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Disclosery

IVOG VANGUARD ADMIRAL FDS INC

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MIDCP 400 GRTH (fund)

153 managers (153 13F filers) reported a position in IVOG shares at 2025-06-30, 3,294,242 shares in all. 22 filers opened a position and 8 filers sold out during the quarter.

Managers
153
13F filers
153
New
22
Added
40
Reduced
43
Sold out
8
Shares held by filers
3,294,242

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC691,859$78.2M0.11%+48413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC194,729$22M0.01%-1,07813F-HRTimelineGroup
LPL Financial LLC179,585$20.3M0.01%+20,35813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY169,543$19.2M<0.01%+38,95413F-HRTimelineGroup
Octavia Wealth Advisors, LLC143,862$16.3M1.85%-17,85113F-HRTimeline
Stordahl Capital Management, Inc.141,778$16M3.56%+1,85213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC128,829$14.6M0.17%+79,23113F-HRTimeline
LJI Wealth Management, LLC113,975$12.9M2.24%+12,02613F-HRTimeline
UBS Group AGin group UBS Group AG93,046$10.5M<0.01%+6,68613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC92,841$10.5M<0.01%+15,50213F-HRTimelineGroup
Cetera Investment Advisers71,953$8.13M0.01%+7,17513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/69,874$7.9M<0.01%-1,27413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.68,433$7.73M0.01%+37513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC64,516$7.29M0.04%+2,54713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN56,604$6.4M<0.01%-19,35313F-HRTimelineGroup
Composition Wealth, LLC56,365$6.37M0.11%-2213F-HRTimeline
HARBOUR INVESTMENTS, INC.39,915$4.51M0.11%+3,87413F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …37,144$4.2M2.58%+19913F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC36,751$4.15M3.59%-15713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO36,695$4.15M<0.01%-7113F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC35,545$4.02M0.05%-6,02013F-HRTimeline
Integrated Capital Management, LLC33,452$3.83M1.84%+3,93913F-HRTimeline
Allworth Financial LP31,893$3.6M0.02%-1,02713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…29,786$3.37M0.01%+1,32013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,598$3.35M<0.01%-49913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…27,939$3.16M<0.01%+10,79513F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources27,394$3.1M<0.01%013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC25,224$2.85M0.02%-51813F-HR/ATimelineGroup
Mendel Capital Management LLC20,113$2.27M1.3%-78513F-HRTimeline
SageView Advisory Group, LLC18,087$2.13M0.08%-7,72813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,937$2.03M<0.01%-96113F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,753$2.01M<0.01%-91913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,623$1.99M<0.01%new13F-HR/ATimelineGroup
Altura Wealth Advisors Inc.17,600$1.99M1.11%new13F-HRTimeline
Private Advisor Group, LLC16,483$1.86M0.01%-55313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,418$1.86M<0.01%-3,85613F-HRTimeline
BLAIR WILLIAM & CO/IL15,819$1.79M<0.01%-48813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…15,681$1.77M0.05%-42,77013F-HRTimelineGroup
HighTower Advisors, LLC14,888$1.68M<0.01%-36713F-HRTimeline
Drucker Wealth 3.0, LLC14,549$1.68M0.32%new13F-HRTimeline
Creative Planningin group Creative Planning14,708$1.66M<0.01%+21613F-HRTimelineGroup
Goodman Financial Corp14,278$1.61M0.32%new13F-HRTimeline
Chicago Partners Investment Group LLC12,517$1.46M0.04%+44513F-HRTimeline
MONTAG A & ASSOCIATES INC12,790$1.45M0.07%-8513F-HRTimeline
MML INVESTORS SERVICES, LLC12,181$1.38M<0.01%+2,45613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,157$1.15M<0.01%+3,91513F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.9,793$1.11M0.06%-22613F-HRTimeline
CIBC WORLD MARKET INC.9,340$1.06M<0.01%+2913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,661$978K<0.01%-25813F-HR/ATimelineGroup
Heritage Investment Group, Inc.8,502$961K0.17%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,298$941K<0.01%+28413F-HRTimeline
GTS SECURITIES LLC8,107$916K0.04%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,957$899K0.01%+15413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,676$868K<0.01%-86013F-HRTimelineGroup
Nova Wealth Management, Inc.7,462$843K0.62%-1,63513F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC7,335$829K0.04%-1,68013F-HRTimelineGroup
Betterment LLC7,176$811K<0.01%-68213F-HRTimeline
Cambridge Investment Research Advisors,…7,059$798K<0.01%+2313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,960$787K<0.01%013F-HRTimelineGroup
Embree Financial Group6,659$753K0.11%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,627$749K<0.01%-2,65013F-HRTimelineGroup
Round Rock Advisors LLC6,476$732K0.13%013F-HRTimeline
FMR LLCin group FMR LLC6,360$719K<0.01%+1,37513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,172$713K<0.01%+1,43013F-HRTimeline
Lauterbach Financial Advisors, LLC6,125$692K0.38%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,718$646K<0.01%013F-HRTimelineGroup
Merit Financial Group, LLC5,439$615K0.01%-37713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,294$598K<0.01%-15,08113F-HRTimelineGroup
Hobart Private Capital, LLC4,738$536K0.12%013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC4,491$508K0.26%013F-HRTimeline
Meridian Wealth Management, LLC4,450$503K0.02%+713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.4,358$493K<0.01%+1,53013F-HRTimeline
Financial Security Advisor, Inc.4,190$474K0.11%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC3,860$436K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,698$418K0.02%013F-HRTimelineGroup
MidAtlantic Capital Management, Inc.3,680$416K0.3%013F-HRTimeline
Rodgers & Associates, LTD3,606$408K0.04%+8013F-HRTimeline
Waverly Advisors, LLC3,519$398K<0.01%+19613F-HRTimeline
Aptus Capital Advisors, LLC3,215$363K<0.01%+19813F-HRTimeline
Rialto Wealth Management, LLC3,194$361K0.1%-64413F-HRTimeline
Consolidated Portfolio Review Corp2,956$334K0.05%-3513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,873$325K<0.01%013F-HRTimelineGroup
BLB&B Advisors, LLC2,822$319K0.01%013F-HRTimeline
CONNING INC.in group CONNING INC.2,726$308K0.01%new13F-HRTimelineGroup
Sierra Capital LLC2,628$297K0.03%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,628$297K<0.01%+1,48813F-HRTimelineGroup
Safeguard Investment Advisory Group, LLC2,600$294K0.07%013F-HRTimeline
IFG Advisors, LLC2,508$283K0.05%013F-HRTimeline
Financial Freedom, LLC2,499$282K0.15%-41613F-HRTimeline
Ausdal Financial Partners, Inc.2,478$280K0.02%+2113F-HRTimeline
Valued Retirements, Inc.2,402$271K0.31%013F-HRTimeline
AE Wealth Management LLC2,380$269K<0.01%+913F-HRTimeline
HRT FINANCIAL LP2,344$264K<0.01%new13F-HRTimeline
BALANCED WEALTH GROUP LLC2,283$264K0.11%013F-HRTimeline
INSIGHT 2811, INC.2,301$260K0.12%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,220$251K0.03%013F-HRTimeline
JFS WEALTH ADVISORS, LLC2,188$247K0.02%+24113F-HRTimeline
Weinberger Asset Management, Inc2,161$244K0.09%013F-HRTimeline
MGO ONE SEVEN LLC2,147$243K0.01%-1113F-HRTimeline
Sunburst Financial Group, LLC2,129$241K0.05%new13F-HRTimeline
Dynamic Advisor Solutions LLC1,960$222K0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC1,936$219K0.07%+18613F-HRTimeline
Perigon Wealth Management, LLC1,907$216K0.01%new13F-HRTimeline
Atria Wealth Solutions, Inc.1,808$208K<0.01%-35413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth1,807$204K<0.01%new13F-HRTimelineGroup
Sequoia Financial Advisors, LLC1,795$203K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC1,728$195K<0.01%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,587$179K<0.01%+5913F-HRTimelineGroup
MAI Capital Management1,209$137K<0.01%-5813F-HRTimeline
Parallel Advisors, LLC1,000$113K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.968$109K0.04%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC954$108K<0.01%-59,61813F-HRTimelineGroup
EP Wealth Advisors, LLC950$107K<0.01%new13F-HRTimeline
Hanson & Doremus Investment Management902$102K0.01%013F-HRTimeline
Founders Capital Management673$76.1K0.05%013F-HRTimeline
Farther Finance Advisors, LLC663$74.9K<0.01%013F-HRTimeline
Arax Advisory Partners597$67.5K<0.01%+42113F-HRTimeline
AMERIFLEX GROUP, INC.596$67K0.04%+413F-HRTimeline
Plante Moran Financial Advisors, LLC561$63.4K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA507$57.3K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC491$55.5K<0.01%-4,86113F-HRTimelineGroup
HOWE & RUSLING INC466$52.7K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management439$49.6K<0.01%+14313F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC424$47.9K<0.01%-4313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…390$44K<0.01%013F-HRTimelineGroup
Key Financial Inc356$40.2K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.344$38.9K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\305$34.5K<0.01%013F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…300$33.9K0.01%-4313F-HRTimeline
Quaker Wealth Management, LLC277$31.3K0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…270$30.6K<0.01%new13F-HRTimelineGroup
Salomon & Ludwin, LLC257$29.5K<0.01%013F-HRTimeline
WPG Advisers, LLC256$28.9K0.02%013F-HRTimeline
Bristlecone Advisors, LLC220$24.9K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.178$20.1K0.01%013F-HRTimeline
COMERICA BANK150$17K<0.01%-2413F-HRTimeline
WHITTIER TRUST CO150$17K<0.01%013F-HRTimeline
Asset Dedication, LLC110$12.4K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA103$11.6K<0.01%new13F-HRTimelineGroup
North Star Investment Management Corp.102$11.5K<0.01%013F-HRTimeline
City State Bank100$11.3K<0.01%013F-HRTimeline
Crews Bank & Trust80$9.04K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC61$6.89K0.01%new13F-HRTimeline
Bernard Wealth Management Corp.56$6.33K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.19$2.15K<0.01%013F-HRTimeline
Sound Income Strategies, LLC12$1.36K<0.01%-1213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC10$1.13K<0.01%-2513F-HR/ATimeline
TUCKER ASSET MANAGEMENT LLC9$1.02K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC6$1K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc8$890<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division6$678<0.01%013F-HRTimeline
Larson Financial Group LLC1$114<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.