Skip to content
Disclosery

IVOG VANGUARD ADMIRAL FDS INC

Follow

MIDCP 400 GRTH (fund)

171 managers (172 13F filers) reported a position in IVOG shares at 2025-12-31, 4,995,134 shares in all. 22 filers opened a position and 14 filers sold out during the quarter.

Managers
171
13F filers
172
New
22
Added
54
Reduced
38
Sold out
14
Shares held by filers
4,995,134

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
VANTAGEPOINT INVESTMENT ADVISERS LLC1,562,689$188M1.51%-34,38113F-HRTimeline
Mariner, LLCin group Mariner, LLC636,389$76.5M0.09%+5,75013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC212,193$25.5M0.01%+16,11913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY194,948$23.4M<0.01%+17,28613F-HR/ATimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC172,656$20.8M0.16%+23,03113F-HRTimeline
Stordahl Capital Management, Inc.144,668$17.4M3.58%-20113F-HRTimeline
LPL Financial LLC139,976$16.8M<0.01%-16,52913F-HRTimeline
Octavia Wealth Advisors, LLC134,235$16.1M1.54%-14,44413F-HRTimeline
LJI Wealth Management, LLC117,236$14.1M2.15%+5,00013F-HRTimeline
UBS Group AGgroup of 2 filers holding88,404$10.6M-1,511Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC88,041$10.6M<0.01%+1,54013F-HRTimelineGroup
Cetera Investment Advisers78,891$9.48M0.01%+13713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP71,464$8.59M0.11%+56,10813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.68,001$8.17M0.01%+3,48013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC63,772$7.67M0.03%+1,49713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/60,651$7.29M<0.01%-6,40313F-HRTimelineGroup
Composition Wealth, LLC56,246$6.76M0.1%-11813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN52,333$6.29M<0.01%-4113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.44,929$5.4M0.11%+1,45513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO38,930$4.68M<0.01%-4,99313F-HRTimelineGroup
CLARK FINANCIAL SERVICES GROUP INC …35,785$4.43M2.36%-1,54613F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC36,691$4.41M3.5%-38013F-HRTimeline
Drucker Wealth 3.0, LLC36,550$4.39M0.77%+1,98213F-HRTimeline
Altura Wealth Advisors Inc.35,671$4.29M1.85%+8,60913F-HRTimeline
RWA WEALTH PARTNERS, LLC33,721$4.05M0.04%-1913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…33,184$3.99M<0.01%+2,93613F-HR/ATimelineGroup
Allworth Financial LP32,052$3.85M0.02%+15913F-HRTimeline
Integrated Capital Management, LLC31,902$3.83M1.65%+85513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…31,617$3.8M0.01%+1,73413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP30,681$3.69M<0.01%+1,35613F-HRTimelineGroup
Baron Wealth Management LLC29,250$3.52M1.08%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources27,394$3.29M<0.01%013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC25,080$3.01M0.02%-14413F-HRTimelineGroup
SageView Advisory Group, LLC21,520$2.59M0.09%+77013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19,435$2.34M<0.01%+51913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,682$2.12M<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL15,855$1.91M0.01%+113F-HRTimeline
Goodman Financial Corp14,542$1.75M0.33%+2313F-HRTimeline
MidFirst Bank14,406$1.73M0.14%13F-HRTimeline
Veratis Advisors, Inc.13,181$1.71M1.35%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,086$1.69M<0.01%-1,64213F-HRTimelineGroup
Private Advisor Group, LLC13,960$1.68M0.01%-1,66713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…13,728$1.65M0.04%-1,86313F-HRTimelineGroup
CIBC WORLD MARKET INC.13,453$1.62M<0.01%+4,10413F-HRTimeline
Chicago Partners Investment Group LLC12,517$1.6M0.04%013F-HRTimeline
HighTower Advisors, LLC12,919$1.55M<0.01%-2,42413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,733$1.53M<0.01%-75413F-HRTimeline
ES4, LLC12,075$1.45M1%13F-HRTimeline
MONTAG A & ASSOCIATES INC11,305$1.36M0.06%013F-HRTimeline
Creative Planningin group Creative Planning10,631$1.28M<0.01%-3,05213F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.9,886$1.19M0.05%+10313F-HRTimeline
Heritage Investment Group, Inc.8,502$1.02M0.16%013F-HRTimeline
Cambridge Investment Research Advisors,…8,220$988K<0.01%+67413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,172$983K<0.01%+81013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC8,035$966K<0.01%-45513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,642$919K<0.01%+1,99813F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,572$910K0.01%-29513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,197$865K<0.01%+76113F-HR/ATimelineGroup
COMMERCE BANKin group COMMERCE BANK7,044$847K<0.01%+8413F-HRTimelineGroup
CONNING INC.in group CONNING INC.6,787$816K0.03%+43913F-HRTimelineGroup
Ethos Financial Group, LLC6,715$807K0.06%new13F-HRTimeline
Embree Financial Group6,701$805K0.1%+4213F-HRTimeline
Betterment LLC6,609$794K<0.01%-24413F-HRTimeline
Round Rock Advisors LLC5,901$709K0.11%-53113F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,853$704K<0.01%+1,78013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,718$687K<0.01%013F-HRTimelineGroup
Advisor Resource Council5,352$677K0.24%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,282$666K<0.01%-89013F-HRTimeline
Tempo Wealth, LLC5,483$659K0.12%13F-HRTimeline
PFG Advisors5,047$607K0.03%+513F-HRTimeline
Waverly Advisors, LLC4,927$592K<0.01%+30513F-HRTimeline
Gryphon Financial Partners LLC4,830$581K0.06%new13F-HRTimeline
FMR LLCin group FMR LLC4,813$579K<0.01%+3413F-HRTimelineGroup
Hobart Private Capital, LLC4,738$570K0.11%013F-HRTimeline
Sequoia Financial Advisors, LLC4,629$556K<0.01%+413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,614$555K<0.01%-1,50913F-HRTimeline
Meridian Wealth Management, LLC4,570$549K0.02%+12013F-HRTimeline
Merit Financial Group, LLC4,382$527K<0.01%013F-HRTimeline
Financial Security Advisor, Inc.4,215$507K0.1%+2513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,155$499K<0.01%new13F-HRTimelineGroup
ENTREWEALTH, LLC3,811$495K0.22%013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC4,074$490K0.24%013F-HRTimeline
Austin Wealth Management, LLC3,834$478K0.07%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC3,860$464K0.01%013F-HRTimeline
Rodgers & Associates, LTD3,807$458K0.05%-513F-HRTimeline
Crusonia Wealth Advisors LLC3,698$445K0.1%13F-HRTimeline
Aptus Capital Advisors, LLC3,106$373K<0.01%-14713F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …3,078$370K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,874$345K<0.01%+113F-HRTimelineGroup
BLB&B Advisors, LLC2,822$339K0.01%013F-HRTimeline
AE Wealth Management LLC2,732$328K<0.01%+40213F-HRTimeline
Sierra Capital LLC2,628$316K0.03%013F-HRTimeline
Safeguard Investment Advisory Group, LLC2,600$313K0.08%013F-HRTimeline
Ausdal Financial Partners, Inc.2,533$304K0.01%+3113F-HRTimeline
IFG Advisors, LLC2,508$301K0.05%013F-HRTimeline
INSIGHT 2811, INC.2,486$299K0.13%+4913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,442$294K0.03%+1313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,374$285K<0.01%+613F-HR/ATimelineGroup
Rialto Wealth Management, LLC2,350$282K0.07%-39413F-HRTimeline
MAI Capital Management2,318$279K<0.01%-13313F-HRTimeline
BALANCED WEALTH GROUP LLC2,283$273K0.1%013F-HRTimeline
Valued Retirements, Inc.2,266$272K0.27%-13613F-HRTimeline
NewEdge Advisors, LLC2,248$270K<0.01%+113F-HRTimeline
JFS WEALTH ADVISORS, LLC2,245$270K0.02%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth2,158$259K<0.01%new13F-HRTimelineGroup
MGO ONE SEVEN LLC2,135$257K0.01%+413F-HRTimeline
Sunburst Financial Group, LLC2,027$244K0.05%-3013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,024$243K<0.01%-14013F-HRTimelineGroup
Weinberger Asset Management, Inc2,000$240K0.09%+1213F-HRTimeline
VSM Wealth Advisory, LLC1,956$235K0.07%new13F-HRTimeline
Morton Brown Family Wealth, LLC1,936$233K0.06%013F-HRTimeline
Perigon Wealth Management, LLC1,907$229K<0.01%013F-HRTimeline
MidAtlantic Capital Management, Inc.1,833$220K0.14%-1,84713F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC1,812$218K<0.01%new13F-HRTimelineGroup
Atlanta Consulting Group Advisors, LLC1,764$212K0.05%013F-HRTimeline
BCGM Wealth Management, LLC1,761$212K0.05%+413F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV1,617$211K0.08%new13F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …1,750$210K0.03%013F-HRTimeline
Global Retirement Partners, LLC1,728$208K<0.01%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT1,700$204K0.01%-2613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,686$203K<0.01%-313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,680$202K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC1,648$198K<0.01%013F-HRTimeline
GoalVest Advisory LLC1,415$170K0.03%new13F-HRTimeline
Nova Wealth Management, Inc.1,286$155K0.11%-20413F-HRTimeline
Godfrey Financial Associates, Inc.963$126K0.11%13F-HRTimeline
PRIVATE TRUST CO NA1,024$123K0.01%013F-HRTimeline
Parallel Advisors, LLC1,000$120K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.974$117K0.04%+613F-HRTimeline
Hanson & Doremus Investment Management902$108K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.895$108K0.06%-1,25713F-HRTimeline
Founders Capital Management673$80.9K0.04%013F-HRTimeline
Arax Advisory Partners597$71.8K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC590$70.9K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.530$63.7K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC451$54.2K<0.01%+113F-HRTimeline
GGM Financial LLC417$50.1K0.02%+313F-HRTimeline
BOKF, NAin group BOKF, NA411$49.4K<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…391$47K<0.01%+113F-HRTimelineGroup
Key Financial Inc356$42.8K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.344$41.3K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\305$36.7K<0.01%013F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…300$36.1K0.01%013F-HRTimeline
Garner Asset Management Corp292$35.1K0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC288$34.6K<0.01%-21313F-HRTimeline
Richardson Capital Management LLC281$33.8K0.02%013F-HRTimeline
Quaker Wealth Management, LLC279$33.5K0.01%+213F-HRTimeline
Salomon & Ludwin, LLC257$31.8K<0.01%013F-HRTimeline
WPG Advisers, LLC256$30.8K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management208$25K<0.01%013F-HRTimelineGroup
Walsh & Associates, LLC182$21.9K0.02%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…174$20.9K<0.01%new13F-HRTimeline
WHITTIER TRUST CO151$19K<0.01%013F-HRTimeline
Sound Income Strategies, LLC138$17.7K<0.01%+13213F-HRTimeline
Smartleaf Asset Management LLC133$16.2K<0.01%new13F-HRTimeline
COMERICA BANK112$13.5K<0.01%013F-HRTimeline
Asset Dedication, LLC110$13.2K<0.01%013F-HRTimeline
North Star Investment Management Corp.102$12.3K<0.01%013F-HRTimeline
City State Bank100$12K<0.01%013F-HRTimeline
Crews Bank & Trust80$9.62K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC61$7.33K0.01%013F-HRTimeline
Bernard Wealth Management Corp.56$6.73K<0.01%013F-HRTimeline
Strive Financial Group ,LLC21$2.52K<0.01%13F-HR/ATimeline
SBI Securities Co., Ltd.19$2.28K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.19$2K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…13$1.56K<0.01%new13F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC9$1.08K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC6$1K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc8$947<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division6$721<0.01%013F-HRTimeline
Larson Financial Group LLC1$122<0.01%013F-HRTimeline