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Disclosery

IVOG VANGUARD ADMIRAL FDS INC

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MIDCP 400 GRTH (fund)

139 managers (139 13F filers) reported a position in IVOG shares at 2025-03-31, 3,237,936 shares in all. 15 filers opened a position and 18 filers sold out during the quarter.

Managers
139
13F filers
139
New
15
Added
42
Reduced
34
Sold out
18
Shares held by filers
3,237,936

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC691,375$71.3M0.12%+7,15013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC195,807$20.2M0.01%-2,08613F-HRTimelineGroup
Octavia Wealth Advisors, LLC161,713$16.7M2.03%+15,60313F-HRTimeline
LPL Financial LLC159,227$16.4M0.01%-15,44213F-HRTimeline
Stordahl Capital Management, Inc.139,926$14.4M3.42%+4,34413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY130,589$13.5M<0.01%+16,92913F-HRTimelineGroup
LJI Wealth Management, LLC101,949$10.5M2.09%+4,60313F-HRTimeline
UBS Group AGin group UBS Group AG86,360$8.91M<0.01%-4,87313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC77,339$7.99M<0.01%-3,10213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN75,957$7.84M<0.01%-35,77013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/71,148$7.34M<0.01%-1,38313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.68,058$7.02M0.01%+5,87213F-HRTimelineGroup
Cetera Investment Advisers64,778$6.68M0.01%+7,34813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC61,969$6.39M0.03%+56213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC60,572$6.25M<0.01%+30,67613F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…58,451$6.03M0.19%+5,01913F-HRTimelineGroup
Composition Wealth, LLC56,387$5.82M0.12%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC49,598$5.12M0.07%+4,95413F-HRTimeline
RWA WEALTH PARTNERS, LLC41,565$4.29M0.05%-213F-HRTimeline
Advisor Resource Council40,372$4.08M0.33%new13F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …36,945$3.81M2.64%new13F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC36,908$3.81M3.56%+1,88113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO36,766$3.79M<0.01%+63513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.36,041$3.72M0.11%+3,24313F-HRTimeline
Allworth Financial LP32,920$3.36M0.02%-18713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP30,097$3.11M<0.01%-62313F-HRTimelineGroup
Integrated Capital Management, LLC29,513$3.04M1.68%+1,15613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…28,466$2.94M0.01%-8113F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources27,394$2.83M<0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC25,815$2.66M0.11%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC25,742$2.66M0.02%-1,00013F-HR/ATimelineGroup
Mendel Capital Management LLC20,898$2.16M1.3%+1,09013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,375$2.1M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC20,274$2.09M<0.01%+2,80213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA18,898$1.95M<0.01%-46913F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,672$1.93M<0.01%+1,13613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,144$1.77M<0.01%+4,58813F-HRTimelineGroup
Private Advisor Group, LLC17,036$1.76M0.01%-63013F-HRTimeline
BLAIR WILLIAM & CO/IL16,307$1.68M0.01%+34813F-HRTimeline
HighTower Advisors, LLC15,255$1.57M<0.01%-97413F-HRTimeline
Creative Planningin group Creative Planning14,492$1.5M<0.01%+73113F-HRTimelineGroup
MONTAG A & ASSOCIATES INC12,875$1.33M0.07%013F-HRTimeline
Chicago Partners Investment Group LLC12,072$1.28M0.04%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.10,019$1.03M0.06%+1,98913F-HRTimeline
MML INVESTORS SERVICES, LLC9,725$1M<0.01%+65213F-HRTimeline
CIBC WORLD MARKET INC.9,311$961K<0.01%+23813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,277$957K<0.01%+2,65813F-HR/ATimelineGroup
Nova Wealth Management, Inc.9,097$939K0.81%+13613F-HR/ATimeline
Virtu Financial LLCin group Virtu Financial LLC9,015$930K0.05%-1,08013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,919$921K<0.01%-73513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,536$881K<0.01%-44813F-HR/ATimelineGroup
Heritage Investment Group, Inc.8,502$877K0.16%-11613F-HRTimeline
Sagace Wealth Management LLC7,995$825K0.62%+36013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,014$812K<0.01%+1,19513F-HRTimeline
Betterment LLC7,858$811K<0.01%-23013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,803$805K0.01%+33613F-HRTimelineGroup
Cambridge Investment Research Advisors,…7,036$726K<0.01%-36613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,960$718K<0.01%+50013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,793$701K0.01%-73813F-HRTimelineGroup
Embree Financial Group6,659$687K0.12%013F-HRTimeline
Round Rock Advisors LLC6,476$668K0.12%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,242$644K<0.01%-19,47113F-HRTimelineGroup
Lauterbach Financial Advisors, LLC6,125$632K0.39%new13F-HRTimeline
Merit Financial Group, LLC5,816$600K0.01%-38013F-HRTimeline
PFG Advisors5,723$590K0.03%-1,23413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,352$552K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,718$523K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC4,985$514K<0.01%+56213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,742$489K<0.01%+39313F-HRTimeline
Hobart Private Capital, LLC4,738$489K0.12%013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC4,491$463K0.25%-77713F-HRTimeline
Meridian Wealth Management, LLC4,443$458K0.02%+113F-HRTimeline
Financial Security Advisor, Inc.4,190$432K0.11%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC3,860$398K0.01%013F-HRTimeline
Rialto Wealth Management, LLC3,838$396K0.12%-68513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,698$382K0.02%new13F-HRTimelineGroup
MidAtlantic Capital Management, Inc.3,680$380K0.3%013F-HRTimeline
Rodgers & Associates, LTD3,526$364K0.04%013F-HRTimeline
Waverly Advisors, LLC3,323$343K<0.01%+1,13313F-HRTimeline
Aptus Capital Advisors, LLC3,017$311K<0.01%-36413F-HRTimeline
Consolidated Portfolio Review Corp2,991$309K0.05%013F-HRTimeline
Financial Freedom, LLC2,915$301K0.17%-2,98613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,873$296K<0.01%013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.2,828$292K<0.01%new13F-HRTimeline
BLB&B Advisors, LLC2,822$291K0.01%013F-HRTimeline
TWO SIGMA SECURITIES, LLC2,602$268K0.04%new13F-HRTimeline
Safeguard Investment Advisory Group, LLC2,600$268K0.07%013F-HRTimeline
IFG Advisors, LLC2,508$259K0.05%013F-HRTimeline
Ausdal Financial Partners, Inc.2,457$253K0.02%+913F-HRTimeline
Valued Retirements, Inc.2,402$248K0.33%new13F-HRTimeline
AE Wealth Management LLC2,371$245K<0.01%+2,15513F-HRTimeline
BALANCED WEALTH GROUP LLC2,283$236K0.11%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,220$229K0.03%013F-HRTimeline
Atria Wealth Solutions, Inc.2,162$223K<0.01%+36313F-HRTimeline
Weinberger Asset Management, Inc2,161$223K0.1%013F-HRTimeline
MGO ONE SEVEN LLC2,158$223K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,947$201K0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC1,750$181K0.06%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,528$172K<0.01%013F-HRTimelineGroup
MAI Capital Management1,267$131K<0.01%-63513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,140$118K<0.01%+17913F-HR/ATimelineGroup
BARRETT & COMPANY, INC.968$99.9K0.04%013F-HRTimeline
Hanson & Doremus Investment Management902$93K0.01%013F-HRTimeline
Founders Capital Management673$69.4K0.04%013F-HRTimeline
Farther Finance Advisors, LLC663$69.1K<0.01%+18413F-HRTimeline
AMERIFLEX GROUP, INC.592$61.1K0.02%-2813F-HRTimeline
PRIVATE TRUST CO NA507$52.3K0.01%+2613F-HRTimeline
Realta Investment Advisors500$51.6K0.02%-20013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC467$48.2K<0.01%+33313F-HRTimeline
HOWE & RUSLING INC466$48.1K<0.01%-62013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…390$40.2K<0.01%013F-HRTimelineGroup
Key Financial Inc356$36.7K0.01%013F-HRTimeline
Lindbrook Capital, LLC350$36.1K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.344$35.5K0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…343$35.4K0.01%-6713F-HRTimeline
MATHER GROUP, LLC.321$33.1K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\305$31.5K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management296$30.5K<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC257$26.5K<0.01%-813F-HRTimeline
WPG Advisers, LLC256$26.4K0.02%new13F-HRTimeline
Bristlecone Advisors, LLC220$22.7K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.178$18.4K0.01%013F-HRTimeline
Arax Advisory Partners176$18.2K<0.01%013F-HRTimeline
COMERICA BANK174$18K<0.01%+9813F-HRTimeline
WHITTIER TRUST CO150$15.5K<0.01%013F-HRTimeline
Asset Dedication, LLC110$11.3K<0.01%013F-HRTimeline
North Star Investment Management Corp.102$10.5K<0.01%013F-HRTimeline
City State Bank100$10.3K<0.01%013F-HRTimeline
Crews Bank & Trust80$8.25K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.56$5.78K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC35$3.61K<0.01%013F-HRTimeline
Sound Income Strategies, LLC24$2.48K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.19$1.96K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC9$929<0.01%013F-HRTimeline
AdvisorNet Financial, Inc8$813<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division6$619<0.01%013F-HRTimeline
Larson Financial Group LLC1$104<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CREATIVE FINANCIAL DESIGNS INC /ADV0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.