeline
UBS Group AGin group UBS Group AG91,233$10.3M<0.01%+5,73913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC80,441$9.09M<0.01%+7,68313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/72,531$8.17M<0.01%+3,43113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.62,186$7.01M0.01%-16713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC61,407$6.92M0.04%-1,49213F-HRTimelineGroup
Cetera Investment Advisers57,430$6.47M0.01%+41,67713F-HRTimeline
Composition Wealth, LLC56,387$6.35M0.13%-76513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding53,432$6.02M+19,085Timeline
MONETA GROUP INVESTMENT ADVISORS LLC44,644$5.03M0.07%+32,04913F-HRTimeline
RWA WEALTH PARTNERS, LLC41,567$4.68M0.06%-65413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO36,131$4.07M<0.01%+81313F-HRTimelineGroup
Allworth Financial LP33,107$3.96M0.02%+33,09513F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC35,027$3.95M3.64%+46613F-HRTimeline
HARBOUR INVESTMENTS, INC.32,798$3.7M0.11%+1,88513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP30,720$3.46M<0.01%+4,97113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC29,896$3.37M<0.01%+11613F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…28,547$3.22M0.01%-7,80813F-HRTimelineGroup
Integrated Capital Management, LLC28,357$3.2M1.7%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources27,394$3.09M<0.01%013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC26,742$3.01M0.02%-54113F-HRTimelineGroup
SageView Advisory Group, LLC25,815$2.91M0.13%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,713$2.9M<0.01%+50013F-HRTimelineGroup
Mendel Capital Management LLC19,808$2.23M1.35%+68713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19,367$2.18M<0.01%+9013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,690$1.99M<0.01%-32313F-HRTimelineGroup
Private Advisor Group, LLC17,666$1.99M0.01%+2513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,536$1.98M<0.01%+1,96513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC17,472$1.97M<0.01%+10,04013F-HRTimeline
HighTower Advisors, LLC16,229$1.83M<0.01%-4,60813F-HRTimeline
BLAIR WILLIAM & CO/IL15,959$1.8M0.01%+10013F-HRTimeline
Creative Planningin group Creative Planning13,761$1.55M<0.01%+5,70013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC12,875$1.45M0.07%+1,54513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,556$1.41M<0.01%+43113F-HRTimelineGroup
NewEdge Advisors, LLC12,025$1.36M0.01%+3713F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC10,095$1.14M0.06%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,654$1.09M<0.01%-37113F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC9,073$1.02M<0.01%-2513F-HRTimeline
CIBC WORLD MARKET INC.9,073$1.02M<0.01%-17613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,984$1.01M<0.01%new13F-HRTimelineGroup
Nova Wealth Management, Inc.8,961$1.01M0.87%13F-HRTimeline
Heritage Investment Group, Inc.8,618$971K0.18%013F-HRTimeline
Betterment LLC8,088$911K<0.01%-26413F-HRTimeline
CENTAURUS FINANCIAL, INC.8,030$905K0.06%new13F-HRTimeline
Sagace Wealth Management LLC7,635$860K0.64%-6,84813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,531$849K0.01%+34913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,467$841K0.01%+1,21413F-HRTimelineGroup
Cambridge Investment Research Advisors,…7,402$834K<0.01%+70013F-HRTimeline
PFG Advisors6,957$784K0.05%-9613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,819$768K<0.01%+1,90813F-HRTimeline
Embree Financial Group6,659$750K0.13%+5213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,619$746K<0.01%-10,20713F-HRTimelineGroup
Round Rock Advisors LLC6,476$730K0.15%-77413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,460$728K<0.01%013F-HRTimelineGroup
Merit Financial Group, LLC6,196$698K0.01%-28613F-HRTimeline
Financial Freedom, LLC5,901$665K0.35%+1,51613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,718$652K<0.01%013F-HRTimelineGroup
AMERICAN FINANCIAL & TAX STRATEGIES INC5,268$594K0.31%-13213F-HRTimeline
Wealthspire Advisors, LLC4,955$558K0.01%-2813F-HRTimeline
Hobart Private Capital, LLC4,738$534K0.13%013F-HRTimeline
Rialto Wealth Management, LLC4,523$510K0.17%13F-HRTimeline
Meridian Wealth Management, LLC4,442$501K0.02%-1,12113F-HRTimeline
FMR LLCin group FMR LLC4,423$498K<0.01%+71913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,349$490K<0.01%+2,12213F-HR/ATimeline
Financial Security Advisor, Inc.4,190$472K0.12%+3113F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC3,860$435K0.01%013F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…3,698$417K0.08%013F-HRTimeline
MidAtlantic Capital Management, Inc.3,680$415K0.3%013F-HRTimeline
Rodgers & Associates, LTD3,526$397K0.05%-27213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,491$393K<0.01%+13113F-HRTimeline
Aptus Capital Advisors, LLC3,381$381K<0.01%-6813F-HRTimeline
Consolidated Portfolio Review Corp2,991$337K0.05%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,873$324K<0.01%-8313F-HRTimelineGroup
BLB&B Advisors, LLC2,822$318K0.02%013F-HRTimeline
Safeguard Investment Advisory Group, LLC2,600$293K0.08%013F-HRTimeline
IFG Advisors, LLC2,508$283K0.06%013F-HRTimeline
Ausdal Financial Partners, Inc.2,448$276K0.02%+5013F-HRTimeline
Sunburst Financial Group, LLC2,223$250K0.06%-1,06013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,220$250K0.04%+1313F-HRTimeline
Waverly Advisors, LLC2,190$247K<0.01%new13F-HRTimeline
Wellment Financial2,173$245K0.31%13F-HRTimeline
Weinberger Asset Management, Inc2,161$243K0.1%+1713F-HRTimeline
MGO ONE SEVEN LLC2,158$243K0.01%+7213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,104$237K<0.01%new13F-HRTimelineGroup
Perigon Wealth Management, LLC1,907$223K0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,953$220K<0.01%-44113F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth1,910$215K<0.01%new13F-HR/ATimelineGroup
MAI Capital Management1,902$214K<0.01%new13F-HRTimeline
Kiely Wealth Advisory Group, Inc.1,799$210K0.14%+1413F-HRTimeline
Atria Wealth Solutions, Inc.1,799$203K<0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC1,794$202K<0.01%+513F-HR/ATimeline
Morton Brown Family Wealth, LLC1,750$197K0.07%013F-HRTimeline
Global Retirement Partners, LLC1,728$195K0.01%-30013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,528$172K<0.01%+7813F-HRTimelineGroup
HOWE & RUSLING INC1,086$122K0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.968$109K0.05%+813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP961$108K<0.01%+11913F-HRTimelineGroup
EP Wealth Advisors, LLC950$107K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management902$102K0.02%013F-HRTimeline
Realta Investment Advisors700$80.2K0.03%+50013F-HRTimeline
Founders Capital Management673$75.8K0.05%013F-HRTimeline
AMERIFLEX GROUP, INC.620$72.7K0.03%13F-HRTimeline
PRIVATE TRUST CO NA481$54.2K0.01%-3413F-HRTimeline
Farther Finance Advisors, LLC479$54K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…410$46.2K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…390$43.9K<0.01%+213F-HRTimelineGroup
Key Financial Inc356$40.1K0.01%013F-HRTimeline
Breakwater Investment Management355$40K0.02%013F-HR/ATimeline
Lindbrook Capital, LLC350$39.4K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.344$38.8K0.01%013F-HR/ATimeline
MATHER GROUP, LLC.321$36.2K<0.01%-5213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management296$33.4K<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC265$29.9K<0.01%+813F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC232$26.6K0.02%13F-HRTimeline
Bristlecone Advisors, LLC220$24.8K<0.01%013F-HRTimeline
AE Wealth Management LLC216$24.3K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.178$20.1K0.01%013F-HRTimeline
Arax Advisory Partners176$19.8K<0.01%new13F-HRTimeline
WHITTIER TRUST CO150$16.9K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC134$15.1K<0.01%013F-HRTimeline
GoalVest Advisory LLC134$15.1K<0.01%new13F-HRTimeline
Asset Dedication, LLC110$12.4K<0.01%013F-HRTimeline
Blue Trust, Inc.106$11.9K<0.01%new13F-HR/ATimeline
North Star Investment Management Corp.102$11.5K<0.01%+113F-HRTimeline
City State Bank100$11.3K<0.01%013F-HRTimeline
Crews Bank & Trust80$9.02K<0.01%13F-HRTimeline
COMERICA BANK76$8.56K<0.01%-7613F-HR/ATimeline
Eagle Bay Advisors LLC56$6.31K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.56$6.31K<0.01%13F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC35$3.94K<0.01%-2513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sound Income Strategies, LLC24$2.71K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.19$2.14K<0.01%13F-HRTimeline
Abound Wealth Management12$1.36K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC9$1.01K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc8$888<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division6$676<0.01%013F-HRTimeline
Larson Financial Group LLC1$114<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%-20913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.